Hoffman, Alan N Investment Management 13F Holdings

CIK 0001848530 · WELLESLEY HILLS, MA

As of Sep 30, 2025, Hoffman, Alan N Investment Management reported 15 positions worth $229.1M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology408,013 03.9M45.35%
AMAZON.COM INCAMZNEquity227,508$50.0M21.81%
MICROSOFT CORPMSFTTechnology74,385$38.5M16.82%
ALPHABET INCGOOGLEquity63,844 5.5M6.78%
COSTCO WHOLESALE CORPCOSTConsumer Defensive11,544 0.7M4.66%
ALPHABET INCGOOGEquity16,650$4.1M1.77%
NVIDIA CORPNVDATechnology12,550$2.3M1.02%
VANGUARD WORLD FUNDMGK—3,519 .4M0.62%
INVESCO QQQ TRUST SERIES 1QQQ—1,397$838.7K0.37%
SPDR S&P 500 ETF TRUSTSPY—713$475.0K0.21%
META PLATFORMS INCMETACommunication Services474$348.1K0.15%
STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETFSDY—2,471$346.1K0.15%
ISHARES SELECT DIVIDEND ETFDVY—2,134$303.2K0.13%
ADOBE INCADBETechnology790$278.7K0.12%
NIO INCNIOConsumer Cyclical11,992$91.4K0.04%