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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
+8.2%
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
$1.37B
AUM Growth
+$72.1M
Cap. Flow
-$14M
Cap. Flow %
-1.02%
Top 10 Hldgs %
33.74%
Holding
311
New
12
Increased
91
Reduced
138
Closed
12

Top Buys

Rank Stock Value
1
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$7.29M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.35M
3
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$11M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.7M
3
BLK icon
Blackrock
BLK
+$3.29M
4
UNH icon
UnitedHealth
UNH
+$3.19M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M

Sector Composition

Rank Sector Weight
1 Technology 23.4%
2 Financials 9.71%
3 Healthcare 8.93%
4 Consumer Discretionary 8.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYF icon
276
iShares US Financials ETF
IYF
$4.41B
$247K 0.02%
1,950
– –
HSY icon
277
Hershey
HSY
$36.6B
$247K 0.02%
1,320
– –
WCN
278
Waste Connections
WCN
$42.1B
$245K 0.02%
1,391
– –
MTB icon
279
M&T Bank
MTB
$36.2B
$239K 0.02%
1,211
– –
VB icon
280
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$238K 0.02%
937
-50
-5% -$12.4K
OLLI icon
281
Ollie's Bargain Outlet
OLLI
$4.85B
$235K 0.02%
1,831
– –
AMT icon
282
American Tower
AMT
$79.2B
$230K 0.02%
1,195
-346
-22% -$72.1K
EME icon
283
Emcor
EME
$36.3B
$226K 0.02%
+348
New +$211K
QUS icon
284
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.58B
$224K 0.02%
1,308
– –
FDX icon
285
FedEx
FDX
$76.3B
$221K 0.02%
937
-165
-15% -$38K
MDY icon
286
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$219K 0.02%
368
-10
-3% -$5.87K
TROW icon
287
T. Rowe Price
TROW
$24.3B
$218K 0.02%
+2,124
New +$223K
RDVY icon
288
First Trust Rising Dividend Achievers ETF
RDVY
$25.6B
$217K 0.02%
+3,230
New +$210K
RSPN icon
289
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
$214K 0.02%
+3,816
New +$211K
SCHE icon
290
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$213K 0.02%
+6,390
New +$201K
DSGX icon
291
Descartes Systems
DSGX
$6.81B
$213K 0.02%
2,257
– –
TXRH icon
292
Texas Roadhouse
TXRH
$13.9B
$210K 0.02%
1,262
– –
CTVA icon
293
Corteva
CTVA
$51.6B
$209K 0.02%
3,097
– –
ICE icon
294
Intercontinental Exchange
ICE
$85.5B
$209K 0.02%
1,242
+10
+0.8% +$1.79K
VMC icon
295
Vulcan Materials
VMC
$36.9B
$208K 0.02%
+677
New +$192K
DUK icon
296
Duke Energy
DUK
$95.6B
$204K 0.02%
+1,652
New +$200K
T icon
297
AT&T
T
$163B
$204K 0.01%
7,219
-1,048
-13% -$29.8K
VTEB icon
298
Vanguard Tax-Exempt Bond Index Fund
VTEB
$46B
$202K 0.01%
+4,036
New +$198K
MBCN
299
DELISTED
Middlefield Banc Corp
MBCN
$200K 0.01%
6,666
– –
ALGN icon
300
Align Technology
ALGN
$12.4B
– –
-2,297
Closed -$435K
9 10 11
12
13

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YHB Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, YHB Investment Advisors held 311 positions worth $1.37B, up 5.6% from $1.3B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

YHB Investment Advisors's Q3 2025 filing shows 12 new, 91 increased, 138 reduced and 12 closed positions. Its largest new stake was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M. The largest sale was Lam Research, an estimated $11M.

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

  • YHB Investment Advisors's largest Q3 2025 buy was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M.
  • YHB Investment Advisors added most to JPMorgan Ultra-Short Income ETF in Q3 2025, an estimated $6.35M increase.
  • YHB Investment Advisors's biggest Q3 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $5.7M.
  • YHB Investment Advisors fully exited Lam Research in Q3 2025, selling an estimated $11M.
  • YHB Investment Advisors's ten largest holdings make up 34% of its $1.37B portfolio in Q3 2025.
  • YHB Investment Advisors opened 12 new positions and closed 12 in Q3 2025.
  • YHB Investment Advisors's portfolio value rose 5.6% quarter-over-quarter to $1.37B.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.