Stock Taper 
YOFFE INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 First Citizens BancShares, Inc. | FCNCA | 128 | $266.34K |
 Marriott International, Inc. | MAR | 740 | $274.24K |
 GE Vernova Inc. | GEV | 921 | $1.08M |
 Welltower Inc. | WELL | 989 | $224.47K |
 AbbVie Inc. | ABBV | 1.02K | $256.17K |
 Berkshire Hathaway Inc. | BRK-B | 1.24K | $620.98K |
 Essex Property Trust, Inc. | ESS | 1.25K | $365.8K |
 The Goldman Sachs Group, Inc. | GS | 1.4K | $1.41M |
 Amgen Inc. | AMGN | 1.41K | $508.96K |
 CVS Health Corp. | CVS | 2.06K | $212.8K |
 UnitedHealth Group Incorporated | UNH | 2.06K | $855.49K |
 The Home Depot, Inc. | HD | 2.23K | $784.57K |
 RTX Corporation | RTX | 2.33K | $441.57K |
 Union Pacific Corporation | UNP | 2.4K | $652.8K |
 McDonald's Corporation | MCD | 2.48K | $671.79K |
 The Boeing Company | BA | 2.53K | $546.8K |
 Caterpillar Inc. | CAT | 2.64K | $2.81M |
 Visa Inc. | V | 2.7K | $925.21K |
 Prologis, Inc. | PLD | 2.79K | $378.64K |
 American Express Company | AXP | 2.8K | $947.15K |