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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2025-10-08 (Q3 2025) | Holdings: 15 | Value: $229.1M | 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 | 45.35% | $103.9M | +13.85% | +0.70% | |||
| AMZN - AMAZON COM INC | Reduce 1% $(341.4K) | 21.81% | $50.0M | +19.55% | +9.95% | ||
| MSFT - MICROSOFT CORP | 16.82% | $38.5M | -20.67% | -8.07% | |||
| GOOGL - ALPHABET INC | Reduce 1% $(147.8K) | 6.78% | $15.5M | ||||
| COST - COSTCO WHSL CORP NEW | 4.66% | $10.7M | +7.66% | -0.66% | |||
| GOOG - ALPHABET INC | Reduce 1% $(29.2K) | 1.77% | $4.1M | ||||
| NVDA - NVIDIA CORPORATION | 1.02% | $2.3M | +14.17% | -3.83% | |||
| MGK - VANGUARD WORLD FD | 0.62% | $1.4M | +7.85% | +1.47% | |||
| QQQ - INVESCO QQQ TR | 0.37% | $838.7K | +16.95% | +2.61% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 11% $(58.6K) | 0.21% | $475.0K | ||||
| META - META PLATFORMS INC | 0.15% | $348.1K | -16.49% | -9.01% | |||
| SDY - SPDR SERIES TRUST | 0.15% | $346.1K | |||||
| DVY - ISHARES TR | 0.13% | $303.2K | +9.28% | +3.76% | |||
| ADBE - ADOBE INC | 0.12% | $278.7K | -29.63% | -4.52% | |||
| NIO - NIO INC | New Purchase | 0.04% | $91.4K | ||||