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Portfolio (Quarterly) Guide ↗

Yoffe Investment Management, LLC

· CIK 0002056336
13F Portfolio $78M AUM 111 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 1 Added 1 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 22,809.0 $532K 0.68% +123.0 +0.5% $23.32 +0.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.1%
Industrials 18.8%
Technology 18.1%
Consumer Defensive 13.1%
Healthcare 9.5%
Consumer Cyclical 5.5%
Real Estate 4.1%
Energy 3.8%
Communication Services 3.4%
Utilities 2.8%