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HOFFMAN, ALAN N INVESTMENT MANAGEMENT 13F portfolio summary

HOFFMAN, ALAN N INVESTMENT MANAGEMENT of HOFFMAN, ALAN N INVESTMENT MANAGEMENT has 13 current stock holdings with a reported portfolio value of $151.6M. The portfolio 1 year return is +13.05%. Top holdings include SPY (0.00%), QQQ (0.00%), AAPL (52.24%), AMZN (14.48%), MSFT (12.13%).

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HOFFMAN, ALAN N INVESTMENT MANAGEMENT

HOFFMAN, ALAN N INVESTMENT MANAGEMENT
Latest filing: 2026-03-31

HOFFMAN, ALAN N INVESTMENT MANAGEMENT runs HOFFMAN, ALAN N INVESTMENT MANAGEMENT and currently holds 13 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $151.63M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. HOFFMAN, ALAN N INVESTMENT MANAGEMENT ranks #520 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, HOFFMAN, ALAN N INVESTMENT MANAGEMENT's portfolio at HOFFMAN, ALAN N INVESTMENT MANAGEMENT has delivered returns of +13.05%. Their 3-year annualized return is +66.13%. Looking at the 5-year horizon, HOFFMAN, ALAN N INVESTMENT MANAGEMENT has achieved +82.52% annualized returns at HOFFMAN, ALAN N INVESTMENT MANAGEMENT.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+13.05%
#920/1000
3 Year
+66.13%
#544/1000
5 Year
+82.52%
#378/1000

Portfolio Value

$151.63M

Alpha Score

54.4

#520 of 1000

Holdings

13

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change