Hoffman, Alan N Investment Management 13F Holdings · Q2 2026
Hoffman, Alan N Investment Management reported 14 securities worth $169.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (52.57%), AMZN (14.66%), MSFT (10.17%). Among its top 25 positions this quarter: 1 new, 3 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $89.0M | 52.57% | 307,561 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $24.8M | 14.66% | 104,140 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $17.2M | 10.17% | 46,152 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $13.7M | 8.08% | 38,283 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $7.8M | 4.61% | 8,346 | Trimmed |
| 6 | MGK | VANGUARD WORLD FD | $5.9M | 3.50% | 67,302 | Added |
| 7 | GOOG | ALPHABET INC | $5.2M | 3.08% | 14,766 | Hold |
| 8 | NVDA | NVIDIA CORPORATION | $2.7M | 1.57% | 13,283 | Added |
| 9 | QQQ | INVESCO QQQ TR | $961,738 | 0.57% | 1,306 | Trimmed |
| 10 | NIO | NIO INC | $551,535 | 0.33% | 108,999 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $527,966 | 0.31% | 707 | Trimmed |
| 12 | SDY | SPDR SERIES TRUST | $376,037 | 0.22% | 2,471 | Hold |
| 13 | DVY | ISHARES TR | $333,544 | 0.20% | 2,134 | Hold |
| 14 | VRTX | VERTEX PHARMACEUTICALS INC | $218,561 | 0.13% | 440 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR