Hoffman, Alan N Investment Management

Q4 2025 13F-HR Holdings

Location
Wellesley Hills, MA
Holdings as of
12/31/2025
Date filed
1/6/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$177,304
Net value change ($000)
-51,770 (-22.6%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/8/2025 Next filing: 4/7/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGK 3,788 267.5%
GOOGL 803 19.8%
NVDA 21 0.9%
SPY 11 2.3%
Top Reduces (Value $000, Stocks/ETFs)
AMZN -24,237 -48.5%
MSFT -13,286 -34.5%
AAPL -12,142 -11.7%
GOOGL -3,337 -21.5%
COST -3,284 -30.7%
META -35 -10.1%
QQQ -35 -4.2%
NIO -30 -33.0%
ADBE -3 -1.1%
SDY -2 -0.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type