Hoffman, Alan N Investment Management Portfolio Holdings
Hoffman, Alan N Investment Management
- $208 Million
- Q3 2024
Hoffman, Alan N Investment Management has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $208 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 $98.1M, Amazon Com Inc with a value of $45.8M, Microsoft Corp with a value of $33.2M, Alphabet Inc. with a value of $11.9M, and Costco Wholesale Corp with a value of $10.5M.
Examining the 13F form we can see an increase of $4.91M in the current position value, from $203M to 208M.
Below you can find more details about Hoffman, Alan N Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$208 Million
Technology: $133 Million
Consumer Cyclical: $45.8 Million
Communication Services: $15.2 Million
Consumer Defensive: $10.5 Million
ETFs: $3 Million
Healthcare: $204,000
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|