Yoffe Investment Management, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Yoffe Investment Management, LLC reported 112 stock positions worth $68.1 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 4.7% of the portfolio, followed by Intl Business Machines (IBM, 4.3%) and VG Morningstar TS MKT ETF-US (VTI, 3.6%). Compared with Q4 2024, it opened 2 new positions, sold out of 4, added to 18 and reduced 24. The biggest buy was a new position in BP PLC-Spons ADR (BP) and the biggest sale an exit from Fortune Brands Innovations I (FBIN).

Most Recent 13F
Q2 2026
Location
LEMOYNE, PA
CIK
0002056336
Portfolio Value
$68.1M (Q1 2025)
SEC Filing
0001172661-25-001503 ↗ filed Apr 16, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q4 2024: $67.3M Q4 2024 Q1 2025: $68.1M $68.1M Q1 2025 Q2 2025: $73.1M Q2 2025 Q3 2025: $76.9M Q3 2025 Q4 2025: $78.3M Q4 2025 Q1 2026: $78.1M Q1 2026 Q2 2026: $87.4M Q2 2026

Holdings 112 stocks · $68.1M
VB Vanguard Most SM-Cap ETF-Usd 4.71% 14,459 $3.2M Add +0.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 4.28% 11,731 $2.9M No change
VTI VG Morningstar TS MKT ETF-US 3.60% 8,908 $2.4M No change
PG The Procter & Gamble Co. 2.51% 10,042 $1.7M No change
WMT Walmart Inc. 2.41% 18,684 $1.6M Add +0.0%
HON Honeywell International Inc. 2.38% 7,667 $1.6M No change
MSFT Microsoft Corp. 2.32% 4,199 $1.6M Reduce -0.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.03% 5,344 $1.4M Reduce -0.0%
AAPL Apple Inc. 2.03% 6,211 $1.4M Reduce -0.0%
JPM JPMorgan Chase & Co. 2.00% 5,548 $1.4M Add +0.1%
VXF Vanguard Extended Market ETF 1.68% 6,626 $1.1M Add +0.1%
VWOB Vanguard Emerg MKTS Gov BND 1.60% 16,934 $1.1M Add +0.1%
UNH Unitedhealth Group Inc. 1.58% 2,056 $1.1M No change
TRV The Travelers Cos Inc. 1.55% 3,986 $1.1M Reduce -0.0%
V Visa Inc. Class A 1.39% 2,696 $945K No change
CSX CSX Corp. 1.37% 31,770 $935K No change
ILF iShares Latin America 40 ETF 1.28% 37,008 $872K Reduce 0.0%
CAT Caterpillar Inc. 1.28% 2,637 $870K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.26% 10,200 $855K No change
HD Home Depot Inc. 1.20% 2,223 $815K Reduce -0.0%
GXC State Street SPDR S&P China 1.15% 9,117 $784K No change
PM Philip Morris International 1.14% 4,900 $778K No change
MCD McDonald's Corp. 1.14% 2,485 $776K No change
GS Goldman Sachs Group Inc. 1.12% 1,395 $763K Reduce -0.1%
BBCA JPMorgan Betabuilders Canada 1.12% 10,655 $763K Add +0.1%
AXP American Express Co. 1.11% 2,804 $754K No change
EMB iShares JP Morgan Usd Emergi 1.09% 8,218 $745K Add +0.1%
CSCO Cisco Systems Inc. 1.08% 11,951 $738K Add +0.0%
GE General Electric filed as GE AEROSPACE 1.08% 3,685 $738K No change
VOO Vanguard S&P 500 ETF 1.04% 1,384 $711K No change
SCHC Schwab Intl Small-Cap Equity 1.02% 19,330 $694K No change
VZ Verizon Communications Inc. 0.99% 14,791 $671K Add +0.0%
MRK Merck & Co. Inc. 0.97% 7,388 $663K Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.97% 1,241 $661K No change
BBEU JPMorgan Betabuilders Europe 0.97% 10,642 $658K No change
VGK Vanguard Ftse Europe ETF 0.95% 9,239 $649K Add +0.1%
FLAX Franklin Ftse Asia Ex Japan 0.94% 27,437 $643K No change
SCHA Schwab US Small-Cap ETF 0.91% 26,536 $622K Reduce 0.0%
JNJ Johnson & Johnson 0.91% 3,747 $622K Reduce -0.0%
KO The Coca-Cola Co. 0.89% 8,419 $603K Reduce -0.0%
VSS Vanguard Ftse All Wo X-US SC 0.89% 5,212 $603K No change
IPAC iShares Core MSCI Pacific Et 0.84% 9,198 $573K Reduce -0.0%
UNP Union Pacific Corp. 0.83% 2,400 $567K No change
SPG Simon Property Group Inc. 0.83% 3,383 $562K No change
VNQI Vanguard GLBL Ex-US Real Est 0.79% 13,310 $539K No change
GSK GSK PLC-Spon ADR 0.78% 13,657 $529K No change
SPHY SS SPDR P High Yield ETF 0.76% 22,064 $517K Add +0.6%
VPL Vanguard Ftse Pacific ETF 0.75% 7,007 $508K Reduce -0.0%
AFL Aflac Inc. 0.73% 4,496 $500K No change
CVX Chevron Corp. 0.73% 2,971 $497K No change
MMM 3M Co. 0.70% 3,251 $477K No change
XOM Exxon Mobil Corp. 0.70% 4,011 $477K Add +0.1%
FXI iShares China Large-Cap ETF 0.69% 13,144 $471K No change
JNK SS SPDR BB High Yield Bond 0.69% 4,904 $467K Reduce -0.0%
FLCA Franklin Ftse Canada ETF 0.67% 12,330 $459K No change
EEMA iShares MSCI Emerg MRKT Asia 0.65% 5,991 $444K No change
AMGN Amgen Inc. 0.64% 1,405 $438K Reduce -0.1%
SCJ iShares MSCI Japan Small-Cap 0.63% 5,630 $432K No change
BA The Boeing Co. 0.63% 2,526 $431K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.63% 4,347 $429K No change
GMF State Street SPDR S&P Emergi 0.63% 3,697 $428K Reduce -0.0%
IEMG iShares Core MSCI Emerging 0.62% 7,799 $421K Reduce -0.0%
IMVP Invesco India Exchange-Trade 0.60% 16,402 $410K No change
AFK Vaneck Africa Index ETF 0.60% 23,410 $407K No change
INTC Intel Corp. 0.59% 17,788 $404K Reduce -0.0%
EMHY iShares J.P. Morgan Em High 0.59% 10,512 $402K Reduce -0.0%
ESS Essex Property Trust Inc. 0.56% 1,254 $385K Reduce -0.1%
ELME Elme Communities 0.55% 21,706 $378K Add +0.1%
IP International Paper Co. 0.55% 7,020 $375K No change
MRSH Marsh & McLennan Cos 0.54% 1,500 $366K No change
PPL PPL Corp. 0.54% 10,100 $365K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.54% 13,227 $365K Reduce -0.0%
VEA Vanguard Ftse Developed ETF 0.53% 7,089 $360K No change
EPP iShares MSCI Pacific Ex Japa 0.53% 8,163 $360K No change
SCHG Schwab US Large-Cap Growth 0.51% 13,824 $346K No change
FLLA Franklin Ftse Latin America 0.51% 17,756 $345K No change
INDA iShares MSCI India ETF 0.50% 6,656 $343K No change
FLJP Franklin Ftse Japan ETF 0.49% 11,410 $335K No change
HYEM Vaneck Emrg MKTS Hi YLD 0.49% 16,929 $333K Reduce -0.0%
FLIN Franklin Ftse India ETF 0.47% 8,764 $323K No change
PLD Prologis Inc. 0.46% 2,795 $312K No change
RTX RTX Corp. 0.45% 2,324 $308K Add +0.0%
BBJP JPMorgan Betabuilders Japan 0.45% 5,423 $304K No change
MO Altria Group Inc. 0.43% 4,900 $294K No change
DOW Dow Inc. 0.42% 8,130 $284K Add +0.1%
GEV GE Vernova Inc. 0.41% 921 $281K No change
MCHI iShares MSCI China ETF 0.41% 5,149 $280K No change
EWJ iShares MSCI Japan ETF 0.41% 4,083 $280K No change
NKE Nike Inc. Class B 0.41% 4,360 $277K No change
AAXJ iShares MSCI All Country Asi 0.39% 3,592 $266K No change
T AT&T Inc. 0.39% 9,340 $264K Add +0.0%
IEV iShares Europe ETF 0.37% 4,327 $252K No change
CRM Salesforce Inc. 0.37% 936 $251K Reduce -0.1%
EFA iShares MSCI Eafe ETF 0.37% 3,068 $251K No change
VWO Vanguard Ftse Emerging Marke 0.37% 5,529 $250K No change
IEUR iShares Core MSCI Europe ETF 0.37% 4,148 $250K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.37% 6,841 $249K No change
FCNCA First Citizens Bcshs Class A 0.35% 128 $237K No change
C Citigroup Inc. 0.35% 3,334 $237K No change
EFG iShares MSCI Eafe Growth ETF 0.35% 2,358 $236K No change
VMBS Vanguard Mortgage-Backed Sec 0.34% 5,051 $234K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.34% 5,573 $233K No change
MDLZ Mondelez International Inc. Class A 0.34% 3,425 $232K No change
KIM Kimco Realty Corp. 0.34% 10,868 $231K Add +0.1%
MBB iShares MBS ETF 0.34% 2,458 $231K No change
UMH Umh Properties Inc. filed as UMH PPTYS INC 0.32% 11,611 $217K Reduce -0.0%
BP BP PLC-Spons ADR 0.32% 6,363 $215K New
ABBV Abbvie Inc. 0.31% 1,018 $213K New
BNDX Vanguard Total Intl Bond ETF 0.31% 4,328 $211K No change
HLN Haleon PLC-ADR 0.26% 17,073 $176K No change
WBA Walgreens Boots Alliance Inc. 0.18% 10,930 $122K Reduce -0.0%
F Ford Motor Co. filed as FORD MTR CO 0.15% 10,234 $103K No change

Portfolio Sells Q4 2024 → Q1 2025
FBIN Fortune Brands Innovations I Sold out 0.00% −0.33
VNO Vornado Realty Trust Sold out 0.00% −0.33
MSFT Microsoft Corp. Reduce -0.0% 2.32% −0.31
MAR Marriott International Class A Sold out 0.00% −0.31
AAPL Apple Inc. Reduce -0.0% 2.03% −0.28
PARAA Paramount Global Class B Sold out 0.00% −0.17
SCHA Schwab US Small-Cap ETF Reduce 0.0% 0.91% −0.11
CRM Salesforce Inc. Reduce -0.1% 0.37% −0.10
HD Home Depot Inc. Reduce -0.0% 1.20% −0.09
GS Goldman Sachs Group Inc. Reduce -0.1% 1.12% −0.07
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.0% 2.03% −0.07
JNK SS SPDR BB High Yield Bond Reduce -0.0% 0.69% −0.01
UMH Umh Properties Inc. Reduce -0.0% 0.32% −0.01
GMF State Street SPDR S&P Emergi Reduce -0.0% 0.63% −0.01
EMHY iShares J.P. Morgan Em High Reduce -0.0% 0.59% −0.00
HYEM Vaneck Emrg MKTS Hi YLD Reduce -0.0% 0.49% −0.00
IPAC iShares Core MSCI Pacific Et Reduce -0.0% 0.84% +0.01
VPL Vanguard Ftse Pacific ETF Reduce -0.0% 0.75% +0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -0.0% 0.54% +0.01
IEMG iShares Core MSCI Emerging Reduce -0.0% 0.62% +0.01
WBA Walgreens Boots Alliance Inc. Reduce -0.0% 0.18% +0.03
ESS Essex Property Trust Inc. Reduce -0.1% 0.56% +0.03
INTC Intel Corp. Reduce -0.0% 0.59% +0.06
AMGN Amgen Inc. Reduce -0.1% 0.64% +0.10
KO The Coca-Cola Co. Reduce -0.0% 0.89% +0.11
JNJ Johnson & Johnson Reduce -0.0% 0.91% +0.11
TRV The Travelers Cos Inc. Reduce -0.0% 1.55% +0.12
ILF iShares Latin America 40 ETF Reduce 0.0% 1.28% +0.13

Portfolio Buys Q4 2024 → Q1 2025
BP BP PLC-Spons ADR New 0.32% +0.32
ABBV Abbvie Inc. New 0.31% +0.31
VZ Verizon Communications Inc. Add +0.0% 0.99% +0.11
VGK Vanguard Ftse Europe ETF Add +0.1% 0.95% +0.08
T AT&T Inc. Add +0.0% 0.39% +0.07
ELME Elme Communities Add +0.1% 0.55% +0.06
XOM Exxon Mobil Corp. Add +0.1% 0.70% +0.06
RTX RTX Corp. Add +0.0% 0.45% +0.05
CSCO Cisco Systems Inc. Add +0.0% 1.08% +0.03
JPM JPMorgan Chase & Co. Add +0.1% 2.00% +0.03
VWOB Vanguard Emerg MKTS Gov BND Add +0.1% 1.60% +0.01
EMB iShares JP Morgan Usd Emergi Add +0.1% 1.09% +0.01
BBCA JPMorgan Betabuilders Canada Add +0.1% 1.12% +0.00
SPHY SS SPDR P High Yield ETF Add +0.6% 0.76% −0.01
KIM Kimco Realty Corp. Add +0.1% 0.34% −0.04
DOW Dow Inc. Add +0.1% 0.42% −0.07
WMT Walmart Inc. Add +0.0% 2.41% −0.10
MRK Merck & Co. Inc. Add +0.0% 0.97% −0.12
VXF Vanguard Extended Market ETF Add +0.1% 1.68% −0.19
VB Vanguard Most SM-Cap ETF-Usd Add +0.0% 4.71% −0.45

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 113$87.4MVB, IBM, VTI, CAT, INTC
Q1 2026 111$78.1MVB, IBM, VTI, WMT, CAT
Q4 2025 113$78.3MVB, IBM, VTI, WMT, MSFT
Q3 2025 114$76.9MVB, IBM, VTI, MSFT, WMT
Q2 2025 114$73.1MIBM, VB, VTI, MSFT, WMT
Q1 2025 112$68.1MVB, IBM, VTI, PG, WMT
Q4 2024Amended 114$67.3MVB, VTI, IBM, MSFT, HON