Hoffman, Alan N Investment Management Portfolio Holdings

Hoffman, Alan N Investment Management

  • $203 Million
  • Q2 2025

Hoffman, Alan N Investment Management has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $84M, Amazon Com Inc with a value of $50.3M, Microsoft Corp with a value of $37M, Costco Wholesale Corp with a value of $11.4M, and Alphabet Inc. with a value of $11.4M.

Examining the 13F form we can see an increase of $8.99M in the current position value, from $194M to 203M.

Below you can find more details about Hoffman, Alan N Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $203 Million
Technology: $123 Million
Consumer Cyclical: $50.3 Million
Communication Services: $14.7 Million
Consumer Defensive: $11.4 Million
ETFs: $3.17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$84 Million 41.42% of portfolio
409,468
Q2 2025 Reduced 1.12%
$2.26T
$50.3 Million 24.78% of portfolio
229,063
Q2 2025 Reduced 3.5%
$3.95T
$37 Million 18.25% of portfolio
74,417
Q2 2025 Reduced 0.47%
$439B
$11.4 Million 5.62% of portfolio
11,516
Q2 2025 Reduced 0.05%
$1.21T
$11.4 Million 5.6% of portfolio
64,452
Q2 2025 Reduced 3.01%
$1.24T
$2.97 Million 1.47% of portfolio
16,770
Q2 2025 Reduced 9.33%
$456B
$1.99 Million 0.98% of portfolio
12,608
Q2 2025 Added 13.02%
$1.78T
$349,000 0.17% of portfolio
474
Q2 2025 New
$157B
$305,000 0.15% of portfolio
790
Q1 2021 Reduced 11.83%

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $203 Million
  • Prior Value $194 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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