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YOFFE INVESTMENT MANAGEMENT, LLC
YOFFE INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-06-30
YOFFE INVESTMENT MANAGEMENT, LLC runs YOFFE INVESTMENT MANAGEMENT, LLC and currently holds 113 stock positions, which is fewer than the average of 230 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 #837 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%.
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113 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES | 4.98% | $240.28 | $304.74 | +26.83% | Held |
 IBM IBM CORP | 3.78% | $219.83 | $235.62 | +7.18% | Held |
 VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES | 3.42% | $289.81 | $378.25 | +30.52% | Held |
 CAT CATERPILLAR INC | 3.21% | $362.76 | $827.65 | +128.15% | Held |
 INTC INTEL CORP | 2.78% | $20.05 | $90.07 | +349.23% | Held |
 WMT WALMART INC | 2.42% | $90.35 | $103.70 | +14.78% | Held |
 JPM JPMORGAN CHASE & CO | 2.09% | $240.04 | $351.64 | +46.49% | Added +0.09% |
 AAPL APPLE INC | 2.06% | $250.41 | $309.35 | +23.54% | Held |
 VO VANGUARD MID-CAP INDEX FUND ETF SHARES | 1.97% | $126.46 | $82.98 | -34.39% | Added +299.96% |
 VXF VANGUARD EXTENDED MARKETINDEX FUND ETF SHARES | 1.87% | $189.98 | $245.51 | +29.23% | Held |
Showing 1-10 of 113