StockDriftsStockDriftsTop 50 Yoffe Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 4.98% | 14.3K | $4.3M | +0.00%(+0) | $238.75(+28.34%) | 2026-06-30 | |
| IBM | IBM CORP | 3.78% | 11.7K | $3.3M | +0.00%(+0) | $220.46(+7.18%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 3.42% | 8.1K | $3.0M | +0.00%(+0) | $286.49(+33.35%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 3.21% | 2.6K | $2.8M | +0.00%(+0) | $376.94(+127.03%) | 2026-06-30 | |
| INTC | INTEL CORP | 2.78% | 17.4K | $2.4M | +0.00%(+0) | $21.75(+346.93%) | 2026-06-30 | |
| WMT | WALMART INC | 2.42% | 18.7K | $2.1M | +0.00%(+0) | $85.55(+32.25%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.09% | 5.6K | $1.8M | +0.09%(+5) | $225.64(+60.21%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.06% | 6.2K | $1.8M | +0.00%(+0) | $232.35(+31.99%) | 2026-06-30 | |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 1.97% | 21.4K | $1.7M | -0.01%(-2) | $66.00(+25.80%) | 2026-06-30 | |
| VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | 1.87% | 6.6K | $1.6M | +0.00%(+0) | $185.99(+32.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +25.61% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.89% |
Yoffe Investment Management, LLC reports $87.35M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are VB (5.0%), IBM (3.8%) and VTI (3.4%). The top 20 holdings account for 44.55% of reported assets. Its disclosed equity book has returned +25.61% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Yoffe Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056336). View Yoffe Investment Management, LLC’s 13F filings on SEC