Yoffe Investment Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 29, 2025), Yoffe Investment Management, LLC reported 114 stock positions worth $73.1 million. Its top holding was Intl Business Machines (IBM) at 4.7% of the portfolio, followed by Vanguard Most SM-Cap ETF-Usd (VB, 4.7%) and VG Morningstar TS MKT ETF-US (VTI, 3.7%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 47 and reduced 4. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale an exit from BP PLC-Spons ADR (BP).

Most Recent 13F
Q2 2026
Location
LEMOYNE, PA
CIK
0002056336
Portfolio Value
$73.1M (Q2 2025)
SEC Filing
0002056336-25-000003 ↗ filed Jul 29, 2025

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q4 2024: $67.3M Q4 2024 Q1 2025: $68.1M Q1 2025 Q2 2025: $73.1M $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 114 stocks · $73.1M
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 4.73% 11,731 $3.5M No change
VB Vanguard Most SM-Cap ETF-Usd 4.69% 14,459 $3.4M No change
VTI VG Morningstar TS MKT ETF-US 3.70% 8,908 $2.7M No change
MSFT Microsoft Corp. 2.86% 4,200 $2.1M Add +0.0%
WMT Walmart Inc. 2.50% 18,686 $1.8M Add +0.0%
HON Honeywell International Inc. 2.44% 7,667 $1.8M No change
JPM JPMorgan Chase & Co. 2.20% 5,555 $1.6M Add +0.1%
PG The Procter & Gamble Co. 2.19% 10,042 $1.6M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.05% 5,345 $1.5M Add +0.0%
VXF Vanguard Extended Market ETF 1.75% 6,629 $1.3M Add +0.1%
AAPL Apple Inc. 1.74% 6,212 $1.3M Add +0.0%
VWOB Vanguard Emerg MKTS Gov BND 1.52% 16,957 $1.1M Add +0.1%
TRV The Travelers Cos Inc. 1.46% 3,987 $1.1M Add +0.0%
CSX CSX Corp. 1.42% 31,770 $1.0M No change
CAT Caterpillar Inc. 1.40% 2,637 $1.0M No change
GS Goldman Sachs Group Inc. 1.35% 1,396 $988K Add +0.1%
ILF iShares Latin America 40 ETF 1.33% 37,099 $972K Add +0.3%
V Visa Inc. Class A 1.31% 2,697 $957K Add +0.0%
GE General Electric filed as GE AEROSPACE 1.30% 3,685 $948K No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.27% 10,200 $929K No change
AXP American Express Co. 1.22% 2,804 $894K No change
PM Philip Morris International 1.22% 4,900 $892K No change
BBCA JPMorgan Betabuilders Canada 1.18% 10,666 $861K Add +0.1%
CSCO Cisco Systems Inc. 1.14% 11,956 $829K Add +0.0%
SCHC Schwab Intl Small-Cap Equity 1.13% 19,337 $824K Add +0.0%
HD Home Depot Inc. 1.12% 2,224 $816K Add +0.0%
GXC State Street SPDR S&P China 1.09% 9,126 $799K Add +0.1%
VOO Vanguard S&P 500 ETF 1.06% 1,366 $776K Reduce -1.3%
EMB iShares JP Morgan Usd Emergi 1.04% 8,232 $762K Add +0.2%
MCD McDonald's Corp. 0.99% 2,485 $726K No change
VGK Vanguard Ftse Europe ETF 0.98% 9,265 $718K Add +0.3%
BBEU JPMorgan Betabuilders Europe 0.98% 10,642 $718K No change
FLAX Franklin Ftse Asia Ex Japan 0.98% 27,437 $713K No change
VSS Vanguard Ftse All Wo X-US SC 0.96% 5,212 $700K No change
SCHA Schwab US Small-Cap ETF 0.92% 26,537 $671K Add +0.0%
UNH Unitedhealth Group Inc. 0.88% 2,057 $642K Add +0.1%
VZ Verizon Communications Inc. 0.88% 14,795 $640K Add +0.0%
IPAC iShares Core MSCI Pacific Et 0.87% 9,221 $633K Add +0.3%
VNQI Vanguard GLBL Ex-US Real Est 0.84% 13,310 $614K No change
BRK.B Berkshire Hathaway Inc. Class B 0.82% 1,241 $603K No change
KO The Coca-Cola Co. 0.82% 8,422 $596K Add +0.0%
MRK Merck & Co. Inc. 0.79% 7,336 $581K Reduce -0.7%
VPL Vanguard Ftse Pacific ETF 0.79% 7,008 $576K Add +0.0%
JNJ Johnson & Johnson 0.78% 3,748 $573K Add +0.0%
UNP Union Pacific Corp. 0.76% 2,400 $552K No change
SPG Simon Property Group Inc. 0.74% 3,383 $544K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.74% 4,347 $539K No change
SPHY SS SPDR P High Yield ETF 0.72% 22,253 $530K Add +0.9%
BA The Boeing Co. 0.72% 2,526 $529K No change
GSK GSK PLC-Spon ADR 0.72% 13,657 $524K No change
FLCA Franklin Ftse Canada ETF 0.70% 12,330 $515K No change
MMM 3M Co. 0.68% 3,252 $495K Add +0.0%
EEMA iShares MSCI Emerg MRKT Asia 0.68% 5,991 $495K No change
GEV GE Vernova Inc. 0.67% 921 $487K No change
FXI iShares China Large-Cap ETF 0.66% 13,186 $485K Add +0.3%
SCJ iShares MSCI Japan Small-Cap 0.65% 5,630 $478K No change
JNK SS SPDR BB High Yield Bond 0.65% 4,905 $477K Add +0.0%
AFL Aflac Inc. 0.65% 4,496 $474K No change
AFK Vaneck Africa Index ETF 0.65% 23,410 $472K No change
IEMG iShares Core MSCI Emerging 0.64% 7,800 $468K Add +0.0%
GMF State Street SPDR S&P Emergi 0.64% 3,702 $468K Add +0.1%
IMVP Invesco India Exchange-Trade 0.60% 16,402 $442K No change
XOM Exxon Mobil Corp. 0.59% 4,015 $433K Add +0.1%
CVX Chevron Corp. 0.58% 2,972 $426K Add +0.0%
EMHY iShares J.P. Morgan Em High 0.56% 10,513 $410K Add +0.0%
VEA Vanguard Ftse Developed ETF 0.55% 7,089 $404K No change
SCHG Schwab US Large-Cap Growth 0.55% 13,824 $404K No change
EPP iShares MSCI Pacific Ex Japa 0.55% 8,163 $403K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.55% 13,228 $399K Add +0.0%
AMGN Amgen Inc. 0.54% 1,406 $392K Add +0.1%
INTC Intel Corp. 0.53% 17,378 $389K Reduce -2.3%
INDA iShares MSCI India ETF 0.51% 6,656 $371K No change
FLJP Franklin Ftse Japan ETF 0.50% 11,410 $367K No change
FLLA Franklin Ftse Latin America 0.50% 16,698 $363K Reduce -6.0%
ESS Essex Property Trust Inc. 0.49% 1,255 $356K Add +0.1%
FLIN Franklin Ftse India ETF 0.48% 8,764 $349K No change
ELME Elme Communities 0.47% 21,716 $345K Add +0.1%
PPL PPL Corp. 0.47% 10,100 $342K No change
RTX RTX Corp. 0.46% 2,326 $340K Add +0.1%
HYEM Vaneck Emrg MKTS Hi YLD 0.46% 16,930 $336K Add +0.0%
BBJP JPMorgan Betabuilders Japan 0.46% 5,423 $335K No change
IP International Paper Co. 0.45% 7,020 $329K No change
MRSH Marsh & McLennan Cos 0.45% 1,500 $328K No change
NKE Nike Inc. Class B 0.42% 4,362 $310K Add +0.1%
EWJ iShares MSCI Japan ETF 0.42% 4,083 $306K No change
AAXJ iShares MSCI All Country Asi 0.41% 3,592 $297K No change
PLD Prologis Inc. 0.40% 2,795 $294K No change
MO Altria Group Inc. 0.39% 4,900 $287K No change
C Citigroup Inc. 0.39% 3,334 $284K No change
MCHI iShares MSCI China ETF 0.39% 5,149 $284K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.38% 6,841 $277K No change
IEUR iShares Core MSCI Europe ETF 0.38% 4,148 $275K No change
EFA iShares MSCI Eafe ETF 0.38% 3,068 $274K No change
IEV iShares Europe ETF 0.37% 4,327 $274K No change
VWO Vanguard Ftse Emerging Marke 0.37% 5,529 $273K No change
T AT&T Inc. 0.37% 9,344 $270K Add +0.0%
EFG iShares MSCI Eafe Growth ETF 0.36% 2,358 $264K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.36% 5,573 $264K No change
CRM Salesforce Inc. 0.35% 937 $255K Add +0.1%
FCNCA First Citizens Bcshs Class A 0.34% 128 $250K No change

Show all 114 holdings

Portfolio Sells Q1 2025 → Q2 2025
BP BP PLC-Spons ADR Sold out 0.00% −0.32
ABBV Abbvie Inc. Sold out 0.00% −0.31
MRK Merck & Co. Inc. Reduce -0.7% 0.79% −0.18
INTC Intel Corp. Reduce -2.3% 0.53% −0.06
FLLA Franklin Ftse Latin America Reduce -6.0% 0.50% −0.01
VOO Vanguard S&P 500 ETF Reduce -1.3% 1.06% +0.02

Portfolio Buys Q1 2025 → Q2 2025
MSFT Microsoft Corp. Add +0.0% 2.86% +0.54
EWC iShares MSCI Canada ETF New 0.31% +0.31
CEG Constellation Energy New 0.29% +0.29
VNO Vornado Realty Trust New 0.28% +0.28
MAR Marriott International Class A New 0.28% +0.28
GS Goldman Sachs Group Inc. Add +0.1% 1.35% +0.23
JPM JPMorgan Chase & Co. Add +0.1% 2.20% +0.20
SCHC Schwab Intl Small-Cap Equity Add +0.0% 1.13% +0.11
WMT Walmart Inc. Add +0.0% 2.50% +0.09
VXF Vanguard Extended Market ETF Add +0.1% 1.75% +0.07
BBCA JPMorgan Betabuilders Canada Add +0.1% 1.18% +0.06
CSCO Cisco Systems Inc. Add +0.0% 1.14% +0.05
ILF iShares Latin America 40 ETF Add +0.3% 1.33% +0.05
VPL Vanguard Ftse Pacific ETF Add +0.0% 0.79% +0.04
VGK Vanguard Ftse Europe ETF Add +0.3% 0.98% +0.03
IPAC iShares Core MSCI Pacific Et Add +0.3% 0.87% +0.03
IEMG iShares Core MSCI Emerging Add +0.0% 0.64% +0.02
NKE Nike Inc. Class B Add +0.1% 0.42% +0.02
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.0% 2.05% +0.02
RTX RTX Corp. Add +0.1% 0.46% +0.01
GMF State Street SPDR S&P Emergi Add +0.1% 0.64% +0.01
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.0% 0.55% +0.01
SCHA Schwab US Small-Cap ETF Add +0.0% 0.92% +0.01
WBA Walgreens Boots Alliance Inc. Add +0.0% 0.17% −0.01
T AT&T Inc. Add +0.0% 0.37% −0.02
CRM Salesforce Inc. Add +0.1% 0.35% −0.02
MMM 3M Co. Add +0.0% 0.68% −0.02
KIM Kimco Realty Corp. Add +0.1% 0.31% −0.03
FXI iShares China Large-Cap ETF Add +0.3% 0.66% −0.03
HYEM Vaneck Emrg MKTS Hi YLD Add +0.0% 0.46% −0.03
EMHY iShares J.P. Morgan Em High Add +0.0% 0.56% −0.03
JNK SS SPDR BB High Yield Bond Add +0.0% 0.65% −0.03
SPHY SS SPDR P High Yield ETF Add +0.9% 0.72% −0.03
EMB iShares JP Morgan Usd Emergi Add +0.2% 1.04% −0.05
UMH Umh Properties Inc. Add +0.0% 0.27% −0.05
GXC State Street SPDR S&P China Add +0.1% 1.09% −0.06
KO The Coca-Cola Co. Add +0.0% 0.82% −0.07
V Visa Inc. Class A Add +0.0% 1.31% −0.08
ESS Essex Property Trust Inc. Add +0.1% 0.49% −0.08
VWOB Vanguard Emerg MKTS Gov BND Add +0.1% 1.52% −0.08
HD Home Depot Inc. Add +0.0% 1.12% −0.08
ELME Elme Communities Add +0.1% 0.47% −0.08
TRV The Travelers Cos Inc. Add +0.0% 1.46% −0.09
AMGN Amgen Inc. Add +0.1% 0.54% −0.11
XOM Exxon Mobil Corp. Add +0.1% 0.59% −0.11
VZ Verizon Communications Inc. Add +0.0% 0.88% −0.11
DOW Dow Inc. Add +0.1% 0.29% −0.12
JNJ Johnson & Johnson Add +0.0% 0.78% −0.13
CVX Chevron Corp. Add +0.0% 0.58% −0.15
AAPL Apple Inc. Add +0.0% 1.74% −0.28

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