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Yoffe Investment Management - Q4 2025 13F Filings

YO

Yoffe Investment Management, LLC

CIK: 0002056336
Address: Pennsylvania Lemoyne 2 Lemoyne Dr Ste 100
$78.33 M
Portfolio Value
113
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/09/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. MAR Marriott International
+$229,578
2. SPHY Spdr Portfolio High Yield Bond Etf
+$5,846.51
3. SCHC Schwab International Small-Cap Equity Etf
+$4,871.81
4. IPAC Ishares Core Msci Pacific Etf
+$4,026.63
5. VNQI Vanguard Global Ex-Us Real Estate Etf
+$2,842.17

Top Sells

Q4 2025
1. VNO Vornado Realty Trust
−$214,435
2. MDLZ Mondelez International
−$213,960
3. CVX Chevron Corporation
−$7,009.7
4. AXP American Express Company
−$1,479.88

Asset Allocation

Stocks/ETFs
+1.91%
$78.33 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Yoffe Investment Management Q4 2025 Filing Summary

Yoffe Investment Management, LLC filed its 13F report for Q4 2025 on January 26, 2026. The portfolio totaled 78.33 M reflecting a +1.91% change from the prior quarter, spanning 113 assets. The top 10 holdings comprised 28.1% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 2 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Yoffe Investment Management’s Q4 2025 Filing

Yoffe Investment Management submitted their Form 13F-HR for the Q4 2025 period on 01/26/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Yoffe Investment Management reported a managed portfolio value of 78.33 M, consisting of 113 individual positions.

This page displays the raw filing documents. To see which stocks Yoffe Investment Management bought or sold during Q4 2025, please visit Yoffe Investment Management's Portfolio Analysis page.