Hoffman, Alan N Investment Management

WELLESLEY HILLS, MA · CIK 1848530 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyWellesley Hills, MA

$169.3m reported value +11.6% vs Q1 2026

14positions

99.1%in top 10

1 new 3 added 7 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	307,561	$89.0m52.57%	52.57%	Reduced -2.0k	-2,019 -0.7%
2	AMAZON COM INC COM AMZN	AMZN	104,140	$24.8m14.66%	14.66%	Reduced -408	-408 -0.4%
3	MICROSOFT CORP COM MSFT	MSFT	46,152	$17.2m10.17%	10.17%	Reduced -3.1k	-3,137 -6.4%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	38,283	$13.7m8.08%	8.08%	Reduced -47	-47 -0.1%
5	COSTCO WHSL CORP NEW COM COST	COST	8,346	$7.8m4.61%	4.61%	Reduced -77	-77 -0.9%
6	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	67,302	$5.9m3.50%	3.50%	Added +2.7k	+2,697 4.2%
7	ALPHABET INC CAP STK CL C GOOG	GOOG	14,766	$5.2m3.08%	3.08%	Unchanged
8	NVIDIA CORPORATION COM NVDA	NVDA	13,283	$2.7m1.57%	1.57%	Added +195	+195 1.5%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,306	$961.7k0.57%	0.57%	Reduced -3	-3 -0.2%
10	NIO INC SPON ADS NIO	NIO	108,999	$551.5k0.33%	0.33%	Added +33.3k	+33,291 44.0%
11	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	707	$528.0k0.31%	0.31%	Reduced -5	-5 -0.7%
12	SPDR SER TR S&P DIVID ETF SDY	SDY	2,471	$376.0k0.22%	0.22%	Unchanged
13	ISHARES TR SELECT DIVID ETF DVY	DVY	2,134	$333.5k0.20%	0.20%	Unchanged
14	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	440	$218.6k0.13%	0.13%	New