§ 13F · FUND PROFILE
Yoffe Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $73.1T (13F)Positions · 114Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$229.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD SMALL CAP ETF | 14K | $3.7T | 4.7% | ±0% |
| 2 | IBM | IBM CORP | 12K | $3.5T | 4.4% | ±0% |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 8K | $2.7T | 3.5% | ±0% |
| 4 | WMT | WALMART INC | 19K | $2.1T | 2.7% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 4K | $2.0T | 2.6% | ±0% |
| 6 | JPM | JPMORGAN CHASE & CO | 6K | $1.8T | 2.3% | ±0% |
| 7 | AAPL | APPLE INC | 6K | $1.7T | 2.2% | ±0% |
| 8 | VO | VANGUARD MID CAP ETF | 5K | $1.6T | 2.0% | ±0% |
| 9 | CAT | CATERPILLAR INC | 3K | $1.5T | 1.9% | ±0% |
| 10 | HON | HONEYWELL INTL INC | 8K | $1.5T | 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 $73079.8 trillion in assets. The fund runs a portfolio of 114 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed