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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
+3.88%
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
$1.45B
AUM Growth
+$80M
Cap. Flow
+$45M
Cap. Flow %
3.11%
Top 10 Hldgs %
33.45%
Holding
312
New
13
Increased
110
Reduced
134
Closed
16

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$17.1M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.25M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.82M
4
BLK icon
Blackrock
BLK
+$3.5M
5
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$2.5M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.69M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.29M
3
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.27M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$769K

Sector Composition

Rank Sector Weight
1 Technology 22.75%
2 Financials 9.64%
3 Healthcare 9.4%
4 Communication Services 8.33%
5 Consumer Discretionary 8.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADBE icon
226
Adobe
ADBE
$105B
$401K 0.03%
1,147
– –
DE icon
227
Deere & Co
DE
$168B
$394K 0.03%
846
– –
EQIX icon
228
Equinix
EQIX
$103B
$392K 0.03%
511
+22
+4% +$17.2K
XLI icon
229
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$382K 0.03%
+2,461
New +$379K
VRTX icon
230
Vertex Pharmaceuticals
VRTX
$126B
$381K 0.03%
841
-52
-6% -$22.4K
LBRDK icon
231
Liberty Broadband Class C
LBRDK
$5.15B
$373K 0.03%
7,670
– –
CHTR icon
232
Charter Communications
CHTR
$18.2B
$372K 0.03%
1,780
-103
-5% -$23.2K
LYB icon
233
LyondellBasell Industries
LYB
$19.2B
$367K 0.03%
8,487
– –
ING icon
234
ING
ING
$102B
$361K 0.02%
12,889
– –
MLM icon
235
Martin Marietta Materials
MLM
$33B
$354K 0.02%
569
-15
-3% -$9.33K
EMR icon
236
Emerson Electric
EMR
$88.3B
$353K 0.02%
2,663
-470
-15% -$62.4K
NSC icon
237
Norfolk Southern
NSC
$75.1B
$352K 0.02%
1,219
-504
-29% -$146K
QCOM icon
238
Qualcomm
QCOM
$176B
$348K 0.02%
2,037
+2
+0.1% +$343
SBUX icon
239
Starbucks
SBUX
$120B
$347K 0.02%
4,121
-251
-6% -$21.2K
VO icon
240
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$347K 0.02%
4,780
– –
BAH icon
241
Booz Allen Hamilton
BAH
$9.15B
$346K 0.02%
4,103
-6,649
-62% -$595K
MCK icon
242
McKesson
MCK
$101B
$344K 0.02%
419
-80
-16% -$65.3K
PGR icon
243
Progressive
PGR
$125B
$338K 0.02%
1,485
– –
HUBB icon
244
Hubbell
HUBB
$27.2B
$338K 0.02%
760
– –
AMD icon
245
Advanced Micro Devices
AMD
$789B
$335K 0.02%
1,565
+33
+2% +$7.41K
IJT icon
246
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$331K 0.02%
2,346
– –
HIG icon
247
Hartford Financial Services
HIG
$39.3B
$330K 0.02%
2,396
-78
-3% -$10.3K
PM icon
248
Philip Morris
PM
$295B
$327K 0.02%
2,040
– –
RBC icon
249
RBC Bearings
RBC
$18B
$325K 0.02%
725
-24
-3% -$10.2K
EOG icon
250
EOG Resources
EOG
$70.7B
$325K 0.02%
3,094
+705
+30% +$75.7K
8 9
10
11 12

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LCM
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LCM
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YHB Investment Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, YHB Investment Advisors held 312 positions worth $1.45B, up 5.9% from $1.37B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

YHB Investment Advisors deployed $45M of net new capital in Q4 2025, opening 13 new positions and adding to 110 existing holdings. Its largest new stake was Lam Research: 109,904 shares worth $18.8M.

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

On the sell side, the largest reduction was Apple, an estimated $2.69M trimmed.

  • YHB Investment Advisors's largest Q4 2025 buy was Lam Research: 109,904 shares worth $18.8M.
  • YHB Investment Advisors added most to JPMorgan Ultra-Short Income ETF in Q4 2025, an estimated $7.25M increase.
  • YHB Investment Advisors's biggest Q4 2025 reduction was Apple, cutting an estimated $2.69M.
  • YHB Investment Advisors fully exited Schwab 1000 Index ETF in Q4 2025, selling an estimated $324K.
  • YHB Investment Advisors's ten largest holdings make up 33% of its $1.45B portfolio in Q4 2025.
  • YHB Investment Advisors opened 13 new positions and closed 16 in Q4 2025.
  • YHB Investment Advisors's portfolio value rose 5.9% quarter-over-quarter to $1.45B.

Based on YHB Investment Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.