Yoffe Investment Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Yoffe Investment Management, LLC reported 111 stock positions worth $78.1 million. Its top holding was Vanguard Most SM-Cap ETF-Usd (VB) at 4.8% of the portfolio, followed by Intl Business Machines (IBM, 3.6%) and VG Morningstar TS MKT ETF-US (VTI, 3.3%). Compared with Q4 2025, it opened 1 new position, sold out of 3, added to 9 and reduced 3. The biggest buy was a new position in Dow (DOW) and the biggest sale an exit from Salesforce (CRM).

Most Recent 13F
Q2 2026
Location
LEMOYNE, PA
CIK
0002056336
Portfolio Value
$78.1M (Q1 2026)
SEC Filing
0002056336-26-000004 ↗ filed Apr 21, 2026

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 Q2 2025 Q3 2025: $76.9M Q3 2025 Q4 2025: $78.3M Q4 2025 Q1 2026: $78.1M $78.1M Q1 2026 Q2 2026: $87.4M Q2 2026

Holdings 111 stocks · $78.1M
VB Vanguard Most SM-Cap ETF-Usd 4.81% 14,338 $3.8M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.64% 11,731 $2.8M No change
VTI VG Morningstar TS MKT ETF-US 3.32% 8,078 $2.6M No change
WMT Walmart Inc. 2.98% 18,687 $2.3M No change
CAT Caterpillar Inc. 2.39% 2,637 $1.9M No change
HON Honeywell International Inc. 2.22% 7,667 $1.7M No change
JPM JPMorgan Chase & Co. 2.10% 5,569 $1.6M Add +0.1%
AAPL Apple Inc. 2.02% 6,212 $1.6M No change
MSFT Microsoft Corp. 1.99% 4,200 $1.6M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.97% 5,345 $1.5M No change
PG The Procter & Gamble Co. 1.86% 10,042 $1.5M No change
VXF Vanguard Extended Market ETF 1.75% 6,633 $1.4M No change
ILF iShares Latin America 40 ETF 1.69% 37,193 $1.3M Add +0.1%
CSX CSX Corp. 1.67% 31,770 $1.3M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.55% 10,200 $1.2M No change
GS Goldman Sachs Group Inc. 1.51% 1,396 $1.2M No change
TRV The Travelers Cos Inc. 1.49% 3,987 $1.2M No change
VWOB Vanguard Emerg MKTS Gov BND 1.43% 17,022 $1.1M Add +0.1%
GE General Electric filed as GE AEROSPACE 1.34% 3,685 $1.0M No change
BBCA JPMorgan Betabuilders Canada 1.27% 10,540 $991K Reduce -1.3%
CSCO Cisco Systems Inc. 1.19% 11,959 $928K No change
JNJ Johnson & Johnson 1.17% 3,748 $916K No change
SCHC Schwab Intl Small-Cap Equity 1.16% 19,444 $909K No change
MRK Merck & Co. Inc. 1.13% 7,341 $883K No change
GXC State Street SPDR S&P China 1.09% 9,136 $851K No change
AXP American Express Co. 1.09% 2,800 $847K No change
FLAX Franklin Ftse Asia Ex Japan 1.07% 27,437 $838K No change
VOO Vanguard S&P 500 ETF 1.05% 1,366 $816K No change
V Visa Inc. Class A 1.04% 2,697 $815K No change
PM Philip Morris International 1.04% 4,900 $810K No change
GEV GE Vernova Inc. 1.03% 921 $804K No change
EMB iShares JP Morgan Usd Emergi 1.00% 8,271 $777K Add +0.1%
MCD McDonald's Corp. 0.99% 2,485 $772K No change
SCHA Schwab US Small-Cap ETF 0.99% 26,537 $772K No change
BBEU JPMorgan Betabuilders Europe 0.99% 10,642 $771K No change
INTC Intel Corp. 0.98% 17,378 $767K No change
VGK Vanguard Ftse Europe ETF 0.98% 9,270 $764K No change
VSS Vanguard Ftse All Wo X-US SC 0.97% 5,212 $760K No change
GSK GSK PLC-Spon ADR 0.97% 13,657 $754K No change
VZ Verizon Communications Inc. 0.95% 14,808 $743K Add +0.0%
HD Home Depot Inc. 0.94% 2,225 $732K No change
IPAC iShares Core MSCI Pacific Et 0.91% 9,276 $710K No change
VPL Vanguard Ftse Pacific ETF 0.88% 7,008 $685K No change
XOM Exxon Mobil Corp. 0.87% 4,019 $682K No change
KO The Coca-Cola Co. 0.82% 8,426 $641K No change
SPG Simon Property Group Inc. 0.81% 3,383 $631K No change
CVX Chevron Corp. 0.78% 2,927 $605K No change
FLCA Franklin Ftse Canada ETF 0.77% 12,330 $603K No change
AFK Vaneck Africa Index ETF 0.77% 23,410 $603K No change
BRK.B Berkshire Hathaway Inc. Class B 0.76% 1,241 $595K No change
VNQI Vanguard GLBL Ex-US Real Est 0.76% 13,372 $594K No change
UNP Union Pacific Corp. 0.75% 2,400 $582K No change
EEMA iShares MSCI Emerg MRKT Asia 0.73% 5,991 $574K No change
UNH Unitedhealth Group Inc. 0.71% 2,058 $557K No change
SCJ iShares MSCI Japan Small-Cap 0.70% 5,630 $547K No change
IEMG iShares Core MSCI Emerging 0.70% 7,800 $544K No change
SPHY SS SPDR P High Yield ETF 0.68% 22,809 $532K Add +0.5%
GMF State Street SPDR S&P Emergi 0.65% 3,707 $505K No change
BA The Boeing Co. 0.64% 2,526 $503K No change
AMGN Amgen Inc. 0.63% 1,406 $495K No change
AFL Aflac Inc. 0.63% 4,496 $493K No change
FXI iShares China Large-Cap ETF 0.61% 13,219 $475K No change
MMM 3M Co. 0.61% 3,252 $472K No change
FLLA Franklin Ftse Latin America 0.60% 16,698 $472K No change
JNK SS SPDR BB High Yield Bond 0.60% 4,905 $469K No change
VEA Vanguard Ftse Developed ETF 0.58% 7,089 $454K No change
RTX RTX Corp. 0.58% 2,327 $449K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.56% 13,228 $436K No change
EPP iShares MSCI Pacific Ex Japa 0.56% 8,163 $434K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.54% 4,347 $419K No change
EMHY iShares J.P. Morgan Em High 0.53% 10,512 $414K Reduce -0.0%
FLJP Franklin Ftse Japan ETF 0.53% 11,410 $413K No change
SCHG Schwab US Large-Cap Growth 0.52% 13,824 $403K No change
PPL PPL Corp. 0.49% 10,100 $386K No change
C Citigroup Inc. 0.48% 3,334 $378K No change
BBJP JPMorgan Betabuilders Japan 0.48% 5,423 $374K No change
PLD Prologis Inc. 0.47% 2,795 $369K No change
AAXJ iShares MSCI All Country Asi 0.44% 3,592 $346K No change
EWJ iShares MSCI Japan ETF 0.44% 4,083 $345K No change
DOW Dow Inc. filed as DOW HLDGS INC 0.44% 8,159 $340K New
IMVP Invesco India Exchange-Trade 0.43% 16,402 $337K No change
HYEM Vaneck Emrg MKTS Hi YLD 0.43% 16,930 $334K No change
MO Altria Group Inc. 0.41% 4,900 $323K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.40% 6,841 $312K No change
INDA iShares MSCI India ETF 0.40% 6,656 $312K No change
ESS Essex Property Trust Inc. 0.39% 1,254 $304K Reduce -0.1%
BP BP PLC-Spons ADR 0.38% 6,363 $299K No change
VWO Vanguard Ftse Emerging Marke 0.38% 5,529 $299K No change
EFA iShares MSCI Eafe ETF 0.38% 3,068 $298K No change
IEV iShares Europe ETF 0.38% 4,327 $294K No change
IEUR iShares Core MSCI Europe ETF 0.37% 4,148 $291K No change
FLIN Franklin Ftse India ETF 0.37% 8,764 $291K No change
MCHI iShares MSCI China ETF 0.37% 5,149 $289K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 5,573 $272K No change
T AT&T Inc. 0.35% 9,353 $271K Add +0.0%
EWC iShares MSCI Canada ETF 0.34% 4,869 $267K No change
EFG iShares MSCI Eafe Growth ETF 0.34% 2,358 $263K No change
MRSH Marsh & McLennan Cos 0.33% 1,500 $260K No change
IP International Paper Co. 0.32% 7,020 $251K No change
KIM Kimco Realty Corp. 0.31% 10,929 $246K Add +0.1%
MAR Marriott International Class A 0.31% 740 $242K No change
FCNCA First Citizens Bcshs Class A 0.31% 128 $241K No change
VMBS Vanguard Mortgage-Backed Sec 0.30% 5,051 $237K No change
MBB iShares MBS ETF 0.30% 2,458 $233K No change
NKE Nike Inc. Class B 0.30% 4,365 $231K Add +0.1%
ABBV Abbvie Inc. 0.28% 1,018 $221K No change
BNDX Vanguard Total Intl Bond ETF 0.27% 4,328 $208K No change
HLN Haleon PLC-ADR 0.22% 17,073 $171K No change
UMH Umh Properties Inc. filed as UMH PPTYS INC 0.21% 11,612 $168K No change
F Ford Motor Co. filed as FORD MTR CO 0.15% 10,234 $118K No change
ELME Elme Communities 0.06% 21,736 $44K No change

Portfolio Sells Q4 2025 → Q1 2026
CRM Salesforce Inc. Sold out 0.00% −0.32
CEG Constellation Energy Sold out 0.00% −0.30
ESS Essex Property Trust Inc. Reduce -0.1% 0.39% −0.03
EMHY iShares J.P. Morgan Em High Reduce -0.0% 0.53% −0.01
WALGREENS BOOTS ALLIANCE Sold out 0.00% 0.00
BBCA JPMorgan Betabuilders Canada Reduce -1.3% 1.27% +0.00

Portfolio Buys Q4 2025 → Q1 2026
DOW Dow Inc. New 0.44% +0.44
ILF iShares Latin America 40 ETF Add +0.1% 1.69% +0.25
VZ Verizon Communications Inc. Add +0.0% 0.95% +0.18
T AT&T Inc. Add +0.0% 0.35% +0.05
KIM Kimco Realty Corp. Add +0.1% 0.31% +0.03
SPHY SS SPDR P High Yield ETF Add +0.5% 0.68% −0.00
EMB iShares JP Morgan Usd Emergi Add +0.1% 1.00% −0.02
VWOB Vanguard Emerg MKTS Gov BND Add +0.1% 1.43% −0.03
NKE Nike Inc. Class B Add +0.1% 0.30% −0.06
JPM JPMorgan Chase & Co. Add +0.1% 2.10% −0.19

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