Yoffe Investment Management, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q2 2025
  • Location
    lemoyne, PA
  • CIK
    0002056336
  • All SEC filings
Q2 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

114

$73.08 M
IBM, VB, VTI, MSFT
13F-HR
Jul 29, 2025
000205633625000003

112

$68.08 M
VB, IBM, VTI, PG
13F-HR
Apr 16, 2025
000117266125001503

114

$67.33 M
VB, VTI, IBM, MSFT
RESTATEMENT
Feb 26, 2025
000117266125001342