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 $229.1M. In the most recent quarter, they have increased their positions in NIO (+12.0K shares, valued at $91.4K), COST (+28 shares, valued at $25.9K); decreased their positions in AAPL (-1.5K shares, valued at $370.5K), AMZN (-1.6K shares, valued at $341.4K), GOOGL (-608 shares, valued at $147.8K); initiated new positions in NIO (+12.0K shares, valued at $91.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
AAPL APPLE INC408.0K shares-0.36%2025-09-302025-10-08history
AMZN AMAZON COM INC227.5K shares-0.68%2025-09-302025-10-08history
MSFT MICROSOFT CORP74.4K shares-0.04%2025-09-302025-10-08history
GOOGL ALPHABET INC63.8K shares-0.94%2025-09-302025-10-08history
COST COSTCO WHSL CORP NEW11.5K shares0.24%2025-09-302025-10-08history
GOOG ALPHABET INC16.6K shares-0.72%2025-09-302025-10-08history
NVDA NVIDIA CORPORATION12.6K shares-0.46%2025-09-302025-10-08history
MGK VANGUARD WORLD FD3.5K shares0.00%2025-09-302025-10-08history
Sponsored
QQQ INVESCO QQQ TR1.4K shares0.00%2025-09-302025-10-08history
SPY SPDR S&P 500 ETF TR713 shares-10.99%2025-09-302025-10-08history
META META PLATFORMS INC474 shares0.00%2025-09-302025-10-08history
SDY SPDR SERIES TRUST2.5K shares0.00%2025-09-302025-10-08history
DVY ISHARES TR2.1K shares0.00%2025-09-302025-10-08history
ADBE ADOBE INC790 shares0.00%2025-09-302025-10-08history
NIO NIO INC12.0K sharesnew addition2025-09-302025-10-08history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available