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Portfolio (Quarterly) Guide ↗

Hoffman, Alan N Investment Management

· CIK 0001848530
13F Portfolio $152M AUM 13 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 Added 6 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MGK VANGUARD WORLD FD 12,921.0 $4.7M 3.13% +314.0 +2.5% $367.44 -75.8%
2 NVDA NVIDIA CORPORATION Technology 13,088.0 $2.3M 1.50% +416.0 +3.3% $174.40 +23.5%
3 NIO NIO INC Consumer Cyclical 75,708.0 $457K 0.30% +64K +531.3% $6.03 -13.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 67.8%
Consumer Cyclical 15.2%
Communication Services 10.4%
Consumer Defensive 5.7%
Financial Services 0.8%