Yoffe Investment Management, LLC
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationlemoyne, PA
- CIK0002056336
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
114 | $73.08M | IBM, VB, VTI, MSFT | 13F-HR | Jul 29, 2025 | 000205633625000003 | ||
112 | $68.08M | VB, IBM, VTI, PG | 13F-HR | Apr 16, 2025 | 000117266125001503 | ||
114 | $67.33M | VB, VTI, IBM, MSFT | RESTATEMENT | Feb 26, 2025 | 000117266125001342 |