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Yoffe Investment Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $84,886,921
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD MORNINGSTAR SMALL-CAP ETF · UIE · 922908751 · shares: $4,079,128
- VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF · UIE · 922908769 · shares: $3,023,285
- IBM CORP · COM · 459200101 · shares: $2,580,004
- MICROSOFT CORP · COM · 594918104 · shares: $2,154,107
- CATERPILLAR INC · COM · 149123101 · shares: $2,138,206
- INTEL CORP · COM · 458140100 · shares: $2,089,297
- APPLE INC · COM · 037833100 · shares: $2,068,804
- WALMART INC · COM · 931142103 · shares: $1,941,981
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $1,845,367
- VANGUARD MORNINGSTAR MID-CAP ETF · UIE · 922908629 · shares: $1,676,427
Reported holdings
114 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| KIMCO RLTY CORP REIT | RET | 49446R109 | — | 10,959 shares | $243,404 |
| INTERNTNL PAPER CO | COM | 460146103 | — | 7,020 shares | $232,853 |
| AT&T INC | COM | 00206R102 | — | 9,360 shares | $228,384 |
| WELLTOWER INC REIT | RET | 95040Q104 | — | 989 shares | $227,707 |
| DOW INC | COM | 260557103 | — | 8,170 shares | $224,990 |
| VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | UIE | 92206C771 | — | 5,051 shares | $224,315 |
| ISHARES MBS ETF | UIE | 464288588 | — | 2,458 shares | $220,286 |
| SALESFORCE INC | COM | 79466L302 | — | 937 shares | $214,992 |
| HEWLETT PACKARD ENTERPRI | COM | 42824C109 | — | 3,206 shares | $204,859 |
| VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES | UIE | 92203J407 | — | 4,328 shares | $202,853 |
| UMH PPTYS INC REIT | RET | 903002103 | — | 11,612 shares | $178,817 |
| HALEON PLC F | ADR | 405552100 | — | 17,073 shares | $153,657 |
| FORD MTR CO DEL | COM | 345370860 | — | 10,234 shares | $123,422 |
| ELME COMMUNITIES REIT REIT | RET | 939653101 | — | 21,736 shares | $37,821 |