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Hoffman, Alan N Investment Management

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13F filer, CIK 1848530, WELLESLEY HILLS, MA

Hoffman, Alan N Investment Management reported $177,303,698 across 15 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-06. Its ten largest share positions make up 99.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000004

Period
2025-12-31
Reported value
$177M
Holdings
15
Top 10 weight
99.27%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MGKadded+9,088$3.75M
NVDAadded+122$22.8K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMZNreduced-116,093-$26.8M
AAPLreduced-70,523-$19.2M
MSFTreduced-22,191-$10.7M
GOOGLreduced-24,920-$7.8M
COSTreduced-2,961-$2.55M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001754960-26-000004, largest first. % of portfolio is the value over $177,303,698, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,061 shares; 2024Q4: 417,699 shares; 2025Q1: 414,094 shares; 2025Q2: 409,468 shares; 2025Q3: 408,013 shares; 2025Q4: 337,490 shares 337,490$91.8M51.75%-70,523Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,813 shares; 2024Q4: 241,574 shares; 2025Q1: 237,360 shares; 2025Q2: 229,063 shares; 2025Q3: 227,508 shares; 2025Q4: 111,415 shares 111,415$25.7M14.5%-116,093Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,217 shares; 2024Q4: 75,964 shares; 2025Q1: 74,768 shares; 2025Q2: 74,417 shares; 2025Q3: 74,385 shares; 2025Q4: 52,194 shares 52,194$25.2M14.24%-22,191Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,749 shares; 2024Q4: 67,577 shares; 2025Q1: 66,451 shares; 2025Q2: 64,452 shares; 2025Q3: 63,844 shares; 2025Q4: 38,924 shares 38,924$12.2M6.87%-24,920Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,789 shares; 2024Q4: 11,457 shares; 2025Q1: 11,522 shares; 2025Q2: 11,516 shares; 2025Q3: 11,544 shares; 2025Q4: 8,583 shares 8,583$7.4M4.17%-2,961Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,918 shares; 2024Q4: 3,613 shares; 2025Q1: 3,604 shares; 2025Q2: 3,519 shares; 2025Q3: 3,519 shares; 2025Q4: 12,607 shares 12,607$5.2M2.93%+9,088Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,683 shares; 2024Q4: 19,383 shares; 2025Q1: 18,496 shares; 2025Q2: 16,770 shares; 2025Q3: 16,650 shares; 2025Q4: 15,480 shares 15,480$4.86M2.74%-1,170Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 11,156 shares; 2025Q2: 12,608 shares; 2025Q3: 12,550 shares; 2025Q4: 12,672 shares 12,672$2.36M1.33%+122Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,401 shares; 2025Q1: 1,397 shares; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,309 shares 1,309$804K0.45%-88Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 801 shares; 2025Q3: 713 shares; 2025Q4: 712 shares 712$486K0.27%-1Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,471 shares 2,471$344K0.19%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares 474$313K0.18%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134 shares; 2024Q4: 2,134 shares; 2025Q1: 2,134 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares 2,134$301K0.17%0Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790$276K0.16%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,992 shares; 2025Q4: 11,992 shares 11,992$61.2K0.03%0Timeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000004 base2026-01-06acceptance time not in the bulk data set