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 $169.3M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($89.0M, 52.57%), AMZN ($24.8M, 14.66%), MSFT ($17.2M, 10.17%), GOOGL ($13.7M, 8.08%), COST ($7.8M, 4.61%). Source: SEC Form 13F.
| 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