Equal-WT
WhaleScore 2.0
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Hoffman, Alan N Investment Management is based out of Wellesley Hills. Hoffman, Alan N Investment Management is a large advisory firm with 88 clients and discretionary assets under management (AUM) of $226,837,115 (Form ADV from 2025-01-24). Their last reported 13F filing for Q1 2025 included $193,872,304 in managed 13F securities
and a top 10 holdings concentration of 99.41%. Hoffman, Alan N Investment Management's largest holding is Apple Inc with shares held of 414,094. Whalewisdom has at least 18 13F filings
Business Description
Hoffman, Alan N. Investment Management offers discretionary asset management services to advisory Clients. The firm determines individual investment goals, time horizons, objectives, and risk tolerance to provide ongoing asset management services. Investment strategies, investment selection, asset allocation, portfolio monitoring and the overall investment program will be based on the above factors.
Hoffman, Alan N. Investment Management specializes in Large Cap Growth Equity Investments. The Client will authorize Hoffman, Alan N. Investment Management discretionary authority to execute selected investment program transactions as stated within the Investment Advisory Agreement.
Investment Strategy
Hoffman, Alan N. Investment Management's investment strategy is based on the objectives stated by the Client during consultations. Their primary strategy involves investing in high-quality Large Cap Growth Stocks. Clients can modify their objectives by providing written notice to Hoffman, Alan N. Investment Management. Each client completes a profile form to document their objectives and desired investment strategy. Other strategies may include long-term purchases.
The firm's security analysis methods may include fundamental analysis, which concentrates on factors determining a company's value and expected future earnings. Investing in securities involves the risk of loss, and clients should be prepared to bear this risk. It is important to note that past performance is not a guarantee of future returns.
Owners
- HOFFMAN, ALAN, NATHAN - OWNER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2025-03-31
Top Buys (13F)
| Name | % Change |
|---|---|
| COST Costco Co | 0.88% |
| VRTX Vertex Pharmaceutica | 0.11% |
| NVDA NVIDIA Corp | -0.03% |
2025-03-31
Top Sells (13F)
| Name | % Change |
|---|---|
| AMZN Amazon.com Inc | 0.64% |
| GOOGL Alphabet Inc. Class | 0.48% |
| GOOG Alphabet Inc. Class | 0.18% |
2025-03-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| AAPL Apple Inc | 47.45% |
| AMZN Amazon.com Inc | 23.29% |
| MSFT Microsoft Corporatio | 14.48% |
| COST Costco Co | 5.62% |
| GOOGL Alphabet Inc. Class | 5.3% |
2025-03-31
13F Activity
| Market Value | $194m, Prior: $221m |
| Inflows (Outflows) as % of Total MV | (-1.0602)% |
| New Purchases | 1 stocks |
| Added To | 2 stocks |
| Sold out of | 0 stocks |
| Reduced holdings in | 7 stocks |
| Top 10 Holdings % | 99.41% |
| Turnover %[1] | 7.14% |
| Turnover Alt %[2] | 0.16% |
| Time Held Top 20 | 13.2857 quarters |
| Time Held Top 10 | 13.2 quarters |
| Time Held All | 13.5 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2025-03-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2025-03-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2025-03-31