Yoffe Investment Management, LLC

Q4 2025 13F-HR Holdings

Location
Lemoyne, PA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$78,330
Net value change ($000)
+1,466 (1.9%)
New positions
1
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
CAT 253 20.1%
MAR 230 NEW
IBM 165 5.0%
MRK 157 25.5%
WMT 156 8.1%
GS 115 10.3%
AAPL 107 6.8%
AXP 105 11.3%
CSCO 103 12.6%
GSK 81 13.8%
Top Reduces (Value $000, Stocks/ETFs)
VNO -214 -100.0%
MDLZ -214 -100.0%
MSFT -144 -6.6%
HD -136 -15.1%
HON -118 -7.3%
PG -104 -6.7%
GXC -74 -7.7%
IP -49 -15.0%
VZ -47 -7.2%
MO -41 -12.7%
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