Hoffman, Alan N Investment Management Portfolio Holdings
Hoffman, Alan N Investment Management
- $229 Million
- Q3 2025
Hoffman, Alan N Investment Management has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $229 Million distributed in 15 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $104M, Amazon Com Inc with a value of $50M, Microsoft Corp with a value of $38.5M, Alphabet Inc. with a value of $15.5M, and Costco Wholesale Corp with a value of $10.7M.
Examining the 13F form we can see an increase of $26.2M in the current position value, from $203M to 229M.
Below you can find more details about Hoffman, Alan N Investment Management portfolio as well as his latest detailed transactions.
Portfolio value
$229 Million
Technology: $145 Million
Consumer Cyclical: $50 Million
Communication Services: $19.9 Million
Consumer Defensive: $10.7 Million
ETFs: $3.38 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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