§ 13F · FUND PROFILE
Hoffman, Alan N Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202.8T (13F)Positions · 14Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 337K | $91.8T | 51.7% | −17% |
| 2 | AMZN | AMAZON COM INC | 111K | $25.7T | 14.5% | −51% |
| 3 | MSFT | MICROSOFT CORP | 52K | $25.2T | 14.2% | −30% |
| 4 | GOOGL | ALPHABET INC | 39K | $12.2T | 6.9% | −39% |
| 5 | COST | COSTCO WHSL CORP NEW | 9K | $7.4T | 4.2% | −26% |
| 6 | MGK | VANGUARD WORLD FD | 13K | $5.2T | 2.9% | +258% |
| 7 | GOOG | ALPHABET INC | 15K | $4.9T | 2.7% | −7% |
| 8 | NVDA | NVIDIA CORPORATION | 13K | $2.4T | 1.3% | +1% |
| 9 | QQQ | INVESCO QQQ TR | 1K | $804.1B | 0.5% | −6% |
| 10 | SPY | SPDR S&P 500 ETF TR | 712 | $485.5B | 0.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HOFFMAN, SIGNAL
AC read
Hoffman, Alan N Investment Management is a Other fund managing $202834.0 trillion in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed