Institutions / Yoffe Investment Management, LLC
Yoffe Investment Management, LLC
CIK 2056336 · Institution · as of Dec 31, 2025
Portfolio value
$78.33M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Small Cap ETF | $3.70M | 4.7% |
| International Business Machines Corp | $3.47M | 4.4% |
| Vanguard Total Stock Market ETF | $2.71M | 3.5% |
| Walmart Inc. | $2.08M | 2.7% |
| Microsoft Corp | $2.03M | 2.6% |
| JPMorgan Chase & Co | $1.79M | 2.3% |
| Apple Inc. | $1.69M | 2.2% |
| Vanguard Mid Cap ETF | $1.55M | 2.0% |
| Caterpillar Inc | $1.51M | 1.9% |
| Honeywell International Inc | $1.50M | 1.9% |
| PROCTER & GAMBLE Co | $1.44M | 1.8% |
| Vanguard Extended Marketetf | $1.39M | 1.8% |
| The Goldman Sachs Group, Inc. | $1.23M | 1.6% |
| Bank of New York Mellon Corp/The | $1.18M | 1.5% |
| Travelers Companies, Inc. | $1.16M | 1.5% |
| Csx Corp | $1.15M | 1.5% |
| Vanguard Emerging Markt Govt Bnd ETF | $1.15M | 1.5% |
| General Electric Co | $1.14M | 1.4% |
| iShares Latin America 40Etf | $1.13M | 1.4% |
| American Express Co | $1.04M | 1.3% |
| JPMorgan Betabuilders Canada ETF | $992.9K | 1.3% |
| Visa Inc | $945.8K | 1.2% |
| Cisco Systems, Inc. | $921.2K | 1.2% |
| Schwab Internatnal Smallcap Eqy ETF | $885.3K | 1.1% |
| SPDR S&P China ETF | $884.5K | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.