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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
-2.15%
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
$1.2B
AUM Growth
-$20.1M
Cap. Flow
+$21.3M
Cap. Flow %
1.78%
Top 10 Hldgs %
32.26%
Holding
298
New
21
Increased
117
Reduced
112
Closed
8

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$8.95M
2
BLK icon
Blackrock
BLK
+$3.01M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.29M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$884K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.1M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M
3
AMZN icon
Amazon
AMZN
+$947K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$842K
5
NKE icon
Nike
NKE
+$668K

Sector Composition

Rank Sector Weight
1 Technology 21.18%
2 Healthcare 11.34%
3 Financials 11.07%
4 Consumer Discretionary 8.54%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETR icon
251
Entergy
ETR
$49.3B
$268K 0.02%
3,134
-352
-10% -$29K
TYL icon
252
Tyler Technologies
TYL
$13.1B
$267K 0.02%
+459
New +$273K
SHOP icon
253
Shopify
SHOP
$199B
$260K 0.02%
2,725
-11
-0.4% -$1.2K
TT icon
254
Trane Technologies
TT
$105B
$256K 0.02%
760
– –
CSX icon
255
CSX Corp
CSX
$93B
$255K 0.02%
8,667
– –
SCHF icon
256
Schwab International Equity ETF
SCHF
$68.3B
$254K 0.02%
12,854
-370
-3% -$7.26K
ING icon
257
ING
ING
$101B
$252K 0.02%
12,889
-500
-4% -$8.88K
HUBB icon
258
Hubbell
HUBB
$27B
$251K 0.02%
760
-15
-2% -$5.81K
TSCO icon
259
Tractor Supply
TSCO
$18B
$249K 0.02%
4,525
-100
-2% -$5.47K
RBC icon
260
RBC Bearings
RBC
$17.6B
$247K 0.02%
768
– –
WTRG icon
261
Essential Utilities
WTRG
$11.3B
$244K 0.02%
6,185
-50
-0.8% -$1.84K
IWP icon
262
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$242K 0.02%
2,064
-200
-9% -$25.7K
PTC icon
263
PTC
PTC
$16.7B
$239K 0.02%
+1,544
New +$266K
VZ icon
264
Verizon
VZ
$195B
$237K 0.02%
5,224
-52
-1% -$2.17K
T icon
265
AT&T
T
$164B
$236K 0.02%
+8,338
New +$210K
VTV icon
266
Vanguard Morningstar Value ETF
VTV
$192B
$233K 0.02%
+1,347
New +$235K
BSCQ icon
267
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$232K 0.02%
11,933
+5
+0% +$97
FISV
268
Fiserv Inc
FISV
$27.8B
$230K 0.02%
1,043
-100
-9% -$21.9K
MTB icon
269
M&T Bank
MTB
$36.2B
$229K 0.02%
+1,281
New +$243K
HCA icon
270
HCA Healthcare
HCA
$89.2B
$229K 0.02%
+662
New +$213K
DSGX icon
271
Descartes Systems
DSGX
$6.84B
$228K 0.02%
2,257
– –
HSY icon
272
Hershey
HSY
$36.6B
$226K 0.02%
1,320
– –
JCI icon
273
Johnson Controls International
JCI
$91.8B
$224K 0.02%
2,794
– –
ESI icon
274
Element Solutions
ESI
$9.2B
$224K 0.02%
9,890
– –
DFS
275
DELISTED
Discover Financial Services
DFS
$221K 0.02%
1,296
– –
8 9 10
11
12

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YHB Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, YHB Investment Advisors held 298 positions worth $1.2B, down 1.7% from $1.22B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q1 2025 filing shows 21 new, 117 increased, 112 reduced and 8 closed positions. Its largest new stake was Lam Research: 113,707 shares worth $8.27M. The largest sale was Apple, an estimated $1.1M.

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

  • YHB Investment Advisors's largest Q1 2025 buy was Lam Research: 113,707 shares worth $8.27M.
  • YHB Investment Advisors added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.16M increase.
  • YHB Investment Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $1.1M.
  • YHB Investment Advisors fully exited Camden Property Trust in Q1 2025, selling an estimated $432K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.2B portfolio in Q1 2025.
  • YHB Investment Advisors opened 21 new positions and closed 8 in Q1 2025.
  • YHB Investment Advisors's portfolio value fell 1.7% quarter-over-quarter to $1.2B.

Based on YHB Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.