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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
LLY icon
51
Eli Lilly
LLY
$1.06T
$7.83M 0.56%
8,516
+488
+6% +$495K
ETN icon
52
Eaton
ETN
$174B
$7.8M 0.56%
21,810
+1,293
+6% +$460K
NFLX icon
53
Netflix
NFLX
$309B
$7.75M 0.56%
80,616
+6,325
+9% +$557K
PANW icon
54
Palo Alto Networks
PANW
$297B
$7.63M 0.55%
47,614
+985
+2% +$165K
IVE icon
55
iShares S&P 500 Value ETF
IVE
$49.8B
$7.58M 0.54%
35,879
+131
+0.4% +$28.4K
AON icon
56
Aon
AON
$76B
$7.44M 0.53%
23,048
-1,487
-6% -$494K
CSL icon
57
Carlisle Companies
CSL
$15.4B
$7.13M 0.51%
21,362
+884
+4% +$322K
GLD icon
58
SPDR Gold Trust
GLD
$142B
$7.09M 0.51%
16,485
-130
-0.8% -$58.2K
PEP icon
59
PepsiCo
PEP
$190B
$6.74M 0.48%
43,434
-943
-2% -$147K
TMUS icon
60
T-Mobile US
TMUS
$190B
$6.5M 0.47%
30,936
-820
-3% -$168K
IWM icon
61
iShares Russell 2000 ETF
IWM
$81.9B
$6.48M 0.46%
26,143
-583
-2% -$150K
CVX icon
62
Chevron
CVX
$366B
$6.43M 0.46%
31,056
+1,273
+4% +$232K
JMST icon
63
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.15B
$6.34M 0.45%
124,372
+8,404
+7% +$429K
VOO icon
64
Vanguard S&P 500 ETF
VOO
$1.03T
$6.32M 0.45%
10,583
-1,207
-10% -$755K
GE icon
65
GE Aerospace
GE
$384B
$5.98M 0.43%
21,086
-299
-1% -$94K
JNJ icon
66
Johnson & Johnson
JNJ
$625B
$5.93M 0.43%
24,259
-96
-0.4% -$22.4K
SHEL icon
67
Shell
SHEL
$245B
$5.85M 0.42%
62,853
-944
-1% -$76.3K
NOW icon
68
ServiceNow
NOW
$129B
$5.76M 0.41%
55,116
+26,183
+90% +$3.08M
FTNT icon
69
Fortinet
FTNT
$117B
$5.62M 0.4%
68,734
-5,705
-8% -$461K
GWW icon
70
W.W. Grainger
GWW
$60.2B
$5.6M 0.4%
5,138
+129
+3% +$141K
AVGO icon
71
Broadcom
AVGO
$2.04T
$5.56M 0.4%
17,963
+563
+3% +$185K
SCHX icon
72
Schwab US Large- Cap ETF
SCHX
$74.6B
$5.53M 0.4%
215,514
+18,036
+9% +$484K
XOM icon
73
ExxonMobil
XOM
$634B
$5.38M 0.39%
31,710
+675
+2% +$98.5K
QQQ icon
74
Invesco QQQ Trust
QQQ
$481B
$5.37M 0.39%
9,306
+10
+0.1% +$6.08K
YUM icon
75
Yum! Brands
YUM
$41.1B
$5.21M 0.37%
33,518
-953
-3% -$151K
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.