Hoffman, Alan N Investment Management
All 13F Filings
- Location
- Wellesley Hills, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 169,282
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 14 | 169,282 | 13F-HR | Hoffman, Alan N Investment Management |
| Q1 2026 | 4/7/2026 | 13 | 151,628 | 13F-HR | Hoffman, Alan N Investment Management |
| Q4 2025 | 1/6/2026 | 15 | 177,304 | 13F-HR | Hoffman, Alan N Investment Management |
| Q3 2025 | 10/8/2025 | 15 | 229,074 | 13F-HR | Hoffman, Alan N Investment Management |
| Q2 2025 | 8/1/2025 | 14 | 202,834 | 13F-HR | Hoffman, Alan N Investment Management |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 161.2 K | 95.2% | 16.19 K | 0 | 16.19 K |
| ETFs | 8.117 K | 4.8% | 1.466 K | 0 | 1.466 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
169,282
Holdings
14
QoQ value change ($000)
17,654
(11.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.