Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Yoffe Investment Management, LLC (CIK 2056336) reported $78.1M across 111 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VB ($3.8M, 4.81%), IBM ($2.8M, 3.64%), VTI ($2.6M, 3.32%), WMT ($2.3M, 2.98%), CAT ($1.9M, 2.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VB | VANGUARD SMALL-CAP INDEXFUND ETF SHARES | $3.8M | 4.81% | 14,338 | Hold |
| 2 | IBM | IBM CORP | $2.8M | 3.64% | 11,731 | Hold |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | $2.6M | 3.32% | 8,078 | Hold |
| 4 | WMT | WALMART INC | $2.3M | 2.98% | 18,687 | Hold |
| 5 | CAT | CATERPILLAR INC | $1.9M | 2.39% | 2,637 | Hold |
| 6 | HON | HONEYWELL INTL INC | $1.7M | 2.22% | 7,667 | Hold |
| 7 | JPM | JPMORGAN CHASE & CO | $1.6M | 2.10% | 5,569 | Added |
| 8 | AAPL | APPLE INC | $1.6M | 2.02% | 6,212 | Hold |
| 9 | MSFT | MICROSOFT CORP | $1.6M | 1.99% | 4,200 | Hold |
| 10 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $1.5M | 1.97% | 5,345 | Hold |
| 11 | PG | PROCTER & GAMBLE CO | $1.5M | 1.86% | 10,042 | Hold |
| 12 | VXF | VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | $1.4M | 1.75% | 6,633 | Hold |
| 13 | ILF | ISHARES LATIN AMERICA 40ETF | $1.3M | 1.69% | 37,193 | Added |
| 14 | CSX | CSX CORP | $1.3M | 1.67% | 31,770 | Hold |
| 15 | BK | BANK NEW YORK MELLON COR | $1.2M | 1.55% | 10,200 | Hold |
| 16 | GS | GOLDMAN SACHS GROUP INC | $1.2M | 1.51% | 1,396 | Hold |
| 17 | TRV | TRAVELERS COS INC | $1.2M | 1.49% | 3,987 | Hold |
| 18 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES | $1.1M | 1.43% | 17,022 | Added |
| 19 | GE | GE AEROSPACE | $1.0M | 1.34% | 3,685 | Hold |
| 20 | BBCA | JPMORGAN BETABUILDERS CANADA ETF | $991,424 | 1.27% | 10,540 | Trimmed |
| 21 | CSCO | CISCO SYS INC | $927,866 | 1.19% | 11,959 | Hold |
| 22 | JNJ | JOHNSON & JOHNSON | $916,153 | 1.17% | 3,748 | Hold |
| 23 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $908,831 | 1.16% | 19,444 | Hold |
| 24 | MRK | MERCK & CO. INC. | $883,020 | 1.13% | 7,341 | Hold |
| 25 | GXC | STATE STREET SPDR S&P CHINA ETF | $850,744 | 1.09% | 9,136 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31