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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
+10.1%
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
$1.3B
AUM Growth
+$98.2M
Cap. Flow
+$8.22M
Cap. Flow %
0.63%
Top 10 Hldgs %
32.34%
Holding
305
New
15
Increased
115
Reduced
121
Closed
6

Top Buys

Rank Stock Value
1
WELL icon
Welltower
WELL
+$1.81M
2
NFLX icon
Netflix
NFLX
+$1.72M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.4M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.17M

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$3.96M
2
ACN icon
Accenture
ACN
+$2.19M
3
AAPL icon
Apple
AAPL
+$1.08M
4
FTV icon
Fortive
FTV
+$744K
5
COST icon
Costco
COST
+$700K

Sector Composition

Rank Sector Weight
1 Technology 23.14%
2 Financials 10.45%
3 Healthcare 9.56%
4 Consumer Discretionary 8.49%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRTX icon
226
Vertex Pharmaceuticals
VRTX
$126B
$397K 0.03%
891
-50
-5% -$23K
PGR icon
227
Progressive
PGR
$125B
$396K 0.03%
1,485
-8
-0.5% -$2.19K
VXUS icon
228
Vanguard Total International Stock ETF
VXUS
$163B
$388K 0.03%
5,617
+2,116
+60% +$137K
AA icon
229
Alcoa
AA
$13.2B
$378K 0.03%
12,810
– –
PM icon
230
Philip Morris
PM
$295B
$378K 0.03%
2,074
-34
-2% -$5.84K
JGRO icon
231
JPMorgan Active Growth ETF
JGRO
$10B
$369K 0.03%
4,282
+180
+4% +$14K
ORLY icon
232
O'Reilly Automotive
ORLY
$76.3B
$350K 0.03%
3,885
– –
VWO icon
233
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$349K 0.03%
7,048
+370
+6% +$17.2K
TYL icon
234
Tyler Technologies
TYL
$12.8B
$343K 0.03%
579
+120
+26% +$68K
AMT icon
235
American Tower
AMT
$80.4B
$341K 0.03%
1,541
-157
-9% -$33.9K
AMP icon
236
Ameriprise Financial
AMP
$48.8B
$341K 0.03%
638
-7
-1% -$3.46K
SCHF icon
237
Schwab International Equity ETF
SCHF
$68.7B
$338K 0.03%
15,279
+2,425
+19% +$50.5K
PTC icon
238
PTC
PTC
$16B
$337K 0.03%
1,954
+410
+27% +$66.1K
VO icon
239
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$334K 0.03%
4,780
-20
-0.4% -$1.31K
CEF icon
240
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$334K 0.03%
11,105
– –
TT icon
241
Trane Technologies
TT
$106B
$332K 0.03%
760
– –
SCHK icon
242
Schwab 1000 Index ETF
SCHK
$5.94B
$327K 0.03%
10,980
+2
+0% +$55
QCOM icon
243
Qualcomm
QCOM
$176B
$324K 0.03%
2,035
-3
-0.1% -$442
AXON
244
Axon Enterprise
AXON
$46.4B
$323K 0.02%
390
– –
EOG icon
245
EOG Resources
EOG
$70.7B
$321K 0.02%
2,687
+55
+2% +$6.29K
MLM icon
246
Martin Marietta Materials
MLM
$33B
$321K 0.02%
584
– –
MSTR icon
247
Strategy Inc
MSTR
$38.4B
$319K 0.02%
788
+62
+9% +$22.6K
KMB icon
248
Kimberly-Clark
KMB
$36.5B
$318K 0.02%
2,467
-124
-5% -$16.8K
SHOP icon
249
Shopify
SHOP
$195B
$315K 0.02%
2,730
+5
+0.2% +$500
HIG icon
250
Hartford Financial Services
HIG
$39.3B
$314K 0.02%
2,474
– –
8 9
10
11 12

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YHB Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, YHB Investment Advisors held 305 positions worth $1.3B, up 8.2% from $1.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q2 2025 filing shows 15 new, 115 increased, 121 reduced and 6 closed positions. Its largest new stake was ASML: 1,231 shares worth $987K. The largest sale was PepsiCo, an estimated $3.96M.

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

  • YHB Investment Advisors's largest Q2 2025 buy was ASML: 1,231 shares worth $987K.
  • YHB Investment Advisors added most to Welltower in Q2 2025, an estimated $1.81M increase.
  • YHB Investment Advisors's biggest Q2 2025 reduction was PepsiCo, cutting an estimated $3.96M.
  • YHB Investment Advisors fully exited Essential Utilities in Q2 2025, selling an estimated $244K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.3B portfolio in Q2 2025.
  • YHB Investment Advisors opened 15 new positions and closed 6 in Q2 2025.
  • YHB Investment Advisors's portfolio value rose 8.2% quarter-over-quarter to $1.3B.

Based on YHB Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.