Hoffman, Alan N Investment Management Portfolio Holdings
Hoffman, Alan N Investment Management
- $221 Million
- Q4 2024
Hoffman, Alan N Investment Management has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Million distributed in 13 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $105M, Amazon Com Inc with a value of $53M, Microsoft Corp with a value of $32M, Alphabet Inc. with a value of $12.8M, and Costco Wholesale Corp with a value of $10.5M.
Examining the 13F form we can see an increase of $13.8M in the current position value, from $208M to 221M.
Below you can find more details about Hoffman, Alan N Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
Technology: $138 Million
Consumer Cyclical: $53 Million
Communication Services: $16.5 Million
Consumer Defensive: $10.5 Million
ETFs: $3.07 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|