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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
+16.06%
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
$1.56B
AUM Growth
+$166M
Cap. Flow
-$1.44M
Cap. Flow %
-0.09%
Top 10 Hldgs %
31.03%
Holding
326
New
28
Increased
124
Reduced
130
Closed
12

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.79M
3
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$2.7M
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$2.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.56M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$8.31M
2
AMZN icon
Amazon
AMZN
+$7.13M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.71M
4
AON icon
Aon
AON
+$4.86M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.63M

Sector Composition

1 Technology 22.56%
2 Industrials 8.53%
3 Healthcare 8.28%
4 Financials 7.87%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
76
Chevron
CVX
$366B
$5.26M 0.34%
31,704
+648
+2% +$121K
TMUS icon
77
T-Mobile US
TMUS
$209B
$5.21M 0.33%
31,079
+143
+0.5% +$27.1K
INTU icon
78
Intuit
INTU
$80.6B
$5.05M 0.32%
19,359
-2,258
-10% -$787K
EMGF icon
79
iShares Emerging Markets Equity Factor ETF
EMGF
$1.82B
$4.94M 0.32%
67,396
+36,685
+119% +$2.57M
SPYM
80
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$4.92M 0.32%
55,978
+3,391
+6% +$289K
UNH icon
81
UnitedHealth
UNH
$384B
$4.84M 0.31%
11,642
-5,767
-33% -$2.14M
MS icon
82
Morgan Stanley
MS
$343B
$4.62M 0.3%
22,118
-175
-0.8% -$34.7K
LIN icon
83
Linde
LIN
$241B
$4.62M 0.3%
8,900
+59
+0.7% +$29.9K
SHEL icon
84
Shell
SHEL
$236B
$4.55M 0.29%
58,664
-4,189
-7% -$362K
SPEM icon
85
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.2B
$4.54M 0.29%
87,743
+1,561
+2% +$79.8K
NBSD
86
Neuberger Short Duration Income ETF
NBSD
$1.16B
$4.54M 0.29%
89,929
+10,728
+14% +$544K
IGIB icon
87
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$4.46M 0.29%
83,954
+11,450
+16% +$609K
PG icon
88
Procter & Gamble
PG
$353B
$4.39M 0.28%
29,925
-2,396
-7% -$349K
XOM icon
89
ExxonMobil
XOM
$605B
$4.35M 0.28%
31,824
+114
+0.4% +$17.1K
LHX icon
90
L3Harris
LHX
$53B
$4.3M 0.28%
14,799
+1,737
+13% +$552K
WELL icon
91
Welltower
WELL
$170B
$4.27M 0.27%
18,819
+635
+3% +$134K
C icon
92
Citigroup
C
$221B
$4.15M 0.27%
29,659
+237
+0.8% +$30.9K
PLD icon
93
Prologis
PLD
$140B
$3.97M 0.25%
29,328
+861
+3% +$122K
CASY icon
94
Casey's General Stores
CASY
$30.6B
$3.95M 0.25%
4,966
+690
+16% +$556K
CHD icon
95
Church & Dwight Co
CHD
$23.5B
$3.77M 0.24%
38,912
-1,164
-3% -$111K
VTI icon
96
Vanguard Total Stock Market ETF
VTI
$664B
$3.63M 0.23%
9,806
-939
-9% -$336K
WM icon
97
Waste Management
WM
$97.3B
$3.44M 0.22%
15,434
+3,509
+29% +$780K
SMMU icon
98
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.13B
$3.41M 0.22%
67,612
+9,925
+17% +$501K
IGSB icon
99
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$3.37M 0.22%
64,272
+2,679
+4% +$140K
CARR icon
100
Carrier Global
CARR
$57.6B
$3.26M 0.21%
44,381
-97
-0.2% -$6.34K
2 3
4
5 6

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YHB Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, YHB Investment Advisors held 326 positions worth $1.56B, up 12% from $1.39B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

YHB Investment Advisors's Q2 2026 filing shows 28 new, 124 increased, 130 reduced and 12 closed positions. Its largest new stake was Schwab Fundamental US Large Company Index ETF: 65,000 shares worth $2.02M. The largest sale was Microsoft, an estimated $8.31M.

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

  • YHB Investment Advisors's largest Q2 2026 buy was Schwab Fundamental US Large Company Index ETF: 65,000 shares worth $2.02M.
  • YHB Investment Advisors added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $5.82M increase.
  • YHB Investment Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $8.31M.
  • YHB Investment Advisors fully exited Honeywell in Q2 2026, selling an estimated $1.03M.
  • YHB Investment Advisors's ten largest holdings make up 31% of its $1.56B portfolio in Q2 2026.
  • YHB Investment Advisors opened 28 new positions and closed 12 in Q2 2026.
  • YHB Investment Advisors's portfolio value rose 12% quarter-over-quarter to $1.56B.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.