Yoffe Investment Management, LLC

CIK

2056336

Location

LEMOYNE, PA

Portfolio Value

Micro $7,669,523

Diversification

Diversified

Filing Date

Global Rank

#7,017 / 8,578 ▲ 115

Top Industry

Banks - Diversified 8.2%

3Y Alpha vs SPY

0.0%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+25.7%

SPY

+25.8%

Annualised alpha

-0.1%

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, 2025

Top 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	Positions
Financial Services	21.2%	$9,093,363	12
Industrials	20.4%	$8,761,173	9
Technology	17.9%	$7,669,523	5
Consumer Defensive	12.9%	$5,547,200	5
Healthcare	9.3%	$3,996,817	7
Consumer Cyclical	5.5%	$2,345,397	6
Real Estate	4.1%	$1,760,765	6
Energy	3.7%	$1,586,520	3
Communication Services	3.3%	$1,433,467	3
Utilities	0.9%	$385,820	1
Basic Materials	0.8%	$339,822	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
KIM	Kimco Realty Corp	+15	10,929	$245,574
VZ	Verizon Communications Inc	+4	14,808	$743,361
JPM	Jpmorgan Chase & Co	+4	5,569	$1,638,177
T	At&T Inc.	+3	9,353	$271,143
NKE	NIKE, Inc.	+2	4,365	$230,559
No positions match the current search.

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.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRM	Salesforce, Inc.	937	$248,220
CEG	Constellation Energy Corp	666	$235,277
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $7,669,523 total · Technology only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Value (USD)	% Δ Value	% of Portfolio
IBM	International Business Machines Corp Technology	Held	11,731	$2,843,477	−18.2%	37.08%
AAPL	Apple Inc. Technology	Held	6,212	$1,576,543	−6.6%	20.56%
MSFT	Microsoft Corp Technology	Held	4,200	$1,554,714	−23.5%	20.27%
CSCO	Cisco Systems, Inc. Technology	Held	11,959	$927,898	+0.7%	12.10%
INTC	Intel Corp Technology	Held	17,378	$766,891	+19.6%	10.00%