Hoffman, Alan N Investment Management recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
300 2ND AVE UNIT 4186 NEEDHAM HEIGHTS, MA 02494
As of the latest 13F report, the guru’s equity portfolio contained 10 stocks valued at a total of $131.00Mil. The top holdings were AAPL(57.86%), AMZN(17.75%), and MSFT(13.19%).
According to GuruFocus data, these were Hoffman, Alan N Investment Management’s top five trades of the quarter.
Microsoft Corp
During the quarter, Hoffman, Alan N Investment Management bought 4,037 shares of NAS:MSFT for a total holding of 72,403. The trade had a 0.64% impact on the equity portfolio. During the quarter, the stock traded for an average price of $263.86.
On 01/10/2023, Microsoft Corp traded for a price of $228.42 per share and a market cap of $1,705.21Bil. The stock has returned -26.40% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Microsoft Corp has a price-earnings ratio of 24.65, a price-book ratio of 9.83, a price-earnings-to-growth (PEG) ratio of 1.20, a EV-to-Ebitda ratio of 16.40 and a price-sales ratio of 8.47.
The price-to-GF Value ratio is 0.73, earning the stock a GF Value rank of 10.
NVIDIA Corp
The guru sold out of their 5,710-share investment in NAS:NVDA. Previously, the stock had a 0.59% weight in the equity portfolio. Shares traded for an average price of $157.57 during the quarter.
On 01/10/2023, NVIDIA Corp traded for a price of $158.06 per share and a market cap of $387.35Bil. The stock has returned -42.47% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, NVIDIA Corp has a price-earnings ratio of 67.00, a price-book ratio of 18.20, a price-earnings-to-growth (PEG) ratio of 2.09, a EV-to-Ebitda ratio of 51.77 and a price-sales ratio of 13.92.
The price-to-GF Value ratio is 0.65, earning the stock a GF Value rank of 8.
Tesla Inc
The guru sold out of their 1,482-share investment in NAS:TSLA. Previously, the stock had a 0.23% weight in the equity portfolio. Shares traded for an average price of $278.35 during the quarter.
On 01/10/2023, Tesla Inc traded for a price of $117.5211 per share and a market cap of $371.83Bil. The stock has returned -66.62% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Tesla Inc has a price-earnings ratio of 36.39, a price-book ratio of 9.33, a EV-to-Ebitda ratio of 22.72 and a price-sales ratio of 5.31.
The price-to-GF Value ratio is 0.30, earning the stock a GF Value rank of 2.
Alphabet Inc
During the quarter, Hoffman, Alan N Investment Management bought 805 shares of NAS:GOOGL for a total holding of 66,325. The trade had a 0.05% impact on the equity portfolio. During the quarter, the stock traded for an average price of $110.81.
On 01/10/2023, Alphabet Inc traded for a price of $88.105 per share and a market cap of $1,146.85Bil. The stock has returned -36.37% over the past year.
GuruFocus gives the company a financial strength rating of 9 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, Alphabet Inc has a price-earnings ratio of 17.52, a price-book ratio of 4.51, a price-earnings-to-growth (PEG) ratio of 0.66, a EV-to-Ebitda ratio of 11.23 and a price-sales ratio of 4.16.
The price-to-GF Value ratio is 0.62, earning the stock a GF Value rank of 8.
Apple Inc
During the quarter, Hoffman, Alan N Investment Management bought 319 shares of NAS:AAPL for a total holding of 593,045. The trade had a 0.03% impact on the equity portfolio. During the quarter, the stock traded for an average price of $156.66.
On 01/10/2023, Apple Inc traded for a price of $130.14 per share and a market cap of $2,077.12Bil. The stock has returned -23.64% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 10 out of 10.
In terms of valuation, Apple Inc has a price-earnings ratio of 21.37, a price-book ratio of 41.06, a price-earnings-to-growth (PEG) ratio of 1.23, a EV-to-Ebitda ratio of 16.19 and a price-sales ratio of 5.43.
The price-to-GF Value ratio is 0.75, earning the stock a GF Value rank of 9.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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