10,000+ stock pitches from top investors available on joinyellowbrick.com
Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2025-01-14 (Q4 2024) | Holdings: 13 | Value: $221.5M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| AAPL - APPLE INC | Reduce 1% $(841.9K) | 47.23% | $104.6M | +25.54% | -13.75% | +10.55% | |
| AMZN - AMAZON COM INC | Reduce 2% $(930.0K) | 23.93% | $53.0M | +20.72% | -19.40% | +6.89% | |
| MSFT - MICROSOFT CORP | Reduce 2% $(528.1K) | 14.46% | $32.0M | -0.59% | -7.78% | +9.76% | |
| GOOGL - ALPHABET INC | Reduce 6% $(789.8K) | 5.78% | $12.8M | +102.20% | -18.95% | +73.02% | |
| COST - COSTCO WHSL CORP NEW | Reduce 3% $(304.2K) | 4.74% | $10.5M | +8.66% | +5.47% | +3.72% | |
| GOOG - ALPHABET INC | Reduce 2% $(57.1K) | 1.67% | $3.7M | +99.92% | -18.26% | +72.09% | |
| NVDA - NVIDIA CORPORATION | 0.65% | $1.5M | +64.24% | -16.04% | +39.99% | ||
| MGK - VANGUARD WORLD FD | Reduce 8% $(104.7K) | 0.56% | $1.2M | +29.40% | -11.50% | +20.09% | |
| QQQ - INVESCO QQQ TR | Add 5% ($31.2K) | 0.32% | $716.2K | +39.92% | -10.60% | +21.81% | |
| SPY - SPDR S&P 500 ETF TR | Add 12% ($55.1K) | 0.23% | $507.0K | +27.05% | -8.66% | +18.64% | |
| ADBE - ADOBE INC | 0.16% | $351.3K | -41.63% | -16.91% | -27.89% | ||
| SDY - SPDR SER TR | 0.15% | $326.4K | +15.14% | -1.98% | +13.59% | ||
| DVY - ISHARES TR | 0.13% | $280.2K | +19.83% | -4.55% | +15.51% | ||
| VRTX - VERTEX PHARMACEUTICALS INC | Reduce 100% | 0.00% | $0.00 | ||||