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Yoffe Investment Management, LLC

Updated 3 days ago

Managed by Yoffe Investment Management, Llc • Latest filing Q3 2026

Portfolio value
$84.9M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$78.3M
Q1 2026$78.1M
Q2 2026$87.4M
Q3 2026$84.9M

Top holdings

114 positions as of Q3 2026

View filing
V

VANGUARD MORNINGSTAR SMALL-CAP ETF

Value
$4.1M
Shares
14.3K
% Port
4.81%
V

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

Value
$3M
Shares
8.1K
% Port
3.56%
I

IBM CORP

Value
$2.6M
Shares
11.7K
% Port
3.04%
M

MICROSOFT CORP

Value
$2.2M
Shares
4.2K
% Port
2.54%
C

CATERPILLAR INC

Value
$2.1M
Shares
2.6K
% Port
2.52%
I

INTEL CORP

Value
$2.1M
Shares
17.4K
% Port
2.46%
A

APPLE INC

Value
$2.1M
Shares
6.2K
% Port
2.44%
W

WALMART INC

Value
$1.9M
Shares
18.7K
% Port
2.29%
J

JPMORGAN CHASE & CO

Value
$1.8M
Shares
5.6K
% Port
2.17%
V

VANGUARD MORNINGSTAR MID-CAP ETF

Value
$1.7M
Shares
21.4K
% Port
1.97%
V

VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES

Value
$1.5M
Shares
6.6K
% Port
1.81%
C

CSX CORP

Value
$1.5M
Shares
31.8K
% Port
1.74%
B

BANK NEW YORK MELLON COR

Value
$1.5M
Shares
10.2K
% Port
1.74%
P

PROCTER & GAMBLE CO

Value
$1.5M
Shares
10.0K
% Port
1.72%
T

TRAVELERS COS INC

Value
$1.4M
Shares
4.0K
% Port
1.67%
C

CISCO SYS INC

Value
$1.3M
Shares
12.0K
% Port
1.52%
B

ISHARES LATIN AMERICA 40ETF

Value
$1.3M
Shares
37.2K
% Port
1.51%
G

GOLDMAN SACHS GROUP INC

Value
$1.3M
Shares
1.4K
% Port
1.48%
G

GE AEROSPACE

Value
$1.2M
Shares
3.7K
% Port
1.36%
V

VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES

Value
$1.1M
Shares
17.1K
% Port
1.27%

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