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

About Yoffe Investment Management, LLC

Investment Activity

Yoffe Investment Management, LLC has $87.35 million in total holdings as of June 30, 2026.
Yoffe Investment Management, LLC owns shares of 113 different stocks, but just 61 companies or ETFs make up 80% of its holdings.
Approximately 4.19% of the portfolio was purchased this quarter.
About 2.56% of the portfolio was sold this quarter.
This quarter, Yoffe Investment Management, LLC has purchased 111 new stocks and bought additional shares in 16 stocks.
Yoffe Investment Management, LLC sold shares of 0 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Vanguard Small-Cap ETF: $4,346,221
International Business Machines: $3,298,881
Vanguard Total Stock Market ETF: $2,989,356
Caterpillar: $2,808,342
Intel: $2,426,420

Largest New Holdings this Quarter

438516205 - HONEYWELL INTL INC: $858,209 Holding
43849R105 - HONEYWELL AEROSPACE INC: $847,400 Holding
95040Q104 - Welltower: $224,473 Holding
126650100 - CVS Health: $212,797 Holding
929042109 - Vornado Realty Trust: $212,256 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF: 16,033 shares (about $1.29M)
HONEYWELL INTL INC: 3,833 shares (about $858.21K)
HONEYWELL AEROSPACE INC: 3,833 shares (about $847.40K)
Welltower: 989 shares (about $224.47K)
CVS Health: 2,057 shares (about $212.80K)

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	$4,346,221		0.0%	14,338	5.0%	ETF
IBM International Business Machines	$3,298,881		0.0%	11,731	3.8%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$2,989,356		0.0%	8,078	3.4%	ETF
CAT Caterpillar	$2,808,342		0.0%	2,637	3.2%	Industrials
INTC Intel	$2,426,420		0.0%	17,378	2.8%	Computer and Technology
WALMART INC	$2,116,520		0.0%	18,687	2.4%	COM
JPM JPMorgan Chase & Co.	$1,824,508	$1,637 â–²	0.1%	5,574	2.1%	Finance
AAPL Apple	$1,797,577		0.0%	6,212	2.1%	Computer and Technology
VO Vanguard Mid-Cap ETF	$1,722,389	$1,291,751 â–²	300.0%	21,378	2.0%	ETF
VXF Vanguard Extended Market ETF	$1,633,081		0.0%	6,633	1.9%	ETF
MSFT Microsoft	$1,566,631		0.0%	4,200	1.8%	Computer and Technology
CSX CSX	$1,510,028		0.0%	31,770	1.7%	Transportation
BANK NEW YORK MELLON COR	$1,475,022		0.0%	10,200	1.7%	COM
PG Procter & Gamble	$1,472,563		0.0%	10,042	1.7%	Consumer Staples
GS The Goldman Sachs Group	$1,411,822		0.0%	1,396	1.6%	Finance
CSCO Cisco Systems	$1,404,654		0.0%	11,959	1.6%	Computer and Technology
GE GE Aerospace	$1,377,195		0.0%	3,685	1.6%	Aerospace
TRV Travelers Companies	$1,316,112		0.0%	3,987	1.5%	Finance
ILF iShares Latin America 40 ETF	$1,257,021	$1,755 â–²	0.1%	37,245	1.4%	ETF
VWOB Vanguard Emerging Markets Government Bond ETF	$1,146,051	$1,479 â–²	0.1%	17,044	1.3%	ETF
GE VERNOVA INC	$1,082,046		0.0%	921	1.2%	COM
BBCA JPMorgan BetaBuilders Canada ETF	$1,047,709		0.0%	10,540	1.2%	ETF
FLAX Franklin FTSE Asia ex Japan ETF	$1,022,646		0.0%	27,437	1.2%	ETF
SCHA Schwab US Small-Cap ETF	$958,772		0.0%	26,537	1.1%	ETF
JNJ Johnson & Johnson	$951,871		0.0%	3,748	1.1%	Medical
AXP American Express	$947,150		0.0%	2,800	1.1%	Finance
MRK Merck & Co., Inc.	$943,288		0.0%	7,341	1.1%	Medical
VOO Vanguard S&P 500 ETF	$938,456		0.0%	1,366	1.1%	ETF
SCHC Schwab International Small-Cap Equity ETF	$936,008	$385 â–²	0.0%	19,452	1.1%	ETF
V Visa	$925,210		0.0%	2,697	1.1%	Business Services
PM Philip Morris International	$886,459		0.0%	4,900	1.0%	Consumer Staples
HONEYWELL INTL INC	$858,209	$858,209 â–²	New Holding	3,833	1.0%	COM
UNH UnitedHealth Group	$855,491		0.0%	2,058	1.0%	Medical
HONEYWELL AEROSPACE INC	$847,400	$847,400 â–²	New Holding	3,833	1.0%	COM
BBEU JPMorgan BetaBuilders Europe ETF	$827,651		0.0%	10,642	0.9%	ETF
VGK Vanguard FTSE Europe ETF	$820,785		0.0%	9,270	0.9%	ETF
VPL Vanguard FTSE Pacific ETF	$810,709		0.0%	7,008	0.9%	ETF
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$804,159		0.0%	5,212	0.9%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$798,996	$1,350 â–²	0.2%	8,285	0.9%	ETF
GXC SPDR S&P China ETF	$790,961	$519 â–²	0.1%	9,142	0.9%	ETF
HD Home Depot	$784,569		0.0%	2,225	0.9%	Retail/Wholesale
IPAC iShares Core MSCI Pacific ETF	$761,546	$1,557 â–²	0.2%	9,295	0.9%	ETF
SPG Simon Property Group	$756,608		0.0%	3,383	0.9%	Finance
GSK GSK	$715,900		0.0%	13,657	0.8%	Medical
EEMA iShares MSCI Emerging Markets Asia ETF	$700,707		0.0%	5,991	0.8%	Manufacturing
KO CocaCola	$684,751		0.0%	8,426	0.8%	Consumer Staples
MCD McDonald's	$671,789		0.0%	2,485	0.8%	Retail/Wholesale
UNP Union Pacific	$652,800		0.0%	2,400	0.7%	Transportation
IEMG iShares Core MSCI Emerging Markets ETF	$646,121		0.0%	7,800	0.7%	ETF
FLCA Franklin FTSE Canada ETF	$634,644		0.0%	12,330	0.7%	ETF
VZ Verizon Communications	$627,136	$169 â–²	0.0%	14,812	0.7%	Computer and Technology
BRK.B Berkshire Hathaway	$620,984		0.0%	1,241	0.7%	Finance
AFK VanEck Africa Index ETF	$601,637		0.0%	23,410	0.7%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$599,754		0.0%	13,372	0.7%	ETF
SCJ iShares MSCI Japan Small-Cap ETF	$592,895		0.0%	5,630	0.7%	ETF
GMF SPDR S&P Emerging Asia Pacific ETF	$582,305	$471 â–²	0.1%	3,710	0.7%	ETF
XOM ExxonMobil	$549,492		0.0%	4,019	0.6%	Energy
BA Boeing	$546,803		0.0%	2,526	0.6%	Aerospace
SPHY SPDR Portfolio High Yield Bond ETF	$539,055	$4,407 â–²	0.8%	22,997	0.6%	ETF
AFL Aflac	$527,156		0.0%	4,496	0.6%	Finance
MMM 3M	$526,537		0.0%	3,252	0.6%	Multi-Sector Conglomerates
AMGN Amgen	$508,964		0.0%	1,406	0.6%	Medical
VEA Vanguard FTSE Developed Markets ETF	$505,091		0.0%	7,089	0.6%	ETF
CVX Chevron	$485,099		0.0%	2,927	0.6%	Energy
SCHE Schwab Emerging Markets Equity ETF	$479,638		0.0%	13,228	0.5%	ETF
JNK SPDR Bloomberg High Yield Bond ETF	$472,682		0.0%	4,905	0.5%	Finance
SCHG Schwab U.S. Large-Cap Growth ETF	$467,804		0.0%	13,824	0.5%	ETF
C Citigroup	$466,627		0.0%	3,334	0.5%	Financial Services
FLJP Franklin FTSE Japan ETF	$453,548		0.0%	11,410	0.5%	ETF
FLLA Franklin FTSE Latin America ETF	$442,664		0.0%	16,698	0.5%	ETF
RTX RTX	$441,572		0.0%	2,327	0.5%	Aerospace
EPP iShares MSCI Pacific ex Japan ETF	$434,761		0.0%	8,163	0.5%	Finance
AAXJ iShares MSCI All Country Asia ex Japan ETF	$428,633		0.0%	3,592	0.5%	ETF
EMHY iShares J.P. Morgan EM High Yield Bond ETF	$427,491	$41 â–²	0.0%	10,513	0.5%	ETF
DIS Walt Disney	$418,410		0.0%	4,347	0.5%	Consumer Discretionary
FXI iShares China Large-Cap ETF	$418,334	$758 â–²	0.2%	13,243	0.5%	ETF
BBJP JPMorgan BetaBuilders Japan ETF	$408,406		0.0%	5,423	0.5%	ETF
EWJ iShares MSCI Japan ETF	$380,821		0.0%	4,083	0.4%	ETF
PLD Prologis	$378,639		0.0%	2,795	0.4%	Finance
PPL PPL	$367,135		0.0%	10,100	0.4%	Utilities
ESS Essex Property Trust	$365,800	$291 â–²	0.1%	1,255	0.4%	Finance
MO Altria Group	$352,555		0.0%	4,900	0.4%	Consumer Staples
SPDW SPDR Portfolio Developed World ex-US ETF	$344,718		0.0%	6,841	0.4%	ETF
HYEM VanEck Emerging Markets High Yield Bond ETF	$340,452		0.0%	16,930	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$330,026		0.0%	5,529	0.4%	ETF
PIN Invesco India ETF	$329,191		0.0%	16,402	0.4%	ETF
INDA iShares MSCI India ETF	$328,740		0.0%	6,656	0.4%	ETF
EFA iShares MSCI EAFE ETF	$318,704		0.0%	3,068	0.4%	Finance
BAC Bank of America	$317,550		0.0%	5,573	0.4%	Finance
IEV iShares Europe ETF	$315,222		0.0%	4,327	0.4%	ETF
IEUR iShares Core MSCI Europe ETF	$311,805		0.0%	4,148	0.4%	ETF
FLIN Franklin FTSE India ETF	$311,735		0.0%	8,764	0.4%	ETF
EFG iShares MSCI EAFE Growth ETF	$293,382		0.0%	2,358	0.3%	ETF
EWC iShares MSCI Canada ETF	$280,649		0.0%	4,869	0.3%	ETF
KIM Kimco Realty	$277,400	$355 â–²	0.1%	10,943	0.3%	Finance
MAR Marriott International	$274,237		0.0%	740	0.3%	Consumer Discretionary
IP International Paper	$267,462		0.0%	7,020	0.3%	Basic Materials
FCNCA First Citizens BancShares	$266,341		0.0%	128	0.3%	Finance
MCHI iShares MSCI China ETF	$262,728		0.0%	5,149	0.3%	ETF
ABBV AbbVie	$256,170		0.0%	1,018	0.3%	Medical

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

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

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