Yoffe Investment Management, LLC
CIK 2056336 · Holdings on Jun 30, 2026 · First reported Jul 10, 2026
Top ten holdings
Q2 2026- VB4.98%
- IBM3.78%
- VTI3.42%
- CAT3.21%
- INTC2.78%
- WMT2.42%
- JPM2.09%
- AAPL2.06%
- VO1.97%
- VXF1.87%
Share classes counted separately28.58%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- INTCWeight increased · +1.80 pp0.98% → 2.78%Shares 0 (0.00%)
- CATWeight increased · +0.82 pp2.39% → 3.21%Shares 0 (0.00%)
- WMTWeight decreased · -0.56 pp2.98% → 2.42%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VBVANGUARD MOST SM-CAP ETF-USDUIE View history and evidence | $4.35M | 4.98% | 14.34K shares | 4.81% → 4.98%+0.17 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | IBMINTL BUSINESS MACHINES CORP View history and evidence | $3.30M | 3.78% | 11.73K shares | 3.64% → 3.78%+0.14 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USUIE View history and evidence | $2.99M | 3.42% | 8.08K shares | 3.32% → 3.42%+0.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | CATCATERPILLAR INC View history and evidence | $2.81M | 3.21% | 2.64K shares | 2.39% → 3.21%+0.82 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | INTCINTEL CORP View history and evidence | $2.43M | 2.78% | 17.38K shares | 0.98% → 2.78%+1.80 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | WMTWALMART INC View history and evidence | $2.12M | 2.42% | 18.69K shares | 2.98% → 2.42%-0.56 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | JPMJPMORGAN CHASE & CO View history and evidence | $1.82M | 2.09% | 5.57K shares | 2.10% → 2.09%-0.01 pp +5 (+0.09%) | Added | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $1.80M | 2.06% | 6.21K shares | 2.02% → 2.06%+0.04 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | VOVNGRD MRNGSTR MD-CAP ETF-USDUIE View history and evidence | $1.72M | 1.97% | 21.38K shares | 1.97% → 1.97%+0.00 pp +16.03K (+299.96%) | Added | ↗▾ |
| 10 | VXFVANGUARD EXTENDED MARKET ETFUIE View history and evidence | $1.63M | 1.87% | 6.63K shares | 1.75% → 1.87%+0.12 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| T AT&T INC | Non-derivative | -9,353 | -$271.15K | SEC filing ↗ | SEC filing ↗ |
| NKE NIKE INC -CL B | Non-derivative | -4,365 | -$230.54K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2056336 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 87354634
}Research all 113 reported holdings.
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