Yoffe Investment Management

Yoffe Investment Management as of Dec. 31, 2025

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
International Business Machines (IBM) 4.4 $3.5M 12k 296.21
Vanguard Total Stock Market Etf Uie (VTI) 3.5 $2.7M 8.1k 335.29
Wal-Mart Stores (WMT) 2.7 $2.1M 19k 111.41
Microsoft Corporation (MSFT) 2.6 $2.0M 4.2k 483.60
JPMorgan Chase & Co. (JPM) 2.3 $1.8M 5.6k 322.20
Apple (AAPL) 2.2 $1.7M 6.2k 271.87
Vanguard Mid Cap Etf Uie (VO) 2.0 $1.6M 5.3k 290.20
Caterpillar (CAT) 1.9 $1.5M 2.6k 572.91
Honeywell International (HON) 1.9 $1.5M 7.7k 195.10
Procter & Gamble Company (PG) 1.8 $1.4M 10k 143.31
Vanguard Extended Marketetf Uie (VXF) 1.8 $1.4M 6.6k 209.12
Goldman Sachs (GS) 1.6 $1.2M 1.4k 878.97
Bank of New York Mellon Corporation (BK) 1.5 $1.2M 10k 116.09
Travelers Companies (TRV) 1.5 $1.2M 4.0k 290.04
CSX Corporation (CSX) 1.5 $1.2M 32k 36.25
Vanguard Emerging Markt Govt Bnd Etf Uie (VWOB) 1.5 $1.1M 17k 67.43
General Electric (GE) 1.4 $1.1M 3.7k 308.03
Ishares Latin America 40etf Uie (ILF) 1.4 $1.1M 37k 30.45
American Express Company (AXP) 1.3 $1.0M 2.8k 369.97
Jpmorgan Betabuilders Canada Etf Uie (BBCA) 1.3 $993k 11k 93.00
Visa (V) 1.2 $946k 2.7k 350.67
Cisco Systems (CSCO) 1.2 $921k 12k 77.03
Schwab Internatnal Smallcap Eqy Etf Uie (SCHC) 1.1 $885k 19k 45.53
Spdr S&p China Etf Uie (GXC) 1.1 $885k 9.1k 96.81
Vanguard S&p 500 Etf Uie (VOO) 1.1 $857k 1.4k 627.31
Franklin Ftse Asia Ex Japan Etf Uie (FLAX) 1.0 $813k 27k 29.63
Ishares Jpmorgan Usd Mtsbond Etf Uie (EMB) 1.0 $796k 8.3k 96.28
Philip Morris International (PM) 1.0 $786k 4.9k 160.40
Jpmorgan Betabuilders Europe Etf Uie (BBEU) 1.0 $780k 11k 73.30
Johnson & Johnson (JNJ) 1.0 $776k 3.7k 206.95
Vanguard Ftse Europe Etf Uie (VGK) 1.0 $775k 9.3k 83.61
Merck & Co (MRK) 1.0 $773k 7.3k 105.26
Home Depot (HD) 1.0 $766k 2.2k 344.04
McDonald's Corporation (MCD) 1.0 $760k 2.5k 305.66
Schwab Us Small Cap Etf Uie (SCHA) 1.0 $756k 27k 28.48
Vgrd Ftse All Wrld Ex Ussml Cap Etf Uie (VSS) 1.0 $747k 5.2k 143.33
UnitedHealth (UNH) 0.9 $679k 2.1k 330.03
Ishares Core Msci Pacific Etf Uie (IPAC) 0.9 $679k 9.3k 73.21
Gsk Plc Adr Fsponsored Adr 1 Adr Reps 2 Ord Adr (GSK) 0.9 $670k 14k 49.04
Intel Corporation (INTC) 0.8 $641k 17k 36.90
Vanguard Ftse Pacific Etf Uie (VPL) 0.8 $634k 7.0k 90.39
Simon Ppty Group Inc Newreit Ret (SPG) 0.8 $626k 3.4k 185.11
Vaneck Africa Index Etf Uie (AFK) 0.8 $626k 23k 26.75
Berkshire Hathaway (BRK.B) 0.8 $624k 1.2k 502.65
Vanguard Glbal Ex Us Real Estate Etf Uie (VNQI) 0.8 $613k 13k 45.84
Verizon Communications (VZ) 0.8 $603k 15k 40.73
Ge Vernova (GEV) 0.8 $602k 921.00 653.57
Franklin Ftse Canada Etf Uie (FLCA) 0.8 $596k 12k 48.30
Coca-Cola Company (KO) 0.8 $589k 8.4k 69.91
Ishares Msci Emerging Markets As Etf Uie (EEMA) 0.7 $563k 6.0k 94.02
Union Pacific Corporation (UNP) 0.7 $555k 2.4k 231.32
Boeing Company (BA) 0.7 $548k 2.5k 217.12
State Srt Spdr Prtfl Hghyld Bnd Etf Uie (SPHY) 0.7 $537k 23k 23.67
Ishares Core Msci Emerging Etf Uie (IEMG) 0.7 $524k 7.8k 67.22
3M Company (MMM) 0.7 $521k 3.3k 160.10
Ishares Msci Japan Smallcap Etf Uie (SCJ) 0.7 $517k 5.6k 91.81
Spdr S&p Emerging Asia Pacific Etf Uie (GMF) 0.7 $514k 3.7k 138.77
Ishares China Large Cap Etf Uie (FXI) 0.6 $506k 13k 38.29
AFLAC Incorporated (AFL) 0.6 $496k 4.5k 110.27
Walt Disney Company (DIS) 0.6 $495k 4.3k 113.77
Exxon Mobil Corporation (XOM) 0.6 $484k 4.0k 120.34
St Strt Spdr Blmbg Hgh Yld Bnd Etf Uie (JNK) 0.6 $477k 4.9k 97.21
Amgen (AMGN) 0.6 $460k 1.4k 327.20
Schwab Us Large Cap Growth Etf Uie (SCHG) 0.6 $451k 14k 32.62
Chevron Corporation (CVX) 0.6 $446k 2.9k 152.38
Vanguard Ftse Developed Markets Etf Uie (VEA) 0.6 $443k 7.1k 62.47
Schwab Emerging Markets Equity Etf Uie (SCHE) 0.6 $433k 13k 32.75
Raytheon Technologies Corp (RTX) 0.5 $427k 2.3k 183.43
Ishares Jp Mrgn Em High Yld Bd Etf Uie (EMHY) 0.5 $424k 11k 40.37
Ishares Msci Pacific Ex Japan Etf Uie (EPP) 0.5 $412k 8.2k 50.47
Franklin Ftse Latin America Etf Uie (FLLA) 0.5 $402k 17k 24.09
Invesco India Etf Uie (PIN) 0.5 $399k 16k 24.31
Franklin Ftse Japan Etf Uie (FLJP) 0.5 $393k 11k 34.45
Citigroup (C) 0.5 $389k 3.3k 116.69
Elme Communities Reit Reit Ret (ELME) 0.5 $378k 22k 17.40
Ishares Msci India Indexetf Uie (INDA) 0.5 $360k 6.7k 54.05
Jpmorgan Betabuilders Japan Etf Uie (BBJP) 0.5 $357k 5.4k 65.91
Prologis Inc Reit Ret (PLD) 0.5 $357k 2.8k 127.66
PPL Corporation (PPL) 0.5 $354k 10k 35.02
Franklin Ftse India Etf Uie (FLIN) 0.4 $338k 8.8k 38.59
Vaneck Emerging Mrk Hgh Yld Bnd Etf Uie (HYEM) 0.4 $337k 17k 19.89
Ishares Msci All Count Asa Ex Jp Etf Uie (AAXJ) 0.4 $335k 3.6k 93.12
Ishares Msci Japan Etf Uie (EWJ) 0.4 $330k 4.1k 80.74
Essex Ppty Tr Inc Reit Ret (ESS) 0.4 $328k 1.3k 261.58
Ishares Msci China Etf Uie (MCHI) 0.4 $309k 5.1k 60.07
Bank of America Corporation (BAC) 0.4 $307k 5.6k 55.00
Spdr Portfolio Dvlpd Wrld Ex-us Etf Uie (SPDW) 0.4 $304k 6.8k 44.41
Vanguard Ftse Emerging Markets Etf Uie (VWO) 0.4 $297k 5.5k 53.76
Ishares Europe Etf Uie (IEV) 0.4 $297k 4.3k 68.60
Ishares Msci Eafe Etf Uie (EFA) 0.4 $295k 3.1k 96.03
Ishares Core Msci Europeetf Uie (IEUR) 0.4 $294k 4.1k 70.98
Altria (MO) 0.4 $283k 4.9k 57.66
Marsh & McLennan Companies 0.4 $278k 1.5k 185.52
Nike (NKE) 0.4 $278k 4.4k 63.72
International Paper Company (IP) 0.4 $277k 7.0k 39.39
First Citizens BancShares (FCNCA) 0.4 $275k 128.00 2146.18
Ishares Msci Eafe Growthetf Uie (EFG) 0.3 $269k 2.4k 113.92
Ishares Msci Canada Etf Uie (EWC) 0.3 $263k 4.9k 53.93
salesforce (CRM) 0.3 $248k 937.00 264.77
Vanguard Mortgage Backedsec Etf Uie (VMBS) 0.3 $238k 5.1k 47.08
Constellation Energy (CEG) 0.3 $235k 666.00 353.27
Ishares Mbs Etf Uie (MBB) 0.3 $234k 2.5k 95.22
Abbvie (ABBV) 0.3 $233k 1.0k 228.49
At&t (T) 0.3 $232k 9.4k 24.84
Marriott International (MAR) 0.3 $230k 740.00 310.24
Kimco Rlty Corp Reit Ret (KIM) 0.3 $221k 11k 20.27
Bp P L C Fsponsored Adr 1 Adr Reps 6 Ord Adr (BP) 0.3 $221k 6.4k 34.73
Vanguard Total International Bnd Etf Uie (BNDX) 0.3 $209k 4.3k 48.32
Umh Pptys Inc Reit Ret (UMH) 0.2 $185k 12k 15.91
Haleon Plc Fsponsored Adr 1 Adr Reps 2 Ord Adr (HLN) 0.2 $173k 17k 10.11
Ford Motor Company (F) 0.2 $134k 10k 13.12
Walgreens Boots Alliance 0.0 $0 11k 0.00