Hoffman, Alan N Investment Management

CIK 0001848530 · Q2 2026

13F Equity AUM

$169.3M

+11.6% QoQ

Positions

+1 QoQ

AUM Rank

#6,768

Top 77%

Skill Alpha (FF)

+10.9%/yr^ns

No Clear Edge

Rank #328 · Top 4%

vs S&P -1.0%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 90.1%Top 10: 99.1%Top 20: 100.0%

AAPL52.6%

AMZN14.7%

MSFT10.2%

GOOGL8.1%

COST4.6%

MGK3.5%

GOOG3.1%

NVDA1.6%

NDQ0.6%

NIO0.3%

Others (4)0.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology64.3%

Consumer Cyclical15.0%

Communication Services11.2%

Financial Services4.8%

Consumer Defensive4.6%

Other0.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 14Median: 2.33%Avg: 7.14%

0–0.5%

5(1.2%)

0.5–1%

1(0.6%)

1–3%

1(1.6%)

3–5%

3(11.2%)

5%+

4(85.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 14vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1Increased3Decreased7Exited0

New Positions

VRTX0.1%

+440

Increased

MGK3.5%

+54K(+421%)

NIO0.3%

+33K(+44%)

NVDA1.6%

+195(+1%)

Decreased

MSFT10.2%

-3,137(-6%)

AAPL52.6%

-2,019(-1%)

AMZN14.7%

-408(-0%)

COST4.6%

-77(-1%)

GOOGL8.1%

-47(-0%)

SPY0.3%

-5(-1%)

NDQ0.6%

-3(-0%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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