§ 13F · FUND PROFILE
Yoffe Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $77M (13F)Positions · 114Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$340K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 14K | $4M | 4.8% | ±0% |
| 2 | IBM | IBM CORP | 12K | $3M | 3.6% | ±0% |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 8K | $3M | 3.3% | ±0% |
| 4 | WMT | WALMART INC | 19K | $2M | 3.0% | ±0% |
| 5 | CAT | CATERPILLAR INC | 3K | $2M | 2.4% | ±0% |
| 6 | HON | HONEYWELL INTL INC | 8K | $2M | 2.2% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO | 6K | $2M | 2.1% | ±0% |
| 8 | AAPL | APPLE INC | 6K | $2M | 2.0% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 4K | $2M | 2.0% | ±0% |
| 10 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 5K | $2M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YOFFE SIGNAL
AC read
Yoffe Investment Management, LLC is a Other fund managing $77 million in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed