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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
IYW icon
276
iShares US Technology ETF
IYW
$25.5B
$257K 0.02%
+1,418
New +$274K
VRT icon
277
Vertiv
VRT
$105B
$243K 0.02%
+971
New +$216K
FDX icon
278
FedEx
FDX
$75.4B
$243K 0.02%
+682
New +$237K
DD icon
279
DuPont de Nemours
DD
$19.2B
$240K 0.02%
+1,743
New +$240K
SCHE icon
280
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$238K 0.02%
7,219
+536
+8% +$18.3K
MTB icon
281
M&T Bank
MTB
$36.2B
$232K 0.02%
1,121
-90
-7% -$19.4K
TD icon
282
Toronto Dominion Bank
TD
$200B
$231K 0.02%
2,478
– –
VTV icon
283
Vanguard Morningstar Value ETF
VTV
$192B
$231K 0.02%
1,177
– –
RBC icon
284
RBC Bearings
RBC
$18B
$231K 0.02%
425
-300
-41% -$159K
FMNB icon
285
Farmers National Banc Corp
FMNB
$930M
$228K 0.02%
+17,331
New +$228K
KMB icon
286
Kimberly-Clark
KMB
$36.5B
$227K 0.02%
2,354
– –
WCN
287
Waste Connections
WCN
$42B
$225K 0.02%
1,391
– –
FBTC icon
288
Fidelity Wise Origin Bitcoin Fund
FBTC
$12.1B
$218K 0.02%
3,697
+122
+3% +$8.12K
AMP icon
289
Ameriprise Financial
AMP
$48.8B
$217K 0.02%
488
-150
-24% -$72.3K
VB icon
290
Vanguard Morningstar Small-Cap ETF
VB
$82.7B
$215K 0.02%
822
-115
-12% -$31.1K
SPIB icon
291
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$215K 0.02%
+6,419
New +$217K
NOC icon
292
Northrop Grumman
NOC
$81.2B
$214K 0.02%
+313
New +$216K
HSY icon
293
Hershey
HSY
$36.6B
$208K 0.01%
1,000
-320
-24% -$67.5K
TSCO icon
294
Tractor Supply
TSCO
$18B
$205K 0.01%
4,525
– –
PYPL icon
295
PayPal
PYPL
$50.5B
$205K 0.01%
4,525
-5,748
-56% -$277K
RAL
296
Ralliant Corp
RAL
$7.46B
$201K 0.01%
4,832
-776
-14% -$36.5K
MDY icon
297
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$200K 0.01%
325
-30
-8% -$19K
VTRS icon
298
Viatris
VTRS
$18.9B
$136K 0.01%
+10,057
New +$141K
AMD icon
299
Advanced Micro Devices
AMD
$789B
– –
-1,565
Closed -$335K
AXON
300
Axon Enterprise
AXON
$46.4B
– –
-392
Closed -$223K
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.