Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, CAT, INTC, and represent 18.17% of Yoffe Investment Management's stock portfolio.
Added to shares of these 10 stocks: VO, HON, HONA, WELL, CVS, VNO, SPHY, ILF, JPM, IPAC.
Started 5 new stock positions in VNO, HONA, CVS, HON, WELL.
Reduced shares in these 3 stocks: Honeywell International, , NKE.
Sold out of its positions in T, Honeywell International, NKE.
Yoffe Investment Management was a net buyer of stock by $1.4M.
Yoffe Investment Management has $87M in assets under management (AUM), dropping by 11.92%.
Central Index Key (CIK): 0002056336

Tip: Access up to 7 years of quarterly data

Positions held by Yoffe Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 113 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Small-cap Indexfund Etf Shares Uie (VB)	5.0	$4.3M		14k	303.13	View chart
International Business Machines (IBM)	3.8	$3.3M		12k	281.21	View chart
Vanguard Total Stock Market Index Fund Etf Shares Uie (VTI)	3.4	$3.0M		8.1k	370.06	View chart
Caterpillar (CAT)	3.2	$2.8M		2.6k	1064.98	View chart
Intel Corporation (INTC)	2.8	$2.4M		17k	139.63	View chart
Wal-Mart Stores (WMT)	2.4	$2.1M		19k	113.26	View chart
JPMorgan Chase & Co. (JPM)	2.1	$1.8M		5.6k	327.32	View chart
Apple (AAPL)	2.1	$1.8M		6.2k	289.37	View chart
Vanguard Mid-cap Index Fund Etf Shares Uie (VO)	2.0	$1.7M	+299%	21k	80.57	View chart
Vanguard Extended Marketindex Fund Etf Shares Uie (VXF)	1.9	$1.6M		6.6k	246.21	View chart
Microsoft Corporation (MSFT)	1.8	$1.6M		4.2k	373.01	View chart
CSX Corporation (CSX)	1.7	$1.5M		32k	47.53	View chart
Bank of New York Mellon Corporation (BNY)	1.7	$1.5M		10k	144.61	View chart
Procter & Gamble Company (PG)	1.7	$1.5M		10k	146.64	View chart
Goldman Sachs (GS)	1.6	$1.4M		1.4k	1011.33	View chart
Cisco Systems (CSCO)	1.6	$1.4M		12k	117.46	View chart
General Electric (GE)	1.6	$1.4M		3.7k	373.73	View chart
Travelers Companies (TRV)	1.5	$1.3M		4.0k	330.10	View chart
Ishares Latin America 40etf Uie (ILF)	1.4	$1.3M		37k	33.75	View chart
Vanguard Emerging Markets Government Bond Index Fund Etf Shares Uie (VWOB)	1.3	$1.1M		17k	67.24	View chart
Ge Vernova (GEV)	1.2	$1.1M		921.00	1174.86	View chart
Jpmorgan Betabuilders Canada Etf Uie (BBCA)	1.2	$1.0M		11k	99.40	View chart
Franklin Ftse Asia Ex Japan Etf Uie (FLAX)	1.2	$1.0M		27k	37.27	View chart
Schwab U.s. Small-cap Etf Uie (SCHA)	1.1	$959k		27k	36.13	View chart
Johnson & Johnson (JNJ)	1.1	$952k		3.7k	253.97	View chart
American Express Company (AXP)	1.1	$947k		2.8k	338.27	View chart
Merck & Co (MRK)	1.1	$943k		7.3k	128.50	View chart
Vanguard S&p 500 Etf Uie (VOO)	1.1	$939k		1.4k	687.01	View chart
Schwab International Small-cap Equity Etf Uie (SCHC)	1.1	$936k		20k	48.12	View chart
Visa (V)	1.1	$925k		2.7k	343.05	View chart
Philip Morris International (PM)	1.0	$887k		4.9k	180.91	View chart
Honeywell International (HON)	1.0	$858k	NEW	3.8k	223.90	View chart
UnitedHealth (UNH)	1.0	$856k		2.1k	415.69	View chart
Honeywell Aerospace (HONA)	1.0	$847k	NEW	3.8k	221.08	View chart
Jpmorgan Betabuilders Europe Etf Uie (BBEU)	0.9	$828k		11k	77.77	View chart
Vanguard Ftse Europe Etf Uie (VGK)	0.9	$821k		9.3k	88.54	View chart
Vanguard Ftse Pacific Index Fund Etf Shares Uie (VPL)	0.9	$811k		7.0k	115.68	View chart
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf Shares Uie (VSS)	0.9	$804k		5.2k	154.29	View chart
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Uie (EMB)	0.9	$799k		8.3k	96.44	View chart
State Street Spdr S&p China Etf Uie (GXC)	0.9	$791k		9.1k	86.52	View chart
Home Depot (HD)	0.9	$785k		2.2k	352.62	View chart
Ishares Core Msci Pacific Etf Uie (IPAC)	0.9	$762k		9.3k	81.93	View chart
Simon Ppty Group Inc Newreit Ret (SPG)	0.9	$757k		3.4k	223.65	View chart
Gsk Plc Adr F Adr (GSK)	0.8	$716k		14k	52.42	View chart
Ishares Msci Emerging Markets Asia Etf Uie (EEMA)	0.8	$701k		6.0k	116.96	View chart
Coca-Cola Company (KO)	0.8	$685k		8.4k	81.27	View chart
McDonald's Corporation (MCD)	0.8	$672k		2.5k	270.34	View chart
Union Pacific Corporation (UNP)	0.7	$653k		2.4k	272.00	View chart
Ishares Core Msci Emerging Markets Etf Uie (IEMG)	0.7	$646k		7.8k	82.84	View chart
Franklin Ftse Canada Etf Uie (FLCA)	0.7	$635k		12k	51.47	View chart
Verizon Communications (VZ)	0.7	$627k		15k	42.34	View chart
Berkshire Hathaway (BRK.B)	0.7	$621k		1.2k	500.39	View chart
Vaneck Africa Index Etf Uie (AFK)	0.7	$602k		23k	25.70	View chart
Vanguard Global Ex-u.s. Real Estate Index Fund Etf Shares Uie (VNQI)	0.7	$600k		13k	44.85	View chart
Ishares Msci Japan Small-cap Etf Uie (SCJ)	0.7	$593k		5.6k	105.31	View chart
State Street Spdr S&p Emerging Asia Pacific Etf Uie (GMF)	0.7	$582k		3.7k	156.96	View chart
Exxon Mobil Corporation (XOM)	0.6	$550k		4.0k	136.72	View chart
Boeing Company (BA)	0.6	$547k		2.5k	216.47	View chart
State Street Spdr Portfolio High Yield Bond Etf Uie (SPHY)	0.6	$539k		23k	23.44	View chart
AFLAC Incorporated (AFL)	0.6	$527k		4.5k	117.25	View chart
3M Company (MMM)	0.6	$527k		3.3k	161.91	View chart
Amgen (AMGN)	0.6	$509k		1.4k	361.99	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uie (VEA)	0.6	$505k		7.1k	71.25	View chart
Chevron Corporation (CVX)	0.6	$485k		2.9k	165.73	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.5	$480k		13k	36.26	View chart
State Street Spdr Bloomberg High Yield Bond Etf Uie (JNK)	0.5	$473k		4.9k	96.37	View chart
Schwab U.s. Large-cap Growth Etf Uie (SCHG)	0.5	$468k		14k	33.84	View chart
Citigroup (C)	0.5	$467k		3.3k	139.96	View chart
Franklin Ftse Japan Etf Uie (FLJP)	0.5	$454k		11k	39.75	View chart
Franklin Ftse Latin America Etf Uie (FLLA)	0.5	$443k		17k	26.51	View chart
Raytheon Technologies Corp (RTX)	0.5	$442k		2.3k	189.76	View chart
Ishares Msci Pacific Ex Japan Etf Uie (EPP)	0.5	$435k		8.2k	53.26	View chart
Ishares Msci All Countryasia Ex Japan Etf Uie (AAXJ)	0.5	$429k		3.6k	119.33	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Uie (EMHY)	0.5	$428k		11k	40.66	View chart
Walt Disney Company (DIS)	0.5	$418k		4.3k	96.25	View chart
Ishares China Large-cap Etf Uie (FXI)	0.5	$418k		13k	31.59	View chart
Jpmorgan Betabuilders Japan Etf Uie (BBJP)	0.5	$408k		5.4k	75.31	View chart
Ishares Msci Japan Etf Uie (EWJ)	0.4	$381k		4.1k	93.27	View chart
Prologis Inc Reit Ret (PLD)	0.4	$379k		2.8k	135.47	View chart
PPL Corporation (PPL)	0.4	$367k		10k	36.35	View chart
Essex Ppty Tr Inc Reit Ret (ESS)	0.4	$366k		1.3k	291.47	View chart
Altria (MO)	0.4	$353k		4.9k	71.95	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Uie (SPDW)	0.4	$345k		6.8k	50.39	View chart
Vaneck Emerging Markets High Yield Bond Etf Uie (HYEM)	0.4	$341k		17k	20.11	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uie (VWO)	0.4	$330k		5.5k	59.69	View chart
Invesco India Etf Uie (IMVP)	0.4	$329k		16k	20.07	View chart
Ishares Msci India Etf Uie (INDA)	0.4	$329k		6.7k	49.39	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.4	$319k		3.1k	103.88	View chart
Bank of America Corporation (BAC)	0.4	$318k		5.6k	56.98	View chart
Ishares Europe Etf Uie (IEV)	0.4	$315k		4.3k	72.85	View chart
Ishares Core Msci Europeetf Uie (IEUR)	0.4	$312k		4.1k	75.17	View chart
Franklin Ftse India Etf Uie (FLIN)	0.4	$312k		8.8k	35.57	View chart
Ishares Msci Eafe Growthetf Uie (EFG)	0.3	$293k		2.4k	124.42	View chart
Ishares Msci Canada Etf Uie (EWC)	0.3	$281k		4.9k	57.64	View chart
Kimco Rlty Corp Reit Ret (KIM)	0.3	$277k		11k	25.35	View chart
Marriott International (MAR)	0.3	$274k		740.00	370.59	View chart
International Paper Company (IP)	0.3	$268k		7.0k	38.10	View chart
First Citizens BancShares (FCNCA)	0.3	$266k		128.00	2080.79	View chart
Ishares Msci China Etf Uie (MCHI)	0.3	$263k		5.1k	51.03	View chart
Abbvie (ABBV)	0.3	$256k		1.0k	251.64	View chart
Marsh & McLennan Companies (MRSH)	0.3	$250k		1.5k	166.67	View chart
Vanguard Mortgage-backedsecurities Index Fund Etf Shares Uie (VMBS)	0.3	$236k		5.1k	46.81	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP)	0.3	$235k		6.4k	36.95	View chart
Ishares Mbs Etf Uie (MBB)	0.3	$232k		2.5k	94.52	View chart
Welltower Inc Reit Ret (WELL)	0.3	$225k	NEW	989.00	226.97	View chart
Dow (DOW)	0.3	$223k		8.2k	27.36	View chart
CVS Caremark Corporation (CVS)	0.2	$213k	NEW	2.1k	103.45	View chart
Vornado Rlty Tr Reit Ret (VNO)	0.2	$212k	NEW	5.4k	39.30	View chart
Vanguard Total International Bond Indexfund Etf Shares Uie (BNDX)	0.2	$210k		4.3k	48.43	View chart
Umh Pptys Inc Reit Ret (UMH)	0.2	$176k		12k	15.14	View chart
Haleon Plc F Adr (HLN)	0.2	$159k		17k	9.33	View chart
Ford Motor Company (F)	0.2	$142k		10k	13.90	View chart
Elme Communities Reit Reit Ret (ELME)	0.0	$32k		22k	1.48	View chart

Past Filings by Yoffe Investment Management

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

Yoffe Investment Management 2026 Q2 filed July 10, 2026
Yoffe Investment Management 2026 Q1 filed April 21, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z