Yoffe-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MCHI",
  "AAXJ",
  "MMM",
  "ABBV",
  "AXP",
  "T",
  "CAT",
  null,
  "ESS",
  null,
  null,
  "UMH",
  null,
  null,
  "HON",
  "HD",
  "MCD",
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MMC",
  "MSFT",
  "MDLZ",
  "FCNCA",
  "GE",
  null,
  "EFG",
  null,
  "IEMG",
  "DOW",
  "UNH",
  "AAPL",
  "HLN",
  "GS",
  "INTC",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "SPG",
  "RTX",
  "SPDW",
  "BP",
  null,
  "IBM",
  "TRV",
  "VO",
  "VXF",
  "VWO",
  "VSS",
  null,
  null,
  null,
  "GSK",
  null,
  "AFL",
  "IP",
  "F",
  null,
  null,
  null,
  "ELME",
  "BBCA",
  "VPL",
  "VEA",
  "VGK",
  "VNQI",
  null,
  "BNDX",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WBA",
  "BBEU",
  "SCHG",
  "SCHA",
  "KIM",
  "PPL",
  "CRM",
  "GEV",
  "BAC",
  "BK",
  "BRK-B",
  "BA",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CSX",
  "EWJ",
  "EFA",
  "NKE",
  "DIS",
  "XOM",
  "JNJ",
  "PLD",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 112
Total Value: 68079685
Accession Number: 0001172661-25-001503
Form Type: 13F-HR
CIK: yoffe-investment-management
Manager Name: Yoffe-Investment-Management

Data Enrichment

74% identified

83 identified29 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

112 positions • $68.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78463X400

Shares:9.1K

Value:$784.1K

% of Portfolio:1.2% ($784.1K/$68.1M)

Philip Morris International Inc.

PM|718172109

Shares:4.9K

Value:$777.8K

% of Portfolio:1.1% ($777.8K/$68.1M)

MCDONALDS CORP

MCD|580135101

Shares:2.5K

Value:$776.3K

% of Portfolio:1.1% ($776.3K/$68.1M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.4K

Value:$762.6K

% of Portfolio:1.1% ($762.6K/$68.1M)

46641Q225

BBCA|46641Q225

Shares:10.7K

Value:$762.5K

% of Portfolio:1.1% ($762.5K/$68.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:2.8K

Value:$754.5K

% of Portfolio:1.1% ($754.5K/$68.1M)

464288281

Shares:8.2K

Value:$744.5K

% of Portfolio:1.1% ($744.5K/$68.1M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.7K

Value:$737.6K

% of Portfolio:1.1% ($737.6K/$68.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:12.0K

Value:$737.6K

% of Portfolio:1.1% ($737.6K/$68.1M)

922908363

VOO|922908363

Shares:1.4K

Value:$711.5K

% of Portfolio:1.0% ($711.5K/$68.1M)

808524888

Shares:19.3K

Value:$693.6K

% of Portfolio:1.0% ($693.6K/$68.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:14.8K

Value:$670.9K

% of Portfolio:1.0% ($670.9K/$68.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:7.4K

Value:$663.2K

% of Portfolio:1.0% ($663.2K/$68.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$660.9K

% of Portfolio:1.0% ($660.9K/$68.1M)

46641Q191

BBEU|46641Q191

Shares:10.6K

Value:$658.0K

% of Portfolio:1.0% ($658.0K/$68.1M)

922042874

VGK|922042874

Shares:9.2K

Value:$648.7K

% of Portfolio:1.0% ($648.7K/$68.1M)

35473P660

Shares:27.4K

Value:$642.5K

% of Portfolio:0.9% ($642.5K/$68.1M)

808524607

SCHA|808524607

Shares:26.5K

Value:$621.8K

% of Portfolio:0.9% ($621.8K/$68.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.7K

Value:$621.6K

% of Portfolio:0.9% ($621.6K/$68.1M)

COCA COLA CO

KO|191216100

Shares:8.4K

Value:$603.0K

% of Portfolio:0.9% ($603.0K/$68.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78463X400)✕	9.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$784.1K	1.2% ($784.1K/$68.1M)	QoQ +13.33% (+$92.3K) YoY-
Philip Morris International Inc.(PMcusip718172109)	4.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$777.8K	1.1% ($777.8K/$68.1M)	QoQ +31.89% (+$188.1K) YoY-
MCDONALDS CORP(MCDcusip580135101)	2.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$776.3K	1.1% ($776.3K/$68.1M)	QoQ +7.75% (+$55.9K) YoY-
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.4K	QoQ -0.07% (-1) YoY-	All Managers (Combined)	$762.6K	1.1% ($762.6K/$68.1M)	QoQ -4.59% (-$36.8K) YoY-
(BBCAcusip46641Q225)	10.7K	QoQ +0.04% (+5) YoY-	All Managers (Combined)	$762.5K	1.1% ($762.5K/$68.1M)	QoQ +1.42% (+$10.7K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	2.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$754.5K	1.1% ($754.5K/$68.1M)	QoQ -9.34% (-$77.8K) YoY-
(cusip464288281)✕	8.2K	QoQ +0.09% (+8) YoY-	All Managers (Combined)	$744.5K	1.1% ($744.5K/$68.1M)	QoQ +1.85% (+$13.5K) YoY-
GENERAL ELECTRIC CO(GEcusip369604301)	3.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$737.6K	1.1% ($737.6K/$68.1M)	QoQ +20.00% (+$122.9K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	12.0K	QoQ +0.01% (+2) YoY-	All Managers (Combined)	$737.6K	1.1% ($737.6K/$68.1M)	QoQ +4.26% (+$30.2K) YoY-
(VOOcusip922908363)	1.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$711.5K	1.0% ($711.5K/$68.1M)	QoQ -4.62% (-$34.5K) YoY-
(cusip808524888)✕	19.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$693.6K	1.0% ($693.6K/$68.1M)	QoQ +4.51% (+$30.0K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	14.8K	QoQ +0.02% (+4) YoY-	All Managers (Combined)	$670.9K	1.0% ($670.9K/$68.1M)	QoQ +13.46% (+$79.6K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	7.4K	QoQ +0.01% (-1) YoY-	All Managers (Combined)	$663.2K	1.0% ($663.2K/$68.1M)	QoQ -9.74% (-$71.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$660.9K	1.0% ($660.9K/$68.1M)	QoQ +17.49% (+$98.4K) YoY-
(BBEUcusip46641Q191)	10.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$658.0K	1.0% ($658.0K/$68.1M)	QoQ +11.56% (+$68.2K) YoY-
(VGKcusip922042874)	9.2K	QoQ +0.07% (+7) YoY-	All Managers (Combined)	$648.7K	1.0% ($648.7K/$68.1M)	QoQ +10.70% (+$62.7K) YoY-
(cusip35473P660)✕	27.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$642.5K	0.9% ($642.5K/$68.1M)	QoQ +3.06% (+$19.1K) YoY-
(SCHAcusip808524607)	26.5K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$621.8K	0.9% ($621.8K/$68.1M)	QoQ -9.39% (-$64.5K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	3.7K	QoQ -0.02% (-1) YoY-	All Managers (Combined)	$621.6K	0.9% ($621.6K/$68.1M)	QoQ +14.67% (-$79.5K) YoY-
COCA COLA CO(KOcusip191216100)	8.4K	QoQ -0.01% (-1) YoY-	All Managers (Combined)	$603.0K	0.9% ($603.0K/$68.1M)	QoQ +15.03% (-$78.8K) YoY-