19 is the total number of securities Hoffman, Alan N Investment Management has owned. The longest Hoffman, Alan N Investment Management has owned a single stock is 13 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| AAPL | APPLE INC | 13 | 13 | 47.90% | 51.65% | 57.86% | Q4 2020 | Q4 2023 | 13 |
| AMZN | AMAZON COM INC | 13 | 13 | 17.75% | 23.48% | 28.90% | Q4 2020 | Q4 2023 | 13 |
| MSFT | MICROSOFT CORP | 13 | 13 | 9.42% | 12.42% | 16.29% | Q4 2020 | Q4 2023 | 13 |
| GOOGL | ALPHABET INC | 13 | 13 | 3.29% | 4.65% | 6.04% | Q4 2020 | Q4 2023 | 13 |
| COST | COSTCO WHSL CORP NEW | 13 | 13 | 2.54% | 3.47% | 4.40% | Q4 2020 | Q4 2023 | 13 |
| GOOG | ALPHABET INC | 13 | 13 | 1.45% | 1.89% | 2.27% | Q4 2020 | Q4 2023 | 13 |
| MGK | VANGUARD WORLD FD | 13 | 13 | 0.38% | 0.52% | 0.60% | Q4 2020 | Q4 2023 | 13 |
| ADBE | ADOBE SYSTEMS INCORPOR... | 13 | 13 | 0.15% | 0.23% | 0.28% | Q4 2020 | Q4 2023 | 13 |
| DVY | ISHARES TR | 13 | 13 | 0.17% | 0.20% | 0.25% | Q4 2020 | Q4 2023 | 13 |
| SDY | SPDR SER TR | 9 | 9 | 0.17% | 0.19% | 0.24% | Q4 2021 | Q4 2023 | 9 |
| V | VISA INC | 4 | 4 | 1.42% | 1.51% | 1.62% | Q4 2020 | Q3 2021 | 4 |
| NVDA | NVIDIA CORPORATION | 3 | 1 | 0.18% | 0.58% | 0.80% | Q4 2021 | Q4 2023 | 4 |
| QQQ | INVESCO QQQ TR | 4 | 4 | 0.16% | 0.24% | 0.31% | Q1 2023 | Q4 2023 | 4 |
| SHOP | SHOPIFY INC | 4 | 4 | 0.15% | 0.24% | 0.31% | Q1 2021 | Q4 2021 | 4 |
| TQQQ | PROSHARES TR | 4 | 4 | 0.20% | 0.23% | 0.28% | Q1 2023 | Q4 2023 | 4 |
| PYPL | PAYPAL HLDGS INC | 3 | 3 | 1.23% | 1.34% | 1.41% | Q1 2021 | Q3 2021 | 3 |
| SPY | SPDR S&P 500 ETF TR | 3 | 3 | 0.15% | 0.18% | 0.20% | Q2 2023 | Q4 2023 | 3 |
| TSLA | TESLA INC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q1 2022 | Q2 2022 | 2 |
| MA | MASTERCARD INCORPORATED | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2020 | Q4 2020 | 1 |
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The securities at the top of the list , including APPLE INC, AMAZON COM INC, and MICROSOFT CORP, are the highest-conviction holdings of Hoffman, Alan N Investment Management.
The conviction is calculated by counting the number of quarters a security has been reported by Hoffman, Alan N Investment Management. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Hoffman, Alan N Investment Management owns currently or has owned in the past.