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Yoffe Investment Management, LLC

Q2 2026 13F Holdings

  • Location
    lemoyne, PA
  • Num holdings

    113

  • Value ($000)

    $87,355

  • Date Filed
    07/09/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VB

VANGUARD SMALL-CAP INDEXFUND ETF SHARES

UIE
922908751
$4.35M
5 %

14,338

I
IBM

IBM CORP

COM
459200101
$3.3M
4 %

11,731

V
VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

UIE
922908769
$2.99M
3 %

8,078

C
CAT

CATERPILLAR INC

COM
149123101
$2.81M
3 %

2,637

1
1848782D

INTEL CORP

COM
458140100
$2.43M
3 %

17,378

W
WMT

WALMART INC

COM
931142103
$2.12M
2 %

18,687

J
JPM

JPMORGAN CHASE & CO

COM
46625H100
$1.82M
2 %

5,574

A
AAPL

APPLE INC

COM
037833100
$1.8M
2 %

6,212

V
VO

VANGUARD MID-CAP INDEX FUND ETF SHARES

UIE
922908629
$1.72M
2 %

21,378

V
VXF

VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES

UIE
922908652
$1.63M
2 %

6,633

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