§ 13F · FUND PROFILE
Yoffe Investment Management, LLC.
AUM · $87M (13F)Positions · 113Turnover · n/a · Q2Filed · Jul 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 14K | $4M | 5.0% | ±0% |
| 2 | IBM | IBM CORP | 12K | $3M | 3.8% | ±0% |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 8K | $3M | 3.4% | ±0% |
| 4 | CAT | CATERPILLAR INC | 3K | $3M | 3.2% | ±0% |
| 5 | INTC | INTEL CORP | 17K | $2M | 2.8% | ±0% |
| 6 | WMT | WALMART INC | 19K | $2M | 2.4% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO | 6K | $2M | 2.1% | ±0% |
| 8 | AAPL | APPLE INC | 6K | $2M | 2.1% | ±0% |
| 9 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 21K | $2M | 2.0% | +300% |
| 10 | VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | 7K | $2M | 1.9% | ±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 $87 million in assets. The fund runs a portfolio of 113 positions.
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