Yoffe Investment Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on July 10, 2026, Yoffe Investment Management, Llc disclosed 112 stock positions valued at approximately $87.35M as of quarter-end June 30, 2026. The largest holdings include VANGUARD SMALL-CAP INDEXFUND ETF SHARES, IBM CORP, and VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES.

Report Period
June 30, 2026
No. of Stocks
112
Portfolio Value
$87.35M
Holdings by Sector
Yoffe Investment Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD SMALL-CAP INDEXFUND ETF SHARESVBOther4.98%14,338--$4,346,221
IBM CORPIBMTechnology3.78%11,731--$3,298,881
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARESVTIOther3.42%8,078--$2,989,356
CATERPILLAR INCCATIndustrials3.21%2,637--$2,808,342
INTEL CORPINTCTechnology2.78%17,378--$2,426,420
WALMART INCWMTConsumer Defensive2.42%18,687--$2,116,520
JPMORGAN CHASE & COJPMFinancial Services2.09%5,574+5+0.09%$1,824,508
APPLE INCAAPLTechnology2.06%6,212--$1,797,577
VANGUARD MID-CAP INDEX FUND ETF SHARESVOOther1.97%21,378+16,033+299.96%$1,722,389
VANGUARD EXTENDED MARKETINDEX FUND ETF SHARESVXFOther1.87%6,633--$1,633,081
MICROSOFT CORPMSFTTechnology1.79%4,200--$1,566,631
CSX CORPCSXIndustrials1.73%31,770--$1,510,028
BANK NEW YORK MELLON CORBKFinancial Services1.69%10,200--$1,475,022
PROCTER & GAMBLE COPGConsumer Defensive1.69%10,042--$1,472,563
GOLDMAN SACHS GROUP INCGSFinancial Services1.62%1,396--$1,411,822
CISCO SYS INCCSCOTechnology1.61%11,959--$1,404,654
GE AEROSPACEGEIndustrials1.58%3,685--$1,377,195
TRAVELERS COS INCTRVFinancial Services1.51%3,987--$1,316,112
ISHARES LATIN AMERICA 40ETFILFOther1.44%37,245+52+0.14%$1,257,021
VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARESVWOBOther1.31%17,044+22+0.13%$1,146,051
GE VERNOVA INCGEVUtilities1.24%921--$1,082,046
JPMORGAN BETABUILDERS CANADA ETFBBCAOther1.20%10,540--$1,047,709
FRANKLIN FTSE ASIA EX JAPAN ETFFLAXOther1.17%27,437--$1,022,646
SCHWAB U.S. SMALL-CAP ETFSCHAOther1.10%26,537--$958,772
JOHNSON & JOHNSONJNJHealthcare1.09%3,748--$951,871
AMERICAN EXPRESS COAXPFinancial Services1.08%2,800--$947,150
MERCK & CO. INC.MRKHealthcare1.08%7,341--$943,288
VANGUARD S&P 500 ETFVOOOther1.07%1,366--$938,456
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFSCHCOther1.07%19,452+8+0.04%$936,008
VISA INC CLASS AVFinancial Services1.06%2,697--$925,210
Showing 30 of 112 holdings in the latest reporting period.
Yoffe Investment Management, Llc Portfolio Stock Holdings | InsiderSet