Stock Taper

YOFFE INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Chevron CorporationCVX2.93K$485.1K
3M CompanyMMM3.25K$526.54K
Citigroup Inc.C3.33K$466.63K
Simon Property Group, Inc.SPG3.38K$756.61K
GE AerospaceGE3.69K$1.38M
Johnson & JohnsonJNJ3.75K$951.87K
The Travelers Companies, Inc.TRV3.99K$1.32M
Exxon Mobil CorporationXOM4.02K$549.49K
Microsoft CorporationMSFT4.2K$1.57M
The Walt Disney CompanyDIS4.35K$418.41K
Aflac IncorporatedAFL4.5K$527.16K
Altria Group, Inc.MO4.9K$352.56K
Philip Morris International Inc.PM4.9K$886.46K
Vornado Realty TrustVNO5.4K$212.26K
Bank of America CorporationBAC5.57K$317.55K
JPMorgan Chase & Co.JPM5.57K$1.82M
Apple Inc.AAPL6.21K$1.8M
BP p.l.c.BP6.36K$235.11K
International Paper CompanyIP7.02K$267.46K
Merck & Co., Inc.MRK7.34K$943.29K