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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
+10.1%
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
$1.3B
AUM Growth
+$98.2M
Cap. Flow
+$8.22M
Cap. Flow %
0.63%
Top 10 Hldgs %
32.34%
Holding
305
New
15
Increased
115
Reduced
121
Closed
6

Top Buys

Rank Stock Value
1
WELL icon
Welltower
WELL
+$1.81M
2
NFLX icon
Netflix
NFLX
+$1.72M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.4M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.17M

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$3.96M
2
ACN icon
Accenture
ACN
+$2.19M
3
AAPL icon
Apple
AAPL
+$1.08M
4
FTV icon
Fortive
FTV
+$744K
5
COST icon
Costco
COST
+$700K

Sector Composition

Rank Sector Weight
1 Technology 23.14%
2 Financials 10.45%
3 Healthcare 9.56%
4 Consumer Discretionary 8.49%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMGN icon
26
Amgen
AMGN
$222B
$12.5M 0.96%
44,657
+1,087
+2% +$308K
ISRG icon
27
Intuitive Surgical
ISRG
$134B
$11.9M 0.92%
21,981
+210
+1% +$110K
IVW icon
28
iShares S&P 500 Growth ETF
IVW
$77.6B
$11.9M 0.92%
108,028
+118
+0.1% +$11.7K
LRCX icon
29
Lam Research
LRCX
$390B
$11M 0.85%
113,424
-283
-0.2% -$22.4K
META icon
30
Meta Platforms (Facebook)
META
$1.51T
$10.2M 0.79%
13,806
+47
+0.3% +$29K
TJX icon
31
TJX Companies
TJX
$178B
$10.1M 0.78%
81,397
+598
+0.7% +$75.9K
TSM icon
32
TSMC
TSM
$2.18T
$9.86M 0.76%
43,546
+1,059
+2% +$196K
IEFA icon
33
iShares Core MSCI EAFE ETF
IEFA
$196B
$9.45M 0.73%
113,237
+19,773
+21% +$1.57M
EAGL
34
Eagle Capital Select Equity ETF
EAGL
$4.62B
$9.42M 0.73%
312,008
– –
SCHD icon
35
Schwab US Dividend Equity ETF
SCHD
$105B
$9.33M 0.72%
352,222
+4,464
+1% +$117K
UNH icon
36
UnitedHealth
UNH
$370B
$9.24M 0.71%
29,605
-94
-0.3% -$35.9K
VOO icon
37
Vanguard S&P 500 ETF
VOO
$1.01T
$9.16M 0.71%
16,128
+148
+0.9% +$77.8K
PANW icon
38
Palo Alto Networks
PANW
$297B
$8.87M 0.68%
43,361
+1,826
+4% +$339K
WMT icon
39
Walmart Inc
WMT
$890B
$8.85M 0.68%
90,498
+3,405
+4% +$324K
NFLX icon
40
Netflix
NFLX
$309B
$8.85M 0.68%
66,070
+15,240
+30% +$1.72M
AON icon
41
Aon
AON
$76B
$8.74M 0.67%
24,505
-300
-1% -$109K
JPST icon
42
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
$8.39M 0.65%
165,560
+27,621
+20% +$1.4M
UNP icon
43
Union Pacific
UNP
$174B
$8.25M 0.64%
35,846
-435
-1% -$96.6K
MCD icon
44
McDonald's
MCD
$195B
$8.18M 0.63%
28,006
-86
-0.3% -$26.5K
MINT icon
45
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$7.66M 0.59%
76,170
-1,505
-2% -$151K
FTNT icon
46
Fortinet
FTNT
$117B
$7.45M 0.57%
70,447
+2,093
+3% +$211K
WWD icon
47
Woodward
WWD
$21.4B
$7.43M 0.57%
30,330
-31
-0.1% -$6.34K
GS icon
48
Goldman Sachs
GS
$303B
$7.39M 0.57%
10,444
– –
CSL icon
49
Carlisle Companies
CSL
$15.4B
$7.33M 0.57%
19,638
+504
+3% +$187K
NEE icon
50
NextEra Energy
NEE
$177B
$7.11M 0.55%
102,475
-160
-0.2% -$11.1K
1
2
3 4 5

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YHB Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, YHB Investment Advisors held 305 positions worth $1.3B, up 8.2% from $1.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q2 2025 filing shows 15 new, 115 increased, 121 reduced and 6 closed positions. Its largest new stake was ASML: 1,231 shares worth $987K. The largest sale was PepsiCo, an estimated $3.96M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.

  • YHB Investment Advisors's largest Q2 2025 buy was ASML: 1,231 shares worth $987K.
  • YHB Investment Advisors added most to Welltower in Q2 2025, an estimated $1.81M increase.
  • YHB Investment Advisors's biggest Q2 2025 reduction was PepsiCo, cutting an estimated $3.96M.
  • YHB Investment Advisors fully exited Essential Utilities in Q2 2025, selling an estimated $244K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.3B portfolio in Q2 2025.
  • YHB Investment Advisors opened 15 new positions and closed 6 in Q2 2025.
  • YHB Investment Advisors's portfolio value rose 8.2% quarter-over-quarter to $1.3B.

Based on YHB Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.