Yoffe Investment Management, LLC

Q3 2025 13F-HR Holdings

Location
Lemoyne, PA
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
114
Total value ($000)
$76,864
Net value change ($000)
+3,784 (5.2%)
New positions
3
Sold out positions
3
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 307 24.1%
ABBV 236 NEW
CAT 234 22.9%
VB 219 6.4%
BP 219 NEW
INTC 194 49.9%
BK 182 19.6%
GE 161 17.0%
GXC 159 19.9%
JPM 144 8.9%
Top Reduces (Value $000, Stocks/ETFs)
DOW -216 -100.0%
MAR -202 -100.0%
HON -172 -9.6%
IBM -148 -4.3%
WBA -125 -100.0%
PM -97 -10.9%
PG -57 -3.6%
VTI -57 -2.1%
DIS -41 -7.6%
KO -37 -6.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type