Back to investors
HOFFMAN, ALAN N INVESTMENT MANAGEMENT
HOFFMAN, ALAN N INVESTMENT MANAGEMENT
Latest filing: 2026-06-30
HOFFMAN, ALAN N INVESTMENT MANAGEMENT runs HOFFMAN, ALAN N INVESTMENT MANAGEMENT and currently holds 14 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $169.28M. Their top holdings are AAPL, AMZN, MSFT, GOOGL, COST. The top five represent 90.1% of reported portfolio weight. HOFFMAN, ALAN N INVESTMENT MANAGEMENT ranks #541 out of 1000 investors tracked by Alpha Score. In the most recent quarter, HOFFMAN, ALAN N INVESTMENT MANAGEMENT initiated 1 new position. They added to 3 existing positions. They trimmed 7 positions. Their current best-performing preview position is QQQ with returns of +27.59%.
Sign in to enable email alerts for this investor.
Showper page
14 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 52.57% | $133.30 | $309.35 | +132.07% | Trimmed -0.65% |
 AMZN AMAZON COM INC | 14.66% | $162.64 | $258.63 | +59.02% | Trimmed -0.39% |
 MSFT MICROSOFT CORP | 10.17% | $234.98 | $483.24 | +105.65% | Trimmed -6.36% |
 GOOGL ALPHABET INC | 8.08% | $94.99 | $344.82 | +263.01% | Trimmed -0.12% |
 COST COSTCO WHOLESALE CORPORATION | 4.61% | $399.18 | $947.74 | +137.42% | Trimmed -0.91% |
 MGK VANGUARD WORLD FD | 3.50% | $127.49 | $88.94 | -30.24% | Added +420.87% |
 GOOG ALPHABET INC | 3.08% | $88.04 | $341.75 | +288.18% | Held |
 NVDA NVIDIA CORPORATION | 1.57% | $84.75 | $214.76 | +153.40% | Added +1.49% |
 QQQ INVESCO QQQ TR | 0.57% | $354.12 | $713.44 | +101.47% | Trimmed -0.23% |
 NIO NIO INC | 0.33% | $5.91 | $4.63 | -21.74% | Added +43.97% |
Showing 1-10 of 14