Data as of Q4 2025 (Dec 31, 2025)

Yoffe Investment Management, LLC

•CIK: 2056336•Filing: Q4 2025

Yoffe Investment Management, LLC manages $78M across a diversified portfolio of 112 positions. The fund exhibits notable concentration in technology and industrials, with top holdings including VB at $3.7M and IBM at $3.5M. Further significant allocations are directed toward broad market exposure via VTI ($2.7M) and core names such as WMT ($2.1M) and MSFT ($2.0M). This positioning suggests a tactical allocation favoring established market leaders and sector staples.

Total AUM
$78.3M
QoQ Performance
+1.9%
Positions
112
Top 10 Concentration
28.1%
Latest Filing
Q4 2025

Top Holdings Allocation

VB4.7%
IBM4.4%
VTI3.5%
WMT2.7%
MSFT2.6%
JPM2.3%
AAPL2.2%
VO2.0%

📈 Biggest Buys

MAR
MARRIOTT INTL INC NEW CLASS CLASS A
NEW
0.3% of portfolio
SPHY
STATE SRT SPDR PRTFL HGHYLD BND ETF
+1.1%
0.7% of portfolio
SCHC
SCHWAB INTERNATNAL SMALLCAP EQY ETF
+0.6%
1.1% of portfolio
IPAC
ISHARES CORE MSCI PACIFIC ETF
+0.6%
0.9% of portfolio
VNQI
VANGUARD GLBAL EX US REAL ESTATE ETF
+0.5%
0.8% of portfolio

📉 Biggest Sells

CHV
CHEVRON CORP NEW
-1.5%
0.6% of portfolio
AXP
AMERICAN EXPRESS CO
-0.1%
1.3% of portfolio

Sector Breakdown

Other58.3%
Technology11.5%
Financial8.3%
Industrial7.9%
Consumer5.3%
Healthcare3.7%
Real Estate1.3%
Consumer Staples1.1%

🚪 Exited Positionssold since Q3 2025

VNO
VORNADO RLTY TR REIT
SOLD
$214.4K
MDLZ
MONDELEZ INTL INC CLASS A
SOLD
$214.0K

Changes from Q3 2025

NEW1 new position
↑20 increased
↓2 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

VB4.7%
VANGUARD SMALL CAP ETF
$3.7M
IBM4.4%
IBM CORP
$3.5M
VTI3.5%
VANGUARD TOTAL STOCK MARKET ETF
$2.7M
WMT2.7%
WALMART INC
$2.1M
MSFT2.6%
MICROSOFT CORP
$2.0M

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