Hofer & Associates. Inc - Portfolio Stock Holdings
Hofer & Associates. Inc disclosed 72 stock positions in a recent SEC 13F filing. $206,954,310 of stock holdings were filed, with the largest holdings including SPYG, BIL, and SPYV. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $216,385,585 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
72Est. Stock Holding Value:
$206,954,310Top Stock Holdings By Sector
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Portfolio Stock Holdings - Hofer & Associates. Inc
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