Hoffman, Alan N Investment Management

Q3 2026 13F-HR Holdings

Location
Wellesley Hills, MA
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$185,959
Net value change ($000)
+16,677 (9.9%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
AAPL 11,676 13.1%
MSFT 4,171 24.2%
QQQ 918 95.4%
AMZN 679 2.7%
SPY 524 99.2%
NVDA 431 16.2%
MGK 178 3.0%
VRTX 11 5.0%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -986 -7.2%
COST -543 -7.0%
GOOGL -186 -3.6%
NIO -174 -31.5%
SDY -14 -3.7%
DVY -9 -2.7%
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