Hoffman, Alan N Investment Management as of March 31, 2026
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 51.8 | $79M | 310k | 253.79 | |
| Amazon (AMZN) | 14.4 | $22M | 105k | 208.27 | |
| Microsoft Corporation (MSFT) | 12.0 | $18M | 49k | 370.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $11M | 38k | 287.56 | |
| Costco Wholesale Corporation (COST) | 5.5 | $8.4M | 8.4k | 996.43 | |
| Vanguard World Mega Grwth Ind (MGK) | 3.1 | $4.7M | 13k | 367.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $4.2M | 15k | 286.86 | |
| NVIDIA Corporation (NVDA) | 1.5 | $2.3M | 13k | 174.40 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $756k | 1.3k | 577.18 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $463k | 712.00 | 650.34 | |
| Nio Spon Ads (NIO) | 0.3 | $457k | 76k | 6.03 | |
| Spdr Series Trust State Street Spd (SDY) | 0.2 | $361k | 2.5k | 145.94 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $323k | 2.1k | 151.41 |
