§ 13F · FUND PROFILE
Hoffman, Alan N Investment Management.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $229M (13F)Positions · 15Turnover · — · Q1Filed · Apr 7, 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 · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 310K | $79M | 51.8% | −8% |
| 2 | AMZN | AMAZON COM INC | 105K | $22M | 14.4% | −6% |
| 3 | MSFT | MICROSOFT CORP | 49K | $18M | 12.0% | −6% |
| 4 | GOOGL | ALPHABET INC | 38K | $11M | 7.3% | −2% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 8K | $8M | 5.5% | −2% |
| 6 | MGK | VANGUARD WORLD FD | 13K | $5M | 3.1% | +2% |
| 7 | GOOG | ALPHABET INC | 15K | $4M | 2.8% | −5% |
| 8 | NVDA | NVIDIA CORPORATION | 13K | $2M | 1.5% | +3% |
| 9 | QQQ | INVESCO QQQ TR | 1K | $756K | 0.5% | ±0% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 712 | $463K | 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 $229 million in assets. The fund runs a focused portfolio of just 15 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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