Hofer & Associates. Inc: 13F holdings
CIK 19584912026Q2
| Positions | 70 |
|---|
| Reported value | $206.9m |
|---|
| Filed | 2026-07-21 |
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Change since last quarter
| Positions | 70 (+6 vs prior quarter) |
|---|
| Reported value | $206.9m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYG SPDR SERIES TRUST | 207,313 | $24.7m | 11.9% |
| BIL SPDR SERIES TRUST | 181,339 | $16.6m | 8.0% |
| SPYV SPDR SERIES TRUST | 226,703 | $13.8m | 6.7% |
| VUG VANGUARD INDEX FDS | 140,328 | $12.1m | 5.8% |
| AMGN AMGEN INC | 27,480 | $10.0m | 4.8% |
| VCRB VANGUARD MALVERN FDS | 100,511 | $7.8m | 3.8% |
| STOT SSGA ACTIVE TR | 159,481 | $7.5m | 3.6% |
| VIG VANGUARD SPECIALIZED FUNDS | 30,540 | $7.2m | 3.5% |
| SPSM SPDR SERIES TRUST | 118,506 | $6.8m | 3.3% |
| VYM VANGUARD WHITEHALL FDS | 41,734 | $6.6m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1958491")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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