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CIK 0001848530 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026
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=jivedata("hoffman-alan-n-investment-management","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ADOBE INC | COM | $276K | 0.2%Prev: 0.1% | 790 SH | Decreased |
| ALPHABET INC | CAP STK CL A | $12.2M | 6.9%Prev: 6.8% | 38,924 SH | Decreased-24,920 SH |
| ALPHABET INC | CAP STK CL C | $4.9M | 2.7%Prev: 1.8% | 15,480 SH | Increased-1,170 SH |
| AMAZON COM INC | COM | $25.7M | 14.5%Prev: 21.8% | 111,415 SH | Decreased-116,093 SH |
| APPLE INC | COM | $91.8M | 51.7%Prev: 45.4% | 337,490 SH | Decreased-70,523 SH |
| COSTCO WHSL CORP NEW | COM | $7.4M | 4.2%Prev: 4.7% | 8,583 SH | Decreased-2,961 SH |
| INVESCO QQQ TR | UNIT SER 1 | $804K | 0.5%Prev: 0.4% | 1,309 SH | Decreased-88 SH |
| ISHARES TR | SELECT DIVID ETF | $301K | 0.2%Prev: 0.1% | 2,134 SH | Decreased |
| META PLATFORMS INC | CL A | $313K | 0.2%Prev: 0.2% | 474 SH | Decreased |
| MICROSOFT CORP | COM | $25.2M | 14.2%Prev: 16.8% | 52,194 SH | Decreased-22,191 SH |
| NIO INC | SPON ADS | $61K | 0.0%Prev: 0.0% | 11,992 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.4M | 1.3%Prev: 1.0% | 12,672 SH | Increased+122 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $486K | 0.3%Prev: 0.2% | 712 SH | Increased-1 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $344K | 0.2% | 2,471 SH | New |
| VANGUARD WORLD FD | MEGA GRWTH IND | $5.2M | 2.9%Prev: 0.6% | 12,607 SH | Increased+9,088 SH |
| 13F-HR |
| 0001754960-26-000456 |
| $169.3M |
| View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000519 | $202.8M | View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000204 | $151.6M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000161 | $193.9M | View |