Yoffe Investment Management, LLC

13F filer · CIK 0002056336

Reported Jul 10, 2026

Net buyer this quarter

13F portfolio value$87.4MU.S. long equity reported on 13F

Positions613 new · 2 closed

Net flow last quarter+$279KBuys minus sells

Top 10 positions weight23.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 10, 202661 positions
IBMInternational Business Machines Corp	$3.3M	3.78%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$2.81M	3.21%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$2.43M	2.78%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$2.12M	2.42%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$1.82M	2.09%	0.00%	+0.1%	Q4 2024
AAPLApple Inc.	$1.8M	2.06%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$1.57M	1.79%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$1.51M	1.73%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$1.48M	1.69%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$1.47M	1.69%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$1.41M	1.62%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$1.4M	1.61%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$1.38M	1.58%	0.00%	Not reported	Q4 2024
TRVTravelers Companies, Inc.	$1.32M	1.51%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$1.08M	1.24%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$952K	1.09%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$947K	1.08%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$943K	1.08%	0.00%	Not reported	Q4 2024
VVisa Inc.	$925K	1.06%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$886K	1.01%	0.00%	Not reported	Q4 2024
HONHoneywell International Inc	$858K	0.98%	0.00%	0.0%	Q4 2024
UNHUnitedhealth Group Inc	$855K	0.98%	0.00%	Not reported	Q4 2024
HONAHoneywell Aerospace Inc.	$847K	0.97%	Not reported	0.0%	Q2 2026
VPLInvesco Pennsylvania Value Municipal Income Trust	$811K	0.93%	Not reported	Not reported	Q4 2024
HDHome Depot, Inc.	$785K	0.90%	0.00%	Not reported	Q4 2024
SPGSimon Property Group Inc.	$757K	0.87%	42.29%	Not reported	Q4 2024
GSKGSK plc	$716K	0.82%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$685K	0.78%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$672K	0.77%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$653K	0.75%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$627K	0.72%	0.00%	0.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$621K	0.71%	Not reported	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$549K	0.63%	0.00%	Not reported	Q4 2024
BABoeing Co	$547K	0.63%	0.00%	Not reported	Q4 2024
AFLAflac Inc	$527K	0.60%	0.00%	Not reported	Q4 2024
MMM3m Co	$527K	0.60%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$509K	0.58%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$485K	0.56%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$467K	0.53%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$442K	0.51%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$418K	0.48%	0.00%	Not reported	Q4 2024
PLDPrologis, Inc.	$379K	0.43%	0.00%	Not reported	Q4 2024
PPLPPL Corp	$367K	0.42%	0.00%	Not reported	Q4 2024
ESSEssex Property Trust, Inc.	$366K	0.42%	0.00%	+0.1%	Q4 2024
MOAltria Group, Inc.	$353K	0.40%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$318K	0.36%	0.00%	Not reported	Q4 2024
KIMKimco Realty Corp	$277K	0.32%	0.00%	+0.1%	Q4 2024
MARMarriott International Inc	$274K	0.31%	0.00%	Not reported	Q4 2024
IPInternational Paper Co	$267K	0.31%	0.00%	Not reported	Q4 2024
FCNCAFirst Citizens Bancshares Inc	$266K	0.30%	Not reported	Not reported	Q4 2024

Q1 2026Reported Apr 21, 202659 positions
IBMInternational Business Machines Corp	$2.84M	3.64%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$2.32M	2.98%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$1.87M	2.39%	0.00%	Not reported	Q4 2024
HONHoneywell International Inc	$1.73M	2.22%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$1.64M	2.10%	0.00%	+0.1%	Q4 2024
AAPLApple Inc.	$1.58M	2.02%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$1.55M	1.99%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$1.45M	1.86%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$1.3M	1.67%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$1.21M	1.55%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$1.18M	1.51%	0.00%	Not reported	Q4 2024
TRVTravelers Companies, Inc.	$1.16M	1.49%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$1.05M	1.34%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$928K	1.19%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$916K	1.17%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$883K	1.13%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$847K	1.09%	0.00%	Not reported	Q4 2024
VVisa Inc.	$815K	1.04%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$810K	1.04%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$804K	1.03%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$772K	0.99%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$767K	0.98%	0.00%	Not reported	Q4 2024
GSKGSK plc	$754K	0.97%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$743K	0.95%	0.00%	0.0%	Q4 2024
HDHome Depot, Inc.	$732K	0.94%	0.00%	Not reported	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$685K	0.88%	Not reported	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$682K	0.87%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$641K	0.82%	0.00%	Not reported	Q4 2024
SPGSimon Property Group Inc.	$631K	0.81%	42.29%	Not reported	Q4 2024
CVXChevron Corp	$605K	0.78%	0.00%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$595K	0.76%	Not reported	Not reported	Q4 2024
UNPUnion Pacific Corp	$582K	0.75%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$557K	0.71%	0.00%	Not reported	Q4 2024
BABoeing Co	$503K	0.64%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$495K	0.63%	0.00%	Not reported	Q4 2024
AFLAflac Inc	$493K	0.63%	0.00%	Not reported	Q4 2024
MMM3m Co	$472K	0.61%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$449K	0.58%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$419K	0.54%	0.00%	Not reported	Q4 2024
PPLPPL Corp	$386K	0.49%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$378K	0.48%	0.00%	Not reported	Q4 2024
PLDPrologis, Inc.	$369K	0.47%	0.00%	Not reported	Q4 2024
DOWDow Inc.	$340K	0.44%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$323K	0.41%	0.00%	Not reported	Q4 2024
ESSEssex Property Trust, Inc.	$304K	0.39%	0.00%	-0.1%	Q4 2024
BPBP PLC	$299K	0.38%	Not reported	Not reported	Q1 2025
BACBank of America Corp	$272K	0.35%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$271K	0.35%	0.00%	0.0%	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$260K	0.33%	0.00%	Not reported	Q4 2024
IPInternational Paper Co	$251K	0.32%	0.00%	Not reported	Q4 2024

Q4 2025Reported Jan 26, 202660 positions
IBMInternational Business Machines Corp	$3.47M	4.44%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$2.08M	2.66%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$2.03M	2.59%	0.00%	Not reported	Q4 2024
JPMJPMorgan Chase & Co	$1.79M	2.29%	0.00%	+0.1%	Q4 2024
AAPLApple Inc.	$1.69M	2.16%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$1.51M	1.93%	0.00%	Not reported	Q4 2024
HONHoneywell International Inc	$1.5M	1.91%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$1.44M	1.84%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$1.23M	1.57%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$1.18M	1.51%	0.00%	Not reported	Q4 2024
TRVTravelers Companies, Inc.	$1.16M	1.48%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$1.15M	1.47%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$1.14M	1.45%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$1.04M	1.32%	0.00%	-0.1%	Q4 2024
VVisa Inc.	$946K	1.21%	0.00%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$921K	1.18%	0.00%	Not reported	Q4 2024
PMPhilip Morris International Inc.	$786K	1.00%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$776K	0.99%	0.00%	Not reported	Q4 2024
MRKMerck & Co., Inc.	$773K	0.99%	0.00%	0.0%	Q4 2024
HDHome Depot, Inc.	$765K	0.98%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$760K	0.97%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$679K	0.87%	0.00%	+0.1%	Q4 2024
GSKGSK plc	$670K	0.86%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$641K	0.82%	0.00%	Not reported	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$633K	0.81%	Not reported	Not reported	Q4 2024
SPGSimon Property Group Inc.	$626K	0.80%	42.29%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$624K	0.80%	Not reported	Not reported	Q4 2024
VZVerizon Communications Inc	$603K	0.77%	0.00%	0.0%	Q4 2024
GEVGE Vernova Inc.	$602K	0.77%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$589K	0.75%	0.00%	0.0%	Q4 2024
UNPUnion Pacific Corp	$555K	0.71%	0.00%	Not reported	Q4 2024
BABoeing Co	$548K	0.70%	0.00%	Not reported	Q4 2024
MMM3m Co	$521K	0.66%	0.00%	Not reported	Q4 2024
AFLAflac Inc	$496K	0.63%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$495K	0.63%	0.00%	Not reported	Q4 2024
XOMExxonMobil Holdings Corp	$484K	0.62%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$460K	0.59%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$446K	0.57%	0.00%	-1.6%	Q4 2024
RTXRTX Corp	$427K	0.54%	0.00%	Not reported	Q4 2024
CCitigroup Inc	$389K	0.50%	0.00%	Not reported	Q4 2024
ELMEElme Communities	$378K	0.48%	0.02%	+0.1%	Q4 2024
PLDPrologis, Inc.	$357K	0.46%	0.00%	Not reported	Q4 2024
PPLPPL Corp	$354K	0.45%	0.00%	Not reported	Q4 2024
ESSEssex Property Trust, Inc.	$328K	0.42%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$307K	0.39%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$283K	0.36%	0.00%	Not reported	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$278K	0.36%	0.00%	Not reported	Q4 2024
NKENIKE, Inc.	$278K	0.35%	0.00%	0.0%	Q4 2024
IPInternational Paper Co	$277K	0.35%	0.00%	Not reported	Q4 2024
FCNCAFirst Citizens Bancshares Inc	$275K	0.35%	Not reported	Not reported	Q4 2024

Q3 2025Reported Oct 24, 202561 positions
IBMInternational Business Machines Corp	$3.31M	4.31%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$2.18M	2.83%	0.00%	Not reported	Q4 2024
WMTWalmart Inc.	$1.93M	2.51%	0.00%	0.0%	Q4 2024
JPMJPMorgan Chase & Co	$1.75M	2.28%	0.00%	+0.1%	Q4 2024
HONHoneywell International Inc	$1.61M	2.10%	0.00%	Not reported	Q4 2024
AAPLApple Inc.	$1.58M	2.06%	0.00%	Not reported	Q4 2024
PGPROCTER & GAMBLE Co	$1.54M	2.01%	0.00%	Not reported	Q4 2024
CATCaterpillar Inc	$1.26M	1.64%	0.00%	Not reported	Q4 2024
CSXCSX Corp	$1.13M	1.47%	0.00%	Not reported	Q4 2024
TRVTravelers Companies, Inc.	$1.11M	1.45%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$1.11M	1.45%	0.00%	Not reported	Q4 2024
BNYBank of New York Mellon Corp	$1.11M	1.45%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$1.11M	1.44%	0.00%	Not reported	Q4 2024
AXPAmerican Express Co	$931K	1.21%	0.00%	Not reported	Q4 2024
VVisa Inc.	$921K	1.20%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$901K	1.17%	0.00%	0.0%	Q4 2024
CSCOCisco Systems, Inc.	$818K	1.06%	0.00%	0.0%	Q4 2024
PMPhilip Morris International Inc.	$795K	1.03%	0.00%	Not reported	Q4 2024
MCDMcdonalds Corp	$755K	0.98%	0.00%	Not reported	Q4 2024
UNHUnitedhealth Group Inc	$710K	0.92%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$695K	0.90%	0.00%	Not reported	Q4 2024
VZVerizon Communications Inc	$650K	0.85%	0.00%	0.0%	Q4 2024
SPGSimon Property Group Inc.	$635K	0.83%	42.29%	Not reported	Q4 2024
BRK.BBerkshire Hathaway Inc	$624K	0.81%	Not reported	Not reported	Q4 2024
MRKMerck & Co., Inc.	$616K	0.80%	0.00%	0.0%	Q4 2024
VPLInvesco Pennsylvania Value Municipal Income Trust	$616K	0.80%	Not reported	Not reported	Q4 2024
GSKGSK plc	$589K	0.77%	0.00%	Not reported	Q4 2024
INTCIntel Corp	$583K	0.76%	0.00%	Not reported	Q4 2024
UNPUnion Pacific Corp	$567K	0.74%	0.00%	Not reported	Q4 2024
GEVGE Vernova Inc.	$566K	0.74%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$559K	0.73%	0.00%	0.0%	Q4 2024
BABoeing Co	$545K	0.71%	0.00%	Not reported	Q4 2024
MMM3m Co	$505K	0.66%	0.00%	Not reported	Q4 2024
AFLAflac Inc	$502K	0.65%	0.00%	Not reported	Q4 2024
DISWalt Disney Co	$498K	0.65%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$462K	0.60%	0.00%	0.0%	Q4 2024
XOMExxonMobil Holdings Corp	$453K	0.59%	0.00%	+0.1%	Q4 2024
AMGNAmgen Inc	$397K	0.52%	0.00%	Not reported	Q4 2024
RTXRTX Corp	$389K	0.51%	0.00%	0.0%	Q4 2024
PPLPPL Corp	$375K	0.49%	0.00%	Not reported	Q4 2024
ELMEElme Communities	$366K	0.48%	0.02%	+0.1%	Q4 2024
CCitigroup Inc	$338K	0.44%	0.00%	Not reported	Q4 2024
ESSEssex Property Trust, Inc.	$336K	0.44%	0.00%	Not reported	Q4 2024
IPInternational Paper Co	$326K	0.42%	0.00%	Not reported	Q4 2024
MOAltria Group, Inc.	$324K	0.42%	0.00%	Not reported	Q4 2024
PLDPrologis, Inc.	$320K	0.42%	0.00%	Not reported	Q4 2024
NKENIKE, Inc.	$304K	0.40%	0.00%	Not reported	Q4 2024
MRSHMarsh & Mclennan Companies, Inc.	$302K	0.39%	0.00%	Not reported	Q4 2024
BACBank of America Corp	$288K	0.37%	0.00%	Not reported	Q4 2024
TAt&T Inc.	$264K	0.34%	0.00%	0.0%	Q4 2024

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