Long-term investor
Yoffe Investment Management, LLC @yoffeinvestmentmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056336).
Record
- Tracked since 2025-06-30 (445 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year +19.1% · all +19.1%
- Max drawdown n/a · win rate 30% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VB · 5.0% · long · since 2025-06-30
- IBM · 3.8% · long · since 2025-06-30
- VTI · 3.4% · long · since 2025-06-30
- CAT · 3.2% · long · since 2025-06-30
- INTC · 2.8% · long · since 2025-06-30
- WMT · 2.4% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- AAPL · 2.1% · long · since 2025-06-30
- VO · 2.0% · long · since 2025-06-30
- VXF · 1.9% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- CSX · 1.7% · long · since 2025-06-30