Hoffman, Alan N Investment Management Top Holdings and 13F Report (2026) About Hoffman, Alan N Investment ManagementInvestment ActivityHoffman, Alan N Investment Management has $169.28 million in total holdings as of June 30, 2026.Hoffman, Alan N Investment Management owns shares of 14 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 1.15% of the portfolio was sold this quarter.This quarter, Hoffman, Alan N Investment Management has purchased 13 new stocks and bought additional shares in 3 stocks.Hoffman, Alan N Investment Management sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings Apple $88,995,943Amazon.com $24,820,728Microsoft $17,215,619Alphabet $13,681,196Costco Wholesale $7,807,433 Largest New Holdings this Quarter 92532F100 - Vertex Pharmaceuticals $218,561 Holding Largest Purchases this Quarter Vanguard Mega Cap Growth ETF 54,381 shares (about $4.78M)Vertex Pharmaceuticals 440 shares (about $218.56K)NIO 33,291 shares (about $168.45K)NVIDIA 195 shares (about $39.02K) Largest Sales this Quarter Microsoft 3,137 shares (about $1.17M)Apple 2,019 shares (about $584.22K)Amazon.com 408 shares (about $97.24K)Costco Wholesale 77 shares (about $72.03K)Alphabet 47 shares (about $16.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHoffman, Alan N Investment Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$88,995,943$584,218 â–¼-0.7%307,56152.6%Computer and TechnologyAMZNAmazon.com$24,820,728$97,243 â–¼-0.4%104,14014.7%Retail/WholesaleMSFTMicrosoft$17,215,619$1,170,164 â–¼-6.4%46,15210.2%Computer and TechnologyGOOGLAlphabet$13,681,196$16,796 â–¼-0.1%38,2838.1%Computer and TechnologyCOSTCostco Wholesale$7,807,433$72,031 â–¼-0.9%8,3464.6%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$5,916,519$4,780,634 â–²420.9%67,3023.5%ETFGOOGAlphabet$5,217,2710.0%14,7663.1%Computer and TechnologyNVDANVIDIA$2,657,795$39,018 â–²1.5%13,2831.6%Computer and TechnologyQQQInvesco QQQ$961,738$2,209 â–¼-0.2%1,3060.6%FinanceNIONIO$551,535$168,452 â–²44.0%108,9990.3%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$527,966$3,734 â–¼-0.7%7070.3%FinanceSDYSPDR S&P Dividend ETF$376,0370.0%2,4710.2%ETFDVYiShares Select Dividend ETF$333,5440.0%2,1340.2%ETFVRTXVertex Pharmaceuticals$218,561$218,561 â–²New Holding4400.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
