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YIA

YHB Investment Advisors Portfolio holdings

AUM $1.56B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
+16.06%
1 Year Est. Return
+27.39%
3 Year Est. Return
+85.72%
5 Year Est. Return
+104.16%
10 Year Est. Return
+409.93%
AUM
$1.56B
AUM Growth
+$166M
Cap. Flow
-$1.44M
Cap. Flow %
-0.09%
Top 10 Hldgs %
31.03%
Holding
326
New
28
Increased
124
Reduced
130
Closed
12

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.79M
3
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$2.7M
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$2.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.56M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$8.31M
2
AMZN icon
Amazon
AMZN
+$7.13M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.71M
4
AON icon
Aon
AON
+$4.86M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.63M

Sector Composition

1 Technology 22.56%
2 Industrials 8.53%
3 Healthcare 8.28%
4 Financials 7.87%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.9T
$95.7M 6.13%
330,559
+5,102
+2% +$1.46M
GOOGL icon
2
Alphabet (Google) Class A
GOOGL
$4.23T
$51.4M 3.29%
143,740
-7,931
-5% -$2.85M
MSFT icon
3
Microsoft
MSFT
$2.93T
$47.7M 3.06%
127,919
-20,527
-14% -$8.31M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$122B
$46.6M 2.98%
604,397
+34,885
+6% +$2.56M
AMZN icon
5
Amazon
AMZN
$2.66T
$44.7M 2.87%
187,755
-28,396
-13% -$7.13M
NVDA icon
6
NVIDIA
NVDA
$4.91T
$43.9M 2.81%
219,225
+7,513
+4% +$1.54M
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.22T
$43.4M 2.78%
122,759
-12,953
-10% -$4.63M
LRCX icon
8
Lam Research
LRCX
$392B
$41.9M 2.68%
96,662
-5,683
-6% -$1.73M
COST icon
9
Costco
COST
$417B
$39.4M 2.52%
42,112
+497
+1% +$495K
BRK.B icon
10
Berkshire Hathaway Class B
BRK.B
$1.06T
$29.9M 1.92%
59,803
-13,960
-19% -$6.71M
V icon
11
Visa
V
$682B
$28.3M 1.82%
82,599
+1,961
+2% +$630K
APH icon
12
Amphenol
APH
$186B
$24.9M 1.6%
141,366
+726
+0.5% +$105K
TMO icon
13
Thermo Fisher Scientific
TMO
$198B
$24.6M 1.57%
48,988
+1,182
+2% +$567K
IVV icon
14
iShares Core S&P 500 ETF
IVV
$881B
$23.1M 1.48%
30,863
+7,994
+35% +$5.82M
TSM icon
15
TSMC
TSM
$2.07T
$22.8M 1.46%
47,776
+2,526
+6% +$1.03M
URI icon
16
United Rentals
URI
$65.5B
$22M 1.41%
19,420
-193
-1% -$184K
SPY icon
17
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$21.8M 1.4%
29,237
-225
-0.8% -$163K
JPST icon
18
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$20.8M 1.33%
411,749
-32,346
-7% -$1.63M
IJR icon
19
iShares Core S&P Small-Cap ETF
IJR
$110B
$20.2M 1.3%
136,354
-330
-0.2% -$45.3K
SMLF icon
20
iShares US Small Cap Equity Factor ETF
SMLF
$4.07B
$19.8M 1.27%
222,217
+32,382
+17% +$2.7M
ECL icon
21
Ecolab
ECL
$76.8B
$19.5M 1.25%
70,154
+1,498
+2% +$395K
JPM icon
22
JPMorgan Chase
JPM
$907B
$18.3M 1.17%
55,809
+3,426
+7% +$1.06M
DHR icon
23
Danaher
DHR
$144B
$17.4M 1.12%
91,504
+3,075
+3% +$558K
PANW icon
24
Palo Alto Networks
PANW
$292B
$17.1M 1.1%
50,219
+2,605
+5% +$596K
IWB icon
25
iShares Russell 1000 ETF
IWB
$48B
$16.6M 1.07%
40,621
-4
-0% -$1.58K
1
2 3 4 5

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YHB Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, YHB Investment Advisors held 326 positions worth $1.56B, up 12% from $1.39B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

YHB Investment Advisors's Q2 2026 filing shows 28 new, 124 increased, 130 reduced and 12 closed positions. Its largest new stake was Schwab Fundamental US Large Company Index ETF: 65,000 shares worth $2.02M. The largest sale was Microsoft, an estimated $8.31M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Industrials and Healthcare.

  • YHB Investment Advisors's largest Q2 2026 buy was Schwab Fundamental US Large Company Index ETF: 65,000 shares worth $2.02M.
  • YHB Investment Advisors added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $5.82M increase.
  • YHB Investment Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $8.31M.
  • YHB Investment Advisors fully exited Honeywell in Q2 2026, selling an estimated $1.03M.
  • YHB Investment Advisors's ten largest holdings make up 31% of its $1.56B portfolio in Q2 2026.
  • YHB Investment Advisors opened 28 new positions and closed 12 in Q2 2026.
  • YHB Investment Advisors's portfolio value rose 12% quarter-over-quarter to $1.56B.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.