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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
MINT icon
51
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$7.72M 0.53%
76,955
-1,451
-2% -$146K
IEMG icon
52
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$7.69M 0.53%
114,425
+15,811
+16% +$1.06M
IVE icon
53
iShares S&P 500 Value ETF
IVE
$49.8B
$7.58M 0.52%
35,748
+164
+0.5% +$34.4K
VOO icon
54
Vanguard S&P 500 ETF
VOO
$1.03T
$7.39M 0.51%
11,790
-523
-4% -$325K
NFLX icon
55
Netflix
NFLX
$309B
$6.97M 0.48%
74,291
+3,961
+6% +$427K
EQWL icon
56
Invesco S&P 100 Equal Weight ETF
EQWL
$2.78B
$6.89M 0.48%
58,340
+21,479
+58% +$2.5M
GE icon
57
GE Aerospace
GE
$384B
$6.59M 0.46%
21,385
+211
+1% +$63.5K
GLD icon
58
SPDR Gold Trust
GLD
$142B
$6.58M 0.45%
16,615
-3
-0% -$1.15K
IWM icon
59
iShares Russell 2000 ETF
IWM
$81.9B
$6.58M 0.45%
26,726
+545
+2% +$134K
CSL icon
60
Carlisle Companies
CSL
$15.4B
$6.55M 0.45%
20,478
+183
+0.9% +$59.3K
ETN icon
61
Eaton
ETN
$174B
$6.53M 0.45%
20,517
+1,177
+6% +$417K
TMUS icon
62
T-Mobile US
TMUS
$190B
$6.45M 0.45%
31,756
+2,441
+8% +$517K
PEP icon
63
PepsiCo
PEP
$190B
$6.37M 0.44%
44,377
-3,651
-8% -$536K
AVGO icon
64
Broadcom
AVGO
$2.04T
$6.02M 0.42%
17,400
-1,158
-6% -$414K
UNH icon
65
UnitedHealth
UNH
$370B
$6.02M 0.42%
18,240
-815
-4% -$276K
FTNT icon
66
Fortinet
FTNT
$117B
$5.91M 0.41%
74,439
+1,120
+2% +$92.9K
JMST icon
67
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$5.91M 0.41%
115,968
+10,086
+10% +$514K
QQQ icon
68
Invesco QQQ Trust
QQQ
$481B
$5.71M 0.39%
9,296
+1,845
+25% +$1.13M
IQLT icon
69
iShares MSCI Intl Quality Factor ETF
IQLT
$14.2B
$5.48M 0.38%
120,568
+9,105
+8% +$408K
SPYG icon
70
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$5.36M 0.37%
50,255
+2,788
+6% +$296K
CRM icon
71
Salesforce
CRM
$158B
$5.36M 0.37%
20,221
-1,491
-7% -$371K
SCHX icon
72
Schwab US Large- Cap ETF
SCHX
$74.6B
$5.31M 0.37%
197,478
+50,920
+35% +$1.36M
YUM icon
73
Yum! Brands
YUM
$41.1B
$5.21M 0.36%
34,471
-385
-1% -$57K
AFL icon
74
Aflac
AFL
$62.6B
$5.06M 0.35%
45,909
-463
-1% -$51K
GWW icon
75
W.W. Grainger
GWW
$60.2B
$5.05M 0.35%
5,009
+201
+4% +$195K
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.