Stock Taper 
YOFFE INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 JPMorgan Chase & Co. | JPM | 5.57K | $1.82M |
 Bank of America Corporation | BAC | 5.57K | $317.55K |
 Vornado Realty Trust | VNO | 5.4K | $212.26K |
 Philip Morris International Inc. | PM | 4.9K | $886.46K |
 Altria Group, Inc. | MO | 4.9K | $352.56K |
 Aflac Incorporated | AFL | 4.5K | $527.16K |
 The Walt Disney Company | DIS | 4.35K | $418.41K |
 Microsoft Corporation | MSFT | 4.2K | $1.57M |
 Exxon Mobil Corporation | XOM | 4.02K | $549.49K |
 The Travelers Companies, Inc. | TRV | 3.99K | $1.32M |
 Johnson & Johnson | JNJ | 3.75K | $951.87K |
 GE Aerospace | GE | 3.69K | $1.38M |
 Simon Property Group, Inc. | SPG | 3.38K | $756.61K |
 Citigroup Inc. | C | 3.33K | $466.63K |
 3M Company | MMM | 3.25K | $526.54K |
 Chevron Corporation | CVX | 2.93K | $485.1K |
 American Express Company | AXP | 2.8K | $947.15K |
 Prologis, Inc. | PLD | 2.79K | $378.64K |
 Visa Inc. | V | 2.7K | $925.21K |
 Caterpillar Inc. | CAT | 2.64K | $2.81M |