Hoffman, Alan N Investment Management - Q4 2020 holdings

$157 Million is the total value of Hoffman, Alan N Investment Management's 11 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

 Value Shares↓ Weighting
AAPL NewAPPLE INC$78,978,000595,205
+100.0%
50.31%
AMZN NewAMAZON COM INC$45,366,00013,929
+100.0%
28.90%
MSFT NewMICROSOFT CORP$14,780,00066,450
+100.0%
9.42%
GOOGL NewALPHABET INCcap stk cl a$5,170,0002,950
+100.0%
3.29%
COST NewCOSTCO WHSL CORP NEW$4,024,00010,679
+100.0%
2.56%
GOOG NewALPHABET INCcap stk cl c$2,617,0001,494
+100.0%
1.67%
V NewVISA INC$2,542,00011,621
+100.0%
1.62%
MA NewMASTERCARD INCORPORATEDcl a$2,157,0006,044
+100.0%
1.37%
MGK NewVANGUARD WORLD FDmega grwth ind$603,0002,959
+100.0%
0.38%
ADBE NewADOBE SYSTEMS INCORPORATED$448,000896
+100.0%
0.28%
DVY NewISHARES TRselect divid etf$285,0002,965
+100.0%
0.18%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-03-03
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC13Q4 202357.9%
AMAZON COM INC13Q4 202328.9%
MICROSOFT CORP13Q4 202316.3%
ALPHABET INC13Q4 20236.0%
COSTCO WHSL CORP NEW13Q4 20234.4%
ALPHABET INC13Q4 20232.3%
VANGUARD WORLD FD13Q4 20230.6%
ADOBE SYSTEMS INCORPORATED13Q4 20230.3%
ISHARES TR13Q4 20230.3%
SPDR SER TR9Q4 20230.2%

View Hoffman, Alan N Investment Management's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-01-05
13F-HR2023-10-10
13F-HR2023-07-06
13F-HR2023-04-11
13F-HR2023-01-10
13F-HR2022-10-11
13F-HR2022-07-07
13F-HR2022-04-12
13F-HR2022-01-12
13F-HR2021-10-12

View Hoffman, Alan N Investment Management's complete filings history.

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