Yoffe Investment Management, LLC

CIK

2056336

Location

LEMOYNE, PA

Portfolio Value

Micro $47,374,185

Diversification

Diversified

Filing Date

Global Rank

#7,010 / 8,517 ▲ 282

Top Industry

Banks - Diversified 8.6%

3Y Alpha vs SPY

-0.7%

Period ended 47 days ago

Filed Jul 10, 2026 · 37d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+25.8%

SPY

+27.3%

Annualised alpha

-1.0%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.0%

−0.6 pts

Top 5

26.3%

+1.1 pts

Top 10

42.8%

+2.3 pts

HHI

294

Diversified+23

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	22.2%	$10,494,256	5
Financial Services	21.8%	$10,348,692	12
Industrials	18.9%	$8,945,045	8
Consumer Defensive	11.6%	$5,512,842	5
Healthcare	9.7%	$4,603,858	8
Real Estate	5.1%	$2,423,301	8
Consumer Cyclical	4.5%	$2,140,383	5
Energy	2.7%	$1,269,768	3
Communication Services	2.2%	$1,045,538	2
Utilities	0.8%	$367,135	1
Basic Materials	0.5%	$223,367	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
KIM	Kimco Realty Corp	+14	10,943	$277,405
DOW	Dow Inc.	+5	8,164	$223,367
JPM	Jpmorgan Chase & Co	+5	5,574	$1,824,537
VZ	Verizon Communications Inc	+4	14,812	$627,140
ESS	Essex Property Trust, Inc.	+1	1,255	$365,945
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
WELL	Welltower Inc.	989	$224,473
CVS	CVS HEALTH Corp	2,057	$212,796
VNO	Vornado Realty Trust	5,401	$212,259
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	14,338	$3,755,408
HON	Honeywell International Inc	7,667	$1,732,972
VXF	Vanguard Extended Market ETF	6,633	$1,365,071
AFK	VanEck Africa Index ETF	23,410	$602,807
VEA	Vanguard FTSE Developed Markets ETF	7,089	$454,263
AAXJ	iShares MSCI All Country Asia ex Japan ETF	3,592	$345,873
T	At&T Inc.	9,353	$271,143
NKE	NIKE, Inc.	4,365	$230,559
BNDX	Vanguard Total International Bond ETF	4,328	$207,960
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $47,374,185 total · as of Jun 30, 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBM	International Business Machines Corp Technology	Held	11,731	0	$3,298,874	+16.0%	6.96%
CAT	Caterpillar Inc Industrials	Held	2,637	0	$2,808,141	+50.3%	5.93%
INTC	Intel Corp Technology	Held	17,378	0	$2,426,490	+216.4%	5.12%
WMT	Walmart Inc. Consumer Defensive	Held	18,687	0	$2,116,489	−8.9%	4.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,574	+5	$1,824,537	+11.4%	3.85%
AAPL	Apple Inc. Technology	Held	6,212	0	$1,797,504	+14.0%	3.79%
MSFT	Microsoft Corp Technology	Held	4,200	0	$1,566,684	+0.8%	3.31%
CSX	Csx Corp Industrials	Held	31,770	0	$1,510,028	+15.8%	3.19%
BNY	Bank of New York Mellon Corp Financial Services	Held	10,200	0	$1,475,022	+21.9%	3.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	10,042	0	$1,472,558	+1.5%	3.11%
GS	Goldman Sachs Group Inc Financial Services	Held	1,396	0	$1,411,872	+19.5%	2.98%
CSCO	Cisco Systems, Inc. Technology	Held	11,959	0	$1,404,704	+51.4%	2.97%
GE	General Electric Co Industrials	Held	3,685	0	$1,377,195	+31.7%	2.91%
TRV	Travelers Companies, Inc. Financial Services	Held	3,987	0	$1,316,188	+13.2%	2.78%
GEV	GE Vernova Inc. Industrials	Held	921	0	$1,082,046	+34.6%	2.28%
JNJ	Johnson & Johnson Healthcare	Held	3,748	0	$951,879	+3.9%	2.01%
AXP	American Express Co Financial Services	Held	2,800	0	$947,100	+11.8%	2.00%
MRK	Merck & Co., Inc. Healthcare	Held	7,341	0	$943,318	+6.8%	1.99%
V	Visa Inc. Financial Services	Held	2,697	0	$925,313	+13.5%	1.95%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,900	0	$886,459	+9.4%	1.87%
UNH	Unitedhealth Group Inc Healthcare	Held	2,058	0	$855,366	+53.6%	1.81%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,225	0	$784,713	+7.2%	1.66%
SPG	Simon Property Group Inc. Real Estate	Held	3,383	0	$756,607	+19.9%	1.60%
GSK	GSK plc Healthcare	Held	13,657	0	$715,899	−5.0%	1.51%
KO	Coca Cola Co Consumer Defensive	Held	8,426	0	$684,781	+6.9%	1.45%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,485	0	$671,720	−13.0%	1.42%
UNP	Union Pacific Corp Industrials	Held	2,400	0	$652,800	+12.1%	1.38%
VZ	Verizon Communications Inc Communication Services	Added	14,812	+4	$627,140	−15.6%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,241	0	$620,983	+4.4%	1.31%
XOM	ExxonMobil Holdings Corp Energy	Held	4,019	0	$549,477	−19.4%	1.16%
BA	Boeing Co Industrials	Held	2,526	0	$546,803	+8.8%	1.15%
AFL	Aflac Inc Financial Services	Held	4,496	0	$527,156	+6.9%	1.11%
MMM	3M Co Industrials	Held	3,252	0	$526,531	+11.5%	1.11%
AMGN	Amgen Inc Healthcare	Held	1,406	0	$509,140	+2.9%	1.07%
CVX	Chevron Corp Energy	Held	2,927	0	$485,179	−19.9%	1.02%
C	Citigroup Inc Financial Services	Held	3,334	0	$466,626	+23.4%	0.98%
RTX	RTX Corp Industrials	Held	2,327	0	$441,501	−1.6%	0.93%
DIS	Walt Disney Co Communication Services	Held	4,347	0	$418,398	−0.1%	0.88%
PLD	Prologis, Inc. Real Estate	Held	2,795	0	$378,638	+2.5%	0.80%
PPL	PPL Corp Utilities	Held	10,100	0	$367,135	−4.8%	0.77%
ESS	Essex Property Trust, Inc. Real Estate	Added	1,255	+1	$365,945	+20.6%	0.77%
MO	Altria Group, Inc. Consumer Defensive	Held	4,900	0	$352,555	+9.0%	0.74%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,573	0	$317,549	+16.9%	0.67%
KIM	Kimco Realty Corp Real Estate	Added	10,943	+14	$277,405	+13.0%	0.59%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	740	0	$274,236	+13.3%	0.58%
IP	International Paper Co /New/ Consumer Cyclical	Held	7,020	0	$267,462	+6.7%	0.56%
FCNCA	First Citizens Bancshares Inc /De/ Financial Services	Held	128	0	$266,341	+10.4%	0.56%
ABBV	AbbVie Inc. Healthcare	Held	1,018	0	$256,169	+15.7%	0.54%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Held	1,500	0	$250,005	−3.9%	0.53%
BP	Bp PLC Energy	Held	6,363	0	$235,112	−21.4%	0.50%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.