Hofer & Associates. Inc - Portfolio overview

Hofer & Associates. Inc has 66 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPYG - SPDR SERIES TRUST, 10.79%
2. BIL - SPDR SERIES TRUST, 9.43%
3. SPYV - SPDR SERIES TRUST, 6.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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