Yoffe Investment Management, LLC
Yoffe Investment Management, LLC reported 113 positions worth $87.4M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: VB (5.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VB | SH | $4.3M | 4.98% | 14,338 | — | — | |
| ▸ 2 | IBM | SH | $3.3M | 3.78% | 11,731 | — | — | |
| ▸ 3 | VTI | SH | $3.0M | 3.42% | 8,078 | — | — | |
| ▸ 4 | CAT | SH | $2.8M | 3.21% | 2,637 | — | — | |
| ▸ 5 | INTC | SH | $2.4M | 2.78% | 17,378 | — | — | |
| ▸ 6 | WMT | SH | $2.1M | 2.42% | 18,687 | — | — | |
| ▸ 7 | JPM | SH | $1.8M | 2.09% | 5,574 | — | — | |
| ▸ 8 | AAPL | SH | $1.8M | 2.06% | 6,212 | — | — | |
| ▸ 9 | VO | SH | $1.7M | 1.97% | 21,378 | — | — | |
| ▸ 10 | VXF | SH | $1.6M | 1.87% | 6,633 | — | — |
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Frequently Asked Questions
What stocks does Yoffe Investment Management, LLC hold as of Q2 2026?
Yoffe Investment Management, LLC reported 113 positions worth $87.4M in its Q2 2026 13F filing. Largest positions: VB (5.0%), IBM (3.8%), VTI (3.4%), CAT (3.2%) and INTC (2.8%).
What did Yoffe Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Yoffe Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.