HA
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Hoffman, Alan N Investment Management13F | |
| Hoffman, Alan N Investment Management | |
| Last update 2025-04-09 | 14 Stocks (1 new) |
| Value $194.00 Mil | Turnover 0 % |
Hoffman, Alan N Investment Man... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 414,094 | 91,982.8 | -0.86% | 47.450 | -0.41% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
AMZN | Amazon.com Inc | 237,360 | 45,160.1 | -1.74% | 23.290 | -0.42% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
MSFT | Microsoft Corp | 74,768 | 28,067.2 | -1.57% | 14.480 | -0.23% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
COST | Costco Wholesale Corp | 11,522 | 10,897.3 | +0.57% | 5.620 | +0.03% | 0.000 | -4.15% | +2.16% | 414,118.9 | Retail - Defensive | |
GOOGL | Alphabet Inc | 66,451 | 10,276.0 | -1.67% | 5.300 | -0.10% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
GOOG | Alphabet Inc | 18,496 | 2,889.6 | -4.58% | 1.490 | -0.08% | 0.000 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media | |
NVDA | NVIDIA Corp | 11,156 | 1,209.1 | +3.30% | 0.620 | +0.02% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
MGK | Vanguard Mega Cap Growth ETF | 3,604 | 1,113.2 | -0.25% | 0.570 | 0% | 0.000 | +22.45% | +10.07% | 25,922.3 | ||
QQQ | INVESCO QQQ Trust | 1,397 | 655.1 | -0.29% | 0.340 | 0% | 0.000 | +20.90% | +10.52% | 360,250.4 | ||
SPY | SPDR S&P 500 ETF Trust | 865 | 483.9 | 0% | 0.250 | 0% | 0.000 | +16.39% | +8.89% | 654,583.2 |
Hoffman, Alan N Investment Management's Historical Top Holdings Breakdowns
Hoffman, Alan N Investment Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.42% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Reduce -1.74% | 237,360 | -4,214 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.41% | 209.68 ($231.67) 247.1 | $213.76 | -7.73% | Reduce -0.86% | 414,094 | -3,605 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.23% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Reduce -1.57% | 74,768 | -1,196 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +0.11% | 402.49 ($466) 513.76 | $472.27 | 1.35% | New holding | 440 | 440 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.10% | 154.33 ($181.36) 206.38 | $192.17 | 5.96% | Reduce -1.67% | 66,451 | -1,126 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.08% | 156.06 ($183.12) 207.71 | $193.20 | 5.50% | Reduce -4.58% | 18,496 | -887 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add Add | +0.03% | 890.62 ($974.97) 1076.86 | $933.80 | -4.22% | Add 0.57% | 11,522 | 65 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.02% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 3.3% | 11,156 | 356 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | 0% | 468.34 ($508.07) 539.52 | $565.01 | 11.21% | Reduce -0.29% | 1,397 | -4 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Reduce Reduce | 0% | 307.43 ($337.36) 357.48 | $377.99 | 12.04% | Reduce -0.25% | 3,604 | -9 |
Hoffman, Alan N Investment Management Total Holding History ($B)
Hoffman, Alan N Investment Management's Asset Allocation
Hoffman, Alan N Investment Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Hoffman, Alan N Investment Management's Hypothetical Growth since 2025-03-31
Hoffman, Alan N Investment Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Hoffman, Alan N Investment Management's Holdings Heat Map
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Hoffman, Alan N Investment Management's Holdings Bubble Chart
Hoffman, Alan N Investment Management News
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