Yoffe Investment Management, LLC
Filing Date
Global Rank
#6,675
/ 8,232
▲ 227
Top Industry
Banks - Diversified
8.2%
3Y Alpha vs SPY
+1.4%
Period ended 2 months ago
Filed Apr 21, 2026 · 54d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+25.3%
SPY
+23.4%
Annualised alpha
+1.4%
Max drawdown
−14.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
58 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.6%
−1.4 pts
Top 5
24.2%
−1.4 pts
Top 10
40.8%
−0.7 pts
HHI
272
Diversified−11
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 21.2% | $9,093,363 |
| Industrials | 20.4% | $8,761,173 |
| Technology | 17.9% | $7,669,523 |
| Consumer Defensive | 12.9% | $5,547,200 |
| Healthcare | 9.3% | $3,996,817 |
| Consumer Cyclical | 5.5% | $2,345,397 |
| Real Estate | 4.1% | $1,760,765 |
| Energy | 3.7% | $1,586,520 |
| Communication Services | 3.3% | $1,433,467 |
| Utilities | 0.9% | $385,820 |
| Basic Materials | 0.8% | $339,822 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ESS | Essex Property Trust, Inc. | −1 | 1,254 | $303,468 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DOW | Dow Inc. | 8,159 | $339,822 | |
| No positions match the current search. | ||||
58 positions ·
$42,919,867 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 58 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IBM |
International Business Machines Corp
Technology
|
Held | 11,731 | $2,843,477 | 6.63% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 18,687 | $2,322,420 | 5.41% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 2,637 | $1,868,209 | 4.35% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 7,667 | $1,732,972 | 4.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 5,569 | $1,638,177 | 3.82% | |
| AAPL |
Apple Inc.
Technology
|
Held | 6,212 | $1,576,543 | 3.67% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 4,200 | $1,554,714 | 3.62% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 10,042 | $1,450,466 | 3.38% | |
| CSX |
Csx Corp
Industrials
|
Held | 31,770 | $1,304,158 | 3.04% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
Held | 10,200 | $1,210,026 | 2.82% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 1,396 | $1,181,002 | 2.75% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Held | 3,987 | $1,162,928 | 2.71% | |
| GE |
General Electric Co
Industrials
|
Held | 3,685 | $1,045,692 | 2.44% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Held | 11,959 | $927,898 | 2.16% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 3,748 | $916,161 | 2.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 7,341 | $883,048 | 2.06% | |
| AXP |
American Express Co
Financial Services
|
Held | 2,800 | $846,944 | 1.97% | |
| V |
Visa Inc.
Financial Services
|
Held | 2,697 | $815,141 | 1.90% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 4,900 | $810,166 | 1.89% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 921 | $803,940 | 1.87% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 2,485 | $772,313 | 1.80% | |
| INTC |
Intel Corp
Technology
|
Held | 17,378 | $766,891 | 1.79% | |
| GSK |
GSK plc
Healthcare
|
Held | 13,657 | $753,729 | 1.76% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 14,808 | $743,361 | 1.73% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 2,225 | $731,780 | 1.70% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 4,019 | $681,863 | 1.59% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 8,426 | $640,797 | 1.49% | |
| SPG |
Simon Property Group Inc.
Real Estate
|
Held | 3,383 | $631,030 | 1.47% | |
| CVX |
Chevron Corp
Energy
|
Held | 2,927 | $605,596 | 1.41% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,241 | $594,687 | 1.39% | |
| UNP |
Union Pacific Corp
Industrials
|
Held | 2,400 | $582,288 | 1.36% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 2,058 | $556,874 | 1.30% | |
| BA |
Boeing Co
Industrials
|
Held | 2,526 | $502,749 | 1.17% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 1,406 | $494,701 | 1.15% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 4,496 | $493,256 | 1.15% | |
| MMM |
3M Co
Industrials
|
Held | 3,252 | $472,287 | 1.10% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,327 | $448,878 | 1.05% | |
| DIS |
Walt Disney Co
Communication Services
|
Held | 4,347 | $418,963 | 0.98% | |
| PPL |
PPL Corp
Utilities
|
Held | 10,100 | $385,820 | 0.90% | |
| C |
Citigroup Inc
Financial Services
|
Held | 3,334 | $378,108 | 0.88% | |
| PLD |
Prologis, Inc.
Real Estate
|
Held | 2,795 | $369,443 | 0.86% | |
| DOW |
Dow Inc.
Basic Materials
|
NEW | 8,159 | $339,822 | 0.79% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 4,900 | $323,351 | 0.75% | |
| ESS |
Essex Property Trust, Inc.
Real Estate
|
Reduced | 1,254 | $303,468 | 0.71% | |
| BP |
Bp PLC
Energy
|
Held | 6,363 | $299,061 | 0.70% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 5,573 | $271,683 | 0.63% | |
| T |
At&T Inc.
Communication Services
|
Added | 9,353 | $271,143 | 0.63% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Held | 1,500 | $260,175 | 0.61% | |
| IP |
International Paper Co /New/
Consumer Cyclical
|
Held | 7,020 | $250,614 | 0.58% | |
| KIM |
Kimco Realty Corp
Real Estate
|
Added | 10,929 | $245,574 | 0.57% |