The Analysis of Hoffman, Alan N Investment Management's Holdings
Currently, Hoffman, Alan N Investment Management holds 15 types of securities in its portfolio with a total value $177.3M. In the most recent quarter, they have increased their positions in MGK (+9.1K shares, valued at $3.8M), NVDA (+122 shares, valued at $22.8K); decreased their positions in AMZN (-116.1K shares, valued at $26.8M), AAPL (-70.5K shares, valued at $19.2M), MSFT (-22.2K shares, valued at $10.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC337.5K shares-17.28%2025-12-312026-01-06
AMZN AMAZON COM INC111.4K shares-51.03%2025-12-312026-01-06 MSFT MICROSOFT CORP52.2K shares-29.83%2025-12-312026-01-06 ALPHABET INC ALPHABET INC38.9K shares-39.03%2025-12-312026-01-06 COST COSTCO WHSL CORP NEW8.6K shares-25.65%2025-12-312026-01-06 MGK VANGUARD WORLD FD12.6K shares258.26%2025-12-312026-01-06 ALPHABET INC ALPHABET INC15.5K shares-7.03%2025-12-312026-01-06 NVDA NVIDIA CORPORATION12.7K shares0.97%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR712 shares-0.14%2025-12-312026-01-06 SDY SPDR SERIES TRUST2.5K shares0.00%2025-12-312026-01-06 META META PLATFORMS INC474 shares0.00%2025-12-312026-01-06 DVY ISHARES TR2.1K shares0.00%2025-12-312026-01-06 ADBE ADOBE INC790 shares0.00%2025-12-312026-01-06 NIO NIO INC12.0K shares0.00%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available