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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
IDXX icon
251
Idexx Laboratories
IDXX
$46.1B
$321K 0.02%
475
– –
LMT icon
252
Lockheed Martin
LMT
$138B
$317K 0.02%
655
-15
-2% -$7.18K
PTC icon
253
PTC
PTC
$16.3B
$315K 0.02%
1,806
-148
-8% -$27.5K
AMP icon
254
Ameriprise Financial
AMP
$49.1B
$313K 0.02%
638
-3
-0.5% -$1.42K
HCA icon
255
HCA Healthcare
HCA
$89.6B
$309K 0.02%
662
– –
SO icon
256
Southern Company
SO
$105B
$308K 0.02%
3,535
-4,439
-56% -$405K
CSX icon
257
CSX Corp
CSX
$93.2B
$307K 0.02%
8,461
-52
-0.6% -$1.86K
XLU icon
258
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$304K 0.02%
7,125
+11
+0.2% +$487
VGT icon
259
Vanguard Information Technology ETF
VGT
$149B
$302K 0.02%
3,200
+184
+6% +$17.5K
VWO icon
260
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$299K 0.02%
5,564
-1,108
-17% -$60.2K
XLP icon
261
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$298K 0.02%
3,840
-1,989
-34% -$155K
TT icon
262
Trane Technologies
TT
$106B
$296K 0.02%
760
-4
-0.5% -$1.65K
XLV icon
263
State Street Health Care Select Sector SPDR ETF
XLV
$43.7B
$294K 0.02%
+1,897
New +$284K
JCI icon
264
Johnson Controls International
JCI
$91.8B
$292K 0.02%
2,439
– –
FSS icon
265
Federal Signal
FSS
$7.78B
$291K 0.02%
2,684
– –
DHI icon
266
D.R. Horton
DHI
$40.7B
$289K 0.02%
2,007
-647
-24% -$98.5K
RAL
267
Ralliant Corp
RAL
$7.62B
$286K 0.02%
+5,608
New +$263K
TRUT
268
VanEck Technology TruSector ETF
TRUT
$196M
$284K 0.02%
+10,743
New +$286K
IWP icon
269
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$283K 0.02%
2,064
– –
RSPN icon
270
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
$282K 0.02%
4,981
+1,165
+31% +$65.2K
ETR icon
271
Entergy
ETR
$49.4B
$274K 0.02%
2,962
– –
FBTC icon
272
Fidelity Wise Origin Bitcoin Fund
FBTC
$12B
$273K 0.02%
3,575
+148
+4% +$12.9K
EPD icon
273
Enterprise Products Partners
EPD
$82.1B
$271K 0.02%
8,438
+1
+0% +$32
XLC icon
274
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
$269K 0.02%
2,282
– –
LBRDA icon
275
Liberty Broadband Class A
LBRDA
$5.05B
$252K 0.02%
5,210
– –
9 10
11
12 13

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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.