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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, WMT, MSFT, and represent 17.87% of Yoffe Investment Management's stock portfolio.
Added to shares of these 10 stocks: MAR, SPHY, SCHC, IPAC, VNQI, ILF, VWOB, EMB, JPM, FXI.
Started 1 new stock position in MAR.
Reduced shares in these 4 stocks: VNO, MDLZ, CVX, AXP.
Sold out of its positions in MDLZ, VNO.
Yoffe Investment Management was a net seller of stock by $-178k.
Yoffe Investment Management has $78M in assets under management (AUM), dropping by 1.91%.
Central Index Key (CIK): 0002056336

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Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 113 positions in its portfolio as reported in the December 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	$3.7M		14k	257.95	View chart
International Business Machines (IBM)	4.4	$3.5M		12k	296.21	View chart
Vanguard Total Stock Market Etf Uie (VTI)	3.5	$2.7M		8.1k	335.29	View chart
Wal-Mart Stores (WMT)	2.7	$2.1M		19k	111.41	View chart
Microsoft Corporation (MSFT)	2.6	$2.0M		4.2k	483.60	View chart
JPMorgan Chase & Co. (JPM)	2.3	$1.8M		5.6k	322.20	View chart
Apple (AAPL)	2.2	$1.7M		6.2k	271.87	View chart
Vanguard Mid Cap Etf Uie (VO)	2.0	$1.6M		5.3k	290.20	View chart
Caterpillar (CAT)	1.9	$1.5M		2.6k	572.91	View chart
Honeywell International (HON)	1.9	$1.5M		7.7k	195.10	View chart
Procter & Gamble Company (PG)	1.8	$1.4M		10k	143.31	View chart
Vanguard Extended Marketetf Uie (VXF)	1.8	$1.4M		6.6k	209.12	View chart
Goldman Sachs (GS)	1.6	$1.2M		1.4k	878.97	View chart
Bank of New York Mellon Corporation (BK)	1.5	$1.2M		10k	116.09	View chart
Travelers Companies (TRV)	1.5	$1.2M		4.0k	290.04	View chart
CSX Corporation (CSX)	1.5	$1.2M		32k	36.25	View chart
Vanguard Emerging Markt Govt Bnd Etf Uie (VWOB)	1.5	$1.1M		17k	67.43	View chart
General Electric (GE)	1.4	$1.1M		3.7k	308.03	View chart
Ishares Latin America 40etf Uie (ILF)	1.4	$1.1M		37k	30.45	View chart
American Express Company (AXP)	1.3	$1.0M		2.8k	369.97	View chart
Jpmorgan Betabuilders Canada Etf Uie (BBCA)	1.3	$993k		11k	93.00	View chart
Visa (V)	1.2	$946k		2.7k	350.67	View chart
Cisco Systems (CSCO)	1.2	$921k		12k	77.03	View chart
Schwab Internatnal Smallcap Eqy Etf Uie (SCHC)	1.1	$885k		19k	45.53	View chart
Spdr S&p China Etf Uie (GXC)	1.1	$885k		9.1k	96.81	View chart
Vanguard S&p 500 Etf Uie (VOO)	1.1	$857k		1.4k	627.31	View chart
Franklin Ftse Asia Ex Japan Etf Uie (FLAX)	1.0	$813k		27k	29.63	View chart
Ishares Jpmorgan Usd Mtsbond Etf Uie (EMB)	1.0	$796k		8.3k	96.28	View chart
Philip Morris International (PM)	1.0	$786k		4.9k	160.40	View chart
Jpmorgan Betabuilders Europe Etf Uie (BBEU)	1.0	$780k		11k	73.30	View chart
Johnson & Johnson (JNJ)	1.0	$776k		3.7k	206.95	View chart
Vanguard Ftse Europe Etf Uie (VGK)	1.0	$775k		9.3k	83.61	View chart
Merck & Co (MRK)	1.0	$773k		7.3k	105.26	View chart
Home Depot (HD)	1.0	$766k		2.2k	344.04	View chart
McDonald's Corporation (MCD)	1.0	$760k		2.5k	305.66	View chart
Schwab Us Small Cap Etf Uie (SCHA)	1.0	$756k		27k	28.48	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Uie (VSS)	1.0	$747k		5.2k	143.33	View chart
UnitedHealth (UNH)	0.9	$679k		2.1k	330.03	View chart
Ishares Core Msci Pacific Etf Uie (IPAC)	0.9	$679k		9.3k	73.21	View chart
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Adr (GSK)	0.9	$670k		14k	49.04	View chart
Intel Corporation (INTC)	0.8	$641k		17k	36.90	View chart
Vanguard Ftse Pacific Etf Uie (VPL)	0.8	$634k		7.0k	90.39	View chart
Simon Ppty Group Inc Newreit Ret (SPG)	0.8	$626k		3.4k	185.11	View chart
Vaneck Africa Index Etf Uie (AFK)	0.8	$626k		23k	26.75	View chart
Berkshire Hathaway (BRK.B)	0.8	$624k		1.2k	502.65	View chart
Vanguard Glbal Ex Us Real Estate Etf Uie (VNQI)	0.8	$613k		13k	45.84	View chart
Verizon Communications (VZ)	0.8	$603k		15k	40.73	View chart
Ge Vernova (GEV)	0.8	$602k		921.00	653.57	View chart
Franklin Ftse Canada Etf Uie (FLCA)	0.8	$596k		12k	48.30	View chart
Coca-Cola Company (KO)	0.8	$589k		8.4k	69.91	View chart
Ishares Msci Emerging Markets As Etf Uie (EEMA)	0.7	$563k		6.0k	94.02	View chart
Union Pacific Corporation (UNP)	0.7	$555k		2.4k	231.32	View chart
Boeing Company (BA)	0.7	$548k		2.5k	217.12	View chart
State Srt Spdr Prtfl Hghyld Bnd Etf Uie (SPHY)	0.7	$537k		23k	23.67	View chart
Ishares Core Msci Emerging Etf Uie (IEMG)	0.7	$524k		7.8k	67.22	View chart
3M Company (MMM)	0.7	$521k		3.3k	160.10	View chart
Ishares Msci Japan Smallcap Etf Uie (SCJ)	0.7	$517k		5.6k	91.81	View chart
Spdr S&p Emerging Asia Pacific Etf Uie (GMF)	0.7	$514k		3.7k	138.77	View chart
Ishares China Large Cap Etf Uie (FXI)	0.6	$506k		13k	38.29	View chart
AFLAC Incorporated (AFL)	0.6	$496k		4.5k	110.27	View chart
Walt Disney Company (DIS)	0.6	$495k		4.3k	113.77	View chart
Exxon Mobil Corporation (XOM)	0.6	$484k		4.0k	120.34	View chart
St Strt Spdr Blmbg Hgh Yld Bnd Etf Uie (JNK)	0.6	$477k		4.9k	97.21	View chart
Amgen (AMGN)	0.6	$460k		1.4k	327.20	View chart
Schwab Us Large Cap Growth Etf Uie (SCHG)	0.6	$451k		14k	32.62	View chart
Chevron Corporation (CVX)	0.6	$446k		2.9k	152.38	View chart
Vanguard Ftse Developed Markets Etf Uie (VEA)	0.6	$443k		7.1k	62.47	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.6	$433k		13k	32.75	View chart
Raytheon Technologies Corp (RTX)	0.5	$427k		2.3k	183.43	View chart
Ishares Jp Mrgn Em High Yld Bd Etf Uie (EMHY)	0.5	$424k		11k	40.37	View chart
Ishares Msci Pacific Ex Japan Etf Uie (EPP)	0.5	$412k		8.2k	50.47	View chart
Franklin Ftse Latin America Etf Uie (FLLA)	0.5	$402k		17k	24.09	View chart
Invesco India Etf Uie (PIN)	0.5	$399k		16k	24.31	View chart
Franklin Ftse Japan Etf Uie (FLJP)	0.5	$393k		11k	34.45	View chart
Citigroup (C)	0.5	$389k		3.3k	116.69	View chart
Elme Communities Reit Reit Ret (ELME)	0.5	$378k		22k	17.40	View chart
Ishares Msci India Indexetf Uie (INDA)	0.5	$360k		6.7k	54.05	View chart
Jpmorgan Betabuilders Japan Etf Uie (BBJP)	0.5	$357k		5.4k	65.91	View chart
Prologis Inc Reit Ret (PLD)	0.5	$357k		2.8k	127.66	View chart
PPL Corporation (PPL)	0.5	$354k		10k	35.02	View chart
Franklin Ftse India Etf Uie (FLIN)	0.4	$338k		8.8k	38.59	View chart
Vaneck Emerging Mrk Hgh Yld Bnd Etf Uie (HYEM)	0.4	$337k		17k	19.89	View chart
Ishares Msci All Count Asa Ex Jp Etf Uie (AAXJ)	0.4	$335k		3.6k	93.12	View chart
Ishares Msci Japan Etf Uie (EWJ)	0.4	$330k		4.1k	80.74	View chart
Essex Ppty Tr Inc Reit Ret (ESS)	0.4	$328k		1.3k	261.58	View chart
Ishares Msci China Etf Uie (MCHI)	0.4	$309k		5.1k	60.07	View chart
Bank of America Corporation (BAC)	0.4	$307k		5.6k	55.00	View chart
Spdr Portfolio Dvlpd Wrld Ex-us Etf Uie (SPDW)	0.4	$304k		6.8k	44.41	View chart
Vanguard Ftse Emerging Markets Etf Uie (VWO)	0.4	$297k		5.5k	53.76	View chart
Ishares Europe Etf Uie (IEV)	0.4	$297k		4.3k	68.60	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.4	$295k		3.1k	96.03	View chart
Ishares Core Msci Europeetf Uie (IEUR)	0.4	$294k		4.1k	70.98	View chart
Altria (MO)	0.4	$283k		4.9k	57.66	View chart
Marsh & McLennan Companies	0.4	$278k		1.5k	185.52	View chart
Nike (NKE)	0.4	$278k		4.4k	63.72	View chart
International Paper Company (IP)	0.4	$277k		7.0k	39.39	View chart
First Citizens BancShares (FCNCA)	0.4	$275k		128.00	2146.18	View chart
Ishares Msci Eafe Growthetf Uie (EFG)	0.3	$269k		2.4k	113.92	View chart
Ishares Msci Canada Etf Uie (EWC)	0.3	$263k		4.9k	53.93	View chart
salesforce (CRM)	0.3	$248k		937.00	264.77	View chart
Vanguard Mortgage Backedsec Etf Uie (VMBS)	0.3	$238k		5.1k	47.08	View chart
Constellation Energy (CEG)	0.3	$235k		666.00	353.27	View chart
Ishares Mbs Etf Uie (MBB)	0.3	$234k		2.5k	95.22	View chart
Abbvie (ABBV)	0.3	$233k		1.0k	228.49	View chart
At&t (T)	0.3	$232k		9.4k	24.84	View chart
Marriott International (MAR)	0.3	$230k	NEW	740.00	310.24	View chart
Kimco Rlty Corp Reit Ret (KIM)	0.3	$221k		11k	20.27	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP)	0.3	$221k		6.4k	34.73	View chart
Vanguard Total International Bnd Etf Uie (BNDX)	0.3	$209k		4.3k	48.32	View chart
Umh Pptys Inc Reit Ret (UMH)	0.2	$185k		12k	15.91	View chart
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN)	0.2	$173k		17k	10.11	View chart
Ford Motor Company (F)	0.2	$134k		10k	13.12	View chart
Walgreens Boots Alliance	0.0	$0		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 Q4 filed Jan. 26, 2026
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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