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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
+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
MCK icon
276
McKesson
MCK
$98.7B
$296K 0.02%
392
+3
+0.8% +$2.38K
WRB icon
277
W.R. Berkley
WRB
$26.5B
$288K 0.02%
4,082
-1,264
-24% -$84.7K
RAAX icon
278
VanEck Inflation Allocation ETF
RAAX
$1.28B
$283K 0.02%
+7,137
New +$294K
MTB icon
279
M&T Bank
MTB
$36.3B
$279K 0.02%
1,172
+51
+5% +$11.2K
RBC icon
280
RBC Bearings
RBC
$18.4B
$274K 0.02%
425
– –
SCHE icon
281
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$272K 0.02%
7,499
+280
+4% +$10K
IDXX icon
282
Idexx Laboratories
IDXX
$44.5B
$271K 0.02%
515
-120
-19% -$67.3K
WBS icon
283
Webster Financial
WBS
$12.3B
$267K 0.02%
+3,490
New +$254K
XLC icon
284
State Street Communication Services Select Sector SPDR ETF
XLC
$23.2B
$261K 0.02%
2,432
-397
-14% -$45.2K
CTVA icon
285
Corteva
CTVA
$58.2B
$260K 0.02%
3,068
-29
-0.9% -$2.33K
Q
286
Qnity Electronics Inc
Q
$28.9B
$259K 0.02%
+1,588
New +$234K
KMB icon
287
Kimberly-Clark
KMB
$35.9B
$258K 0.02%
2,354
– –
HCA icon
288
HCA Healthcare
HCA
$83.2B
$258K 0.02%
662
– –
LBRDK icon
289
Liberty Broadband Class C
LBRDK
$4.45B
$255K 0.02%
7,670
– –
VTEB icon
290
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$254K 0.02%
+5,030
New +$253K
VB icon
291
Vanguard Small-Cap ETF
VB
$79.8B
$243K 0.02%
802
-20
-2% -$5.73K
ADBE icon
292
Adobe
ADBE
$94.6B
$235K 0.02%
1,147
– –
VTV icon
293
Vanguard Value ETF
VTV
$187B
$235K 0.02%
1,077
-100
-8% -$20.9K
JAZZ icon
294
Jazz Pharmaceuticals
JAZZ
$15.6B
$234K 0.02%
+973
New +$213K
WCN
295
Waste Connections
WCN
$43.4B
$232K 0.01%
1,391
– –
CTAS icon
296
Cintas
CTAS
$81B
$229K 0.01%
+1,344
New +$232K
VZ icon
297
Verizon
VZ
$182B
$227K 0.01%
+5,354
New +$251K
LYB icon
298
LyondellBasell Industries
LYB
$19B
$226K 0.01%
4,292
-4,195
-49% -$290K
FMNB icon
299
Farmers National Banc Corp
FMNB
$867M
$225K 0.01%
15,426
-1,905
-11% -$26.8K
DD icon
300
DuPont de Nemours
DD
$18.2B
$224K 0.01%
1,648
-95
-5% -$13.5K
10 11
12
13 14

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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.