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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 $151,627,751 across 13 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-07. Its ten largest share positions make up 99.25% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000204

Period
2026-03-31
Reported value
$152M
Holdings
13
Top 10 weight
99.25%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NIOadded+63,716$384K
MGKadded+314$115K
NVDAadded+416$72.5K

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
AAPLreduced-27,910-$7.08M
AMZNreduced-6,867-$1.43M
MSFTreduced-2,905-$1.08M
METAexited-474-$313K
ADBEexited-790-$276K

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, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000204, largest first. % of portfolio is the value over $151,627,751, 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; 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; 2026Q1: 309,580 shares 309,580$78.6M51.82%-27,910Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 104,548 shares 104,548$21.8M14.36%-6,867Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 49,289 shares 49,289$18.2M12.03%-2,905Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 38,330 shares 38,330$11M7.27%-594Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 8,423 shares 8,423$8.39M5.54%-160Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,921 shares 12,921$4.75M3.13%+314Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 14,766 shares 14,766$4.24M2.79%-714Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 13,088 shares 13,088$2.28M1.51%+416Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,309 shares 1,309$756K0.5%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 865 shares; 2025Q1: 865 shares; 2025Q2: 801 shares; 2025Q3: 713 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712$463K0.31%0Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,992 shares; 2025Q4: 11,992 shares; 2026Q1: 75,708 shares 75,708$457K0.3%+63,716Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,471 shares 2,471$361K0.24%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,134 shares 2,134$323K0.21%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC474$313Kshares
ADBEADOBE INC790$276Kshares

How Q1 2026 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 0001754960-26-000204 base2026-04-07acceptance time not in the bulk data set