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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
SPMD icon
301
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$222K 0.01%
+3,293
New +$212K
MDY icon
302
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$222K 0.01%
315
-10
-3% -$6.7K
AMP icon
303
Ameriprise Financial
AMP
$47.6B
$219K 0.01%
478
-10
-2% -$4.58K
AXON
304
Axon Enterprise
AXON
$41.5B
$219K 0.01%
+390
New +$163K
FDX icon
305
FedEx
FDX
$75.2B
$218K 0.01%
695
+13
+2% +$4.72K
HACK icon
306
Amplify Cybersecurity ETF
HACK
$2.76B
$212K 0.01%
+2,020
New +$178K
VTRS icon
307
Viatris
VTRS
$20.2B
$210K 0.01%
13,225
+3,168
+32% +$49.1K
IWS icon
308
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$209K 0.01%
+1,270
New +$200K
TROW icon
309
T. Rowe Price
TROW
$25.2B
$207K 0.01%
+1,824
New +$187K
WAT icon
310
Waters Corp
WAT
$36.1B
$204K 0.01%
+545
New +$186K
RRX icon
311
Regal Rexnord
RRX
$13.9B
$204K 0.01%
+856
New +$179K
ANET icon
312
Arista Networks
ANET
$213B
$203K 0.01%
+1,194
New +$188K
GLW icon
313
Corning
GLW
$135B
$201K 0.01%
+787
New +$143K
XLV icon
314
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$200K 0.01%
+1,263
New +$188K
ACN icon
315
Accenture
ACN
$87.1B
– –
-1,310
Closed -$260K
BAH icon
316
Booz Allen Hamilton
BAH
$7.8B
– –
-3,403
Closed -$266K
CRM icon
317
Salesforce
CRM
$140B
– –
-2,903
Closed -$542K
CTSH icon
318
Cognizant
CTSH
$20.9B
– –
-7,944
Closed -$487K
FBTC icon
319
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
– –
-3,697
Closed -$218K
HON icon
320
Honeywell
HON
$71.8B
– –
-4,551
Closed -$1.03M
HSY icon
321
Hershey
HSY
$34.9B
– –
-1,000
Closed -$208K
LBRDA icon
322
Liberty Broadband Class A
LBRDA
$4.45B
– –
-5,210
Closed -$262K
NOC icon
323
Northrop Grumman
NOC
$75B
– –
-313
Closed -$214K
PYPL icon
324
PayPal
PYPL
$50.2B
– –
-4,525
Closed -$205K
SPIB icon
325
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-6,419
Closed -$215K
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.