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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
+8.2%
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
$1.37B
AUM Growth
+$72.1M
Cap. Flow
-$14M
Cap. Flow %
-1.02%
Top 10 Hldgs %
33.74%
Holding
311
New
12
Increased
91
Reduced
138
Closed
12

Top Buys

Rank Stock Value
1
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$7.29M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.35M
3
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$11M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.7M
3
BLK icon
Blackrock
BLK
+$3.29M
4
UNH icon
UnitedHealth
UNH
+$3.19M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M

Sector Composition

Rank Sector Weight
1 Technology 23.4%
2 Financials 9.71%
3 Healthcare 8.93%
4 Consumer Discretionary 8.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
226
Adobe
ADBE
$105B
$405K 0.03%
1,147
-38
-3% -$13.6K
VXUS icon
227
Vanguard Total International Stock ETF
VXUS
$163B
$401K 0.03%
5,460
-157
-3% -$11.1K
ACN icon
228
Accenture
ACN
$108B
$399K 0.03%
1,616
-740
-31% -$193K
PTC icon
229
PTC
PTC
$16B
$397K 0.03%
1,954
– –
DE icon
230
Deere & Co
DE
$168B
$387K 0.03%
846
-100
-11% -$49.3K
MCK icon
231
McKesson
MCK
$101B
$385K 0.03%
499
-103
-17% -$72.5K
EQIX icon
232
Equinix
EQIX
$103B
$383K 0.03%
489
-44
-8% -$34.4K
SBUX icon
233
Starbucks
SBUX
$120B
$370K 0.03%
4,372
-210
-5% -$18.8K
MLM icon
234
Martin Marietta Materials
MLM
$33B
$368K 0.03%
584
– –
PGR icon
235
Progressive
PGR
$125B
$367K 0.03%
1,485
– –
VWO icon
236
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$361K 0.03%
6,672
-376
-5% -$19.4K
MU icon
237
Micron Technology
MU
$991B
$355K 0.03%
2,123
– –
VO icon
238
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$351K 0.03%
4,780
– –
VRTX icon
239
Vertex Pharmaceuticals
VRTX
$126B
$350K 0.03%
893
+2
+0.2% +$836
FBTC icon
240
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$342K 0.03%
3,427
+316
+10% +$31.6K
QCOM icon
241
Qualcomm
QCOM
$176B
$339K 0.02%
2,035
– –
ING icon
242
ING
ING
$102B
$336K 0.02%
12,889
– –
LMT icon
243
Lockheed Martin
LMT
$136B
$334K 0.02%
670
– –
IJT icon
244
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$332K 0.02%
2,346
– –
PM icon
245
Philip Morris
PM
$295B
$331K 0.02%
2,040
-34
-2% -$5.72K
HIG icon
246
Hartford Financial Services
HIG
$39.3B
$330K 0.02%
2,474
– –
LBRDA icon
247
Liberty Broadband Class A
LBRDA
$5.16B
$330K 0.02%
5,210
– –
HUBB icon
248
Hubbell
HUBB
$27.2B
$327K 0.02%
760
– –
SCHK icon
249
Schwab 1000 Index ETF
SCHK
$5.94B
$324K 0.02%
10,112
-868
-8% -$26.9K
TT icon
250
Trane Technologies
TT
$106B
$322K 0.02%
764
+4
+0.5% +$1.71K
8 9
10
11 12

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YHB Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, YHB Investment Advisors held 311 positions worth $1.37B, up 5.6% from $1.3B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

YHB Investment Advisors's Q3 2025 filing shows 12 new, 91 increased, 138 reduced and 12 closed positions. Its largest new stake was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M. The largest sale was Lam Research, an estimated $11M.

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

  • YHB Investment Advisors's largest Q3 2025 buy was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M.
  • YHB Investment Advisors added most to JPMorgan Ultra-Short Income ETF in Q3 2025, an estimated $6.35M increase.
  • YHB Investment Advisors's biggest Q3 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $5.7M.
  • YHB Investment Advisors fully exited Lam Research in Q3 2025, selling an estimated $11M.
  • YHB Investment Advisors's ten largest holdings make up 34% of its $1.37B portfolio in Q3 2025.
  • YHB Investment Advisors opened 12 new positions and closed 12 in Q3 2025.
  • YHB Investment Advisors's portfolio value rose 5.6% quarter-over-quarter to $1.37B.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.