Institutions / Hoffman, Alan N Investment Management
Hoffman, Alan N Investment Management
CIK 1848530 · Institution · as of Dec 31, 2025
Portfolio value
$177.30M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $91.75M | 51.7% |
| Amazon.com Inc | $25.72M | 14.5% |
| Microsoft Corp | $25.24M | 14.2% |
| Alphabet Inc. | $12.18M | 6.9% |
| Costco Wholesale Corp /New | $7.40M | 4.2% |
| Vanguard World Fd | $5.20M | 2.9% |
| Alphabet Inc. | $4.86M | 2.7% |
| NVIDIA Corp | $2.36M | 1.3% |
| Invesco Qqq Tr | $804.1K | 0.5% |
| SPDR S&P 500 ETF Tr | $485.5K | 0.3% |
| SPDR Series Trust | $343.9K | 0.2% |
| Meta Platforms Inc | $312.9K | 0.2% |
| iShares Tr | $301.2K | 0.2% |
| Adobe Inc. | $276.5K | 0.2% |
| NIO Inc.NIO | $61.2K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.