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Yoffe Investment Management

Latest statistics and disclosures from Yoffe Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VB, IBM, VTI, MSFT, WMT, and represent 17.83% of Yoffe Investment Management's stock portfolio.
Added to shares of these 10 stocks: ABBV, BP, SPHY, JPM, VWOB, EMB, BBCA, VXF, XOM, HD.
Started 3 new stock positions in ABBV, BP, Walgreens Boots Alliance.
Reduced shares in these 5 stocks: VTI, DOW, MAR, Walgreen Boots Alliance, VB.
Sold out of its positions in DOW, MAR, Walgreen Boots Alliance.
Yoffe Investment Management was a net seller of stock by $-378k.
Yoffe Investment Management has $77M in assets under management (AUM), dropping by 5.18%.
Central Index Key (CIK): 0002056336

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Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 114 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Small Cap Etf Uie (VB)	4.7	$3.6M		14k	254.27	View chart
International Business Machines (IBM)	4.3	$3.3M		12k	282.16	View chart
Vanguard Total Stock Market Etf Uie (VTI)	3.4	$2.7M	-9%	8.1k	328.19	View chart
Microsoft Corporation (MSFT)	2.8	$2.2M		4.2k	517.93	View chart
Wal-Mart Stores (WMT)	2.5	$1.9M		19k	103.06	View chart
JPMorgan Chase & Co. (JPM)	2.3	$1.8M		5.6k	315.44	View chart
Honeywell International (HON)	2.1	$1.6M		7.7k	210.51	View chart
Apple (AAPL)	2.1	$1.6M		6.2k	254.64	View chart
Vanguard Mid Cap Etf Uie (VO)	2.0	$1.6M		5.3k	293.71	View chart
Procter & Gamble Company (PG)	2.0	$1.5M		10k	153.65	View chart
Vanguard Extended Marketetf Uie (VXF)	1.8	$1.4M		6.6k	209.34	View chart
Caterpillar (CAT)	1.6	$1.3M		2.6k	477.18	View chart
Vanguard Emerging Markt Govt Bnd Etf Uie (VWOB)	1.5	$1.1M		17k	66.90	View chart
CSX Corporation (CSX)	1.5	$1.1M		32k	35.51	View chart
Travelers Companies (TRV)	1.4	$1.1M		4.0k	279.20	View chart
Goldman Sachs (GS)	1.4	$1.1M		1.4k	796.32	View chart
Bank of New York Mellon Corporation (BK)	1.4	$1.1M		10k	108.96	View chart
General Electric (GE)	1.4	$1.1M		3.7k	300.82	View chart
Ishares Latin America 40etf Uie (ILF)	1.4	$1.1M		37k	28.89	View chart
Spdr S&p China Etf Uie (GXC)	1.2	$958k		9.1k	104.97	View chart
American Express Company (AXP)	1.2	$931k		2.8k	332.18	View chart
Jpmorgan Betabuilders Canada Etf Uie (BBCA)	1.2	$931k		11k	87.23	View chart
Visa (V)	1.2	$921k		2.7k	341.34	View chart
Home Depot (HD)	1.2	$901k		2.2k	405.12	View chart
Schwab Internatnal Smallcap Eqy Etf Uie (SCHC)	1.1	$880k		19k	45.51	View chart
Vanguard S&p 500 Etf Uie (VOO)	1.1	$837k		1.4k	612.56	View chart
Cisco Systems (CSCO)	1.1	$818k		12k	68.42	View chart
Philip Morris International (PM)	1.0	$795k		4.9k	162.20	View chart
Franklin Ftse Asia Ex Japan Etf Uie (FLAX)	1.0	$792k		27k	28.88	View chart
Ishares Jpmorgan Usd Mtsbond Etf Uie (EMB)	1.0	$785k		8.2k	95.19	View chart
McDonald's Corporation (MCD)	1.0	$755k		2.5k	303.92	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Uie (VSS)	1.0	$743k		5.2k	142.55	View chart
Jpmorgan Betabuilders Europe Etf Uie (BBEU)	1.0	$741k		11k	69.61	View chart
Schwab Us Small Cap Etf Uie (SCHA)	1.0	$740k		27k	27.90	View chart
Vanguard Ftse Europe Etf Uie (VGK)	1.0	$740k		9.3k	79.80	View chart
UnitedHealth (UNH)	0.9	$710k		2.1k	345.32	View chart
Johnson & Johnson (JNJ)	0.9	$695k		3.7k	185.42	View chart
Ishares Core Msci Pacific Etf Uie (IPAC)	0.9	$677k		9.2k	73.43	View chart
Verizon Communications (VZ)	0.8	$650k		15k	43.95	View chart
Vanguard Glbal Ex Us Real Estate Etf Uie (VNQI)	0.8	$635k		13k	47.74	View chart
Simon Ppty Group Inc Newreit Ret (SPG)	0.8	$635k		3.4k	187.67	View chart
Berkshire Hathaway (BRK.B)	0.8	$624k		1.2k	502.74	View chart
Merck & Co (MRK)	0.8	$616k		7.3k	83.94	View chart
Vanguard Ftse Pacific Etf Uie (VPL)	0.8	$616k		7.0k	87.83	View chart
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Adr (GSK)	0.8	$589k		14k	43.16	View chart
Intel Corporation (INTC)	0.8	$583k		17k	33.55	View chart
Vaneck Africa Index Etf Uie (AFK)	0.7	$571k		23k	24.37	View chart
Union Pacific Corporation (UNP)	0.7	$567k		2.4k	236.37	View chart
Ge Vernova (GEV)	0.7	$566k		921.00	614.90	View chart
Franklin Ftse Canada Etf Uie (FLCA)	0.7	$560k		12k	45.40	View chart
Coca-Cola Company (KO)	0.7	$559k		8.4k	66.32	View chart
Ishares Msci Emerging Markets As Etf Uie (EEMA)	0.7	$550k		6.0k	91.75	View chart
Boeing Company (BA)	0.7	$545k		2.5k	215.83	View chart
Ishares China Large Cap Etf Uie (FXI)	0.7	$543k		13k	41.14	View chart
Spdr Portfolio High Yield Bnd Etf Uie (SPHY)	0.7	$537k		22k	23.94	View chart
Ishares Msci Japan Smallcap Etf Uie (SCJ)	0.7	$518k		5.6k	92.04	View chart
Spdr S&p Emerging Asia Pacific Etf Uie (GMF)	0.7	$515k		3.7k	139.01	View chart
Ishares Core Msci Emerging Etf Uie (IEMG)	0.7	$514k		7.8k	65.92	View chart
3M Company (MMM)	0.7	$505k		3.3k	155.18	View chart
AFLAC Incorporated (AFL)	0.7	$502k		4.5k	111.70	View chart
Walt Disney Company (DIS)	0.6	$498k		4.3k	114.50	View chart
Spdr Blmbrg Brcly Hgh Ydbnd Etf Uie (JNK)	0.6	$481k		4.9k	97.99	View chart
Chevron Corporation (CVX)	0.6	$462k		3.0k	155.28	View chart
Exxon Mobil Corporation (XOM)	0.6	$453k		4.0k	112.75	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.6	$441k		13k	33.37	View chart
Schwab Us Large Cap Growth Etf Uie (SCHG)	0.6	$441k		14k	31.91	View chart
Vanguard Ftse Developed Markets Etf Uie (VEA)	0.6	$425k		7.1k	59.92	View chart
Ishares Msci Pacific Ex Japan Etf Uie (EPP)	0.5	$421k		8.2k	51.56	View chart
Ishares Jp Mrgn Em High Yld Bd Etf Uie (EMHY)	0.5	$417k		11k	39.69	View chart
Invesco India Etf Uie (PIN)	0.5	$411k		16k	25.07	View chart
Amgen (AMGN)	0.5	$397k		1.4k	282.10	View chart
Franklin Ftse Japan Etf Uie (FLJP)	0.5	$394k		11k	34.56	View chart
Franklin Ftse Latin America Etf Uie (FLLA)	0.5	$391k		17k	23.44	View chart
Raytheon Technologies Corp (RTX)	0.5	$389k		2.3k	167.36	View chart
PPL Corporation (PPL)	0.5	$375k		10k	37.16	View chart
Elme Communities Reit Reit Ret (ELME)	0.5	$366k		22k	16.86	View chart
Jpmorgan Betabuilders Japan Etf Uie (BBJP)	0.5	$360k		5.4k	66.32	View chart
Ishares Msci India Indexetf Uie (INDA)	0.5	$347k		6.7k	52.06	View chart
Vaneck Emerging Mrk Hgh Yld Bnd Etf Uie (HYEM)	0.4	$339k		17k	20.05	View chart
Ishares Msci China Etf Uie (MCHI)	0.4	$339k		5.1k	65.85	View chart
Citigroup (C)	0.4	$338k		3.3k	101.50	View chart
Essex Ppty Tr Inc Reit Ret (ESS)	0.4	$336k		1.3k	267.55	View chart
Ishares Msci All Count Asa Ex Jp Etf Uie (AAXJ)	0.4	$328k		3.6k	91.22	View chart
Ishares Msci Japan Etf Uie (EWJ)	0.4	$328k		4.1k	80.21	View chart
Franklin Ftse India Etf Uie (FLIN)	0.4	$327k		8.8k	37.29	View chart
International Paper Company (IP)	0.4	$326k		7.0k	46.40	View chart
Altria (MO)	0.4	$324k		4.9k	66.06	View chart
Prologis Inc Reit Ret (PLD)	0.4	$320k		2.8k	114.52	View chart
Nike (NKE)	0.4	$304k		4.4k	69.74	View chart
Marsh & McLennan Companies (MMC)	0.4	$302k		1.5k	201.53	View chart
Vanguard Ftse Emerging Markets Etf Uie (VWO)	0.4	$300k		5.5k	54.18	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Uie (SPDW)	0.4	$293k		6.8k	42.79	View chart
Bank of America Corporation (BAC)	0.4	$288k		5.6k	51.59	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.4	$287k		3.1k	93.37	View chart
Ishares Europe Etf Uie (IEV)	0.4	$283k		4.3k	65.48	View chart
Ishares Core Msci Europeetf Uie (IEUR)	0.4	$283k		4.1k	68.12	View chart
Ishares Msci Eafe Growthetf Uie (EFG)	0.3	$269k		2.4k	113.88	View chart
At&t (T)	0.3	$264k		9.3k	28.24	View chart
Ishares Msci Canada Etf Uie (EWC)	0.3	$246k		4.9k	50.55	View chart
Kimco Rlty Corp Reit Ret (KIM)	0.3	$238k		11k	21.85	View chart
Vanguard Mortgage Backedsec Etf Uie (VMBS)	0.3	$237k		5.1k	46.96	View chart
Abbvie (ABBV)	0.3	$236k	NEW	1.0k	231.54	View chart
Ishares Mbs Etf Uie (MBB)	0.3	$234k		2.5k	95.15	View chart
First Citizens BancShares (FCNCA)	0.3	$229k		128.00	1789.16	View chart
salesforce (CRM)	0.3	$222k		937.00	236.87	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP)	0.3	$219k	NEW	6.4k	34.46	View chart
Constellation Energy (CEG)	0.3	$219k		666.00	329.07	View chart
Vornado Rlty Tr Reit Ret (VNO)	0.3	$214k		5.3k	40.53	View chart
Vanguard Total International Bnd Etf Uie (BNDX)	0.3	$214k		4.3k	49.46	View chart
Mondelez Int (MDLZ)	0.3	$214k		3.4k	62.47	View chart
Umh Pptys Inc Reit Ret (UMH)	0.2	$172k		12k	14.85	View chart
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN)	0.2	$153k		17k	8.97	View chart
Ford Motor Company (F)	0.2	$122k		10k	11.96	View chart
Walgreens Boots Alliance	0.0	$0	NEW	11k	0.00	View chart

Past Filings by Yoffe Investment Management

SEC 13F filings are viewable for Yoffe Investment Management going back to 2024

Yoffe Investment Management 2025 Q3 filed Oct. 24, 2025
Yoffe Investment Management 2025 Q2 filed July 29, 2025
Yoffe Investment Management 2025 Q1 filed April 16, 2025
Yoffe Investment Management 2024 Q4 restated filed Feb. 26, 2025
Yoffe Investment Management 2024 Q4 filed Feb. 12, 2025

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