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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
+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
HD icon
26
Home Depot
HD
$355B
$13.8M 0.95%
39,983
-7
-0% -$2.56K
INTU icon
27
Intuit
INTU
$89B
$13.7M 0.95%
20,696
-152
-0.7% -$100K
TSM icon
28
TSMC
TSM
$2.18T
$13.6M 0.94%
44,630
+657
+1% +$193K
IVW icon
29
iShares S&P 500 Growth ETF
IVW
$77.6B
$13.3M 0.92%
108,263
+113
+0.1% +$13.8K
IEFA icon
30
iShares Core MSCI EAFE ETF
IEFA
$196B
$12.9M 0.89%
144,513
+17,736
+14% +$1.57M
ORCL icon
31
Oracle
ORCL
$423B
$12.8M 0.88%
65,597
-663
-1% -$158K
TJX icon
32
TJX Companies
TJX
$178B
$12.6M 0.87%
82,047
+876
+1% +$130K
ISRG icon
33
Intuitive Surgical
ISRG
$134B
$12.6M 0.87%
22,237
+194
+0.9% +$103K
WMT icon
34
Walmart Inc
WMT
$890B
$11M 0.76%
98,286
+5,057
+5% +$543K
EAGL
35
Eagle Capital Select Equity ETF
EAGL
$4.62B
$10.3M 0.71%
318,518
+6,510
+2% +$207K
SMLF icon
36
iShares US Small Cap Equity Factor ETF
SMLF
$4.27B
$10.1M 0.7%
135,006
+33,090
+32% +$2.47M
GS icon
37
Goldman Sachs
GS
$303B
$9.18M 0.63%
10,444
– –
META icon
38
Meta Platforms (Facebook)
META
$1.51T
$9.04M 0.62%
13,691
-5
-0% -$3.34K
WWD icon
39
Woodward
WWD
$21.4B
$8.98M 0.62%
29,704
-276
-0.9% -$75.9K
SCHD icon
40
Schwab US Dividend Equity ETF
SCHD
$105B
$8.75M 0.6%
318,815
-2,344
-0.7% -$63.7K
AON icon
41
Aon
AON
$76B
$8.66M 0.6%
24,535
– –
RTX icon
42
RTX Corp
RTX
$301B
$8.64M 0.6%
47,097
+369
+0.8% +$64.1K
LLY icon
43
Eli Lilly
LLY
$1.06T
$8.63M 0.6%
8,028
+577
+8% +$552K
PANW icon
44
Palo Alto Networks
PANW
$297B
$8.59M 0.59%
46,629
+1,765
+4% +$356K
CMI icon
45
Cummins
CMI
$88.7B
$8.38M 0.58%
16,413
-57
-0.3% -$26.6K
ABBV icon
46
AbbVie
ABBV
$435B
$8.36M 0.58%
36,593
+690
+2% +$157K
UNP icon
47
Union Pacific
UNP
$174B
$8.26M 0.57%
35,687
+430
+1% +$98.2K
NEE icon
48
NextEra Energy
NEE
$177B
$8.25M 0.57%
102,792
+1,065
+1% +$88.2K
MCD icon
49
McDonald's
MCD
$195B
$8.23M 0.57%
26,930
-207
-0.8% -$63.4K
SPDW icon
50
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$7.93M 0.55%
178,474
+38,984
+28% +$1.7M
1
2
3 4 5

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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.