Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Hoffman, Alan N Investment Management (CIK 1848530) reported $151.6M across 13 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($78.6M, 51.82%), AMZN ($21.8M, 14.36%), MSFT ($18.2M, 12.03%), GOOGL ($11.0M, 7.27%), COST ($8.4M, 5.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $78.6M | 51.82% | 309,580 | Trimmed |
| 2 | AMZN | AMAZON COM INC | $21.8M | 14.36% | 104,548 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $18.2M | 12.03% | 49,289 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $11.0M | 7.27% | 38,330 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $8.4M | 5.54% | 8,423 | Trimmed |
| 6 | MGK | VANGUARD WORLD FD | $4.7M | 3.13% | 12,921 | Added |
| 7 | GOOG | ALPHABET INC | $4.2M | 2.79% | 14,766 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $2.3M | 1.51% | 13,088 | Added |
| 9 | QQQ | INVESCO QQQ TR | $755,529 | 0.50% | 1,309 | Hold |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $463,042 | 0.31% | 712 | Hold |
| 11 | NIO | NIO INC | $456,519 | 0.30% | 75,708 | Added |
| 12 | SDY | SPDR SERIES TRUST | $360,618 | 0.24% | 2,471 | Hold |
| 13 | DVY | ISHARES TR | $323,109 | 0.21% | 2,134 | Hold |
| 14 | ADBE | ADOBE INC | $0 | 0.00% | 0 | Exited |
| 15 | META | META PLATFORMS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31