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
REGN icon
251
Regeneron Pharmaceuticals
REGN
$70.9B
$354K 0.02%
568
– –
XLU icon
252
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$352K 0.02%
7,764
+409
+6% +$18.5K
IYF icon
253
iShares US Financials ETF
IYF
$4.24B
$351K 0.02%
2,754
– –
MO icon
254
Altria Group
MO
$124B
$351K 0.02%
+4,879
New +$341K
RSPN icon
255
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
$351K 0.02%
5,481
+500
+10% +$30.4K
FSS icon
256
Federal Signal
FSS
$7.11B
$345K 0.02%
2,684
– –
ETR icon
257
Entergy
ETR
$52.8B
$340K 0.02%
2,962
– –
IWR icon
258
iShares Russell Mid-Cap ETF
IWR
$56.6B
$340K 0.02%
+3,082
New +$324K
DHI icon
259
D.R. Horton
DHI
$42.4B
$333K 0.02%
2,047
– –
PNC icon
260
PNC Financial Services
PNC
$101B
$329K 0.02%
1,336
-34
-2% -$7.61K
VWO icon
261
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$329K 0.02%
5,506
– –
DELL icon
262
Dell
DELL
$256B
$327K 0.02%
+759
New +$220K
RAL
263
Ralliant Corp
RAL
$7.85B
$325K 0.02%
4,416
-416
-9% -$23.2K
XLP icon
264
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$322K 0.02%
3,881
+55
+1% +$4.59K
SO icon
265
Southern Company
SO
$107B
$319K 0.02%
3,338
– –
EOG icon
266
EOG Resources
EOG
$74.5B
$319K 0.02%
2,462
-15
-0.6% -$2.04K
PGR icon
267
Progressive
PGR
$121B
$319K 0.02%
1,458
+36
+3% +$7.25K
TD icon
268
Toronto Dominion Bank
TD
$204B
$313K 0.02%
2,578
+100
+4% +$10.9K
SHOP icon
269
Shopify
SHOP
$160B
$312K 0.02%
2,734
– –
SBUX icon
270
Starbucks
SBUX
$120B
$311K 0.02%
3,047
-405
-12% -$40.8K
EPD icon
271
Enterprise Products Partners
EPD
$82.6B
$310K 0.02%
8,445
+7
+0.1% +$264
HIG icon
272
Hartford Financial Services
HIG
$38.4B
$308K 0.02%
2,326
– –
SOXX icon
273
iShares Semiconductor ETF
SOXX
$43.4B
$308K 0.02%
+480
New +$244K
IWP icon
274
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$302K 0.02%
2,064
– –
DUK icon
275
Duke Energy
DUK
$97.5B
$298K 0.02%
+2,357
New +$297K
9 10
11
12 13

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.