Yoffe Investment Management, LLC 13F Holdings · Q2 2026
Yoffe Investment Management, LLC reported 113 securities worth $87.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VB (4.98%), IBM (3.78%), VTI (3.42%). Among its top 25 positions this quarter: 4 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $4.3M | 4.98% | 14,338 | Hold |
| 2 | IBM | IBM CORP | $3.3M | 3.78% | 11,731 | Hold |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $3.0M | 3.42% | 8,078 | Hold |
| 4 | CAT | CATERPILLAR INC | $2.8M | 3.21% | 2,637 | Hold |
| 5 | INTC | INTEL CORP | $2.4M | 2.78% | 17,378 | Hold |
| 6 | WMT | WALMART INC | $2.1M | 2.42% | 18,687 | Hold |
| 7 | JPM | JPMORGAN CHASE & CO | $1.8M | 2.09% | 5,574 | Added |
| 8 | AAPL | APPLE INC | $1.8M | 2.06% | 6,212 | Hold |
| 9 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1.7M | 1.97% | 21,378 | Added |
| 10 | VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $1.6M | 1.87% | 6,633 | Hold |
| 11 | MSFT | MICROSOFT CORP | $1.6M | 1.79% | 4,200 | Hold |
| 12 | CSX | CSX CORP | $1.5M | 1.73% | 31,770 | Hold |
| 13 | BNY | BANK NEW YORK MELLON COR | $1.5M | 1.69% | 10,200 | Hold |
| 14 | PG | PROCTER & GAMBLE CO | $1.5M | 1.69% | 10,042 | Hold |
| 15 | GS | GOLDMAN SACHS GROUP INC | $1.4M | 1.62% | 1,396 | Hold |
| 16 | CSCO | CISCO SYS INC | $1.4M | 1.61% | 11,959 | Hold |
| 17 | GE | GE AEROSPACE | $1.4M | 1.58% | 3,685 | Hold |
| 18 | TRV | TRAVELERS COS INC | $1.3M | 1.51% | 3,987 | Hold |
| 19 | ILF | ISHARES LATIN AMERICA 40ETF | $1.3M | 1.44% | 37,245 | Added |
| 20 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $1.1M | 1.31% | 17,044 | Added |
| 21 | GEV | GE VERNOVA INC | $1.1M | 1.24% | 921 | Hold |
| 22 | BBCA | JPMORGAN BETABUILDERS CANADA ETF | $1.0M | 1.20% | 10,540 | Hold |
| 23 | FLAX | FRANKLIN FTSE ASIA EX JAPAN ETF | $1.0M | 1.17% | 27,437 | Hold |
| 24 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $958,772 | 1.10% | 26,537 | Hold |
| 25 | JNJ | JOHNSON & JOHNSON | $951,871 | 1.09% | 3,748 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR