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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, CAT, and represent 17.14% of Yoffe Investment Management's stock portfolio.
Added to shares of these 10 stocks: DOW, SPHY, JPM, VWOB, ILF, EMB, KIM, VZ, NKE, T.
Started 1 new stock position in DOW.
Reduced shares in these 6 stocks: , CEG, BBCA, ESS, EMHY, Walgreens Boots Alliance.
Sold out of its positions in CEG, CRM, Walgreens Boots Alliance.
Yoffe Investment Management was a net seller of stock by $-149k.
Yoffe Investment Management has $78M in assets under management (AUM), dropping by -0.36%.
Central Index Key (CIK): 0002056336

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Portfolio Holdings for Yoffe Investment Management

Yoffe Investment Management holds 111 positions in its portfolio as reported in the March 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)	4.8	$3.8M		14k	261.92	View chart
International Business Machines (IBM)	3.6	$2.8M		12k	242.39	View chart
Vanguard Total Stock Market Index Fund Etf Shares Uie (VTI)	3.3	$2.6M		8.1k	320.83	View chart
Wal-Mart Stores (WMT)	3.0	$2.3M		19k	124.28	View chart
Caterpillar (CAT)	2.4	$1.9M		2.6k	708.51	View chart
Honeywell International (HON)	2.2	$1.7M		7.7k	226.04	View chart
JPMorgan Chase & Co. (JPM)	2.1	$1.6M		5.6k	294.18	View chart
Apple (AAPL)	2.0	$1.6M		6.2k	253.80	View chart
Microsoft Corporation (MSFT)	2.0	$1.6M		4.2k	370.16	View chart
Vanguard Mid-cap Index Fund Etf Shares Uie (VO)	2.0	$1.5M		5.3k	287.16	View chart
Procter & Gamble Company (PG)	1.9	$1.5M		10k	144.44	View chart
Vanguard Extended Marketindex Fund Etf Shares Uie (VXF)	1.7	$1.4M		6.6k	205.80	View chart
Ishares Latin America 40etf Uie (ILF)	1.7	$1.3M		37k	35.52	View chart
CSX Corporation (CSX)	1.7	$1.3M		32k	41.05	View chart
Bank of New York Mellon Corporation (BK)	1.6	$1.2M		10k	118.63	View chart
Goldman Sachs (GS)	1.5	$1.2M		1.4k	845.96	View chart
Travelers Companies (TRV)	1.5	$1.2M		4.0k	291.66	View chart
Vanguard Emerging Markets Government Bond Index Fund Etf Shares Uie (VWOB)	1.4	$1.1M		17k	65.69	View chart
General Electric (GE)	1.3	$1.0M		3.7k	283.77	View chart
Jpmorgan Betabuilders Canada Etf Uie (BBCA)	1.3	$991k		11k	94.06	View chart
Cisco Systems (CSCO)	1.2	$928k		12k	77.59	View chart
Johnson & Johnson (JNJ)	1.2	$916k		3.7k	244.44	View chart
Schwab International Small-cap Equity Etf Uie (SCHC)	1.2	$909k		19k	46.74	View chart
Merck & Co (MRK)	1.1	$883k		7.3k	120.29	View chart
State Street Spdr S&p China Etf Uie (GXC)	1.1	$851k		9.1k	93.12	View chart
American Express Company (AXP)	1.1	$847k		2.8k	302.50	View chart
Franklin Ftse Asia Ex Japan Etf Uie (FLAX)	1.1	$839k		27k	30.56	View chart
Vanguard S&p 500 Etf Uie (VOO)	1.0	$817k		1.4k	597.72	View chart
Visa (V)	1.0	$815k		2.7k	302.21	View chart
Philip Morris International (PM)	1.0	$810k		4.9k	165.34	View chart
Ge Vernova (GEV)	1.0	$804k		921.00	872.90	View chart
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Uie (EMB)	1.0	$777k		8.3k	93.93	View chart
McDonald's Corporation (MCD)	1.0	$772k		2.5k	310.82	View chart
Schwab U.s. Small-cap Etf Uie (SCHA)	1.0	$772k		27k	29.08	View chart
Jpmorgan Betabuilders Europe Etf Uie (BBEU)	1.0	$771k		11k	72.41	View chart
Intel Corporation (INTC)	1.0	$767k		17k	44.13	View chart
Vanguard Ftse Europe Etf Uie (VGK)	1.0	$764k		9.3k	82.43	View chart
Vanguard Ftse All-world Ex-us Small-cap Index Fund Etf Shares Uie (VSS)	1.0	$760k		5.2k	145.79	View chart
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Adr (GSK)	1.0	$754k		14k	55.19	View chart
Verizon Communications (VZ)	1.0	$743k		15k	50.20	View chart
Home Depot (HD)	0.9	$732k		2.2k	328.83	View chart
Ishares Core Msci Pacific Etf Uie (IPAC)	0.9	$710k		9.3k	76.51	View chart
Vanguard Ftse Pacific Index Fund Etf Shares Uie (VPL)	0.9	$685k		7.0k	97.72	View chart
Exxon Mobil Corporation (XOM)	0.9	$682k		4.0k	169.66	View chart
Coca-Cola Company (KO)	0.8	$641k		8.4k	76.05	View chart
Simon Ppty Group Inc Newreit Ret (SPG)	0.8	$631k		3.4k	186.53	View chart
Chevron Corporation (CVX)	0.8	$606k		2.9k	206.87	View chart
Franklin Ftse Canada Etf Uie (FLCA)	0.8	$603k		12k	48.94	View chart
Vaneck Africa Index Etf Uie (AFK)	0.8	$603k		23k	25.75	View chart
Berkshire Hathaway (BRK.B)	0.8	$595k		1.2k	479.20	View chart
Vanguard Global Ex-u.s. Real Estate Index Fund Etf Shares Uie (VNQI)	0.8	$594k		13k	44.45	View chart
Union Pacific Corporation (UNP)	0.7	$582k		2.4k	242.62	View chart
Ishares Msci Emerging Markets Asia Etf Uie (EEMA)	0.7	$574k		6.0k	95.73	View chart
UnitedHealth (UNH)	0.7	$557k		2.1k	270.59	View chart
Ishares Msci Japan Small-cap Etf Uie (SCJ)	0.7	$547k		5.6k	97.08	View chart
Ishares Core Msci Emerging Markets Etf Uie (IEMG)	0.7	$544k		7.8k	69.75	View chart
State Street Spdr Portfolio High Yield Bond Etf Uie (SPHY)	0.7	$532k		23k	23.32	View chart
State Street Spdr S&p Emerging Asia Pacific Etf Uie (GMF)	0.6	$505k		3.7k	136.14	View chart
Boeing Company (BA)	0.6	$503k		2.5k	199.03	View chart
Amgen (AMGN)	0.6	$495k		1.4k	351.73	View chart
AFLAC Incorporated (AFL)	0.6	$493k		4.5k	109.71	View chart
Ishares China Large-cap Etf Uie (FXI)	0.6	$475k		13k	35.90	View chart
3M Company (MMM)	0.6	$472k		3.3k	145.23	View chart
Franklin Ftse Latin America Etf Uie (FLLA)	0.6	$472k		17k	28.28	View chart
State Street Spdr Bloomberg High Yield Bond Etf Uie (JNK)	0.6	$470k		4.9k	95.72	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Uie (VEA)	0.6	$454k		7.1k	64.08	View chart
Raytheon Technologies Corp (RTX)	0.6	$449k		2.3k	192.93	View chart
Schwab Emerging Markets Equity Etf Uie (SCHE)	0.6	$436k		13k	32.95	View chart
Ishares Msci Pacific Ex Japan Etf Uie (EPP)	0.6	$434k		8.2k	53.14	View chart
Walt Disney Company (DIS)	0.5	$419k		4.3k	96.38	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Uie (EMHY)	0.5	$414k		11k	39.38	View chart
Franklin Ftse Japan Etf Uie (FLJP)	0.5	$413k		11k	36.18	View chart
Schwab U.s. Large-cap Growth Etf Uie (SCHG)	0.5	$403k		14k	29.13	View chart
PPL Corporation (PPL)	0.5	$386k		10k	38.20	View chart
Citigroup (C)	0.5	$378k		3.3k	113.41	View chart
Jpmorgan Betabuilders Japan Etf Uie (BBJP)	0.5	$374k		5.4k	68.91	View chart
Prologis Inc Reit Ret (PLD)	0.5	$369k		2.8k	132.18	View chart
Ishares Msci All Countryasia Ex Japan Etf Uie (AAXJ)	0.4	$346k		3.6k	96.29	View chart
Ishares Msci Japan Etf Uie (EWJ)	0.4	$345k		4.1k	84.44	View chart
Dow (DOW)	0.4	$340k	NEW	8.2k	41.65	View chart
Invesco India Etf Uie (IMVP)	0.4	$337k		16k	20.53	View chart
Vaneck Emerging Markets High Yield Bond Etf Uie (HYEM)	0.4	$334k		17k	19.73	View chart
Altria (MO)	0.4	$323k		4.9k	65.99	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Uie (SPDW)	0.4	$312k		6.8k	45.65	View chart
Ishares Msci India Etf Uie (INDA)	0.4	$312k		6.7k	46.84	View chart
Essex Ppty Tr Inc Reit Ret (ESS)	0.4	$304k		1.3k	242.10	View chart
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP)	0.4	$299k		6.4k	47.00	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Uie (VWO)	0.4	$299k		5.5k	54.05	View chart
Ishares Msci Eafe Etf Uie (EFA)	0.4	$298k		3.1k	97.13	View chart
Ishares Europe Etf Uie (IEV)	0.4	$294k		4.3k	67.94	View chart
Ishares Core Msci Europeetf Uie (IEUR)	0.4	$292k		4.1k	70.27	View chart
Franklin Ftse India Etf Uie (FLIN)	0.4	$291k		8.8k	33.22	View chart
Ishares Msci China Etf Uie (MCHI)	0.4	$289k		5.1k	56.18	View chart
Bank of America Corporation (BAC)	0.3	$272k		5.6k	48.75	View chart
At&t (T)	0.3	$271k		9.4k	28.99	View chart
Ishares Msci Canada Etf Uie (EWC)	0.3	$267k		4.9k	54.79	View chart
Ishares Msci Eafe Growthetf Uie (EFG)	0.3	$263k		2.4k	111.37	View chart
Marsh & McLennan Companies (MRSH)	0.3	$260k		1.5k	173.45	View chart
International Paper Company (IP)	0.3	$251k		7.0k	35.70	View chart
Kimco Rlty Corp Reit Ret (KIM)	0.3	$246k		11k	22.47	View chart
Marriott International (MAR)	0.3	$242k		740.00	327.07	View chart
First Citizens BancShares (FCNCA)	0.3	$241k		128.00	1884.66	View chart
Vanguard Mortgage-backedsecurities Index Fund Etf Shares Uie (VMBS)	0.3	$237k		5.1k	46.95	View chart
Ishares Mbs Etf Uie (MBB)	0.3	$233k		2.5k	94.95	View chart
Nike (NKE)	0.3	$231k		4.4k	52.81	View chart
Abbvie (ABBV)	0.3	$221k		1.0k	217.49	View chart
Vanguard Total International Bond Indexfund Etf Shares Uie (BNDX)	0.3	$208k		4.3k	48.05	View chart
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN)	0.2	$171k		17k	10.01	View chart
Umh Pptys Inc Reit Ret (UMH)	0.2	$168k		12k	14.43	View chart
Ford Motor Company (F)	0.2	$118k		10k	11.54	View chart
Elme Communities Reit Reit Ret (ELME)	0.1	$44k		22k	2.01	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 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

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