| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2011 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 57.9% |
| AMAZON COM INC | 15 | Q2 2024 | 28.9% |
| MICROSOFT CORP | 15 | Q2 2024 | 18.2% |
| ALPHABET INC | 15 | Q2 2024 | 6.4% |
| COSTCO WHSL CORP NEW | 15 | Q2 2024 | 4.9% |
| ALPHABET INC | 15 | Q2 2024 | 2.3% |
| VANGUARD WORLD FD | 15 | Q2 2024 | 0.6% |
| ADOBE SYSTEMS INCORPORATED | 15 | Q2 2024 | 0.3% |
| ISHARES TR | 15 | Q2 2024 | 0.3% |
| SPDR SER TR | 11 | Q2 2024 | 0.2% |
View Hoffman, Alan N Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| N-PX | 2024-07-31 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-05 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-10 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-07 |
View Hoffman, Alan N Investment Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.