Yoffe Investment Management, LLC Portfolio Holdings

Yoffe Investment Management, LLC

  • $76.9 Billion
  • Q3 2025

Yoffe Investment Management, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $76.9 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Small Cap ETF with a value of $3.65B, International Business Machines Corp with a value of $3.31B, Vanguard Total Stock Market Et with a value of $2.65B, Microsoft Corp with a value of $2.18B, and Walmart Inc. with a value of $1.93B.

Examining the 13F form we can see an increase of $3.78B in the current position value, from $73.1B to 76.9B.

Yoffe Investment Management, LLC is based out at Lemoyne, PA

Below you can find more details about Yoffe Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $76.9 Billion
ETFs: $33.7 Billion
Financial Services: $9.23 Billion
Technology: $8.69 Billion
Industrials: $7.12 Billion
Consumer Defensive: $5.36 Billion
Healthcare: $2.81 Billion
Consumer Cyclical: $2.41 Billion
Real Estate: $1.92 Billion
Other: $3.14 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.65 Billion 4.74% of portfolio
14,337
Q3 2025 Reduced 0.84%
$274B
$3.31 Billion 4.31% of portfolio
11,731
Q4 2024 Reduced 10.42%
$0
$2.65 Billion 3.45% of portfolio
8,078
Q3 2025 Reduced 9.32%
$3.8T
$2.18 Billion 2.83% of portfolio
4,200
Q2 2025 Added 0.02%
$278B
$1.93 Billion 2.51% of portfolio
18,687
Q3 2025 Added 0.01%
$891B
$1.75 Billion 2.28% of portfolio
5,560
Q3 2025 Added 0.09%
$134B
$1.61 Billion 2.1% of portfolio
7,667
Q4 2024 Reduced 12.72%
$4.38T
$1.58 Billion 2.06% of portfolio
6,212
Q2 2025 Added 0.02%
$0
$1.57 Billion 2.04% of portfolio
5,345
Q2 2025 Added 0.02%
$350B
$1.54 Billion 2.01% of portfolio
10,042
Q4 2024 Reduced 10.19%
$0
$1.39 Billion 1.81% of portfolio
6,633
Q3 2025 Added 0.06%
$292B
$1.26 Billion 1.64% of portfolio
2,637
Q4 2024 Reduced 22.51%
$0
$1.14 Billion 1.48% of portfolio
16,979
Q3 2025 Added 0.13%
$73.4B
$1.13 Billion 1.47% of portfolio
31,770
Q4 2024 New
$89.3B
$1.11 Billion 1.45% of portfolio
10,200
Q4 2024 New
$270B
$1.11 Billion 1.45% of portfolio
1,396
Q2 2025 Added 0.07%
$333B
$1.11 Billion 1.44% of portfolio
3,685
Q4 2024 New
$0
$1.07 Billion 1.39% of portfolio
37,099
Q2 2025 Added 0.25%
$0
$958 Million 1.25% of portfolio
9,126
Q2 2025 Added 0.1%
$267B
$931 Million 1.21% of portfolio
2,804
Q4 2024 Reduced 27.17%
$0
$931 Million 1.21% of portfolio
10,676
Q3 2025 Added 0.09%
$540B
$921 Million 1.2% of portfolio
2,697
Q2 2025 Added 0.04%
$371B
$901 Million 1.17% of portfolio
2,225
Q3 2025 Added 0.04%
$0
$880 Million 1.14% of portfolio
19,337
Q2 2025 Added 0.04%
$0
$837 Million 1.09% of portfolio
1,366
Q2 2025 Reduced 1.3%
$320B
$818 Million 1.06% of portfolio
11,959
Q3 2025 Added 0.03%
$0
$792 Million 1.03% of portfolio
27,437
Q4 2024 Reduced 34.42%
$241B
$795 Million 1.03% of portfolio
4,900
Q4 2024 New
$0
$785 Million 1.02% of portfolio
8,245
Q3 2025 Added 0.16%
$226B
$755 Million 0.98% of portfolio
2,485
Q4 2024 Reduced 19.27%
$0
$743 Million 0.97% of portfolio
5,212
Q4 2024 Reduced 34.6%
$0
$741 Million 0.96% of portfolio
10,642
Q4 2024 Reduced 34.24%
$0
$740 Million 0.96% of portfolio
9,270
Q3 2025 Added 0.05%
$0
$740 Million 0.96% of portfolio
26,537
Q2 2025 Added 0.0%
$301B
$710 Million 0.92% of portfolio
2,057
Q2 2025 Added 0.05%
$512B
$695 Million 0.9% of portfolio
3,748
Q2 2025 Added 0.03%
$0
$677 Million 0.88% of portfolio
9,221
Q2 2025 Added 0.25%
$172B
$650 Million 0.85% of portfolio
14,799
Q3 2025 Added 0.03%
$0
$635 Million 0.83% of portfolio
13,310
Q4 2024 Reduced 29.78%
$59.8B
$635 Million 0.83% of portfolio
3,383
Q4 2024 New
$662B
$624 Million 0.81% of portfolio
1,241
Q4 2024 New
$235B
$616 Million 0.8% of portfolio
7,338
Q3 2025 Added 0.03%
$0
$616 Million 0.8% of portfolio
7,008
Q2 2025 Added 0.01%
Gsk PLC Adr Fsponsored Adr 1 Adr Reps 2 Ord Shs
-
$589 Million 0.77% of portfolio
-
Q4 2024 New
$146B
$583 Million 0.76% of portfolio
17,378
Q2 2025 Reduced 2.3%
Ge Vernova Inc
-
$566 Million 0.74% of portfolio
-
Q4 2024 New
-
$571 Million 0.74% of portfolio
-
Q4 2024 Reduced 45.15%
$137B
$567 Million 0.74% of portfolio
2,400
Q4 2024 New
$0
$560 Million 0.73% of portfolio
12,330
Q4 2024 Reduced 43.98%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $76.9 Billion
  • Prior Value $73.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
Track This Portfolio

Track Yoffe Investment Management, LLC Portfolio

Follow Yoffe Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yoffe Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Yoffe Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email