Hoffman, Alan N Investment Management as of June 30, 2026
Portfolio Holdings for Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 52.6 | $89M | 308k | 289.36 | |
| Amazon (AMZN) | 14.7 | $25M | 104k | 238.34 | |
| Microsoft Corporation (MSFT) | 10.2 | $17M | 46k | 373.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.1 | $14M | 38k | 357.37 | |
| Costco Wholesale Corporation (COST) | 4.6 | $7.8M | 8.3k | 935.47 | |
| Vanguard World Mega Grwth Ind (MGK) | 3.5 | $5.9M | 67k | 87.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $5.2M | 15k | 353.33 | |
| NVIDIA Corporation (NVDA) | 1.6 | $2.7M | 13k | 200.09 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $962k | 1.3k | 736.40 | |
| Nio Spon Ads (NIO) | 0.3 | $552k | 109k | 5.06 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $528k | 707.00 | 746.77 | |
| Spdr Series Trust St Str Sp Div (SDY) | 0.2 | $376k | 2.5k | 152.18 | |
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $334k | 2.1k | 156.30 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $219k | 440.00 | 496.73 |
