Yoffe Investment Management, LLC

Q2 2026 13F-HR Holdings

Location
Lemoyne, PA
Holdings as of
6/30/2026
Date filed
7/9/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$87,355
Net value change ($000)
+9,304 (11.9%)
New positions
5
Sold out positions
3
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
INTC 1,659 216.3%
CAT 940 50.3%
HONEYWELL INTL INC 858 NEW
HONEYWELL AEROSPACE INC 847 NEW
VB 591 15.7%
CSCO 477 51.4%
IBM 456 16.0%
VTI 397 15.3%
GE 331 31.6%
UNH 298 53.5%
Top Reduces (Value $000, Stocks/ETFs)
HON -1,733 -100.0%
T -271 -100.0%
NKE -231 -100.0%
WMT -205 -8.8%
XOM -133 -19.5%
CVX -120 -19.8%
DOW -117 -34.4%
VZ -116 -15.6%
MCD -100 -13.0%
ILF -64 -4.8%
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