Yoffe Investment Management, LLC, managed by sole member Jeffrey N. Yoffe, has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports a total of 114 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and consumer goods. Major U.S. technology companies, such as Apple Inc. and Microsoft Corp., are included in the portfolio. Other significant holdings in the information table include Cisco Systems Inc., Intel Corp., and IBM Corp.
Healthcare and pharmaceutical companies, such as Johnson & Johnson, Merck & Co., and GSK PLC, also appear in the list of holdings. The portfolio also includes positions in financial institutions like JPMorgan Chase & Co., Bank of America Corp., and Goldman Sachs Group Inc.
Additionally, the filing lists various exchange-traded funds (ETFs) and real estate investment trusts (REITs). These include funds tracking global markets, such as the Vanguard Total International Bond Index Fund ETF Shares and the Vanguard FTSE All-World Ex-US Small-Cap Index Fund ETF Shares, as well as REITs like Prologis Inc. and Welltower Inc.
