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:

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92206C771

Shares:5.1K

Value:$233.9K

% of Portfolio:0.3% ($233.9K/$68.1M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.6K

Value:$232.6K

% of Portfolio:0.3% ($232.6K/$68.1M)

Mondelez International, Inc.

MDLZ|609207105

Shares:3.4K

Value:$232.4K

% of Portfolio:0.3% ($232.4K/$68.1M)

KIMCO REALTY CORP

KIM|49446R109

Shares:10.9K

Value:$230.9K

% of Portfolio:0.3% ($230.9K/$68.1M)

464288588

Shares:2.5K

Value:$230.5K

% of Portfolio:0.3% ($230.5K/$68.1M)

UMH PROPERTIES, INC.

UMH|903002103

Shares:11.6K

Value:$217.1K

% of Portfolio:0.3% ($217.1K/$68.1M)

BP PLC

BP|055622104

Shares:6.4K

Value:$215.0K

% of Portfolio:0.3% ($215.0K/$68.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.0K

Value:$213.3K

% of Portfolio:0.3% ($213.3K/$68.1M)

92203J407

BNDX|92203J407

Shares:4.3K

Value:$211.3K

% of Portfolio:0.3% ($211.3K/$68.1M)

Haleon plc

HLN|405552100

Shares:17.1K

Value:$175.7K

% of Portfolio:0.3% ($175.7K/$68.1M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:10.9K

Value:$122.1K

% of Portfolio:0.2% ($122.1K/$68.1M)

FORD MOTOR CO

F|345370860

Shares:10.2K

Value:$102.6K

% of Portfolio:0.2% ($102.6K/$68.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C771)✕	5.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$233.9K	0.3% ($233.9K/$68.1M)	QoQ +2.13% (+$4.9K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$232.6K	0.3% ($232.6K/$68.1M)	QoQ -5.05% (-$12.4K) YoY-
Mondelez International, Inc.(MDLZcusip609207105)	3.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$232.4K	0.3% ($232.4K/$68.1M)	QoQ +13.59% (+$27.8K) YoY-
KIMCO REALTY CORP(KIMcusip49446R109)	10.9K	QoQ +0.12% (-14) YoY-	All Managers (Combined)	$230.9K	0.3% ($230.9K/$68.1M)	QoQ -9.22% (-$23.5K) YoY-
(cusip464288588)✕	2.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$230.5K	0.3% ($230.5K/$68.1M)	QoQ +2.29% (+$5.2K) YoY-
UMH PROPERTIES, INC.(UMHcusip903002103)	11.6K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$217.1K	0.3% ($217.1K/$68.1M)	QoQ -0.95% (-$2.1K) YoY-
BP PLC(BPcusip055622104)	6.4K	QoQ NEW(+6.4K) YoY-	All Managers (Combined)	$215.0K	0.3% ($215.0K/$68.1M)	QoQ NEW(+$215.0K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$213.3K	0.3% ($213.3K/$68.1M)	QoQ NEW(+$213.3K) YoY-
(BNDXcusip92203J407)	4.3K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$211.3K	0.3% ($211.3K/$68.1M)	QoQ -0.46% (-$995) YoY-
Haleon plc(HLNcusip405552100)	17.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$175.7K	0.3% ($175.7K/$68.1M)	QoQ +7.86% (+$12.8K) YoY-
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	10.9K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$122.1K	0.2% ($122.1K/$68.1M)	QoQ +19.72% (-$20.1K) YoY-
FORD MOTOR CO(Fcusip345370860)	10.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$102.6K	0.2% ($102.6K/$68.1M)	QoQ +1.31% (+$1.3K) YoY-