$131 Thousand is the total value of Hoffman, Alan N Investment Management's 10 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SDY | SPDR SER TRs&p divid etf | $320 | -99.9% | 2,561 | 0.0% | 0.24% | +25.3% | |
| ADBE | ADOBE SYSTEMS INCORPORATED | $266 | -99.9% | 790 | 0.0% | 0.20% | +37.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 13 | Q4 2023 | 57.9% |
| AMAZON COM INC | 13 | Q4 2023 | 28.9% |
| MICROSOFT CORP | 13 | Q4 2023 | 16.3% |
| ALPHABET INC | 13 | Q4 2023 | 6.0% |
| COSTCO WHSL CORP NEW | 13 | Q4 2023 | 4.4% |
| ALPHABET INC | 13 | Q4 2023 | 2.3% |
| VANGUARD WORLD FD | 13 | Q4 2023 | 0.6% |
| ADOBE SYSTEMS INCORPORATED | 13 | Q4 2023 | 0.3% |
| ISHARES TR | 13 | Q4 2023 | 0.3% |
| SPDR SER TR | 9 | Q4 2023 | 0.2% |
View Hoffman, Alan N Investment Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-12 |
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.