StockDriftsStockDriftsTop 14 Hoffman, Alan N Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 52.57% | 307.6K | $89.0M | -0.65%(-2.02K) | $121.90(+151.58%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 14.66% | 104.1K | $24.8M | -0.39%(-408) | $160.09(+71.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 10.17% | 46.2K | $17.2M | -6.36%(-3.14K) | $228.89(+119.65%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 8.08% | 38.3K | $13.7M | -0.12%(-47) | $89.08(+294.56%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.61% | 8.3K | $7.8M | -0.91%(-77) | $389.57(+144.61%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 3.5% | 67.3K | $5.9M | +4.17%(+2.70K) | $71.19(+27.01%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.08% | 14.8K | $5.2M | +0.00%(+0) | $81.22(+331.55%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.57% | 13.3K | $2.7M | +1.49%(+195) | $74.25(+196.90%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 0.57% | 1.3K | $962K | -0.23%(-3) | $337.07(+113.85%) | 2026-06-30 | |
| NIO | NIO INC | 0.33% | 109.0K | $552K | +43.97%(+33.29K) | $5.48(-16.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.42% | +79.02% | +13.09% | +84.96% |
| Top 20 Holdings Unweighted | +21.11% | +77.66% | +10.55% | +65.15% |
Hoffman, Alan N Investment Management reports $169.28M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (52.6%), AMZN (14.7%) and MSFT (10.2%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +79.02% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Hoffman, Alan N Investment Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1848530). View Hoffman, Alan N Investment Management’s 13F filings on SEC