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Holders — by stockHoldings — by fund

Hofer & Associates. Inc

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001958491

$206.9M

disclosed book value

70

positions

11.9%

largest position share

Positions, as of 2026-06-30

top 70 of 70 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYGSPDR SERIES TRUST207,313$24.7M11.9%
2BILSPDR SERIES TRUST181,339$16.6M8%
3SPYVSPDR SERIES TRUST226,703$13.8M6.7%
4VUGVANGUARD INDEX FDS140,328$12.1M5.8%
5AMGNAMGEN INC27,480$10.0M4.8%
6VCRBVANGUARD MALVERN FDS100,511$7.8M3.8%
7STOTSSGA ACTIVE TR159,481$7.5M3.6%
8VIGVANGUARD SPECIALIZED FUNDS30,540$7.2M3.5%
9SPSMSPDR SERIES TRUST118,506$6.8M3.3%
10VYMVANGUARD WHITEHALL FDS41,734$6.6M3.2%
11AAPLAPPLE INC22,455$6.5M3.1%
12SCHDSCHWAB STRATEGIC TR197,820$6.3M3%
13NVDANVIDIA CORPORATION29,245$5.9M2.8%
14BRK/BBERKSHIRE HATHAWAY INC DEL11,278$5.6M2.7%
15VOVANGUARD INDEX FDS67,355$5.4M2.6%
16IEFAISHARES TR53,611$5.2M2.5%
17EFGISHARES TR41,079$5.1M2.5%
18IWPISHARES TR32,498$4.8M2.3%
19VCITVANGUARD SCOTTSDALE FDS54,824$4.5M2.2%
20SRLNSSGA ACTIVE ETF TR93,745$3.8M1.8%
21SPIBSPDR SERIES TRUST110,527$3.7M1.8%
22SPYMSPDR SERIES TRUST38,066$3.3M1.6%
23AMZNAMAZON COM INC13,425$3.2M1.5%
24MSFTMICROSOFT CORP7,038$2.6M1.3%
25SHYGISHARES TR50,392$2.1M1%
26SPEMSPDR INDEX SHS FDS40,389$2.1M1%
27JPMJPMORGAN CHASE & CO6,190$2.0M1%
28AVGOBROADCOM INC4,163$1.6M0.8%
29ELVELEVANCE HEALTH INC FORMERLY3,668$1.4M0.7%
30WMTWALMART INC11,888$1.3M0.7%
31COSTCOSTCO WHOLESALE CORPORATION1,419$1.3M0.6%
32SBUXSTARBUCKS CORP11,765$1.2M0.6%
33METAMETA PLATFORMS INC1,855$1.0M0.5%
34VVISA INC2,518$864,0620.4%
35ABBVABBVIE INC3,330$837,8370.4%
36CSCOCISCO SYS INC5,631$661,3960.3%
37COWZPACER FDS TR10,419$648,0620.3%
38BNYBANK OF NY MELLON CORP4,419$639,0260.3%
39GOOGALPHABET INC1,761$622,0440.3%
40RDVYFIRST TR EXCHANGE TRADED FD6,934$562,0700.3%
41IVVISHARES TR694$519,6700.3%
42GOOGLALPHABET INC1,318$470,8840.2%
43ADPAUTOMATIC DATA PROCESSING IN1,831$410,0340.2%
44UNHUNITEDHEALTH GROUP INC959$398,6810.2%
45HDHOME DEPOT INC1,088$383,6720.2%
46PEPPEPSICO INC2,649$358,6420.2%
47BXBLACKSTONE INC3,040$357,7170.2%
48VOOVANGUARD INDEX FDS513$352,3340.2%
49IGIBISHARES TR6,568$349,2260.2%
50CVXCHEVRON CORPORATION1,989$329,6250.2%
51JNJJOHNSON & JOHNSON1,215$308,4980.1%
52TSLATESLA INC712$299,4670.1%
53BACBANK OF AMER CORP5,109$291,1040.1%
54AMDADVANCED MICRO DEVICES INC491$285,2270.1%
55PFXFVANECK ETF TRUST15,328$273,4550.1%
56MAMASTERCARD INCORPORATED517$265,3450.1%
57GCOWPACER FDS TR6,064$262,5710.1%
58MMIMARCUS & MILLICHAP INC8,344$260,0820.1%
59HCAHCA HEALTHCARE INC660$257,3270.1%
60GILDGILEAD SCIENCES INC1,996$252,1730.1%
61BILSSPDR SERIES TRUST2,534$251,8050.1%
62AXPAMERICAN EXPRESS CO707$239,3090.1%
63MSMORGAN STANLEY1,124$235,0000.1%
64PGRPROGRESSIVE CORP1,071$234,0100.1%
65MCDMCDONALDS CORP844$228,0140.1%
66IGVISHARES TR2,363$214,1090.1%
67VTIVANGUARD INDEX FDS572$211,6940.1%
68TSMTAIWAN SEMICONDUCTOR MANUFAC440$210,1310.1%
69ABTABBOTT LABORATORIES2,233$202,5940.1%
70GLDMWORLD GOLD TR2,541$201,8060.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.