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
+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
(+5.6%)
Cap. Flow
-$14M
Cap. Flow
% of AUM
-1.02%
Top 10 Holdings %
Top 10 Hldgs %
33.74%
Holding
311
New
12
Increased
91
Reduced
138
Closed
12
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares US Small Cap Equity Factor ETF
SMLF
|
+$7.29M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$6.35M |
| 3 |
Invesco S&P 100 Equal Weight ETF
EQWL
|
+$4.13M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.28M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.15M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lam Research
LRCX
|
+$11M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
+$5.7M |
| 3 |
Blackrock
BLK
|
+$3.29M |
| 4 |
UnitedHealth
UNH
|
+$3.19M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
301
Blackrock
BLK
$175B
| – | – |
-3,140
| Closed | -$3.29M |
|
|
BSCP
302
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| – | – |
-9,762
| Closed | -$202K |
|
303
Copart
CPRT
$27.2B
| – | – |
-5,248
| Closed | -$258K |
|
304
CrowdStrike
CRWD
$227B
| – | – |
-2,200
| Closed | -$280K |
|
305
Element Solutions
ESI
$9.18B
| – | – |
-9,890
| Closed | -$224K |
|
306
iShares US Healthcare Providers ETF
IHF
$1.27B
| – | – |
-4,532
| Closed | -$220K |
|
307
iShares US Medical Devices ETF
IHI
$3.41B
| – | – |
-4,055
| Closed | -$254K |
|
|
308
Lam Research
LRCX
$383B
| – | – |
-113,424
| Closed | -$11M |
|
309
Energy Vault
NRGV
$616M
| – | – |
-33,000
| Closed | -$23.7K |
|
310
Verizon
VZ
$194B
| – | – |
-4,691
| Closed | -$202K |
|
|
NBSD
311
Neuberger Short Duration Income ETF
NBSD
$1.23B
| – | – |
-9,664
| Closed | -$492K |
|
Similar funds
FCM
GL
TNBTD
MSA
BGCP
FDCP
LCM
LCM
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.