Yoffe Investment Management, LLC Top Holdings and 13F Report (2026)

About Yoffe Investment Management, LLC

Investment Activity

Yoffe Investment Management, LLC has $78.05 million in total holdings as of March 31, 2026.
Yoffe Investment Management, LLC owns shares of 111 different stocks, but just 62 companies or ETFs make up 80% of its holdings.
Approximately 0.44% of the portfolio was purchased this quarter.
About 0.64% of the portfolio was sold this quarter.
This quarter, Yoffe Investment Management, LLC has purchased 113 new stocks and bought additional shares in 9 stocks.
Yoffe Investment Management, LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard Small-Cap ETF: $3,755,457
International Business Machines: $2,843,483
Vanguard Total Stock Market ETF: $2,591,653
WALMART INC: $2,322,454
Caterpillar: $1,868,343

Largest New Holdings this Quarter

260557103 - DOW: $339,815 Holding

Largest Purchases this Quarter

DOW: 8,159 shares (about $339.82K)
SPDR Portfolio High Yield Bond ETF: 123 shares (about $2.87K)
JPMorgan Chase & Co.: 4 shares (about $1.18K)
Vanguard Emerging Markets Government Bond ETF: 15 shares (about $985.35)
iShares Latin America 40 ETF: 25 shares (about $888.01)

Largest Sales this Quarter

JPMorgan BetaBuilders Canada ETF: 136 shares (about $12.79K)
Essex Property Trust: 1 shares (about $242.10)
iShares J.P. Morgan EM High Yield Bond ETF: 1 shares (about $39.38)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VB Vanguard Small-Cap ETF	$3,755,457		0.0%	14,338	4.8%	ETF
IBM International Business Machines	$2,843,483		0.0%	11,731	3.6%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,591,653		0.0%	8,078	3.3%	ETF
WALMART INC	$2,322,454		0.0%	18,687	3.0%	COM
CAT Caterpillar	$1,868,343		0.0%	2,637	2.4%	Industrials
HON Honeywell International	$1,733,072		0.0%	7,667	2.2%	Multi-Sector Conglomerates
JPM JPMorgan Chase & Co.	$1,638,277	$1,177 ▲	0.1%	5,569	2.1%	Finance
AAPL Apple	$1,576,607		0.0%	6,212	2.0%	Computer and Technology
MSFT Microsoft	$1,554,661		0.0%	4,200	2.0%	Computer and Technology
VO Vanguard Mid-Cap ETF	$1,534,846		0.0%	5,345	2.0%	ETF
PG Procter & Gamble	$1,450,471		0.0%	10,042	1.9%	Consumer Staples
VXF Vanguard Extended Market ETF	$1,365,046		0.0%	6,633	1.7%	ETF
ILF iShares Latin America 40 ETF	$1,321,110	$888 ▲	0.1%	37,193	1.7%	ETF
CSX CSX	$1,304,158		0.0%	31,770	1.7%	Transportation
BK BNY	$1,210,026		0.0%	10,200	1.6%	Finance
GS The Goldman Sachs Group	$1,180,960		0.0%	1,396	1.5%	Finance
TRV Travelers Companies	$1,162,861		0.0%	3,987	1.5%	Finance
VWOB Vanguard Emerging Markets Government Bond ETF	$1,118,177	$985 ▲	0.1%	17,022	1.4%	ETF
GE GE Aerospace	$1,045,692		0.0%	3,685	1.3%	Aerospace
BBCA JPMorgan BetaBuilders Canada ETF	$991,424	$12,793 ▼	-1.3%	10,540	1.3%	ETF
CSCO Cisco Systems	$927,866		0.0%	11,959	1.2%	Computer and Technology
JNJ Johnson & Johnson	$916,153		0.0%	3,748	1.2%	Medical
SCHC Schwab International Small-Cap Equity ETF	$908,831		0.0%	19,444	1.2%	ETF
MRK Merck & Co., Inc.	$883,020		0.0%	7,341	1.1%	Medical
GXC SPDR S&P China ETF	$850,744		0.0%	9,136	1.1%	ETF
AXP American Express	$846,989		0.0%	2,800	1.1%	Finance
FLAX Franklin FTSE Asia ex Japan ETF	$838,479		0.0%	27,437	1.1%	ETF
VOO Vanguard S&P 500 ETF	$816,491		0.0%	1,366	1.0%	ETF
V Visa	$815,050		0.0%	2,697	1.0%	Business Services
PM Philip Morris International	$810,166		0.0%	4,900	1.0%	Consumer Staples
GE VERNOVA INC	$803,941		0.0%	921	1.0%	COM
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$776,881	$845 ▲	0.1%	8,271	1.0%	ETF
MCD McDonald's	$772,392		0.0%	2,485	1.0%	Retail/Wholesale
SCHA Schwab US Small-Cap ETF	$771,688		0.0%	26,537	1.0%	ETF
BBEU JPMorgan BetaBuilders Europe ETF	$770,608		0.0%	10,642	1.0%	ETF
INTC Intel	$766,869		0.0%	17,378	1.0%	Computer and Technology
VGK Vanguard FTSE Europe ETF	$764,144		0.0%	9,270	1.0%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$759,857		0.0%	5,212	1.0%	ETF
GSK GSK	$753,730		0.0%	13,657	1.0%	Medical
VZ Verizon Communications	$743,359	$201 ▲	0.0%	14,808	1.0%	Computer and Technology
HD Home Depot	$731,646		0.0%	2,225	0.9%	Retail/Wholesale
IPAC iShares Core MSCI Pacific ETF	$709,721		0.0%	9,276	0.9%	ETF
VPL Vanguard FTSE Pacific ETF	$684,852		0.0%	7,008	0.9%	ETF
XOM ExxonMobil	$681,881		0.0%	4,019	0.9%	Energy
KO CocaCola	$640,769		0.0%	8,426	0.8%	Consumer Staples
SPG Simon Property Group	$631,031		0.0%	3,383	0.8%	Finance
CVX Chevron	$605,496		0.0%	2,927	0.8%	Energy
FLCA Franklin FTSE Canada ETF	$603,448		0.0%	12,330	0.8%	ETF
AFK VanEck Africa Index ETF	$602,808		0.0%	23,410	0.8%	ETF
BRK.B Berkshire Hathaway	$594,687		0.0%	1,241	0.8%	Finance
VNQI Vanguard Global ex-U.S. Real Estate ETF	$594,405		0.0%	13,372	0.8%	ETF
UNP Union Pacific	$582,288		0.0%	2,400	0.7%	Transportation
EEMA iShares MSCI Emerging Markets Asia ETF	$573,548		0.0%	5,991	0.7%	Manufacturing
UNH UnitedHealth Group	$556,865		0.0%	2,058	0.7%	Medical
SCJ iShares MSCI Japan Small-Cap ETF	$546,560		0.0%	5,630	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$544,024		0.0%	7,800	0.7%	ETF
SPHY SPDR Portfolio High Yield Bond ETF	$531,916	$2,868 ▲	0.5%	22,809	0.7%	ETF
GMF SPDR S&P Emerging Asia Pacific ETF	$504,668		0.0%	3,707	0.6%	ETF
BA Boeing	$502,750		0.0%	2,526	0.6%	Aerospace
AMGN Amgen	$494,529		0.0%	1,406	0.6%	Medical
AFL Aflac	$493,256		0.0%	4,496	0.6%	Finance
FXI iShares China Large-Cap ETF	$474,549		0.0%	13,219	0.6%	ETF
MMM 3M	$472,293		0.0%	3,252	0.6%	Multi-Sector Conglomerates
FLLA Franklin FTSE Latin America ETF	$472,219		0.0%	16,698	0.6%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$469,494		0.0%	4,905	0.6%	Finance
VEA Vanguard FTSE Developed Markets ETF	$454,263		0.0%	7,089	0.6%	ETF
RTX RTX	$448,950		0.0%	2,327	0.6%	Aerospace
SCHE Schwab Emerging Markets Equity ETF	$435,854		0.0%	13,228	0.6%	ETF
EPP iShares MSCI Pacific ex Japan ETF	$433,782		0.0%	8,163	0.6%	Finance
DIS Walt Disney	$418,976		0.0%	4,347	0.5%	Consumer Discretionary
EMHY iShares J.P. Morgan EM High Yield Bond ETF	$413,982	$39 ▼	0.0%	10,512	0.5%	ETF
FLJP Franklin FTSE Japan ETF	$412,814		0.0%	11,410	0.5%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$402,693		0.0%	13,824	0.5%	ETF
PPL PPL	$385,820		0.0%	10,100	0.5%	Utilities
C Citigroup	$378,109		0.0%	3,334	0.5%	Financial Services
BBJP JPMorgan BetaBuilders Japan ETF	$373,699		0.0%	5,423	0.5%	ETF
PLD Prologis	$369,443		0.0%	2,795	0.5%	Finance
AAXJ iShares MSCI All Country Asia ex Japan ETF	$345,874		0.0%	3,592	0.4%	ETF
EWJ iShares MSCI Japan ETF	$344,769		0.0%	4,083	0.4%	ETF
DOW DOW	$339,815	$339,815 ▲	New Holding	8,159	0.4%	Basic Materials
PIN Invesco India ETF	$336,736		0.0%	16,402	0.4%	ETF
HYEM VanEck Emerging Markets High Yield Bond ETF	$334,019		0.0%	16,930	0.4%	ETF
MO Altria Group	$323,351		0.0%	4,900	0.4%	Consumer Staples
SPDW SPDR Portfolio Developed World ex-US ETF	$312,292		0.0%	6,841	0.4%	ETF
INDA iShares MSCI India ETF	$311,767		0.0%	6,656	0.4%	ETF
ESS Essex Property Trust	$303,589	$242 ▼	-0.1%	1,254	0.4%	Finance
BP BP	$299,061		0.0%	6,363	0.4%	Energy
VWO Vanguard FTSE Emerging Markets ETF	$298,842		0.0%	5,529	0.4%	ETF
EFA iShares MSCI EAFE ETF	$297,995		0.0%	3,068	0.4%	Finance
IEV iShares Europe ETF	$293,976		0.0%	4,327	0.4%	ETF
IEUR iShares Core MSCI Europe ETF	$291,480		0.0%	4,148	0.4%	ETF
FLIN Franklin FTSE India ETF	$291,140		0.0%	8,764	0.4%	ETF
MCHI iShares MSCI China ETF	$289,271		0.0%	5,149	0.4%	ETF
BAC Bank of America	$271,684		0.0%	5,573	0.3%	Finance
T AT&T	$271,146	$87 ▲	0.0%	9,353	0.3%	Computer and Technology
EWC iShares MSCI Canada ETF	$266,773		0.0%	4,869	0.3%	ETF
EFG iShares MSCI EAFE Growth ETF	$262,610		0.0%	2,358	0.3%	ETF
MARSH & MCLENNAN COS INC	$260,175		0.0%	1,500	0.3%	COM
IP International Paper	$250,614		0.0%	7,020	0.3%	Basic Materials
KIM Kimco Realty	$245,573	$337 ▲	0.1%	10,929	0.3%	Finance

Showing largest 100 holdings. View all holdings.

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Yoffe Investment Management, LLC Top Holdings and 13F Report (2026)

About Yoffe Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Yoffe Investment Management, LLC Top Holdings and 13F Report (2026)

About Yoffe Investment Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofYoffe Investment Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools