Institutional filer · SEC 13F · Q4 2024
Yoffe Investment Management, LLC
The reported 13F portfolio of Yoffe Investment Management, LLC (CIK 2056336) - top holdings, how concentrated the book is, and what changed last quarter.
- $67.3M
- Reported book
- 114
- Positions
- #322
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Yoffe Investment Management, LLC ranks #322 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $67.3M across 114 positions, a broadly diversified portfolio.
- $67.3M
- reported 13F value
- 114
- disclosed positions
- 5.2%
- in VANGUARD INDEX FDS
- #322
- of 360 filers
Top-5 share 18.0% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Yoffe Investment Management, LLC ranks #322 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Yoffe Investment Management, LLC sits by disclosed position count
Yoffe Investment Management, LLC reports 114 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Yoffe Investment Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
114 170th of 360 higher than 190 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Yoffe Investment Management, LLC reports a book ($0.07B) spread across 114 disclosed positions -- more than the 85-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2056336 · Q4 2024 $67M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #322/360
- POS-FOCUS 114 names
- CONC-MID 18% top-5
- LEAD-MIX 5.2% top
- PHOTO-FINISH Lakeshore , .
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Lakeshore Capital Group, Inc.
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Yoffe Investment Management, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$67.3M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $3.5M | 5.2% |
| 2 | VANGUARD INDEX FDS | $2.6M | 3.8% |
| 3 | INTERNATIONAL BUSINESS MACHS | $2.6M | 3.8% |
| 4 | MICROSOFT CORP | $1.8M | 2.6% |
| 5 | HONEYWELL INTL INC | $1.7M | 2.6% |
| 6 | WALMART INC | $1.7M | 2.5% |
| 7 | PROCTER AND GAMBLE CO | $1.7M | 2.5% |
| 8 | APPLE INC | $1.6M | 2.3% |
| 9 | VANGUARD INDEX FDS | $1.4M | 2.1% |
| 10 | JPMORGAN CHASE & CO. | $1.3M | 2.0% |
| 11 | VANGUARD INDEX FDS | $1.3M | 1.9% |
| 12 | VANGUARD WHITEHALL FDS | $1.1M | 1.6% |
| 13 | UNITEDHEALTH GROUP INC | $1.0M | 1.5% |
| 14 | CSX CORP | $1.0M | 1.5% |
| 15 | TRAVELERS COMPANIES INC | $960K | 1.4% |
| 16 | CATERPILLAR INC | $957K | 1.4% |
| 17 | HOME DEPOT INC | $865K | 1.3% |
| 18 | VISA INC | $852K | 1.3% |
| 19 | AMERICAN EXPRESS CO | $832K | 1.2% |
| 20 | GOLDMAN SACHS GROUP INC | $799K | 1.2% |
| 21 | BANK NEW YORK MELLON CORP | $784K | 1.2% |
| 22 | ISHARES TR | $774K | 1.1% |
| 23 | J P MORGAN EXCHANGE TRADED F | $752K | 1.1% |
| 24 | VANGUARD INDEX FDS | $746K | 1.1% |
| 25 | MERCK & CO INC | $735K | 1.1% |
Latest Quarter Trades · Q4 2024
New positions (114)
Frequently Asked Questions
- How big is Yoffe Investment Management, LLC's 13F portfolio?
- Yoffe Investment Management, LLC reports $67.3M of long US-equity positions across 114 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Yoffe Investment Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Yoffe Investment Management, LLC ranks #322 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Yoffe Investment Management, LLC's largest position?
- Yoffe Investment Management, LLC's largest reported position is VANGUARD INDEX FDS at $3.5M, about 5.2% of its reported book as of Q4 2024.
- What did Yoffe Investment Management, LLC trade last quarter?
- In its Q4 2024 filing, Yoffe Investment Management, LLC opened 114 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Yoffe Investment Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($67.3M here).
Similar holding count
Nearest filers by number of disclosed positions (114 here).
Using this filing
- The rankings sort every tracked filer the same way Yoffe Investment Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Lakeshore Capital Group, Inc. reported the nearest book value ($66.1M) this quarter, a useful scale comparison for Yoffe Investment Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.