StockDriftsStockDriftsTop 50 Yoffe Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 4.81% | 14.3K | $3.8M | +0.00%(+0) | $238.75(+19.65%) | 2026-03-31 | |
| IBM | IBM CORP | 3.64% | 11.7K | $2.8M | +0.00%(+0) | $220.46(-2.64%) | 2026-03-31 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 3.32% | 8.1K | $2.6M | +0.00%(+0) | $286.49(+27.31%) | 2026-03-31 | |
| WMT | WALMART INC | 2.98% | 18.7K | $2.3M | +0.00%(+0) | $85.55(+53.67%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 2.39% | 2.6K | $1.9M | +0.00%(+0) | $376.94(+139.37%) | 2026-03-31 | |
| HON | HONEYWELL INTL INC | 2.22% | 7.7K | $1.7M | +0.00%(+0) | $203.86(+6.91%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.1% | 5.6K | $1.6M | +0.07%(+4) | $225.57(+33.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.02% | 6.2K | $1.6M | +0.00%(+0) | $232.35(+28.63%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.99% | 4.2K | $1.6M | +0.00%(+0) | $425.90(-4.86%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | 1.97% | 5.3K | $1.5M | +0.00%(+0) | $66.00(+16.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.12% | +29.92% |
| Top 20 Holdings Unweighted | +10.79% | +35.98% |
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