Yoffe Investment Management, LLC 13F Holdings

CIK 0002056336

As of Sep 30, 2025, Yoffe Investment Management, LLC reported 114 positions worth $76.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD SMALL-CAP INDEX FUNDVB—14,337$3.6M4.74%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology11,731$3.3M4.31%
VANGUARD TOTAL STOCK MKT ETFVTI—8,078$2.7M3.45%
MICROSOFT CORPMSFTTechnology4,200$2.2M2.83%
WALMART INCWMTConsumer Defensive18,687 .9M2.51%
JPMORGAN CHASE & COJPMFinancial Services5,560 .8M2.28%
HONEYWELL INTERNATIONAL INCHONIndustrials7,667 .6M2.10%
APPLE INCAAPLTechnology6,212 .6M2.06%
VANGUARD MID-CAP INDEX FUNDVO—5,345 .6M2.04%
PROCTER & GAMBLE COPGConsumer Defensive10,042 .5M2.01%
VANGUARD EXTENDED MARKET INDEX FUNDVXF—6,633 .4M1.81%
CATERPILLAR INCCATIndustrials2,637 .3M1.64%
VANGUARD WHITEHALL FUNDSVWOB—16,979 .1M1.48%
CSX CORPCSXIndustrials31,770 .1M1.47%
TRAVELERS COMPANIES INCTRVFinancial Services3,987 .1M1.45%
GOLDMAN SACHS GROUP INCGSFinancial Services1,396 .1M1.45%
BANK OF NEW YORK MELLON CORPBKFinancial Services10,200 .1M1.45%
GE AEROSPACEGEIndustrials3,685 .1M1.44%
ISHARES LATIN AMERICA 40 ETFILF—37,099 .1M1.39%
SPDR(R) S&P(R) CHINA ETFGXC—9,126$957.9K1.25%
AMERICAN EXPRESS COAXPFinancial Services2,804$931.4K1.21%
JPMORGAN BETABUILDERS CANADA ETFBBCA—10,676$931.3K1.21%
VISA INC-CLASS A SHARESVFinancial Services2,697$920.6K1.20%
HOME DEPOT INCHDConsumer Cyclical2,225$901.4K1.17%
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSCHC—19,337$880.0K1.14%