YOFFE INVESTMENT MANAGEMENT, LLC 13F Portfolio
YOFFE INVESTMENT MANAGEMENT, LLC runs YOFFE INVESTMENT MANAGEMENT, LLC and currently holds 113 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $87.35M. Their top holdings are VB, IBM, VTI, CAT, INTC. The top five represent 18.2% of reported portfolio weight. YOFFE INVESTMENT MANAGEMENT, LLC ranks #808 out of 1000 investors tracked by Alpha Score. In the most recent quarter, YOFFE INVESTMENT MANAGEMENT, LLC initiated 3 new positions. They added to 15 existing positions. Their current best-performing preview position is INTC with returns of +216.41%.
Portfolio Value
$87.35M
Alpha Score
26.7
#808 of 1000
Holdings
113
YOFFE INVESTMENT MANAGEMENT, LLC Current 13F Holdings
Reported holdings from YOFFE INVESTMENT MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
113 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 4.98% | $240.28 | $289.48 | +20.48% | Held |
 IBM IBM CORP | 3.78% | $219.83 | $227.10 | +3.31% | Held |
 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 3.42% | $289.81 | $381.92 | +31.78% | Held |
 CAT CATERPILLAR INC | 3.21% | $362.76 | $800.60 | +120.70% | Held |
 INTC INTEL CORP | 2.78% | $20.05 | $104.70 | +422.19% | Held |
 WMT WALMART INC | 2.42% | $90.35 | $111.35 | +23.24% | Held |
 JPM JPMORGAN CHASE & CO | 2.09% | $240.04 | $333.01 | +38.73% | Added +0.09% |
 AAPL APPLE INC | 2.06% | $250.41 | $336.68 | +34.45% | Held |
 VO VANGUARD MID-CAP INDEX FUND ETF SHARES | 1.97% | $126.46 | $81.15 | -35.83% | Added +299.96% |
 VXF VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | 1.87% | $189.98 | $235.04 | +23.72% | Held |
Showing 1-10 of 113