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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2023-10-10 (Q3 2023) | Holdings: 13 | Value: $155.1M | 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 | Reduce 2% $(1.4M) | 49.07% | $76.1M | +66.32% | +4.28% | +28.35% | |
| AMZN - AMAZON COM INC | Reduce 2% $(843.7K) | 21.59% | $33.5M | +107.33% | +19.61% | +45.54% | |
| MSFT - MICROSOFT CORP | Add 1% ($220.4K) | 15.20% | $23.6M | +27.00% | +16.36% | +26.64% | |
| GOOGL - ALPHABET INC | Add 2% ($175.4K) | 6.03% | $9.4M | +182.76% | +2.53% | +18.09% | |
| COST - COSTCO WHSL CORP NEW | 4.40% | $6.8M | +83.83% | +22.18% | +61.99% | ||
| GOOG - ALPHABET INC | Reduce 2% $(58.7K) | 1.77% | $2.7M | +178.83% | +2.73% | +17.93% | |
| MGK - VANGUARD WORLD FD | Add 7% ($61.5K) | 0.60% | $935.5K | +89.12% | +11.13% | +38.78% | |
| QQQ - INVESCO QQQ TR | Add 44% ($141.2K) | 0.30% | $458.6K | +95.68% | +10.93% | +34.28% | |
| ADBE - ADOBE INC | 0.26% | $402.8K | -54.30% | +10.94% | -8.02% | ||
| TQQQ - PROSHARES TR | 0.23% | $349.8K | +306.60% | +29.69% | +93.70% | ||
| SPY - SPDR S&P 500 ETF TR | Add 29% ($69.3K) | 0.20% | $308.6K | +75.08% | +9.79% | +34.84% | |
| SDY - SPDR SER TR | Reduce 4% $(10.4K) | 0.18% | $284.2K | +37.19% | +8.75% | +26.13% | |
| DVY - ISHARES TR | 0.18% | $276.4K | +55.17% | +9.36% | +29.60% | ||