Yoffe Investment Management, LLC

Est. AUM

$78.0M

13F long equity, this entity only

Positions

111

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD SMALL-CAP INDEXFUND ETF SHARES	UIE	$3.8M	14338	4.81%	SOLE
2	IBM CORP	COM	$2.8M	11731	3.64%	SOLE
3	VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES	UIE	$2.6M	8078	3.32%	SOLE
4	WALMART INC	COM	$2.3M	18687	2.98%	SOLE
5	CATERPILLAR INC	COM	$1.9M	2637	2.39%	SOLE
6	HONEYWELL INTL INC	COM	$1.7M	7667	2.22%	SOLE
7	JPMORGAN CHASE & CO	COM	$1.6M	5569	2.10%	SOLE
8	APPLE INC	COM	$1.6M	6212	2.02%	SOLE
9	MICROSOFT CORP	COM	$1.6M	4200	1.99%	SOLE
10	VANGUARD MID-CAP INDEX FUND ETF SHARES	UIE	$1.5M	5345	1.97%	SOLE
11	PROCTER & GAMBLE CO	COM	$1.4M	10042	1.86%	SOLE
12	VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES	UIE	$1.4M	6633	1.75%	SOLE
13	ISHARES LATIN AMERICA 40ETF	UIE	$1.3M	37193	1.69%	SOLE
14	CSX CORP	COM	$1.3M	31770	1.67%	SOLE
15	BANK NEW YORK MELLON COR	COM	$1.2M	10200	1.55%	SOLE
16	GOLDMAN SACHS GROUP INC	COM	$1.2M	1396	1.51%	SOLE
17	TRAVELERS COS INC	COM	$1.2M	3987	1.49%	SOLE
18	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES	UIE	$1.1M	17022	1.43%	SOLE
19	GE AEROSPACE	COM	$1.0M	3685	1.34%	SOLE
20	JPMORGAN BETABUILDERS CANADA ETF	UIE	$991K	10540	1.27%	SOLE
21	CISCO SYS INC	COM	$927K	11959	1.19%	SOLE
22	JOHNSON & JOHNSON	COM	$916K	3748	1.17%	SOLE
23	SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	UIE	$908K	19444	1.16%	SOLE
24	MERCK & CO. INC.	COM	$883K	7341	1.13%	SOLE
25	STATE STREET SPDR S&P CHINA ETF	UIE	$850K	9136	1.09%	SOLE
26	AMERICAN EXPRESS CO	COM	$846K	2800	1.08%	SOLE
27	FRANKLIN FTSE ASIA EX JAPAN ETF	UIE	$838K	27437	1.07%	SOLE
28	VANGUARD S&P 500 ETF	UIE	$816K	1366	1.05%	SOLE
29	VISA INC CLASS CLASS A	COM	$815K	2697	1.04%	SOLE
30	PHILIP MORRIS INTL INC	COM	$810K	4900	1.04%	SOLE
31	GE VERNOVA INC	COM	$803K	921	1.03%	SOLE
32	ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF	UIE	$776K	8271	0.99%	SOLE
33	MCDONALDS CORP	COM	$772K	2485	0.99%	SOLE
34	SCHWAB U.S. SMALL-CAP ETF	UIE	$771K	26537	0.99%	SOLE
35	JPMORGAN BETABUILDERS EUROPE ETF	UIE	$770K	10642	0.99%	SOLE
36	INTEL CORP	COM	$766K	17378	0.98%	SOLE
37	VANGUARD FTSE EUROPE ETF	UIE	$764K	9270	0.98%	SOLE
38	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES	UIE	$759K	5212	0.97%	SOLE
39	GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS	ADR	$753K	13657	0.96%	SOLE
40	VERIZON COMMUNICATIONS I	COM	$743K	14808	0.95%	SOLE
41	HOME DEPOT INC	COM	$731K	2225	0.94%	SOLE
42	ISHARES CORE MSCI PACIFIC ETF	UIE	$709K	9276	0.91%	SOLE
43	VANGUARD FTSE PACIFIC INDEX FUND ETF SHARES	UIE	$684K	7008	0.88%	SOLE
44	EXXON MOBIL CORP	COM	$681K	4019	0.87%	SOLE
45	THE COCA-COLA CO	COM	$640K	8426	0.82%	SOLE
46	SIMON PPTY GROUP INC NEWREIT	RET	$631K	3383	0.81%	SOLE
47	CHEVRON CORP NEW	COM	$605K	2927	0.78%	SOLE
48	FRANKLIN FTSE CANADA ETF	UIE	$603K	12330	0.77%	SOLE
49	VANECK AFRICA INDEX ETF	UIE	$602K	23410	0.77%	SOLE
50	BERKSHIRE HATHAWAY CLASS B	COM	$594K	1241	0.76%	SOLE

1–50 of 111

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.