Hoffman, Alan N Investment Management Portfolio Holdings

Hoffman, Alan N Investment Management

  • $176 Million
  • Q4 2025

Hoffman, Alan N Investment Management has filed its 13F form on January 06, 2026 for Q4 2025 where it was disclosed a total value porftolio of $176 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $90.3M, Microsoft Corp with a value of $26.5M, Amazon Com Inc with a value of $26.1M, Alphabet Inc. with a value of $10.8M, and Costco Wholesale Corp with a value of $7.83M.

Examining the 13F form we can see an decrease of $53.1M in the current position value, from $229M to 176M.

Below you can find more details about Hoffman, Alan N Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $176 Million
Technology: $119 Million
Consumer Cyclical: $26.2 Million
Communication Services: $15.5 Million
Consumer Defensive: $7.83 Million
ETFs: $7.05 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$90.3 Million 51.3% of portfolio
337,490
Q4 2025 Reduced 17.28%
$3.78T
$26.5 Million 15.05% of portfolio
52,194
Q4 2025 Reduced 29.83%
$2.39T
$26.1 Million 14.86% of portfolio
111,415
Q4 2025 Reduced 51.03%
$1.65T
$10.8 Million 6.11% of portfolio
38,924
Q4 2025 Reduced 39.03%
$404B
$7.83 Million 4.45% of portfolio
8,583
Q4 2025 Reduced 25.65%
$0
$5.15 Million 2.93% of portfolio
12,607
Q4 2025 Added 258.26%
$1.74T
$4.42 Million 2.51% of portfolio
15,480
Q4 2025 Reduced 7.03%
$465B
$2.36 Million 1.34% of portfolio
12,672
Q4 2025 Added 0.97%
$0
$790,000 0.45% of portfolio
1,309
Q4 2025 Reduced 6.3%
$0
$473,000 0.27% of portfolio
712
Q4 2025 Reduced 0.14%
$0
$341,000 0.19% of portfolio
2,471
Q3 2023 Reduced 3.51%
$0
$300,000 0.17% of portfolio
2,134
Q1 2024 Reduced 16.9%
$1.37T
$288,000 0.16% of portfolio
474
Q2 2025 New
$151B
$256,000 0.15% of portfolio
790
Q1 2021 Reduced 11.83%
$10.3B
$73,000 0.04% of portfolio
11,992
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $176 Million
  • Prior Value $229 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 06, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Hoffman, Alan N Investment Management Portfolio

Follow Hoffman, Alan N Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hoffman, Alan N Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Hoffman, Alan N Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email