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Yoffe Investment Management, LLC

Q4 2025 13F Holdings

  • Location
    lemoyne, PA
  • Num holdings

    113

  • Value ($000)

    $78,330

  • Date Filed
    01/26/2026
  • Form type
    13F-HR
  • CIK
    0002056336
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VB

VANGUARD SMALL CAP ETF

UIE
922908751
$3.7M
5 %

14,338

I
IBM

IBM CORP

COM
459200101
$3.47M
4 %

11,731

V
VTI

VANGUARD TOTAL STOCK MARKET ETF

UIE
922908769
$2.71M
4 %

8,078

W
WMT

WALMART INC

COM
931142103
$2.08M
3 %

18,687

M
MSFT

MICROSOFT CORP

COM
594918104
$2.03M
3 %

4,200

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$1.79M
2 %

5,565

A
AAPL

APPLE INC

COM
037833100
$1.69M
2 %

6,212

V
VO

VANGUARD MID CAP ETF

UIE
922908629
$1.55M
2 %

5,345

C
CAT

CATERPILLAR INC

COM
149123101
$1.51M
2 %

2,637

H
HON

HONEYWELL INTL INC

COM
438516106
$1.5M
2 %

7,667

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