Hoffman, Alan N Investment Management - Portfolio overview

Hoffman, Alan N Investment Management has 15 reported holdings in this dataset, with the latest filing dated 2026-04-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 51.60%
2. AMZN - AMAZON COM INC, 14.30%
3. MSFT - MICROSOFT CORP, 11.98%

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

Explore securities or join Upside Invest to compare portfolios.