13F holdings · Q3 2026

Yoffe Investment Management

Lemoyne, PA · files as Yoffe Investment Management, LLC

Holdings as of Sep 30, 2026Filed Oct 30, 2026Next filing due Feb 15, 2027CIK 2056336

Yoffe Investment Management reported 114 stocks worth $84.9M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VB (4.8%), VTI (3.6%) and IBM (3.0%). Compared with Q2 2026, the fund opened new positions in XOM, added to VWOB, EMB and SPHY, trimmed VOO and sold out of XOM, CVS and VNO.

Reported value$84.9M−2.8% vs last quarter

Stocks held1144 new · 3 sold out

Top 5 weight16.5%spread out

Turnover3%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	VB Vanguard Index Fds	$4.1M	4.8%	14K	No change		8 of 8
2	VTI Vanguard Total Stock Market ETF	$3M	3.6%	8,078	No change		8 of 8
3	IBM Ibm Corp	$2.6M	3.0%	12K	No change		8 of 8
4	MSFT Microsoft Corp	$2.2M	2.5%	4,200	No change		8 of 8
5	CAT Caterpillar Inc	$2.1M	2.5%	2,637	No change		8 of 8
6	INTC Intel Corp	$2.1M	2.5%	17K	No change		8 of 8
7	AAPL Apple Inc	$2.1M	2.4%	6,212	No change		8 of 8
8	WMT Walmart Inc	$1.9M	2.3%	19K	No change		8 of 8
9	JPM Jpmorgan Chase & Co.	$1.8M	2.2%	5,578	No change		8 of 8
10	VO Vanguard Index Fds	$1.7M	2.0%	21K	No change		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 104 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026

Stock	Value last quarter	Shares sold
XOM Exxon Mobil Corp	$549K	4,019
CVS Cvs Health Corp	$213K	2,057
VNO Vornado Rlty TR	$212K	5,401

Reported value

last 8 quarters

$67.3MQ4 '24

$68.1MQ1 '25

$73.1MQ2 '25

$76.9MQ3 '25

$78.3MQ4 '25

$78.1MQ1 '26

$87.4MQ2 '26

$84.9MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Oct 30, 2026	13F-HR	Q3 2026	SEC filing ↗

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Yoffe Investment Management 13F FAQ

What does Yoffe Investment Management own?

Yoffe Investment Management reported 114 stocks worth $84.9M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are VB (4.8%), VTI (3.6%) and IBM (3.0%). The table above lists every position in the filing (the top 10 without an account).

What did Yoffe Investment Management buy and sell in Q3 2026?

Compared with Q2 2026: 4 new positions, 4 added to, 1 trimmed and 3 sold out. New positions include XOM. It sold all of XOM, CVS and VNO.

When will Yoffe Investment Management file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Yoffe Investment Management's portfolio worth?

The Q3 2026 filing reports $84.9M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.