Hoffman, Alan N Investment Management
13 holdingsFiling period: 2026-03-31Current AUM: $184.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 309.6K | $78.6M | $95.6M | 51.81% | -27,910 | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 104.5K | $21.8M | $28.4M | 15.38% | -6,867 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 49.3K | $18.2M | $22.9M | 12.41% | -2,905 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 38.3K | $11.0M | $13.7M | 7.39% | -594 | 2026-03-31 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 8.4K | $8.4M | $8.0M | 4.34% | -160 | 2026-03-31 |
| 6 | MGK | VANGUARD WORLD FD | 12.9K | $4.7M | $5.6M | 3.02% | +314 | 2026-03-31 |
| 7 | GOOG | ALPHABET INC | 14.8K | $4.2M | $5.3M | 2.85% | -714 | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 13.1K | $2.3M | $2.6M | 1.42% | +416 | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TR | 1.3K | $755K | $900K | 0.49% | -- | 2026-03-31 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 712 | $463K | $532K | 0.29% | -- | 2026-03-31 |
| 11 | NIO | NIO INC | 75.7K | $456K | $369K | 0.20% | +63.7K | 2026-03-31 |
| 12 | SDY | SPDR SERIES TRUST | 2.5K | $360K | $382K | 0.21% | -- | 2026-03-31 |
| 13 | DVY | ISHARES TR | 2.1K | $323K | $344K | 0.19% | -- | 2026-03-31 |
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