Institutional Fund
Yoffe Investment Management, LLC
Lemoyne, PACIK 20563365 filings on record
Portfolio Value
$78.05M
Q1 2026
Holdings
111
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-0.4%
from $78.33M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds4.8%
- International Business Machs3.6%
- Vanguard Index Fds3.3%
- Walmart Inc3.0%
- Caterpillar Inc2.4%
- Honeywell Intl Inc2.2%
- Other80.6%
Portfolio Holdings
111 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 14.3K | $3.76M | 4.8% | 0 | Held |
| 2 | International Business Machs | 11.7K | $2.84M | 3.6% | 0 | Held |
| 3 | Vanguard Index Fds | 8.1K | $2.59M | 3.3% | 0 | Held |
| 4 | Walmart Inc | 18.7K | $2.32M | 3.0% | 0 | Held |
| 5 | Caterpillar Inc | 2.6K | $1.87M | 2.4% | 0 | Held |
| 6 | Honeywell Intl Inc | 7.7K | $1.73M | 2.2% | 0 | Held |
| 7 | Jpmorgan Chase & Co. | 5.6K | $1.64M | 2.1% | +4 | Added |
| 8 | Apple Inc | 6.2K | $1.58M | 2.0% | 0 | Held |
| 9 | Microsoft Corp | 4.2K | $1.55M | 2.0% | 0 | Held |
| 10 | Vanguard Index Fds | 5.3K | $1.53M | 2.0% | 0 | Held |
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