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Home > Institutional Investor > Hoffman, Alan N Investment Management > Profile

Instuitional Investor - Hoffman, Alan N Investment Management

Fund Profile
Filing Period:
Fund Name: Hoffman, Alan N Investment Management
Portfolio Value $178,576,028
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 444,992 $85,674,373 47.97%
2.
Amazon Com Inc
 AMZN 258,373 $39,257,194 21.98%
3.
Microsoft Corp
 MSFT 77,361 $29,090,830 16.29%
4.
Alphabet Inc.
 GOOG 72,077 $10,068,436 5.63%
5.
Costco Wholesale Corp W
 COST 11,679 $7,709,074 4.31%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)