Yoffe Investment Management, LLC
Top Portfolio Positions
57 positions ·
$42,325,180 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IBM |
International Business Machines Corp
Technology
|
11,731 | $2,843,477 | 6.72% |
| WMT |
Walmart Inc.
Consumer Defensive
|
18,687 | $2,322,420 | 5.49% |
| CAT |
Caterpillar Inc
Industrials
|
2,637 | $1,868,209 | 4.41% |
| HON |
Honeywell International Inc
Industrials
|
7,667 | $1,732,972 | 4.09% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
5,569 | $1,638,177 | 3.87% |
| AAPL |
Apple Inc.
Technology
|
6,212 | $1,576,543 | 3.72% |
| MSFT |
Microsoft Corp
Technology
|
4,200 | $1,554,714 | 3.67% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
10,042 | $1,450,466 | 3.43% |
| CSX |
Csx Corp
Industrials
|
31,770 | $1,304,158 | 3.08% |
| BK |
Bank of New York Mellon Corp
Financial Services
|
10,200 | $1,210,026 | 2.86% |
Holdings in KIM
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $245,574 | 10,929 | Shares | Sole | 2026-04-21 | |
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