Hoffman, Alan N Investment Management has filed a Form 13F-HR report disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 14 separate positions held by the firm during this period.
The largest position disclosed in the portfolio is a stake in Amazon.com Inc. The firm holds 102,347 shares of the company's common stock. Alphabet Inc. is also a significant holding, with the firm owning 36,895 shares of Class A stock and 14,766 shares of Class C stock. Additionally, Hoffman, Alan N Investment Management holds 302,300 shares of Apple Inc.
Other notable holdings in the portfolio include Microsoft Corporation, with 41,699 shares, and NVIDIA Corporation, with 13,524 shares. The firm also holds a position in Costco Wholesale Corporation, owning 7,979 shares. The filing indicates that the firm holds 11,011 shares of NIO Inc. sponsored American depositary shares.
The portfolio also includes exchange-traded funds, such as Invesco QQQ Trust Unit Series 1, holding 2,542 shares, and the iShares Select Dividend ETF, holding 2,134 shares. The firm also holds shares in the SPDR Series Trust Standard & Poor's Depositary Receipts (SPY), with 2,471 shares, and the State Street SPDR S&P 500 ETF Trust, with 1,379 shares. A position in the Vanguard World Fund Morningstar Mega Cap fund is also listed, with 65,786 shares. The smallest disclosed position is in Vertex Pharmaceuticals Inc., with 440 shares.
