Yoffe Investment Management, LLC
Yoffe Investment Management, LLC reported 113 holdings worth US$87.4M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Yoffe Investment Management, LLC reported 113 holdings worth US$87.4M as of Jun 30, 2026. Largest: International Business Machines Corporation, Caterpillar, Inc. and Intel Corporation. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 113
- Value as reported
- US$87.4M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| International Business Machines Corporation | 11,731 | US$3.3M | 3.8% |
| Caterpillar, Inc. | 2,637 | US$2.81M | 3.2% |
| Intel Corporation | 17,378 | US$2.43M | 2.8% |
| Walmart Inc. | 18,687 | US$2.12M | 2.4% |
| Jp Morgan Chase & Co. | 5,574 | US$1.82M | 2.1% |
| Apple Inc | 6,212 | US$1.8M | 2.1% |
| Microsoft Corp. | 4,200 | US$1.57M | 1.8% |
| Csx Corporation | 31,770 | US$1.51M | 1.7% |
| The Bank Of New York Mellon Corporation | 10,200 | US$1.48M | 1.7% |
| Procter & Gamble Company (the) | 10,042 | US$1.47M | 1.7% |
| Goldman Sachs Group, Inc. (the) | 1,396 | US$1.41M | 1.6% |
| Cisco Systems, Inc. | 11,959 | US$1.4M | 1.6% |
| Ge Aerospace | 3,685 | US$1.38M | 1.6% |
| The Travelers Companies, Inc. | 3,987 | US$1.32M | 1.5% |
| Ge Vernova Inc. | 921 | US$1.08M | 1.2% |
| Johnson & Johnson | 3,748 | US$952K | 1.1% |
| American Express Company | 2,800 | US$947K | 1.1% |
| Merck & Company, Inc. | 7,341 | US$943K | 1.1% |
| Visa Inc. | 2,697 | US$925K | 1.1% |
| Philip Morris International Inc | 4,900 | US$886K | 1.0% |
| Unitedhealth Group Incorporated | 2,058 | US$855K | 0.98% |
| Home Depot, Inc. (the) | 2,225 | US$785K | 0.90% |
| Simon Property Group, Inc. | 3,383 | US$757K | 0.87% |
| Gsk Plc | 13,657 | US$716K | 0.82% |
| Coca-cola Company (the) | 8,426 | US$685K | 0.78% |
| Mcdonald's Corporation | 2,485 | US$672K | 0.77% |
| Union Pacific Corporation | 2,400 | US$653K | 0.75% |
| Verizon Communications Inc. | 14,812 | US$627K | 0.72% |
| Berkshire Hathaway Inc. | 1,241 | US$621K | 0.71% |
| Exxon Mobil Corporation | 4,019 | US$549K | 0.63% |
| Boeing Company (the) | 2,526 | US$547K | 0.63% |
| Aflac Incorporated | 4,496 | US$527K | 0.60% |
| 3m Company | 3,252 | US$527K | 0.60% |
| Amgen Inc. | 1,406 | US$509K | 0.58% |
| Chevron Corporation | 2,927 | US$485K | 0.56% |
| Citigroup, Inc. | 3,334 | US$467K | 0.53% |
| Rtx Corporation | 2,327 | US$442K | 0.51% |
| Walt Disney Company (the) | 4,347 | US$418K | 0.48% |
| Prologis, Inc. | 2,795 | US$379K | 0.43% |
| Ppl Corporation | 10,100 | US$367K | 0.42% |
| Essex Property Trust, Inc. | 1,255 | US$366K | 0.42% |
| Altria Group, Inc. | 4,900 | US$353K | 0.40% |
| Bank Of America Corporation | 5,573 | US$318K | 0.36% |
| Kimco Realty Corporation (hc) | 10,943 | US$277K | 0.32% |
| Marriott International | 740 | US$274K | 0.31% |
| International Paper Company | 7,020 | US$267K | 0.31% |
| First Citizens Bancshares, Inc. | 128 | US$266K | 0.30% |
| Abbvie Inc. | 1,018 | US$256K | 0.29% |
| Marsh | 1,500 | US$250K | 0.29% |
| Bp Plc | 6,363 | US$235K | 0.27% |
| Welltower Inc. | 989 | US$224K | 0.26% |
| Dow Inc. | 8,164 | US$223K | 0.26% |
| Cvs Health Corporation | 2,057 | US$213K | 0.24% |
| Vornado Realty Trust | 5,401 | US$212K | 0.24% |
| Umh Properties, Inc. | 11,612 | US$176K | 0.20% |
| Haleon Plc | 17,073 | US$159K | 0.18% |
| Ford Mtr Co Del | 10,234 | US$142K | 0.16% |
| Elme Communities | 21,736 | US$32,169 | 0.04% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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