Hoffman, Alan N Investment Management Portfolio Holdings by Sector
Hoffman, Alan N Investment Management
- $229 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$103,892
45.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$49,953
21.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE 2 stocks |
$38,805
16.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$19,923
8.7% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$10,685
4.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
MGK QQQ SPY SDY DVY 5 stocks |
$3,377
1.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$2,341
1.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
NIO 1 stocks |
$91
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|