§ 13F · FUND PROFILE
Hoffman, Alan N Investment Management.
AUM · $169M (13F)Positions · 14Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$219K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 308K | $89M | 52.6% | −1% |
| 2 | AMZN | AMAZON COM INC | 104K | $25M | 14.7% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 46K | $17M | 10.2% | −6% |
| 4 | GOOGL | ALPHABET INC | 38K | $14M | 8.1% | ±0% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 8K | $8M | 4.6% | −1% |
| 6 | MGK | VANGUARD WORLD FD | 67K | $6M | 3.5% | +421% |
| 7 | GOOG | ALPHABET INC | 15K | $5M | 3.1% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 13K | $3M | 1.6% | +1% |
| 9 | QQQ | INVESCO QQQ TR | 1K | $962K | 0.6% | ±0% |
| 10 | NIO | NIO INC | 109K | $552K | 0.3% | +44% |
§ 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 $169 million in assets. The fund runs a focused portfolio of just 14 positions.
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