Holdings
Yoffe Investment Management, LLC
As of Jun 30, 2026, Yoffe Investment Management, LLC reported 58 positions worth US$47.4M. Largest: International Business Machines Corporation, Caterpillar, Inc. and Intel Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| International Business Machines Corporation | 11,731 | US$3.3M | no change | Jun 30, 2026 |
| Caterpillar, Inc. | 2,637 | US$2.81M | no change | Jun 30, 2026 |
| Intel Corporation | 17,378 | US$2.43M | no change | Jun 30, 2026 |
| Walmart Inc. | 18,687 | US$2.12M | no change | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 5,574 | US$1.82M | +5 | Jun 30, 2026 |
| Apple Inc | 6,212 | US$1.8M | no change | Jun 30, 2026 |
| Microsoft Corp. | 4,200 | US$1.57M | no change | Jun 30, 2026 |
| Csx Corporation | 31,770 | US$1.51M | no change | Jun 30, 2026 |
| The Bank Of New York Mellon Corporation | 10,200 | US$1.48M | no change | Jun 30, 2026 |
| Procter & Gamble Company (the) | 10,042 | US$1.47M | no change | Jun 30, 2026 |