Yoffe Investment Management, LLC
Top Portfolio Positions
58 positions ·
$42,919,867 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IBM |
International Business Machines Corp
Technology
|
11,731 | $2,843,477 | 6.63% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
18,687 | $2,322,420 | 5.41% | |
| CAT |
Caterpillar Inc
Industrials
|
2,637 | $1,868,209 | 4.35% | |
| HON |
Honeywell International Inc
Industrials
|
7,667 | $1,732,972 | 4.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,569 | $1,638,177 | 3.82% | |
| AAPL |
Apple Inc.
Technology
|
6,212 | $1,576,543 | 3.67% | |
| MSFT |
Microsoft Corp
Technology
|
4,200 | $1,554,714 | 3.62% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
10,042 | $1,450,466 | 3.38% | |
| CSX |
Csx Corp
Industrials
|
31,770 | $1,304,158 | 3.04% | |
| BNY |
Bank of New York Mellon Corp
Financial Services
|
10,200 | $1,210,026 | 2.82% |
Portfolio Trend
6 quarters · across all stocks
Holdings in ELME
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,689 | 21,736 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $378,206 | 21,736 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $366,300 | 21,726 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $345,284 | 21,716 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $377,684 | 21,706 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $331,297 | 21,696 | Shares | Sole | 2025-02-26 | |
| No 13F history on record for this holder in this stock. | ||||||