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	Status
1	CRM	SALESFORCE INC	Technology	937	$248K	0.32%	SOLD
2	CEG	CONSTELLATION ENERGY COR	Utilities	666	$235K	0.30%	SOLD
3	—	WALGREENS BOOTS ALLIANCE	—	10,931	—	—	SOLD

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%