We are live on ! Find out more
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
IYF icon
276
iShares US Financials ETF
IYF
$4.41B
$245K 0.02%
1,900
-50
-3% -$6.26K
WCN
277
Waste Connections
WCN
$42B
$244K 0.02%
1,391
– –
MTB icon
278
M&T Bank
MTB
$36.2B
$244K 0.02%
1,211
– –
VB icon
279
Vanguard Morningstar Small-Cap ETF
VB
$82.6B
$242K 0.02%
937
– –
HSY icon
280
Hershey
HSY
$36.5B
$240K 0.02%
1,320
– –
KMB icon
281
Kimberly-Clark
KMB
$36.1B
$237K 0.02%
2,354
-85
-3% -$9.3K
TD icon
282
Toronto Dominion Bank
TD
$201B
$233K 0.02%
+2,478
New +$209K
MRSH
283
Marsh
MRSH
$91.2B
$233K 0.02%
1,256
– –
SPSM icon
284
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.4B
$231K 0.02%
+4,939
New +$230K
MBCN
285
DELISTED
Middlefield Banc Corp
MBCN
$230K 0.02%
6,666
– –
QUS icon
286
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.58B
$228K 0.02%
1,308
– –
TSCO icon
287
Tractor Supply
TSCO
$17.9B
$226K 0.02%
4,525
– –
VTV icon
288
Vanguard Morningstar Value ETF
VTV
$192B
$225K 0.02%
1,177
-150
-11% -$28.2K
AXON
289
Axon Enterprise
AXON
$48.1B
$223K 0.02%
392
+1
+0.3% +$621
KVUE icon
290
Kenvue
KVUE
$36.6B
$219K 0.02%
12,707
-21,084
-62% -$345K
SCHE icon
291
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$219K 0.02%
6,683
+293
+5% +$9.77K
MDY icon
292
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$214K 0.01%
355
-13
-4% -$7.78K
HACK icon
293
Amplify Cybersecurity ETF
HACK
$3.02B
$213K 0.01%
+2,650
New +$225K
CTVA icon
294
Corteva
CTVA
$51.6B
$208K 0.01%
3,097
– –
TROW icon
295
T. Rowe Price
TROW
$24.3B
$207K 0.01%
2,024
-100
-5% -$10.3K
DDD icon
296
3D Systems Corp
DDD
$626M
$17.7K ﹤0.01%
+10,003
New +$24.3K
AMT icon
297
American Tower
AMT
$78.9B
– –
-1,195
Closed -$230K
DD icon
298
DuPont de Nemours
DD
$19.2B
– –
-2,799
Closed -$274K
DSGX icon
299
Descartes Systems
DSGX
$6.83B
– –
-2,257
Closed -$213K
DUK icon
300
Duke Energy
DUK
$95.2B
– –
-1,652
Closed -$204K
9 10 11
12
13

Similar funds

FCM
Fernbridge Capital Management Los Angeles, California $1.56B AUM 12.38% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.44% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
MSA
MUFG Securities Americas New York $1.55B AUM 28.4% 1-Year Est. Return
BGCP
Bristol Gate Capital Partners Toronto, Ontario, Canada $1.55B AUM 12.75% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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.