Yoffe Investment Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$78.1M
Q ending 2026-03-31
Prior quarter
$78.3M
Q ending 2025-12-31
Change
-0.4% QoQ · +14.6% YoY
Positions
111
reported holdings
Largest positions
Top 100 of 111 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Small-Cap Indexfund Etf S | VB | Shares | $3.8M | 14K |
| Ibm Corp | IBM | Shares | $2.8M | 12K |
| Vanguard Total Stock Market Ind | VTI | Shares | $2.6M | 8K |
| Walmart Inc | WMT | Shares | $2.3M | 19K |
| Caterpillar Inc | CAT | Shares | $1.9M | 3K |
| Honeywell Intl Inc | HONGBP | Shares | $1.7M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $1.6M | 6K |
| Apple Inc | AAPL | Shares | $1.6M | 6K |
| Microsoft Corp | MSFT | Shares | $1.6M | 4K |
| Vanguard Mid-Cap Index Fund Etf S | VO | Shares | $1.5M | 5K |
| Procter & Gamble Co | PG | Shares | $1.5M | 10K |
| Vanguard Extended Marketindex Fund | VXF | Shares | $1.4M | 7K |
| Ishares Latin America 40Etf | ILF | Shares | $1.3M | 37K |
| Csx Corp | CSX | Shares | $1.3M | 32K |
| Bank New York Mellon Cor | BNY | Shares | $1.2M | 10K |
| Goldman Sachs Group Inc | GS | Shares | $1.2M | 1K |
| Travelers Cos Inc | TRV | Shares | $1.2M | 4K |
| Vanguard Emerging Markets Go | VWOB | Shares | $1.1M | 17K |
| Ge Aerospace | GE | Shares | $1.0M | 4K |
| Jpmorgan Betabuilders Canada Etf | BBCA | Shares | $991K | 11K |
| Cisco Sys Inc | CSCO | Shares | $928K | 12K |
| Johnson & Johnson | JNJ | Shares | $916K | 4K |
| Schwab International Small-Cap | SCHC | Shares | $909K | 19K |
| Merck & Co. Inc. | MRK | Shares | $883K | 7K |
| State Street Spdr S&P China Etf | GXC | Shares | $851K | 9K |
| American Express Co | AXP | Shares | $847K | 3K |
| Franklin Ftse Asia Ex Japan Etf | FLAX | Shares | $838K | 27K |
| Vanguard S&P 500 Etf | VOO | Shares | $816K | 1K |
| Visa Inc Class | V | Shares | $815K | 3K |
| Philip Morris Intl Inc | PM | Shares | $810K | 5K |
| Ge Vernova Inc | GEV | Shares | $804K | 921 |
| Ishares J.P. Morgan Usd Emerging M | EMB | Shares | $777K | 8K |
| Mcdonalds Corp | MCD | Shares | $772K | 2K |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $772K | 27K |
| Jpmorgan Betabuilders Europe Etf | BBEU | Shares | $771K | 11K |
| Intel Corp | INTC | Shares | $767K | 17K |
| Vanguard Ftse Europe Etf | VGK | Shares | $764K | 9K |
| Vanguard Ftse All-World Ex-Us Smal | VSS | Shares | $760K | 5K |
| Gsk Plc Adr Fsponsored | GSK | Shares | $754K | 14K |
| Verizon Communications I | VZ | Shares | $743K | 15K |
| Home Depot Inc | HD | Shares | $732K | 2K |
| Ishares Core Msci Pacific Et | IPAC | Shares | $710K | 9K |
| Vanguard Ftse Pacific Index Fund | VPL | Shares | $685K | 7K |
| Exxon Mobil Corp | XOM | Shares | $682K | 4K |
| The Coca-Cola Co | KO | Shares | $641K | 8K |
| Simon Ppty Group Inc Newreit | SPG | Shares | $631K | 3K |
| Chevron Corp New | CVX | Shares | $605K | 3K |
| Franklin Ftse Canada Etf | FLCA | Shares | $603K | 12K |
| Vaneck Africa Index Etf | AFK | Shares | $603K | 23K |
| Berkshire Hathaway Class | BRK/B | Shares | $595K | 1K |
| Vanguard Global Ex-U.S. Real Estat | VNQI | Shares | $594K | 13K |
| Union Pac Corp | UNP | Shares | $582K | 2K |
| Ishares Msci Emerging Markets As | EEMA | Shares | $574K | 6K |
| Unitedhealth Group Inc | UNH | Shares | $557K | 2K |
| Ishares Msci Japan Small-Cap | SCJ | Shares | $547K | 6K |
| Ishares Core Msci Emerging M | IEMG | Shares | $544K | 8K |
| State Street Spdr Portfolio | SPHY | Shares | $532K | 23K |
| State Street Spdr S&P Emerging A | GMF | Shares | $505K | 4K |
| Boeing Co | BA | Shares | $503K | 3K |
| Amgen Inc | AMGN | Shares | $495K | 1K |
| Aflac Inc | AFL | Shares | $493K | 4K |
| Ishares China Large-Cap Etf | FXI | Shares | $475K | 13K |
| 3M Co | MMM | Shares | $472K | 3K |
| Franklin Ftse Latin America Et | FLLA | Shares | $472K | 17K |
| State Street Spdr Bloomberg | JNK | Shares | $469K | 5K |
| Vanguard Ftse Developed Markets In | VEA | Shares | $454K | 7K |
| Rtx Corp | RTX | Shares | $449K | 2K |
| Schwab Emerging Markets Equity Etf | SCHE | Shares | $436K | 13K |
| Ishares Msci Pacific Ex Japan Etf | EPP | Shares | $434K | 8K |
| Disney Walt Co | DIS | Shares | $419K | 4K |
| Ishares J.P. Morgan Em High Yield | EMHY | Shares | $414K | 11K |
| Franklin Ftse Japan Etf | FLJP | Shares | $413K | 11K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $403K | 14K |
| Ppl Corp | PPL | Shares | $386K | 10K |
| Citigroup Inc | C | Shares | $378K | 3K |
| Jpmorgan Betabuilders Japan Etf | BBJP | Shares | $374K | 5K |
| Prologis Inc Reit | PLD | Shares | $369K | 3K |
| Ishares Msci All Countryasia Ex Ja | AAXJ | Shares | $346K | 4K |
| Ishares Msci Japan Etf | EWJ | Shares | $345K | 4K |
| Dow Inc | DOW | Shares | $340K | 8K |
| Invesco India Etf | IMVP | Shares | $337K | 16K |
| Vaneck Emerging Markets High Yield | HYEM | Shares | $334K | 17K |
| Altria Group Inc | MO | Shares | $323K | 5K |
| State Street Spdr Portfolio | SPDW | Shares | $312K | 7K |
| Ishares Msci India Etf | INDA | Shares | $312K | 7K |
| Essex Ppty Tr Inc Reit | ESS | Shares | $304K | 1K |
| Bp P L C Fsponsored | BP | Shares | $299K | 6K |
| Vanguard Ftse Emerging Markets In | VWO | Shares | $299K | 6K |
| Ishares Msci Eafe Etf | EFA | Shares | $298K | 3K |
| Ishares Europe Etf | IEV | Shares | $294K | 4K |
| Ishares Core Msci Europeetf | IEUR | Shares | $291K | 4K |
| Franklin Ftse India Etf | FLIN | Shares | $291K | 9K |
| Ishares Msci China Etf | MCHI | Shares | $289K | 5K |
| Bank Of America Corp | BAC | Shares | $272K | 6K |
| At&T Inc | T | Shares | $271K | 9K |
| Ishares Msci Canada Etf | EWC | Shares | $267K | 5K |
| Ishares Msci Eafe Growthetf | EFG | Shares | $263K | 2K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $260K | 2K |
| Interntnl Paper Co | IP | Shares | $251K | 7K |
| Kimco Rlty Corp Reit | KIM | Shares | $246K | 11K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.