Jeffrey N Yoffe

Yoffe Investment Management, Llc

Assets Managed

$78.051M

Holdings

111

Last Quarter

2026 - Q1

Filed Date

1mo 27d ago

Growth Rate

-0.35%(2Q avg: 0.78%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Yoffe Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 111 positions.

Assets under management

The assets under management (AUM) of Yoffe Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 78.051M in assets, with a quarterly growth rate of -0.35% and a 2-quarter average growth rate of 0.78%. The portfolio is managed by Jeffrey N Yoffe, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VB Vanguard Small-cap Etf Recent Activity	4.82%	$3.755M 14,338 shares@ $261.93 avg price
IBM Intl Business Machines Corp Recent Activity	3.65%	$2.843M 11,731 shares@ $242.4 avg price
VTI Vanguard Total Stock Mkt Etf Recent Activity	3.33%	$2.592M 8,078 shares@ $320.83 avg price
WMT Walmart Inc Recent Activity	2.98%	$2.322M 18,687 shares@ $124.29 avg price
CAT Caterpillar Inc Recent Activity	2.4%	$1.868M 2,637 shares@ $708.52 avg price
HON Honeywell International Inc Recent Activity	2.23%	$1.733M 7,667 shares@ $226.05 avg price
JPM Jpmorgan Chase & Co Recent Activity Increased 0.08%	2.1%	$1.638M 5,569 shares@ $294.18 avg price	Increased 0.08%
AAPL Apple Inc Recent Activity	2.02%	$1.577M 6,212 shares@ $253.81 avg price
MSFT Microsoft Corp Recent Activity	2%	$1.555M 4,200 shares@ $370.16 avg price
VO Vanguard Mid-cap Etf Recent Activity	1.97%	$1.535M 5,345 shares@ $287.16 avg price

1-10 of 111