Hoffman, Alan N Investment Management

CIK 0001848530 · WELLESLEY HILLS, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

Hoffman, Alan N Investment Management reported 14 positions worth $169.3M as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AAPL (52.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$169.3M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.1%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$89.0M52.57%307,561
2AMZNAMAZON COM INCSH$24.8M14.66%104,140
3MSFTMICROSOFT CORPSH$17.2M10.17%46,152
4GOOGLALPHABET INCSH$13.7M8.08%38,283
5COSTCOSTCO WHOLESALE CORPORATIONSH$7.8M4.61%8,346
6MGKVANGUARD WORLD FDSH$5.9M3.50%67,302
7GOOGALPHABET INCSH$5.2M3.08%14,766
8NVDANVIDIA CORPORATIONSH$2.7M1.57%13,283
9QQQINVESCO QQQ TRSH$961.7K0.57%1,306
10NIONIO INCSH$551.5K0.33%108,999

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Hoffman, Alan N Investment Management hold as of Q2 2026?

Hoffman, Alan N Investment Management reported 14 positions worth $169.3M in its Q2 2026 13F filing. Largest positions: AAPL (52.6%), AMZN (14.7%), MSFT (10.2%), GOOGL (8.1%) and COST (4.6%).

What did Hoffman, Alan N Investment Management buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Hoffman, Alan N Investment Management sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.