Yoffe Investment Management, Llc Portfolio Stock Holdings

Yoffe Investment Management, Llc disclosed 113 stock positions valued at approximately $87.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD SMALL-CAP INDEXFUND ETF SHARES, IBM CORP, and VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES. The filing reflects positions held as of June 30, 2026 and was filed on July 10, 2026.

Report Period
June 30, 2026
No. of Stocks
113
Portfolio Value
$87.4M
Holdings by Sector
Yoffe Investment Management, Llc Portfolio Holdings in Q2 2026

111 holdings in the latest reporting period.

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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
PHILIP MORRIS INTL INCPMConsumer Defensive1.01%4,900--$886,459
UNITEDHEALTH GROUP INCUNHHealthcare0.98%2,058--$855,491
JPMORGAN BETABUILDERS EUROPE ETFBBEUOther0.95%10,642--$827,651
VANGUARD FTSE EUROPE ETFVGKOther0.94%9,270--$820,785
VANGUARD FTSE PACIFIC INDEX FUND ETF SHARESVPLOther0.93%7,008--$810,709
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARESVSSOther0.92%5,212--$804,159
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETFEMBOther0.91%8,285+14+0.17%$798,996
STATE STREET SPDR S&P CHINA ETFGXCOther0.91%9,142+6+0.07%$790,961
HOME DEPOT INCHDConsumer Cyclical0.90%2,225--$784,569
ISHARES CORE MSCI PACIFIC ETFIPACOther0.87%9,295+19+0.20%$761,546
SIMON PPTY GROUP INC NEWREITSPGReal Estate0.87%3,383--$756,608
GSK PLC ADR FGSKHealthcare0.82%13,657--$715,900
ISHARES MSCI EMERGING MARKETS ASIA ETFEEMAOther0.80%5,991--$700,707
THE COCA-COLA COKOConsumer Defensive0.78%8,426--$684,751
MCDONALDS CORPMCDConsumer Cyclical0.77%2,485--$671,789
UNION PAC CORPUNPIndustrials0.75%2,400--$652,800
ISHARES CORE MSCI EMERGING MARKETS ETFIEMGOther0.74%7,800--$646,121
FRANKLIN FTSE CANADA ETFFLCAOther0.73%12,330--$634,644
VERIZON COMMUNICATIONS IVZCommunication Services0.72%14,812+4+0.03%$627,136
BERKSHIRE HATHAWAY CLASS BBRK-BFinancial Services0.71%1,241--$620,984
VANECK AFRICA INDEX ETFAFKOther0.69%23,410--$601,637
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND ETF SHARESVNQIOther0.69%13,372--$599,754
ISHARES MSCI JAPAN SMALL-CAP ETFSCJOther0.68%5,630--$592,895
STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETFGMFOther0.67%3,710+3+0.08%$582,305
EXXON MOBIL CORPXOMEnergy0.63%4,019--$549,492
BOEING COBAIndustrials0.63%2,526--$546,803
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETFSPHYOther0.62%22,997+188+0.82%$539,055
AFLAC INCAFLFinancial Services0.60%4,496--$527,156
3M COMMMIndustrials0.60%3,252--$526,537
AMGEN INCAMGNHealthcare0.58%1,406--$508,964
VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARESVEAOther0.58%7,089--$505,091
CHEVRON CORP NEWCVXEnergy0.56%2,927--$485,099
SCHWAB EMERGING MARKETS EQUITY ETFSCHEOther0.55%13,228--$479,638
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNKOther0.54%4,905--$472,682
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGOther0.54%13,824--$467,804
CITIGROUP INCCFinancial Services0.53%3,334--$466,627
FRANKLIN FTSE JAPAN ETFFLJPOther0.52%11,410--$453,548
FRANKLIN FTSE LATIN AMERICA ETFFLLAOther0.51%16,698--$442,664
RTX CORPRTXIndustrials0.51%2,327--$441,572
ISHARES MSCI PACIFIC EX JAPAN ETFEPPOther0.50%8,163--$434,761
ISHARES MSCI ALL COUNTRYASIA EX JAPAN ETFAAXJOther0.49%3,592--$428,633
ISHARES J.P. MORGAN EM HIGH YIELD BOND ETFEMHYOther0.49%10,513+1+0.01%$427,491
DISNEY WALT CODISCommunication Services0.48%4,347--$418,410
ISHARES CHINA LARGE-CAP ETFFXIOther0.48%13,243+24+0.18%$418,334
JPMORGAN BETABUILDERS JAPAN ETFBBJPOther0.47%5,423--$408,406
ISHARES MSCI JAPAN ETFEWJOther0.44%4,083--$380,821
PROLOGIS INC REITPLDReal Estate0.43%2,795--$378,639
PPL CORPPPLUtilities0.42%10,100--$367,135
ESSEX PPTY TR INC REITESSReal Estate0.42%1,255+1+0.08%$365,800
ALTRIA GROUP INCMOConsumer Defensive0.40%4,900--$352,555
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSPDWOther0.39%6,841--$344,718
VANECK EMERGING MARKETS HIGH YIELD BOND ETFHYEMOther0.39%16,930--$340,452
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARESVWOOther0.38%5,529--$330,026
INVESCO INDIA ETFPINOther0.38%16,402--$329,191
ISHARES MSCI INDIA ETFINDAOther0.38%6,656--$328,740
ISHARES MSCI EAFE ETFEFAOther0.36%3,068--$318,704
BANK OF AMERICA CORPBACFinancial Services0.36%5,573--$317,550
ISHARES EUROPE ETFIEVOther0.36%4,327--$315,222
ISHARES CORE MSCI EUROPEETFIEUROther0.36%4,148--$311,805
FRANKLIN FTSE INDIA ETFFLINOther0.36%8,764--$311,735
ISHARES MSCI EAFE GROWTHETFEFGOther0.34%2,358--$293,382
ISHARES MSCI CANADA ETFEWCOther0.32%4,869--$280,649
KIMCO RLTY CORP REITKIMReal Estate0.32%10,943+14+0.13%$277,400
MARRIOTT INTL INC NEW CLASS AMARConsumer Cyclical0.31%740--$274,237
INTERNTNL PAPER COIPConsumer Cyclical0.31%7,020--$267,462
FIRST CTZNS BANCSHARES ICLASS AFCNCAFinancial Services0.30%128--$266,341
ISHARES MSCI CHINA ETFMCHIOther0.30%5,149--$262,728
ABBVIE INCABBVHealthcare0.29%1,018--$256,170
MARSH & MCLENNAN COS INCMMCFinancial Services0.29%1,500--$250,005
VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARESVMBSOther0.27%5,051--$236,438