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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2024-01-04 (Q4 2023) | Holdings: 14 | Value: $178.6M | 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 | 47.98% | $85.7M | +62.64% | -6.70% | +35.28% | ||
| AMZN - AMAZON COM INC | Reduce 2% $(770.2K) | 21.98% | $39.3M | +85.91% | +27.91% | +57.31% | |
| MSFT - MICROSOFT CORP | Add 4% ($1.0M) | 16.29% | $29.1M | +13.77% | +15.54% | +16.83% | |
| GOOGL - ALPHABET INC | Add 1% ($74.2K) | 5.64% | $10.1M | +186.56% | +11.52% | +44.49% | |
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(260.1K) | 4.32% | $7.7M | +54.44% | +8.93% | +41.44% | |
| GOOG - ALPHABET INC | 1.64% | $2.9M | +181.85% | +11.27% | +43.60% | ||
| MGK - VANGUARD WORLD FD | Reduce 2% $(20.8K) | 0.59% | $1.0M | +76.64% | +13.63% | +40.69% | |
| QQQ - INVESCO QQQ TR | Add 6% ($29.9K) | 0.31% | $554.1K | +82.14% | +11.25% | +33.10% | |
| TQQQ - PROSHARES TR | 0.28% | $500.1K | +243.73% | +31.00% | +88.42% | ||
| ADBE - ADOBE INC | 0.26% | $471.3K | -56.32% | -13.91% | -23.48% | ||
| SPY - SPDR S&P 500 ETF TR | 0.19% | $343.2K | +62.49% | +11.24% | +28.99% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.18% | $315.0K | +353.09% | +81.61% | +208.43% | |
| SDY - SPDR SER TR | 0.17% | $308.8K | +26.46% | +4.74% | +8.30% | ||
| DVY - ISHARES TR | 0.17% | $301.0K | +41.17% | +4.22% | +16.15% | ||