Yoffe Investment Management, LLC: 13F holdings
CIK 20563362026Q2
| Positions | 113 |
|---|
| Reported value | $87.4m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 113 (+2 vs prior quarter) |
|---|
| Reported value | $87.4m (+11.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 14,338 | $4.3m | 5.0% |
| IBM IBM CORP | 11,731 | $3.3m | 3.8% |
| VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 8,078 | $3.0m | 3.4% |
| CAT CATERPILLAR INC | 2,637 | $2.8m | 3.2% |
| INTC INTEL CORP | 17,378 | $2.4m | 2.8% |
| WMT WALMART INC | 18,687 | $2.1m | 2.4% |
| JPM JPMORGAN CHASE & CO | 5,574 | $1.8m | 2.1% |
| AAPL APPLE INC | 6,212 | $1.8m | 2.1% |
| VO VANGUARD MID-CAP INDEX FUND ETF SHARES | 21,378 | $1.7m | 2.0% |
| VXF VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | 6,633 | $1.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2056336")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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