Yoffe Investment Management, LLC
CIK 0002056336 · LEMOYNE, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$87.4M
2026 Q2
Positions
113
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
28.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
VB
VANGUARD SMALL-CAP INDEXFUND ETF SHARES
5.0%
IBM
IBM CORP
3.8%
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
3.4%
CAT
CATERPILLAR INC
3.2%
INTC
INTEL CORP
2.8%
WMT
WALMART INC
2.4%
JPM
JPMORGAN CHASE & CO
2.1%
AAPL
APPLE INC
2.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.