CIK 1958491
Hofer & Associates. Inc
Institutional 13F holdings & portfolio
Holdings
66
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
9
Holdings
13F filings as of Dec 31, 2025 · Showing 51–66 of 66
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BAC | BANK AMERICA CORP | 5K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 876 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 789 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 454 | $100K–$500K | SH |
| PFXF | VANECK ETF TRUST | 15K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 694 | $100K–$500K | SH |
| BILS | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| GCOW | PACER FDS TR | 6K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 1K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| MMI | MARCUS & MILLICHAP INC | 8K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 616 | $100K–$500K | SH |
| TSLA | TESLA INC | 457 | $100K–$500K | SH |