Yoffe Investment Management, LLC Portfolio Holdings

Yoffe Investment Management, LLC

  • $78.3 Billion
  • Q4 2025

Yoffe Investment Management, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $78.3 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $3.7B, International Business Machines Corp with a value of $3.47B, Vanguard Total Stock Market Et with a value of $2.71B, Walmart Inc. with a value of $2.08B, and Microsoft Corp with a value of $2.03B.

Examining the 13F form we can see an increase of $1.47B in the current position value, from $76.9B to 78.3B.

Yoffe Investment Management, LLC is based out at Lemoyne, PA

Below you can find more details about Yoffe Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $78.3 Billion
ETFs: $34.1 Billion
Financial Services: $9.71 Billion
Technology: $9.01 Billion
Industrials: $7.34 Billion
Consumer Defensive: $5.18 Billion
Healthcare: $3.09 Billion
Consumer Cyclical: $2.44 Billion
Real Estate: $1.72 Billion
Other: $3.07 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.7 Billion 4.72% of portfolio
14,338
Q4 2025 Added 0.01%
$0
$2.71 Billion 3.46% of portfolio
8,078
Q3 2025 Reduced 9.32%
$0
$1.55 Billion 1.98% of portfolio
5,345
Q2 2025 Added 0.02%
$0
$1.39 Billion 1.77% of portfolio
6,633
Q3 2025 Added 0.06%
$0
$1.15 Billion 1.46% of portfolio
17,007
Q4 2025 Added 0.16%
$0
$1.13 Billion 1.44% of portfolio
37,168
Q4 2025 Added 0.19%
$0
$993 Million 1.27% of portfolio
10,676
Q3 2025 Added 0.09%
$0
$884 Million 1.13% of portfolio
9,136
Q4 2025 Added 0.11%
$0
$885 Million 1.13% of portfolio
19,444
Q4 2025 Added 0.55%
$0
$857 Million 1.09% of portfolio
1,366
Q2 2025 Reduced 1.3%
$0
$813 Million 1.04% of portfolio
27,437
Q4 2024 Reduced 34.42%
$0
$795 Million 1.02% of portfolio
8,262
Q4 2025 Added 0.21%
$0
$780 Million 1.0% of portfolio
10,642
Q4 2024 Reduced 34.24%
$0
$775 Million 0.99% of portfolio
9,270
Q3 2025 Added 0.05%
$0
$756 Million 0.96% of portfolio
26,537
Q2 2025 Added 0.0%
$0
$747 Million 0.95% of portfolio
5,212
Q4 2024 Reduced 34.6%
$0
$633 Million 0.81% of portfolio
7,008
Q2 2025 Added 0.01%
$0
$613 Million 0.78% of portfolio
13,372
Q4 2025 Added 0.47%
$0
$596 Million 0.76% of portfolio
12,330
Q4 2024 Reduced 43.98%
$0
$563 Million 0.72% of portfolio
5,991
Q4 2024 Reduced 43.57%
$0
$537 Million 0.69% of portfolio
22,686
Q4 2025 Added 1.1%
$0
$524 Million 0.67% of portfolio
7,800
Q2 2025 Added 0.01%
$0
$514 Million 0.66% of portfolio
3,707
Q4 2025 Added 0.14%
$0
$517 Million 0.66% of portfolio
5,630
Q4 2024 Reduced 48.26%
$0
$506 Million 0.65% of portfolio
13,219
Q4 2025 Added 0.25%
$0
$477 Million 0.61% of portfolio
4,905
Q2 2025 Added 0.02%
$0
$451 Million 0.58% of portfolio
13,824
Q4 2024 Reduced 77.17%
$0
$443 Million 0.57% of portfolio
7,089
Q4 2024 Reduced 48.27%
$0
$433 Million 0.55% of portfolio
13,228
Q2 2025 Added 0.01%
$0
$424 Million 0.54% of portfolio
10,513
Q2 2025 Added 0.01%
$0
$412 Million 0.53% of portfolio
8,163
Q4 2024 Reduced 49.76%
$0
$402 Million 0.51% of portfolio
16,698
Q2 2025 Reduced 5.96%
$0
$393 Million 0.5% of portfolio
11,410
Q4 2024 Reduced 50.98%
$0
$357 Million 0.46% of portfolio
5,423
Q4 2024 Reduced 53.92%
$0
$360 Million 0.46% of portfolio
6,656
Q4 2024 Reduced 53.6%
$0
$337 Million 0.43% of portfolio
16,930
Q2 2025 Added 0.01%
$0
$334 Million 0.43% of portfolio
3,592
Q4 2024 Reduced 55.76%
$0
$338 Million 0.43% of portfolio
8,764
Q4 2024 Reduced 55.45%
$0
$330 Million 0.42% of portfolio
4,083
Q4 2024 Reduced 57.0%
$0
$304 Million 0.39% of portfolio
6,841
Q4 2024 Reduced 57.64%
$0
$309 Million 0.39% of portfolio
5,149
Q4 2024 Reduced 58.82%
$0
$297 Million 0.38% of portfolio
5,529
Q4 2024 Reduced 61.2%
$0
$295 Million 0.38% of portfolio
3,068
Q4 2024 Reduced 57.93%
$0
$297 Million 0.38% of portfolio
4,327
Q4 2024 Reduced 57.73%
$0
$294 Million 0.38% of portfolio
4,148
Q4 2024 Reduced 57.97%
$0
$263 Million 0.34% of portfolio
4,869
Q2 2025 New
$0
$269 Million 0.34% of portfolio
2,358
Q4 2024 Reduced 57.81%
$0
$238 Million 0.3% of portfolio
5,051
Q4 2024 Reduced 42.14%
$0
$234 Million 0.3% of portfolio
2,458
Q4 2024 Reduced 42.42%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $78.3 Billion
  • Prior Value $76.9 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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