Fund HoldingsYoffe Investment Management, LLC

Total Portfolio Value
$78.33M
Total Bought
$895.6K
Total Sold
$548.5K
Net Transaction
+$347.1K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CATERPILLAR INC(CAT)2,6372,63701,2581,5111.93%+252
MARRIOTT INTL INC NEW CLASS CLASS A(MAR)0740+74002300.29%+230
IBM CORP(IBM)011,731+11,73103,4754.44%+3,475
MERCK & CO. INC.(MRK)7,3387,341+36167730.99%+157
WALMART INC(WMT)18,68718,68701,9262,0822.66%+156
GOLDMAN SACHS GROUP INC(GS)1,3961,39601,1121,2271.57%+115
APPLE INC(AAPL)6,2126,21201,5821,6892.16%+107
AMERICAN EXPRESS CO(AXP)2,8042,800-49311,0361.32%+104
CISCO SYS INC(CSCO)11,95911,95908189211.18%+103
JOHNSON & JOHNSON(JNJ)3,7483,74806957760.99%+81
GSK PLC ADR FSPONSORED ADR 1 ADR REPS 2 ORD SHS(GSK)13,65713,65705896700.86%+80
BANK NEW YORK MELLON COR10,20010,20001,1111,1841.51%+73
AMGEN INC(AMGN)1,4061,40603974600.59%+63
JPMORGAN BETABUILDERS CANADA ETF
BETA CDA ETF NEW
10,67610,67609319931.27%+62
ISHARES LATIN AMERICA 40ETF37,09937,168+691,0721,1321.44%+60
INTEL CORP(INTC)17,37817,37805836410.82%+58
VANGUARD TOTAL STOCK MARKET ETF08,078+8,07802,7083.46%+2,708
VANECK AFRICA INDEX ETF
AFRICA INDEX ETF
23,41023,41005716260.80%+56
VANGUARD SMALL CAP ETF14,33714,338+13,6463,6994.72%+53
CITIGROUP INC(C)3,3343,33403383890.50%+51
FIRST CTZNS BANCSHARES ICLASS CLASS A(FCNCA)12812802292750.35%+46
TRAVELERS COS INC(TRV)3,9873,98701,1131,1561.48%+43
JPMORGAN BETABUILDERS EUROPE ETF
BETA EURO ET NE
10,64210,64207417801.00%+39
JPMORGAN CHASE & CO(JPM)5,5605,565+51,7541,7932.29%+39
RTX CORP(RTX)2,3272,32703894270.54%+37
PROLOGIS INC REIT(PLD)2,7952,79503203570.46%+37
FRANKLIN FTSE CANADA ETF
FTSE CANADA
12,33012,33005605960.76%+36
GE VERNOVA INC(GEV)92192105666020.77%+36
VANGUARD FTSE EUROPE ETF9,2709,27007407750.99%+35
EXXON MOBIL CORP4,0194,01904534840.62%+31
THE COCA-COLA CO(KO)08,426+8,42605890.75%+589
GE AEROSPACE(GE)3,6853,68501,1091,1351.45%+27
SALESFORCE INC(CRM)0937+93702480.32%+248
VISA INC CLASS CLASS A(V)02,697+2,69709461.21%+946
CSX CORP(CSX)31,77031,77001,1281,1521.47%+24
FRANKLIN FTSE ASIA EX JAPAN ETF
FRANKLIN ASIA
27,43727,43707928131.04%+21
VANGUARD S&P 500 ETF1,3661,36608378571.09%+20
HALEON PLC FSPONSORED ADR 1 ADR REPS 2 ORD SHS(HLN)017,073+17,07301730.22%+173
BANK OF AMERICA CORP5,5735,57302883070.39%+19
VANGUARD FTSE DEVELOPED MARKETS ETF7,0897,08904254430.57%+18
VANGUARD FTSE PACIFIC ETF7,0087,00806166330.81%+18
ISHARES MSCI CANADA ETF4,8694,86902462630.34%+16
CONSTELLATION ENERGY COR(CEG)66666602192350.30%+16
3M CO(MMM)3,2523,25205055210.66%+16
SCHWAB US SMALL CAP ETF26,53726,53707407560.96%+15
ISHARES MSCI EMERGING MARKETS AS ETF5,9915,99105505630.72%+14
ISHARES EUROPE ETF4,3274,32702832970.38%+14
ISHARES MSCI INDIA INDEXETF
MSCI INDIA ETF
06,656+6,65603600.46%+360
UMH PPTYS INC REIT(UMH)011,612+11,61201850.24%+185
ELME COMMUNITIES REIT REIT21,72621,736+103663780.48%+12
FORD MTR CO DEL(F)10,23410,23401221340.17%+12
ISHARES CORE MSCI EUROPEETF
CORE MSCI EURO
4,1484,14802832940.38%+12
FRANKLIN FTSE INDIA ETF
FRANKLIN INDIA
8,7648,76403273380.43%+11
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
ST STR PO EX ETF
6,8416,84102933040.39%+11
FRANKLIN FTSE LATIN AMERICA ETF
FTSE LATN AMRC
16,69816,69803914020.51%+11
VANGUARD EMERGING MARKT GOVT BND ETF16,97917,007+281,1361,1471.46%+11
ISHARES JPMORGAN USD MTSBOND ETF8,2458,262+177857951.02%+11
ISHARES CORE MSCI EMERGING ETF
CORE MSCI EMKT
7,8007,80005145240.67%+10
SCHWAB US LARGE CAP GROWTH ETF13,82413,82404414510.58%+10
ISHARES MSCI EAFE ETF3,0683,06802862950.38%+8
ISHARES JP MRGN EM HIGH YLD BD ETF10,51310,51304174240.54%+7
ISHARES MSCI ALL COUNT ASA EX JP ETF3,5923,59203283340.43%+7
SCHWAB INTERNATNAL SMALLCAP EQY ETF19,33719,444+1078808851.13%+5
MCDONALDS CORP(MCD)2,4852,48507557600.97%+4
VGRD FTSE ALL WRLD EX USSML CAP ETF5,2125,21207437470.95%+4
BOEING CO(BA)2,5262,52605455480.70%+3
ISHARES MSCI JAPAN ETF
MSCI JAPAN ETF
4,0834,08303273300.42%+2
ISHARES CORE MSCI PACIFIC ETF
CORE MSCI PAC
9,2219,276+556776790.87%+2
BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS(BP)6,3636,36302192210.28%+2
VANGUARD MORTGAGE BACKEDSEC ETF
MTG-BKD SECS ETF
5,0515,05102372380.30%+1
ISHARES MBS ETF2,4582,45802342340.30%0
ISHARES MSCI EAFE GROWTHETF2,3582,35802692690.34%0
WALGREENS BOOTS ALLIANCE10,93110,9310000
BERKSHIRE HATHAWAY CLASS CLASS B1,2411,24106246240.80%-0
SPDR S&P EMERGING ASIA PACIFIC ETF
ST STR ASIA ETF
3,7023,707+55155140.66%-0
STATE SRT SPDR PRTFL HGHYLD BND ETF
ST PORT HIGH ETF
22,43922,686+2475375370.69%-0
FRANKLIN FTSE JAPAN ETF
FTSE JAPAN ETF
11,41011,41003943930.50%-1
ISHARES MSCI JAPAN SMALLCAP ETF5,6305,63005185170.66%-1
VANGUARD EXTENDED MARKETETF6,6336,63301,3891,3871.77%-1
JPMORGAN BETABUILDERS JAPAN ETF
BETABULDRS JAPAN
5,4235,42303603570.46%-2
VANGUARD FTSE EMERGING MARKETS ETF5,5295,52903002970.38%-2
VANECK EMERGING MRK HGH YLD BND ETF
EMERGING MRKT HI
16,93016,93003393370.43%-3
ABBVIE INC(ABBV)1,0181,01802362330.30%-3
DISNEY WALT CO(DIS)04,347+4,34704950.63%+495
ST STRT SPDR BLMBG HGH YLD BND ETF
ST BLOO HIGH ETF
4,9054,90504814770.61%-4
VANGUARD TOTAL INTERNATIONAL BND ETF
TOTAL INT BD ETF
4,3284,32802142090.27%-5
AFLAC INC(AFL)4,4964,49605024960.63%-6
ESSEX PPTY TR INC REIT(ESS)1,2551,25503363280.42%-8
SCHWAB EMERGING MARKETS EQUITY ETF13,22813,22804414330.55%-8
SIMON PPTY GROUP INC NEWREIT(SPG)3,3833,38306356260.80%-9
PHILIP MORRIS INTL INC(PM)04,900+4,90007861.00%+786
ISHARES MSCI PACIFIC EX JAPAN ETF8,1638,16304214120.53%-9
UNION PAC CORP(UNP)2,4002,40005675550.71%-12
INVESCO INDIA ETF
INDIA ETF
016,402+16,40203990.51%+399
CHEVRON CORP NEW(CVX)2,9732,927-464624460.57%-16
KIMCO RLTY CORP REIT(KIM)10,89810,914+162382210.28%-17
VANGUARD MID CAP ETF5,3455,34501,5701,5511.98%-19
PPL CORP(PPL)10,10010,10003753540.45%-22
VANGUARD GLBAL EX US REAL ESTATE ETF13,31013,372+626356130.78%-22
MARSH & MCLENNAN COS INC(MRSH)01,500+1,50002780.36%+278
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