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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2023-07-06 (Q2 2023) | Holdings: 13 | Value: $168.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | 52.12% | $87.9M | +55.05% | -6.36% | +19.65% | ||
| AMZN - AMAZON COM INC | Reduce 2% $(580.0K) | 20.88% | $35.2M | +109.18% | -0.26% | +54.98% | |
| MSFT - MICROSOFT CORP | Add 2% ($508.4K) | 14.94% | $25.2M | +24.22% | -2.59% | +38.48% | |
| GOOGL - ALPHABET INC | Add 2% ($187.7K) | 4.98% | $8.4M | +226.27% | +15.25% | +57.57% | |
| COST - COSTCO WHSL CORP NEW | Add 1% ($43.6K) | 3.84% | $6.5M | +94.85% | +4.90% | +69.89% | |
| GOOG - ALPHABET INC | 1.53% | $2.6M | +222.56% | +15.39% | +57.74% | ||
| MGK - VANGUARD WORLD FD | 0.54% | $906.5K | +90.77% | +0.00% | +40.45% | ||
| TQQQ - PROSHARES TR | 0.24% | $401.1K | +295.34% | -5.37% | +107.61% | ||
| ADBE - ADOBE SYSTEMS INCORPORATED | 0.23% | $386.3K | -48.93% | +9.82% | +19.38% | ||
| QQQ - INVESCO QQQ TR | Add 30% ($76.1K) | 0.19% | $327.3K | +97.41% | -0.04% | +36.36% | |
| SDY - SPDR SER TR | 0.19% | $313.9K | +31.87% | -4.65% | +7.91% | ||
| DVY - ISHARES TR | Reduce 7% $(22.7K) | 0.17% | $291.0K | +50.50% | -4.01% | +11.26% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.15% | $248.2K | +74.50% | -1.10% | +28.36% | |