The Analysis of Hoffman, Alan N Investment Management's Holdings & P&L

Currently, Hoffman, Alan N Investment Management holds 13 types of securities in its portfolio with a total value $151.6M. In the most recent quarter, they have increased their positions in NIO (+63.7K shares, valued at $384.2K), MGK (+314 shares, valued at $115.4K), NVDA (+416 shares, valued at $72.6K); decreased their positions in AAPL (-27.9K shares, valued at $7.1M), AMZN (-6.9K shares, valued at $1.4M), MSFT (-2.9K shares, valued at $1.1M).

1M P&L

+12.9M+8.63%

3M P&L

+1.9M+1.17%

HY P&L

-7.2M-4.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics78.6M

57.9%

2Internet Retail21.8M

16.1%

3Software - Infrastructure18.2M

13.5%

Top Industries by Stock Count

1N/A4 stocks

40.0%

2Internet Retail1 stocks

10.0%

3Consumer Electronics1 stocks

10.0%

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.3K shares0.00%2026-03-312026-04-07

SPY STATE STR SPDR S&P 500 ETF T712 shares0.00%2026-03-312026-04-07

NIO NIO INC75.7K shares531.32%2026-03-312026-04-07

SDY SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-07

DVY ISHARES TR2.1K shares0.00%2026-03-312026-04-07

AAPL

APPLE INC

-8.27%

Shares309.6K

Event2026-03-31

Filed2026-04-07

AMZN

AMAZON COM INC

-6.16%

Shares104.5K

Event2026-03-31

Filed2026-04-07

MSFT

MICROSOFT CORP

-5.57%

Shares49.3K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-1.53%

Shares38.3K

Event2026-03-31

Filed2026-04-07

COST

COSTCO WHOLESALE CORPORATION

-1.86%

Shares8.4K

Event2026-03-31

Filed2026-04-07

MGK

VANGUARD WORLD FD

2.49%

Shares12.9K

Event2026-03-31

Filed2026-04-07

ALPHABET INC

-4.61%

Shares14.8K

Event2026-03-31

Filed2026-04-07

NVDA

NVIDIA CORPORATION

3.28%

Shares13.1K

Event2026-03-31

Filed2026-04-07

INVESCO QQQ TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-07

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares712

Event2026-03-31

Filed2026-04-07

NIO

NIO INC

531.32%

Shares75.7K

Event2026-03-31

Filed2026-04-07

SDY

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-07

DVY

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available