Yoffe Investment Management, LLC

CIK 0002056336 • 6 13F filings • Apr 16, 2025 – Jul 10, 2026

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Filer information

Filed by: Yoffe Investment Management, LLC, Sole Member
Address: 2 LEMOYNE DR, STE 100, LEMOYNE, PA, 17043-1222
Phone: 717-343-1120
AUM: $78.3M

AUM over time

$87.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $78.3M112 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$521K	0.7%Prev: 0.7%	3,252 SH	Increased
ABBVIE INC	COM	$233K	0.3%Prev: 0.3%	1,018 SH	Decreased
AFLAC INC	COM	$496K	0.6%Prev: 0.7%	4,496 SH	Decreased
ALTRIA GROUP INC	COM	$283K	0.4%Prev: 0.4%	4,900 SH	Decreased
AMERICAN EXPRESS CO	COM	$1.0M	1.3%Prev: 1.2%	2,800 SH	Increased-4 SH
AMGEN INC	COM	$460K	0.6%Prev: 0.5%	1,406 SH	Increased
APPLE INC	COM	$1.7M	2.2%Prev: 2.1%	6,212 SH	Increased
AT&T INC	COM	$232K	0.3%Prev: 0.3%	9,350 SH	Decreased+4 SH
BANK NEW YORK MELLON COR	COM	$1.2M	1.5%Prev: 1.4%	10,200 SH	Increased
BANK OF AMERICA CORP	COM	$307K	0.4%Prev: 0.4%	5,573 SH	Increased
BERKSHIRE HATHAWAY CLASS CLASS B	COM	$624K	0.8%	1,241 SH	New
BOEING CO	COM	$548K	0.7%Prev: 0.7%	2,526 SH	Increased
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS	ADR	$221K	0.3%Prev: 0.3%	6,363 SH	Increased
CATERPILLAR INC	COM	$1.5M	1.9%Prev: 1.6%	2,637 SH	Increased
CHEVRON CORP NEW	COM	$446K	0.6%Prev: 0.6%	2,927 SH	Decreased-46 SH
CISCO SYS INC	COM	$921K	1.2%Prev: 1.1%	11,959 SH	Increased
CITIGROUP INC	COM	$389K	0.5%Prev: 0.4%	3,334 SH	Increased
CONSTELLATION ENERGY COR	COM	$235K	0.3%Prev: 0.3%	666 SH	Increased
CSX CORP	COM	$1.2M	1.5%Prev: 1.5%	31,770 SH	Increased
DISNEY WALT CO	COM	$495K	0.6%Prev: 0.6%	4,347 SH	Decreased
ELME COMMUNITIES REIT REIT	RET	$378K	0.5%Prev: 0.5%	21,736 SH	Increased+10 SH
ESSEX PPTY TR INC REIT	RET	$328K	0.4%Prev: 0.4%	1,255 SH	Decreased
EXXON MOBIL CORP	COM	$484K	0.6%Prev: 0.6%	4,019 SH	Increased
FIRST CTZNS BANCSHARES ICLASS CLASS A	COM	$275K	0.4%	128 SH	New
FORD MTR CO DEL	COM	$134K	0.2%Prev: 0.2%	10,234 SH	Increased
FRANKLIN FTSE ASIA EX JAPAN ETF	UIE	$813K	1.0%Prev: 1.0%	27,437 SH	Increased
FRANKLIN FTSE CANADA ETF	UIE	$596K	0.8%Prev: 0.7%	12,330 SH	Increased
FRANKLIN FTSE INDIA ETF	UIE	$338K	0.4%Prev: 0.4%	8,764 SH	Increased
FRANKLIN FTSE JAPAN ETF	UIE	$393K	0.5%Prev: 0.5%	11,410 SH	Decreased
FRANKLIN FTSE LATIN AMERICA ETF	UIE	$402K	0.5%Prev: 0.5%	16,698 SH	Increased
GE AEROSPACE	COM	$1.1M	1.4%Prev: 1.4%	3,685 SH	Increased
GE VERNOVA INC	COM	$602K	0.8%Prev: 0.7%	921 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$1.2M	1.6%Prev: 1.4%	1,396 SH	Increased
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS	ADR	$670K	0.9%Prev: 0.8%	13,657 SH	Increased
HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS	ADR	$173K	0.2%Prev: 0.2%	17,073 SH	Increased
HOME DEPOT INC	COM	$765K	1.0%Prev: 1.2%	2,225 SH	Decreased
HONEYWELL INTL INC	COM	$1.5M	1.9%Prev: 2.1%	7,667 SH	Decreased
IBM CORP	COM	$3.5M	4.4%Prev: 4.3%	11,731 SH	Increased
INTEL CORP	COM	$641K	0.8%Prev: 0.8%	17,378 SH	Increased
INTERNTNL PAPER CO	COM	$277K	0.4%Prev: 0.4%	7,020 SH	Decreased
INVESCO INDIA ETF	UIE	$399K	0.5%Prev: 0.5%	16,402 SH	Decreased
ISHARES CHINA LARGE CAP ETF	UIE	$506K	0.6%Prev: 0.7%	13,219 SH	Decreased+33 SH
ISHARES CORE MSCI EMERGING ETF	UIE	$524K	0.7%Prev: 0.7%	7,800 SH	Increased
ISHARES CORE MSCI PACIFIC ETF	UIE	$679K	0.9%Prev: 0.9%	9,276 SH	Increased+55 SH
ISHARES CORE MSCI EUROPEETF	UIE	$294K	0.4%Prev: 0.4%	4,148 SH	Increased
ISHARES EUROPE ETF	UIE	$297K	0.4%Prev: 0.4%	4,327 SH	Increased
ISHARES JP MRGN EM HIGH YLD BD ETF	UIE	$424K	0.5%Prev: 0.5%	10,513 SH	Increased
ISHARES JPMORGAN USD MTSBOND ETF	UIE	$795K	1.0%Prev: 1.0%	8,262 SH	Increased+17 SH
ISHARES LATIN AMERICA 40ETF	UIE	$1.1M	1.4%Prev: 1.4%	37,168 SH	Increased+69 SH
ISHARES MBS ETF	UIE	$234K	0.3%Prev: 0.3%	2,458 SH	Increased
ISHARES MSCI ALL COUNT ASA EX JP ETF	UIE	$334K	0.4%Prev: 0.4%	3,592 SH	Increased
ISHARES MSCI CANADA ETF	UIE	$263K	0.3%Prev: 0.3%	4,869 SH	Increased
ISHARES MSCI CHINA ETF	UIE	$309K	0.4%Prev: 0.4%	5,149 SH	Decreased
ISHARES MSCI EAFE ETF	UIE	$295K	0.4%Prev: 0.4%	3,068 SH	Increased
ISHARES MSCI EAFE GROWTHETF	UIE	$269K	0.3%Prev: 0.3%	2,358 SH	Increased
ISHARES MSCI EMERGING MARKETS AS ETF	UIE	$563K	0.7%Prev: 0.7%	5,991 SH	Increased
ISHARES MSCI INDIA INDEXETF	UIE	$360K	0.5%Prev: 0.5%	6,656 SH	Increased
ISHARES MSCI JAPAN ETF	UIE	$330K	0.4%Prev: 0.4%	4,083 SH	Increased
ISHARES MSCI JAPAN SMALLCAP ETF	UIE	$517K	0.7%Prev: 0.7%	5,630 SH	Decreased
ISHARES MSCI PACIFIC EX JAPAN ETF	UIE	$412K	0.5%Prev: 0.5%	8,163 SH	Decreased
JOHNSON & JOHNSON	COM	$776K	1.0%Prev: 0.9%	3,748 SH	Increased
JPMORGAN BETABUILDERS CANADA ETF	UIE	$993K	1.3%Prev: 1.2%	10,676 SH	Increased
JPMORGAN BETABUILDERS EUROPE ETF	UIE	$780K	1.0%Prev: 1.0%	10,642 SH	Increased
JPMORGAN BETABUILDERS JAPAN ETF	UIE	$357K	0.5%Prev: 0.5%	5,423 SH	Decreased
JPMORGAN CHASE & CO	COM	$1.8M	2.3%Prev: 2.3%	5,565 SH	Increased+5 SH
KIMCO RLTY CORP REIT	RET	$221K	0.3%Prev: 0.3%	10,914 SH	Decreased+16 SH
MARRIOTT INTL INC NEW CLASS CLASS A	COM	$230K	0.3%	740 SH	New
MARSH & MCLENNAN COS INC	COM	$278K	0.4%Prev: 0.4%	1,500 SH	Decreased
MCDONALDS CORP	COM	$760K	1.0%Prev: 1.0%	2,485 SH	Increased
MERCK & CO. INC.	COM	$773K	1.0%Prev: 0.8%	7,341 SH	Increased+3 SH
MICROSOFT CORP	COM	$2.0M	2.6%Prev: 2.8%	4,200 SH	Decreased
NIKE INC CLASS B	COM	$278K	0.4%	4,363 SH	New
PHILIP MORRIS INTL INC	COM	$786K	1.0%Prev: 1.0%	4,900 SH	Decreased
PPL CORP	COM	$354K	0.5%Prev: 0.5%	10,100 SH	Decreased
PROCTER & GAMBLE CO	COM	$1.4M	1.8%Prev: 2.0%	10,042 SH	Decreased
PROLOGIS INC REIT	RET	$357K	0.5%Prev: 0.4%	2,795 SH	Increased
RTX CORP	COM	$427K	0.5%Prev: 0.5%	2,327 SH	Increased
SALESFORCE INC	COM	$248K	0.3%Prev: 0.3%	937 SH	Increased
SCHWAB EMERGING MARKETS EQUITY ETF	UIE	$433K	0.6%Prev: 0.6%	13,228 SH	Decreased
SCHWAB INTERNATNAL SMALLCAP EQY ETF	UIE	$885K	1.1%Prev: 1.1%	19,444 SH	Increased+107 SH
SCHWAB US LARGE CAP GROWTH ETF	UIE	$451K	0.6%Prev: 0.6%	13,824 SH	Increased
SCHWAB US SMALL CAP ETF	UIE	$756K	1.0%Prev: 1.0%	26,537 SH	Increased
SIMON PPTY GROUP INC NEWREIT	RET	$626K	0.8%Prev: 0.8%	3,383 SH	Decreased
SPDR PORTFOLIO DVLPD WRLD EX-US ETF	UIE	$304K	0.4%Prev: 0.4%	6,841 SH	Increased
SPDR S&P CHINA ETF	UIE	$884K	1.1%Prev: 1.2%	9,136 SH	Decreased+10 SH
SPDR S&P EMERGING ASIA PACIFIC ETF	UIE	$514K	0.7%Prev: 0.7%	3,707 SH	Decreased+5 SH
ST STRT SPDR BLMBG HGH YLD BND ETF	UIE	$477K	0.6%	4,905 SH	New
STATE SRT SPDR PRTFL HGHYLD BND ETF	UIE	$537K	0.7%	22,686 SH	New
THE COCA-COLA CO	COM	$589K	0.8%Prev: 0.7%	8,426 SH	Increased+3 SH
TRAVELERS COS INC	COM	$1.2M	1.5%Prev: 1.4%	3,987 SH	Increased
UMH PPTYS INC REIT	RET	$185K	0.2%Prev: 0.2%	11,612 SH	Increased
UNION PAC CORP	COM	$555K	0.7%Prev: 0.7%	2,400 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$679K	0.9%Prev: 0.9%	2,058 SH	Decreased+1 SH
VANECK AFRICA INDEX ETF	UIE	$626K	0.8%Prev: 0.7%	23,410 SH	Increased
VANECK EMERGING MRK HGH YLD BND ETF	UIE	$337K	0.4%Prev: 0.4%	16,930 SH	Decreased
VANGUARD EMERGING MARKT GOVT BND ETF	UIE	$1.1M	1.5%Prev: 1.5%	17,007 SH	Increased+28 SH
VANGUARD EXTENDED MARKETETF	UIE	$1.4M	1.8%Prev: 1.8%	6,633 SH	Decreased
VANGUARD FTSE DEVELOPED MARKETS ETF	UIE	$443K	0.6%Prev: 0.6%	7,089 SH	Increased
VANGUARD FTSE EMERGING MARKETS ETF	UIE	$297K	0.4%Prev: 0.4%	5,529 SH	Decreased
VANGUARD FTSE EUROPE ETF	UIE	$775K	1.0%Prev: 1.0%	9,270 SH	Increased
VANGUARD FTSE PACIFIC ETF	UIE	$633K	0.8%Prev: 0.8%	7,008 SH	Increased
VANGUARD GLBAL EX US REAL ESTATE ETF	UIE	$613K	0.8%Prev: 0.8%	13,372 SH	Decreased+62 SH
VANGUARD MID CAP ETF	UIE	$1.6M	2.0%Prev: 2.0%	5,345 SH	Decreased
VANGUARD MORTGAGE BACKEDSEC ETF	UIE	$238K	0.3%Prev: 0.3%	5,051 SH	Increased
VANGUARD S&P 500 ETF	UIE	$857K	1.1%Prev: 1.1%	1,366 SH	Increased
VANGUARD SMALL CAP ETF	UIE	$3.7M	4.7%Prev: 4.7%	14,338 SH	Increased+1 SH
VANGUARD TOTAL INTERNATIONAL BND ETF	UIE	$209K	0.3%Prev: 0.3%	4,328 SH	Decreased
VANGUARD TOTAL STOCK MARKET ETF	UIE	$2.7M	3.5%Prev: 3.4%	8,078 SH	Increased
VERIZON COMMUNICATIONS I	COM	$603K	0.8%Prev: 0.8%	14,804 SH	Decreased+5 SH
VGRD FTSE ALL WRLD EX USSML CAP ETF	UIE	$747K	1.0%Prev: 1.0%	5,212 SH	Increased
VISA INC CLASS CLASS A	COM	$946K	1.2%	2,697 SH	New
WALMART INC	COM	$2.1M	2.7%Prev: 2.5%	18,687 SH	Increased

Sold (vs prior filing)

BERKSHIRE HATHAWAY CLASS B — $624K
FIRST CTZNS BANCSHARES ICLASS A — $229K
MONDELEZ INTL INC CLASS A — $214K
NIKE INC CLASS CLASS B — $304K
SPDR BLMBRG BRCLY HGH YDBND ETF — $481K
SPDR PORTFOLIO HIGH YIELD BND ETF — $537K
VISA INC CLASS A — $921K
VORNADO RLTY TR REIT — $214K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0002056336-26-000002	$78.3M	View
Oct 24, 2025	Q3 2025	13F-HR	0002056336-25-000005	$76.9M	View
Jul 10, 2026	Q2 2026