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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
IJT icon
251
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.41B
$312K 0.02%
2,346
– –
HUBB icon
252
Hubbell
HUBB
$27.2B
$310K 0.02%
760
– –
LMT icon
253
Lockheed Martin
LMT
$136B
$310K 0.02%
670
-37
-5% -$17.3K
REGN icon
254
Regeneron Pharmaceuticals
REGN
$80.8B
$302K 0.02%
575
– –
RBC icon
255
RBC Bearings
RBC
$18B
$296K 0.02%
768
– –
FBTC icon
256
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$292K 0.02%
+3,111
New +$268K
XLU icon
257
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$291K 0.02%
7,134
+20
+0.3% +$797
ICSH icon
258
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$290K 0.02%
5,727
-425
-7% -$21.5K
IWP icon
259
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$286K 0.02%
2,064
– –
ING icon
260
ING
ING
$102B
$282K 0.02%
12,889
– –
CRWD icon
261
CrowdStrike
CRWD
$218B
$280K 0.02%
2,200
-300
-12% -$32.5K
CSX icon
262
CSX Corp
CSX
$93.1B
$278K 0.02%
8,513
-154
-2% -$4.63K
MRSH
263
Marsh
MRSH
$91.5B
$275K 0.02%
1,256
– –
DHI icon
264
D.R. Horton
DHI
$42.3B
$274K 0.02%
2,127
– –
JAAA icon
265
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$267K 0.02%
5,270
+990
+23% +$50K
MU icon
266
Micron Technology
MU
$991B
$262K 0.02%
+2,123
New +$198K
WCN
267
Waste Connections
WCN
$42B
$259K 0.02%
1,391
– –
ETR icon
268
Entergy
ETR
$50B
$259K 0.02%
3,134
– –
JCI icon
269
Johnson Controls International
JCI
$92.2B
$258K 0.02%
2,439
-355
-13% -$32.7K
CPRT icon
270
Copart
CPRT
$27.5B
$258K 0.02%
5,248
-2,608
-33% -$146K
IDXX icon
271
Idexx Laboratories
IDXX
$46.2B
$255K 0.02%
+475
New +$227K
DD icon
272
DuPont de Nemours
DD
$19.2B
$254K 0.02%
2,951
-28
-0.9% -$2.33K
IHI icon
273
iShares US Medical Devices ETF
IHI
$3.37B
$254K 0.02%
+4,055
New +$244K
HCA icon
274
HCA Healthcare
HCA
$89.5B
$254K 0.02%
662
– –
EPD icon
275
Enterprise Products Partners
EPD
$81.7B
$251K 0.02%
8,098
– –
9 10
11
12 13

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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.