Yoffe Investment Management, LLC Portfolio Holdings

Yoffe Investment Management, LLC

  • $73.1 Billion
  • Q2 2025

Yoffe Investment Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $73.1 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: International Business Machines Corp with a value of $3.46B, Vanguard Small Cap ETF with a value of $3.43B, Vanguard Total Stock Market Et with a value of $2.71B, Microsoft Corp with a value of $2.09B, and Walmart Inc. with a value of $1.83B.

Examining the 13F form we can see an increase of $5B in the current position value, from $68.1B to 73.1B.

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 $73.1 Billion
ETFs: $31.8 Billion
Financial Services: $8.65 Billion
Technology: $8.3 Billion
Industrials: $6.71 Billion
Consumer Defensive: $5.43 Billion
Consumer Cyclical: $2.49 Billion
Healthcare: $2.49 Billion
Real Estate: $1.82 Billion
Other: $3.08 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$226B
$3.46 Billion 4.73% of portfolio
11,731
Q4 2024 Reduced 10.42%
$0
$3.43 Billion 4.69% of portfolio
14,459
Q1 2025 Added 0.01%
$0
$2.71 Billion 3.7% of portfolio
8,908
Q4 2024 Reduced 29.41%
$3.91T
$2.09 Billion 2.86% of portfolio
4,200
Q2 2025 Added 0.02%
$281B
$1.83 Billion 2.5% of portfolio
18,686
Q2 2025 Added 0.01%
$147B
$1.79 Billion 2.44% of portfolio
7,667
Q4 2024 Reduced 12.72%
$855B
$1.61 Billion 2.2% of portfolio
5,555
Q2 2025 Added 0.13%
$362B
$1.6 Billion 2.19% of portfolio
10,042
Q4 2024 Reduced 10.19%
$0
$1.5 Billion 2.05% of portfolio
5,345
Q2 2025 Added 0.02%
$0
$1.28 Billion 1.75% of portfolio
6,629
Q2 2025 Added 0.05%
$3.43T
$1.27 Billion 1.74% of portfolio
6,212
Q2 2025 Added 0.02%
$0
$1.11 Billion 1.52% of portfolio
16,957
Q2 2025 Added 0.14%
$62.7B
$1.07 Billion 1.46% of portfolio
3,987
Q2 2025 Added 0.03%
$75.7B
$1.04 Billion 1.42% of portfolio
31,770
Q4 2024 New
$226B
$1.02 Billion 1.4% of portfolio
2,637
Q4 2024 Reduced 22.51%
$247B
$988 Million 1.35% of portfolio
1,396
Q2 2025 Added 0.07%
$555B
$957 Million 1.31% of portfolio
2,697
Q2 2025 Added 0.04%
$298B
$948 Million 1.3% of portfolio
3,685
Q4 2024 New
$82.7B
$929 Million 1.27% of portfolio
10,200
Q4 2024 New
$221B
$894 Million 1.22% of portfolio
2,804
Q4 2024 Reduced 27.17%
$259B
$892 Million 1.22% of portfolio
4,900
Q4 2024 New
$0
$861 Million 1.18% of portfolio
10,666
Q2 2025 Added 0.1%
$284B
$829 Million 1.14% of portfolio
11,956
Q2 2025 Added 0.04%
$0
$824 Million 1.13% of portfolio
19,337
Q2 2025 Added 0.04%
$396B
$816 Million 1.12% of portfolio
2,224
Q2 2025 Added 0.04%
$0
$799 Million 1.09% of portfolio
9,126
Q2 2025 Added 0.1%
$0
$776 Million 1.06% of portfolio
1,366
Q2 2025 Reduced 1.3%
$0
$762 Million 1.04% of portfolio
8,232
Q2 2025 Added 0.17%
$226B
$726 Million 0.99% of portfolio
2,485
Q4 2024 Reduced 19.27%
$0
$713 Million 0.98% of portfolio
27,437
Q4 2024 Reduced 34.42%
$0
$718 Million 0.98% of portfolio
9,265
Q2 2025 Added 0.28%
$0
$718 Million 0.98% of portfolio
10,642
Q4 2024 Reduced 34.24%
$0
$700 Million 0.96% of portfolio
5,212
Q4 2024 Reduced 34.6%
$0
$671 Million 0.92% of portfolio
26,537
Q2 2025 Added 0.0%
$178B
$640 Million 0.88% of portfolio
14,795
Q2 2025 Added 0.03%
$230B
$642 Million 0.88% of portfolio
2,057
Q2 2025 Added 0.05%
$0
$633 Million 0.87% of portfolio
9,221
Q2 2025 Added 0.25%
$0
$614 Million 0.84% of portfolio
13,310
Q4 2024 Reduced 29.78%
$301B
$596 Million 0.82% of portfolio
8,422
Q2 2025 Added 0.04%
$611B
$603 Million 0.82% of portfolio
1,241
Q4 2024 New
$0
$576 Million 0.79% of portfolio
7,008
Q2 2025 Added 0.01%
$201B
$581 Million 0.79% of portfolio
7,336
Q2 2025 Reduced 0.7%
$446B
$573 Million 0.78% of portfolio
3,748
Q2 2025 Added 0.03%
$139B
$552 Million 0.76% of portfolio
2,400
Q4 2024 New
$210B
$539 Million 0.74% of portfolio
4,347
Q4 2024 Reduced 33.61%
$54.8B
$544 Million 0.74% of portfolio
3,383
Q4 2024 New
$134B
$529 Million 0.72% of portfolio
2,526
Q4 2024 Reduced 24.73%
Gsk PLC Adr Fsponsored Adr 1 Adr Reps 2 Ord Shs
-
$524 Million 0.72% of portfolio
-
Q4 2024 New
$0
$530 Million 0.72% of portfolio
22,253
Q2 2025 Added 0.86%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $73.1 Billion
  • Prior Value $68.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 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