1y return+17.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $127 against $127 in the S&P 500.2
Yoffe Investment Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VBVanguard Small-cap Indexfund Etf Shares | $4.3M | 5.0% | |
| IBMIbm Corp | $3.3M | 3.8% | |
| VTIVanguard Total Stock Market Index Fund Etf Shares | $3.0M | 3.4% | |
| CATCaterpillar Inc | $2.8M | 3.2% | |
| INTCIntel Corp | $2.4M | 2.8% | |
| WMTWalmart Inc | $2.1M | 2.4% | |
| JPMJpmorgan Chase & Co | $1.8M | 2.1% | |
| AAPLApple Inc | $1.8M | 2.1% | |
| VOVanguard Mid-cap Index Fund Etf Shares | $1.7M | 2.0% | |
| VXFVanguard Extended Marketindex Fund Etf Shares | $1.6M | 1.9% | |
| MSFTMicrosoft Corp | $1.6M | 1.8% | |
| CSXCsx Corp | $1.5M | 1.7% | |
| BNYBank New York Mellon Cor | $1.5M | 1.7% | |
| PGProcter & Gamble Co | $1.5M | 1.7% | |
| GSGoldman Sachs Group Inc | $1.4M | 1.6% | |
| CSCOCisco Sys Inc | $1.4M | 1.6% | |
| GEGe Aerospace | $1.4M | 1.6% | |
| TRVTravelers Cos Inc | $1.3M | 1.5% | |
| ILFIshares Latin America 40etf | $1.3M | 1.4% | |
| VWOBVanguard Emerging Markets Government Bond Index Fund Etf Shares | $1.1M | 1.3% | |
| GEVGe Vernova Inc | $1.1M | 1.2% | |
| BBCAJpmorgan Betabuilders Canada Etf | $1.0M | 1.2% | |
| FLAXFranklin Ftse Asia Ex Japan Etf | $1.0M | 1.2% | |
| SCHASchwab U.s. Small-cap Etf | $959K | 1.1% | |
| JNJJohnson & Johnson | $952K | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | December 31, 2024 | +257.2% | $1.1M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $2.8M |
| GEGe Aerospace | December 31, 2024 | +124.1% | $1.4M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $1.4M |
| BNYBank New York Mellon Cor | December 31, 2024 | +88.2% | $1.5M |
| GSGoldman Sachs Group Inc | December 31, 2024 | +76.6% | $1.4M |
| JNJJohnson & Johnson | December 31, 2024 | +75.6% | $952K |
| FLAXFranklin Ftse Asia Ex Japan Etf | December 31, 2024 | +64.0% | $1.0M |
| VPLVanguard Ftse Pacific Index Fund Etf Shares | December 31, 2024 | +62.9% | $811K |
| ILFIshares Latin America 40etf | December 31, 2024 | +61.4% | $1.3M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | +0.1% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | +1.5% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Yoffe Investment Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056336&type=13F-HR&dateb=&owner=include&count=40CIK 2056336
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056336/000205633626000007/Filed July 10, 2026 · accession 0002056336-26-000007