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Portfolio (Quarterly) Guide ↗

Yoffe Investment Management, LLC

· CIK 0002056336
13F Portfolio $87M AUM 113 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 2 Added 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VO VANGUARD MID-CAP INDEX FUND ETF SHARES 21,378.0 $1.7M 1.97% +16K +300.0% $80.57 +2.8%
2 SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 22,997.0 $539K 0.62% +188.0 +0.8% $23.44 -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
Technology 22.5%
Financial Services 20.8%
Industrials 16.8%
Consumer Defensive 11.8%
Healthcare 9.9%
Real Estate 5.1%
Consumer Cyclical 4.6%
Utilities 3.1%
Energy 2.7%
Communication Services 2.2%