Hoffman, Alan N Investment Management holds a concentrated book of 14 stocks worth $169.3M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Vertex Pharmaceuticals Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 53% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+17.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1848530/holdings"
Use Arkolith to show Hoffman, Alan N Investment Management's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +38.5%, a 4.1-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Hoffman, Alan N Investment Management's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Hoffman, Alan N Investment Management
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 14 / 14 | $1.3T |
| FMR LLC | 14 / 14 | $506.5B |
| MORGAN STANLEY | 14 / 14 | $312.4B |
| JPMORGAN CHASE & CO | 14 / 14 | $301.7B |
| NORTHERN TRUST CORP | 14 / 14 | $183.2B |
| BANK OF AMERICA CORP /DE/ | 14 / 14 | $179.6B |
| GOLDMAN SACHS GROUP INC | 14 / 14 | $152.7B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 14 / 14 | $126.6B |
Ranked by how many of Hoffman, Alan N Investment Management's top 14 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $89.0M | 307.6K | 52.6% | ▼−0.7% Reduced · −2K sh | |
| 2 | Amazon Com Inc COM | $24.8M | 104.1K | 14.7% | ▼−0.4% Reduced · −408 sh | |
| 3 | Microsoft Corp COM | $17.2M | 46.2K | 10.2% | ▼−6.4% Reduced · −3K sh | |
| 4 | Alphabet Inc CAP STK CL A | $13.7M | 38.3K | 8.1% | ▼−0.1% Reduced · −47 sh | |
| 5 | Costco Wholesale Corporation COM | $7.8M | 8.3K | 4.6% | ▼−0.9% Reduced · −77 sh | |
| 6 | Vanguard World FD MEGA GRWTH IND | $5.9M | 67.3K | 3.5% | ▲+421% Added · +54K sh | |
| 7 | Alphabet Inc CAP STK CL C | $5.2M | 14.8K | 3.1% | —Held | |
| 8 | Nvidia Corporation COM | $2.7M | 13.3K | 1.6% | ▲+1.5% Added · +195 sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $962K | 1.3K | 0.6% | ▼−0.2% Reduced · −3 sh | |
| 10 | Nio Inc SPON ADS | $552K | 109.0K | 0.3% | ▲+44% Added · +33K sh | |
| 11 | State STR SPDR S&P 500 ETF T TR UNIT | $528K | 707 | 0.3% | ▼−0.7% Reduced · −5 sh | |
| 12 | SPDR Series Trust ST STR SP DIV | $376K | 2.5K | 0.2% | —Held | |
| 13 | Ishares TR SELECT DIVID ETF | $334K | 2.1K | 0.2% | —Held | |
| 14 | Vertex Pharmaceuticals Inc COM | $219K | 440 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 14 | $169.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 7, 2026 | 13 | $151.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 6, 2026 | 15 | $177.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 15 | $229.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 14 | $202.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 14 | $193.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 14, 2025 | 13 | $221.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 14 | $207.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.