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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002056336

Yoffe Investment Management, LLC

LEMOYNE, PA · File #028-24983

Latest AUM
$78.3M
Positions
113
Top-10 Concentration
39.2%
Filings
6

Sector Allocation

Financials
9.6%$7.5M
Technology
7.1%$5.5M
Industrials
6.1%$4.8M
Healthcare
3.7%$2.9M
Energy
1.2%$929,689
Real Estate
0.5%$378,208
Utilities
0.3%$235,278

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD SMALL CAP ETF92290875114,338$3.7M6.58%
2IBM CORPINTR11,731$3.5M6.18%
3VANGUARD TOTAL STOCK MARKET ETF9229087698,078$2.7M4.82%
4WALMART INCWMT18,687$2.1M3.70%
5MICROSOFT CORPMSFT4,200$2.0M3.61%
6JPMORGAN CHASE & COVYLD5,565$1.8M3.19%
7APPLE INCAAPL6,212$1.7M3.00%
8VANGUARD MID CAP ETF9229086295,345$1.6M2.76%
9CATERPILLAR INCCAT2,637$1.5M2.69%
10HONEYWELL INTL INC4385161067,667$1.5M2.66%
11PROCTER & GAMBLE CO74271810910,042$1.4M2.56%
12VANGUARD EXTENDED MARKETETF9229086526,633$1.4M2.47%
13GOLDMAN SACHS GROUP INCGSCE1,396$1.2M2.18%
14BANK NEW YORK MELLON COR06405810010,200$1.2M2.11%
15TRAVELERS COS INCTRV3,987$1.2M2.06%
16CSX CORPCSX31,770$1.2M2.05%
17VANGUARD EMERGING MARKT GOVT BND ETF92194688517,007$1.1M2.04%
18GE AEROSPACE3696043013,685$1.1M2.02%
19ISHARES LATIN AMERICA 40ETF46428739037,168$1.1M2.01%
20AMERICAN EXPRESS COAXP2,800$1.0M1.84%