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Yoffe Investment Management, LLC

Q4 2025 Holdings

Filed 2026-01-26 | 113 holdings | $78.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Walgreens Boots AllianceCOM931CVR013$010,9310.0%
Ford MTR Co del(F)COM345370860$134.3K10,2340.2%
Haleon PLC Fsponsored ADR 1 ADR Reps 2 ORD SHS(HLN)ADR405552100$172.6K17,0730.2%
UMH Pptys Inc REIT(UMH)RET903002103$184.7K11,6120.2%
Vanguard Total International BND ETF(BNDX)UIE92203J407$209.1K4,3280.3%
BP P L C Fsponsored ADR 1 ADR Reps 6 ORD SHS(BP)ADR055622104$221.0K6,3630.3%
Kimco Rlty Corp REIT(KIM)RET49446R109$221.2K10,9140.3%
Marriott Intl Inc New Class Class A(MAR)COM571903202$229.6K7400.3%
AT&T Inc(T)COM00206R102$232.3K9,3500.3%
Abbvie Inc(ABBV)COM00287Y109$232.6K1,0180.3%
Ishares MBS ETF(MBB)UIE464288588$234.1K2,4580.3%
Constellation Energy COR(CEG)COM21037T109$235.3K6660.3%
Vanguard Mortgage Backedsec ETF(VMBS)UIE92206C771$237.8K5,0510.3%
Salesforce Inc(CRM)COM79466L302$248.1K9370.3%
Ishares Msci Canada ETF(EWC)UIE464286509$262.6K4,8690.3%
Ishares Msci Eafe Growthetf(EFG)UIE464288885$268.6K2,3580.3%
First Ctzns Bancshares Iclass Class A(FCNCA)COM31946M103$274.7K1280.4%
Interntnl Paper Co(IP)COM460146103$276.5K7,0200.4%
Nike Inc Class B(NKE)COM654106103$278.0K4,3630.4%
Marsh & Mclennan COS Inc(MRSH)COM571748102$278.3K1,5000.4%
Altria Group Inc(MO)COM02209S103$282.5K4,9000.4%
Ishares Core Msci Europeetf(IEUR)UIE46434V738$294.4K4,1480.4%
Ishares Msci Eafe ETF(EFA)UIE464287465$294.6K3,0680.4%
Ishares Europe ETF(IEV)UIE464287861$296.8K4,3270.4%
Vanguard Ftse Emerging Markets ETF(VWO)UIE922042858$297.2K5,5290.4%
Spdr Portfolio Dvlpd Wrld Ex-US ETF(SPDW)UIE78463X889$303.8K6,8410.4%
Bank of America Corp(BAC)COM060505104$306.5K5,5730.4%
Ishares Msci China ETF(MCHI)UIE46429B671$309.3K5,1490.4%
Essex Ppty TR Inc REIT(ESS)RET297178105$328.3K1,2550.4%
Ishares Msci Japan ETF(EWJ)UIE46434G822$329.7K4,0830.4%
Ishares Msci All Count ASA EX JP ETF(AAXJ)UIE464288182$334.5K3,5920.4%
Vaneck Emerging MRK HGH YLD BND ETF(HYEM)UIE92189F353$336.7K16,9300.4%
Franklin Ftse India ETF(FLIN)UIE35473P769$338.2K8,7640.4%
PPL Corp(PPL)COM69351T106$353.7K10,1000.5%
Prologis Inc REIT(PLD)RET74340W103$356.8K2,7950.5%
JPMorgan Betabuilders Japan ETF(BBJP)UIE46641Q217$357.4K5,4230.5%
Ishares Msci India Indexetf(INDA)UIE46429B598$359.8K6,6560.5%
Elme Communities REIT REIT(ELME)RET939653101$378.2K21,7360.5%
Citigroup Inc(C)COM172967424$389.0K3,3340.5%
Franklin Ftse Japan ETF(FLJP)UIE35473P744$393.1K11,4100.5%
Invesco India ETF(PIN)UIE46137R109$398.7K16,4020.5%
Franklin Ftse Latin America ETF(FLLA)UIE35473P561$402.3K16,6980.5%
Ishares Msci Pacific EX Japan ETF(EPP)UIE464286665$412.0K8,1630.5%
Ishares JP Mrgn EM High YLD BD ETF(EMHY)UIE464286285$424.4K10,5130.5%
RTX Corp(RTX)COM75513E101$426.8K2,3270.5%
Schwab Emerging Markets Equity ETF(SCHE)UIE808524706$433.2K13,2280.6%
Vanguard Ftse Developed Markets ETF(VEA)UIE921943858$442.9K7,0890.6%
Chevron Corp New(CVX)COM166764100$446.0K2,9270.6%
Schwab US Large Cap Growth ETF(SCHG)UIE808524300$450.9K13,8240.6%
Amgen Inc(AMGN)COM031162100$460.0K1,4060.6%
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