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Hoffman, Alan N Investment Management 13F Holdings
Holdings from the most recent 13F from Hoffman, Alan N Investment Management
Filed: 2026-01-06 (Q4 2025) | Holdings: 15 | Value: $177.3M | 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 17% $(19.2M) | 51.75% | $91.8M | +11.41% | -3.60% | ||
| AMZN - AMAZON COM INC | Reduce 51% $(26.8M) | 14.50% | $25.7M | +12.26% | -10.78% | ||
| MSFT - MICROSOFT CORP | Reduce 30% $(10.7M) | 14.24% | $25.2M | -13.79% | -22.22% | ||
| GOOGL - ALPHABET INC | Reduce 39% $(7.8M) | 6.87% | $12.2M | ||||
| COST - COSTCO WHSL CORP NEW | Reduce 26% $(2.6M) | 4.17% | $7.4M | +12.36% | +13.74% | ||
| MGK - VANGUARD WORLD FD | Add 258% ($3.8M) | 2.93% | $5.2M | +6.48% | -9.51% | ||
| GOOG - ALPHABET INC | Reduce 7% $(367.1K) | 2.74% | $4.9M | ||||
| NVDA - NVIDIA CORPORATION | Add 1% ($22.8K) | 1.33% | $2.4M | +16.38% | -5.55% | ||
| QQQ - INVESCO QQQ TR | Reduce 6% $(54.1K) | 0.45% | $804.1K | +14.63% | -5.41% | ||
| SPY - SPDR S&P 500 ETF TR | 0.27% | $485.5K | |||||
| SDY - SPDR SERIES TRUST | 0.19% | $343.9K | |||||
| META - META PLATFORMS INC | 0.18% | $312.9K | -8.58% | -12.22% | |||
| DVY - ISHARES TR | 0.17% | $301.2K | +5.63% | +5.25% | |||
| ADBE - ADOBE INC | 0.16% | $276.5K | -26.79% | -28.58% | |||
| NIO - NIO INC | 0.03% | $61.2K | |||||