Top 13 Hoffman, Alan N Investment Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 51.82% | 309.6K | $78.6M | -8.27%(-27.91K) | $124.93(+127.46%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 14.36% | 104.5K | $21.8M | -6.16%(-6.87K) | $160.09(+70.87%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 12.03% | 49.3K | $18.2M | -5.57%(-2.90K) | $228.89(+79.73%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 7.27% | 38.3K | $11.0M | -1.53%(-594) | $88.99(+336.48%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.54% | 8.4K | $8.4M | -1.86%(-160) | $389.57(+160.91%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.13% | 12.9K | $4.7M | +2.49%(+314) | $70.85(+20.21%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.79% | 14.8K | $4.2M | -4.61%(-714) | $81.22(+373.14%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.51% | 13.1K | $2.3M | +3.28%(+416) | $72.64(+170.52%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 0.5% | 1.3K | $756K | +0.00%(+0) | $337.07(+102.22%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 0.31% | 712 | $463K | +0.00%(+0) | $456.05(+58.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.33% | +69.94% |
| Top 20 Holdings Unweighted | +22.58% | +84.17% |
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