13F Insight
DOSSIER · 13F-HR · Q2 2026

Hoffman, Alan N Investment Management

$169M in tracked AUM across 14 positions as of Q2 2026.

HA
CIK 0001848530 · last filed Jun 30, 2026
Total AUM
$169M
as of Q2 2026
Holdings
14
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Hoffman, Alan N Investment Management filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$89M308K52.6%02
AMZN
AMAZON COM INC
$25M104K14.7%03
MSFT
MICROSOFT CORP
$17M46K10.2%04
GOOGL
ALPHABET INC
$14M38K8.1%05
COST
COSTCO WHOLESALE CORPORATION
$8M8K4.6%06
MGK
VANGUARD WORLD FD
$6M67K3.5%07
GOOG
ALPHABET INC
$5M15K3.1%08
NVDA
NVIDIA CORPORATION
$3M13K1.6%09
QQQ
INVESCO QQQ TR
$962K1K0.6%10
NIO
NIO INC
$552K109K0.3%

Filing history

2026Q2Jun 30
$169M▲ 11.6%
14 positionsView →2026Q1Mar 31
$152M▼ 14.5%
13 positionsView →2025Q4Dec 31
$177M▲ 419.3%
15 positionsView →2025Q3Sep 30
$34M▼ 83.2%
9 positionsLocked2025Q2Jun 30
$203M▲ 4.6%
14 positionsLocked2025Q1Mar 31
$194M▼ 12.5%
14 positionsLocked2024Q4Dec 31
$221M▲ 6.6%
13 positionsLocked2024Q3Sep 30
$208M▲ 2.4%
14 positionsLocked2024Q2Jun 30
$203M▲ 13.8%
14 positionsLocked2024Q1Mar 31
$178M▼ 0.2%
14 positionsLocked2023Q4Dec 31
$179M▲ 15.1%
14 positionsLocked2023Q3Sep 30
$155M▼ 8.0%
13 positionsLocked
Showing 12 of 23