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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $208 Million
  • Prior Value $203 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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