Yoffe Investment Management, LLC

Q3 2026 13F-HR Holdings

Location
Lemoyne, PA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
114
Total value ($000)
$84,887
Net value change ($000)
-2,468 (-2.8%)
New positions
4
Sold out positions
3
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EXXONMOBIL HLDGS CORP 654 NEW
MSFT 587 37.5%
AAPL 271 15.1%
T 228 NEW
CRM 215 NEW
HPE 205 NEW
MRK 124 13.1%
CVX 113 23.3%
TRV 105 8.0%
AMGN 83 16.3%
Top Reduces (Value $000, Stocks/ETFs)
IBM -719 -21.8%
CAT -670 -23.9%
XOM -549 -100.0%
INTC -337 -13.9%
VB -267 -6.1%
HONEYWELL AEROSPACE INC -253 -29.9%
GE -226 -16.4%
CVS -213 -100.0%
VNO -212 -100.0%
GEV -207 -19.1%
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