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	Status
1	HON	HONEYWELL INTL INC	Industrials	7,667	$1.7M	2.22%	SOLD
2	T	AT&T INC	Communication Services	9,353	$271K	0.35%	SOLD
3	NKE	NIKE INC CLASS CLASS B	Consumer Cyclical	4,365	$231K	0.29%	SOLD

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%