Yoffe Investment Management, LLC

CIK

2056336

Location

LEMOYNE, PA

Portfolio Value

Micro $87,354,701

Diversification

Diversified

Filing Date

Global Rank

#8,388 / 8,794 ▼ 114 · as of Jun 2026

Top Industry

Banks - Diversified 8.3%

Period ended 3 months ago

Filed Jul 10, 2026 · 3mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

11.4%

+0.7 pts

Top 5

30.8%

+4.3 pts

Top 10

45.1%

+4.6 pts

HHI

350

Diversified+55

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.8%	$38,274,909	16
Industrials	12.2%	$10,650,652	10
Technology	12.0%	$10,494,256	5
Financial Services	11.8%	$10,348,692	12
Consumer Defensive	6.3%	$5,512,842	5
Healthcare	5.3%	$4,603,858	8
Real Estate	2.8%	$2,423,301	8
Consumer Cyclical	2.5%	$2,140,383	5
Energy	1.5%	$1,269,768	3
Communication Services	1.2%	$1,045,538	2
Utilities	0.4%	$367,135	1
Basic Materials	0.3%	$223,367	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+16,033	45,160	$9,995,924
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+188	27,902	$1,011,743
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+109	118,484	$7,354,982
VIGI	Vanguard International Dividend Appreciation ETF	+22	17,044	$1,146,038
KIM	Kimco Realty Corp	+14	10,943	$277,405
CWI	State Street SPDR MSCI ACWI ex-US ETF	+9	19,693	$1,718,040
FNDA	Schwab Fundamental U.S. Small Company ETF	+8	73,041	$2,842,262
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
BKF	iShares MSCI BIC ETF	+1	28,389	$1,836,040
ESS	Essex Property Trust, Inc.	+1	1,255	$365,945
No positions match the current search.

Trimmed

Positions the filer reduced

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
HON	Honeywell International Inc	−3,834	3,833	$858,208
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	3,833	$847,399
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

2 positions

Ticker	Company	Shares	Value
T	At&T Inc.	9,353	$271,143
NKE	NIKE, Inc.	4,365	$230,559
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $87,354,701 total · filing declares 113 positions · $87,354,634 · 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 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	45,160	+16,033	$9,995,924	+32.5%	11.44%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	118,484	+109	$7,354,982	+2026.5%	8.42%
VEU	Vanguard FTSE All-World Ex-US ETF	Held	40,391	0	$3,365,439	+8.5%	3.85%
IBM	International Business Machines Corp Technology	Held	11,731	0	$3,298,874	+16.0%	3.78%
BUYZ	Franklin Disruptive Commerce ETF	Held	76,639	0	$2,865,201	+9.4%	3.28%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	73,041	+8	$2,842,262	+12.8%	3.25%
CAT	Caterpillar Inc Industrials	Held	2,637	0	$2,808,141	+50.3%	3.21%
INTC	Intel Corp Technology	Held	17,378	0	$2,426,490	+216.4%	2.78%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Held	26,605	0	$2,283,710	+6.9%	2.61%
WMT	Walmart Inc. Consumer Defensive	Held	18,687	0	$2,116,489	−8.9%	2.42%
BKF	iShares MSCI BIC ETF	Added	28,389	+1	$1,836,040	+5.6%	2.10%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,574	+5	$1,824,537	+11.4%	2.09%
AAPL	Apple Inc. Technology	Held	6,212	0	$1,797,504	+14.0%	2.06%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	19,693	+9	$1,718,040	+3.0%	1.97%
		Held	6,633	0	$1,633,110	+19.6%	1.87%
MSFT	Microsoft Corp Technology	Held	4,200	0	$1,566,684	+0.8%	1.79%
CSX	Csx Corp Industrials	Held	31,770	0	$1,510,028	+15.8%	1.73%
BNY	Bank of New York Mellon Corp Financial Services	Held	10,200	0	$1,475,022	+21.9%	1.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	10,042	0	$1,472,558	+1.5%	1.69%
GS	Goldman Sachs Group Inc Financial Services	Held	1,396	0	$1,411,872	+19.5%	1.62%
CSCO	Cisco Systems, Inc. Technology	Held	11,959	0	$1,404,704	+51.4%	1.61%
GE	General Electric Co Industrials	Held	3,685	0	$1,377,195	+31.7%	1.58%
TRV	Travelers Companies, Inc. Financial Services	Held	3,987	0	$1,316,188	+13.2%	1.51%
VIGI	Vanguard International Dividend Appreciation ETF	Added	17,044	+22	$1,146,038	+2.5%	1.31%
GEV	GE Vernova Inc. Industrials	Held	921	0	$1,082,046	+34.6%	1.24%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	27,902	+188	$1,011,743	+1.0%	1.16%
JNJ	Johnson & Johnson Healthcare	Held	3,748	0	$951,879	+3.9%	1.09%
AXP	American Express Co Financial Services	Held	2,800	0	$947,100	+11.8%	1.08%
MRK	Merck & Co., Inc. Healthcare	Held	7,341	0	$943,318	+6.8%	1.08%
AFK	VanEck Africa Index ETF	Held	40,340	0	$942,099	+0.6%	1.08%
V	Visa Inc. Financial Services	Held	2,697	0	$925,313	+13.5%	1.06%
PM	Philip Morris International Inc. Consumer Defensive	Held	4,900	0	$886,459	+9.4%	1.01%
HON	Honeywell International Inc Industrials	Reduced	3,833	-3,834	$858,208	−50.5%	0.98%
UNH	Unitedhealth Group Inc Healthcare	Held	2,058	0	$855,366	+53.6%	0.98%
HONA	Honeywell Aerospace Inc. Industrials	NEW	3,833	NEW	$847,399	NEW	0.97%
HD	Home Depot, Inc. Consumer Cyclical	Held	2,225	0	$784,713	+7.2%	0.90%
SPG	Simon Property Group Inc. Real Estate	Held	3,383	0	$756,607	+19.9%	0.87%
GSK	GSK plc Healthcare	Held	13,657	0	$715,899	−5.0%	0.82%
KO	Coca Cola Co Consumer Defensive	Held	8,426	0	$684,781	+6.9%	0.78%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,485	0	$671,720	−13.0%	0.77%
UNP	Union Pacific Corp Industrials	Held	2,400	0	$652,800	+12.1%	0.75%
VZ	Verizon Communications Inc Communication Services	Added	14,812	+4	$627,140	−15.6%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,241	0	$620,983	+4.4%	0.71%
XOM	ExxonMobil Holdings Corp Energy	Held	4,019	0	$549,477	−19.4%	0.63%
BA	Boeing Co Industrials	Held	2,526	0	$546,803	+8.8%	0.63%
AFL	Aflac Inc Financial Services	Held	4,496	0	$527,156	+6.9%	0.60%
MMM	3M Co Industrials	Held	3,252	0	$526,531	+11.5%	0.60%
AMGN	Amgen Inc Healthcare	Held	1,406	0	$509,140	+2.9%	0.58%
VEA	Vanguard FTSE Developed Markets ETF	Held	7,089	0	$505,091	+11.2%	0.58%
CVX	Chevron Corp Energy	Held	2,927	0	$485,179	−19.9%	0.56%

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.