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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
URI icon
26
United Rentals
URI
$72.4B
$14.3M 1.02%
19,613
-153
-0.8% -$129K
IEFA icon
27
iShares Core MSCI EAFE ETF
IEFA
$196B
$14M 1%
154,107
+9,594
+7% +$895K
HD icon
28
Home Depot
HD
$355B
$13.6M 0.97%
41,299
+1,316
+3% +$480K
SCHG icon
29
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$13.4M 0.96%
459,831
-48,168
-9% -$1.5M
TJX icon
30
TJX Companies
TJX
$178B
$13M 0.93%
81,532
-515
-0.6% -$80.2K
WMT icon
31
Walmart Inc
WMT
$890B
$12.3M 0.88%
99,129
+843
+0.9% +$103K
IVW icon
32
iShares S&P 500 Growth ETF
IVW
$77.6B
$12.3M 0.88%
108,356
+93
+0.1% +$11.2K
ISRG icon
33
Intuitive Surgical
ISRG
$134B
$10.3M 0.74%
22,411
+174
+0.8% +$88K
WWD icon
34
Woodward
WWD
$21.4B
$9.95M 0.71%
27,810
-1,894
-6% -$682K
NEE icon
35
NextEra Energy
NEE
$177B
$9.75M 0.7%
104,995
+2,203
+2% +$196K
EAGL
36
Eagle Capital Select Equity ETF
EAGL
$4.62B
$9.69M 0.69%
318,518
– –
SCHD icon
37
Schwab US Dividend Equity ETF
SCHD
$105B
$9.58M 0.69%
312,198
-6,617
-2% -$201K
ORCL icon
38
Oracle
ORCL
$423B
$9.46M 0.68%
64,316
-1,281
-2% -$208K
RTX icon
39
RTX Corp
RTX
$301B
$9.42M 0.68%
48,854
+1,757
+4% +$349K
INTU icon
40
Intuit
INTU
$89B
$9.35M 0.67%
21,617
+921
+4% +$439K
EQWL icon
41
Invesco S&P 100 Equal Weight ETF
EQWL
$2.77B
$9.05M 0.65%
78,526
+20,186
+35% +$2.42M
GS icon
42
Goldman Sachs
GS
$303B
$8.84M 0.63%
10,447
+3
+0% +$2.68K
CMI icon
43
Cummins
CMI
$88.7B
$8.6M 0.62%
15,988
-425
-3% -$241K
UNP icon
44
Union Pacific
UNP
$174B
$8.56M 0.61%
35,277
-410
-1% -$100K
IEMG icon
45
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$8.37M 0.6%
120,029
+5,604
+5% +$404K
MCD icon
46
McDonald's
MCD
$195B
$8.2M 0.59%
26,369
-561
-2% -$179K
SPDW icon
47
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.6B
$8.16M 0.58%
178,731
+257
+0.1% +$12.1K
META icon
48
Meta Platforms (Facebook)
META
$1.51T
$8.11M 0.58%
14,181
+490
+4% +$314K
ABBV icon
49
AbbVie
ABBV
$435B
$8.04M 0.58%
36,951
+358
+1% +$79.4K
MINT icon
50
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
$7.9M 0.57%
78,597
+1,642
+2% +$165K
1
2
3 4 5

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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.