Hoffman, Alan N Investment Management
•CIK: 1848530•Filing: Q4 2025
**Hoffman, Alan N Investment Management** manages $177M across a concentrated portfolio of 15 positions. The strategy exhibits a significant overweight to mega-cap technology names, anchored by a substantial $91.8M allocation to AAPL. Further concentration is evident with notable holdings in AMZN ($25.7M) and MSFT ($25.2M), representing core technology exposure. The portfolio maintains deep conviction in market leaders, with GOOGL ($12.2M) and COST ($7.4M) rounding out the top tier of investments.
Total AUM
$177.3M
QoQ Performance
-22.6%
Positions
14
Top 10 Concentration
99.3%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AMZN
MSFT
GOOGL
AAPL51.7%
AMZN14.5%
MSFT14.2%
GOOGL6.9%
COST4.2%
MGK2.9%
GOOG2.7%
NVDA1.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology77.3%
Consumer18.7%
Other3.8%
ETF0.3%
Changes from Q3 2025
↑2 increased
↓8 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023