13F Filings History of Yoffe Investment Management, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$78,329,542
Signature - Title
Jeffrey N Yoffe - Sole Member
Location
Lemoyne, PA
Summary
This page shows a list of all the recent 13F filings made by Yoffe Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Yoffe Investment Management, LLC reported 112 stock holdings with total value $78,329,542 as of Q4 2025. Top holdings included VB, IBM, VTI, WMT, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 112 $78,329,542 +$259,308 -$436,885 -$177,577 VB, IBM, VTI, WMT, MSFT 13F-HR 26 Jan 2026, 11:28
Q3 2025 113 $76,863,961 +$468,274 -$846,657 -$378,383 VB, IBM, VTI, MSFT, WMT 13F-HR 24 Oct 2025, 13:34
Q2 2025 114 $73,079,784 +$871,765 -$474,794 +$396,971 IBM, VB, VTI, MSFT, WMT 13F-HR 29 Jul 2025, 11:09
Q1 2025 112 $68,079,685 +$437,780 -$772,056 -$334,276 VB, IBM, VTI, PG, WMT 13F-HR 16 Apr 2025, 16:38
Q4 2024 114 $67,324,625 $0 $0 $0 VB, VTI, IBM, MSFT, HON Restatement 26 Feb 2025, 15:44