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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
-2.34%
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
$1.39B
AUM Growth
-$52.5M
Cap. Flow
+$3.18M
Cap. Flow %
0.23%
Top 10 Hldgs %
31.66%
Holding
312
New
16
Increased
104
Reduced
140
Closed
14

Top Buys

Rank Stock Value
1
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$4.26M
2
INTF icon
iShares International Equity Factor ETF
INTF
+$3.59M
3
NOW icon
ServiceNow
NOW
+$3.08M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$2.78M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.43M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$3.59M
2
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3M
3
ECL icon
Ecolab
ECL
+$2.11M
4
LRCX icon
Lam Research
LRCX
+$1.69M
5
AAPL icon
Apple
AAPL
+$1.55M

Sector Composition

Rank Sector Weight
1 Technology 20.69%
2 Financials 8.99%
3 Healthcare 8.89%
4 Consumer Discretionary 8.13%
5 Industrials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYF icon
251
iShares US Financials ETF
IYF
$4.39B
$324K 0.02%
2,754
+854
+45% +$106K
SO icon
252
Southern Company
SO
$107B
$322K 0.02%
3,338
-197
-6% -$18.2K
EPD icon
253
Enterprise Products Partners
EPD
$81.7B
$319K 0.02%
8,438
– –
TT icon
254
Trane Technologies
TT
$106B
$317K 0.02%
760
– –
CSX icon
255
CSX Corp
CSX
$93.1B
$315K 0.02%
7,683
-778
-9% -$30.5K
HIG icon
256
Hartford Financial Services
HIG
$39.3B
$315K 0.02%
2,326
-70
-3% -$9.55K
XLP icon
257
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$314K 0.02%
3,826
-14
-0.4% -$1.18K
XLC icon
258
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$314K 0.02%
2,829
+547
+24% +$63.3K
HCA icon
259
HCA Healthcare
HCA
$89.5B
$313K 0.02%
662
– –
SBUX icon
260
Starbucks
SBUX
$120B
$309K 0.02%
3,452
-669
-16% -$63.3K
VWO icon
261
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$298K 0.02%
5,506
-58
-1% -$3.25K
FSS icon
262
Federal Signal
FSS
$7.83B
$290K 0.02%
2,684
– –
FBCG
263
Fidelity Blue Chip Growth ETF
FBCG
$7.28B
$290K 0.02%
+5,785
New +$308K
RSPN icon
264
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
$287K 0.02%
4,981
– –
PNC icon
265
PNC Financial Services
PNC
$101B
$285K 0.02%
+1,370
New +$298K
PGR icon
266
Progressive
PGR
$125B
$282K 0.02%
1,422
-63
-4% -$13K
DHI icon
267
D.R. Horton
DHI
$42.3B
$281K 0.02%
2,047
+40
+2% +$6.04K
VGT icon
268
Vanguard Information Technology ETF
VGT
$149B
$279K 0.02%
3,200
– –
ADBE icon
269
Adobe
ADBE
$105B
$279K 0.02%
1,147
– –
BAH icon
270
Booz Allen Hamilton
BAH
$9.15B
$266K 0.02%
3,403
-700
-17% -$59K
IWP icon
271
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$264K 0.02%
2,064
– –
QCOM icon
272
Qualcomm
QCOM
$176B
$262K 0.02%
2,035
-2
-0.1% -$292
LBRDA icon
273
Liberty Broadband Class A
LBRDA
$5.16B
$262K 0.02%
5,210
– –
ACN icon
274
Accenture
ACN
$108B
$260K 0.02%
1,310
-702
-35% -$164K
CTVA icon
275
Corteva
CTVA
$51.3B
$259K 0.02%
3,097
– –
9 10
11
12 13

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YHB Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, YHB Investment Advisors held 312 positions worth $1.39B, down 3.6% from $1.45B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q1 2026 filing shows 16 new, 104 increased, 140 reduced and 14 closed positions. Its largest new stake was iShares International Equity Factor ETF: 90,515 shares worth $3.53M. The largest sale was Salesforce, an estimated $3.59M.

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

  • YHB Investment Advisors's largest Q1 2026 buy was iShares International Equity Factor ETF: 90,515 shares worth $3.53M.
  • YHB Investment Advisors added most to iShares US Small Cap Equity Factor ETF in Q1 2026, an estimated $4.26M increase.
  • YHB Investment Advisors's biggest Q1 2026 reduction was Salesforce, cutting an estimated $3.59M.
  • YHB Investment Advisors fully exited State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2026, selling an estimated $468K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.39B portfolio in Q1 2026.
  • YHB Investment Advisors opened 16 new positions and closed 14 in Q1 2026.
  • YHB Investment Advisors's portfolio value fell 3.6% quarter-over-quarter to $1.39B.

Based on YHB Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.