We are live on ! Find out more
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
CEF icon
226
Sprott Physical Gold and Silver Trust
CEF
$7.3B
$447K 0.03%
11,105
– –
PM icon
227
Philip Morris
PM
$301B
$441K 0.03%
2,440
+299
+14% +$51.9K
CHTR icon
228
Charter Communications
CHTR
$16.2B
$428K 0.03%
3,010
+1,230
+69% +$205K
BKNG icon
229
Booking.com
BKNG
$141B
$428K 0.03%
2,400
-25
-1% -$4.26K
GEHC icon
230
GE HealthCare
GEHC
$28.7B
$421K 0.03%
6,577
– –
LMT icon
231
Lockheed Martin
LMT
$117B
$419K 0.03%
823
-8
-1% -$4.33K
IJT icon
232
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.23B
$419K 0.03%
2,346
– –
VRTX icon
233
Vertex Pharmaceuticals
VRTX
$123B
$418K 0.03%
841
– –
XLI icon
234
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$411K 0.03%
2,218
-9
-0.4% -$1.56K
SPSM icon
235
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$410K 0.03%
7,111
+297
+4% +$15.9K
ING icon
236
ING
ING
$92.4B
$404K 0.03%
12,889
– –
EMR icon
237
Emerson Electric
EMR
$78.2B
$403K 0.03%
2,814
+151
+6% +$21.3K
NSC icon
238
Norfolk Southern
NSC
$76.4B
$395K 0.03%
1,257
+38
+3% +$11.7K
MRSH
239
Marsh
MRSH
$87.8B
$394K 0.03%
+2,362
New +$395K
HUBB icon
240
Hubbell
HUBB
$25.8B
$386K 0.02%
737
-23
-3% -$11.6K
VO icon
241
Vanguard Mid-Cap ETF
VO
$106B
$385K 0.02%
4,780
– –
ABT icon
242
Abbott
ABT
$175B
$385K 0.02%
4,244
-676
-14% -$61.7K
CSX icon
243
CSX Corp
CSX
$94.3B
$384K 0.02%
8,070
+387
+5% +$17.5K
VGT icon
244
Vanguard Information Technology ETF
VGT
$139B
$383K 0.02%
3,202
+2
+0.1% +$219
TT icon
245
Trane Technologies
TT
$104B
$373K 0.02%
760
– –
USRT icon
246
iShares Core US REIT ETF
USRT
$4.63B
$372K 0.02%
5,605
-268
-5% -$17.3K
MORN icon
247
Morningstar
MORN
$6.56B
$370K 0.02%
2,370
-135
-5% -$23.5K
QCOM icon
248
Qualcomm
QCOM
$181B
$362K 0.02%
1,961
-74
-4% -$13.8K
FBCG icon
249
Fidelity Blue Chip Growth ETF
FBCG
$6.77B
$359K 0.02%
5,785
– –
IYW icon
250
iShares US Technology ETF
IYW
$24B
$358K 0.02%
1,418
– –
8 9
10
11 12

Similar funds

FCM
Fernbridge Capital Management Los Angeles, California $1.56B AUM 12.38% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.42% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

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.