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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
JNJ icon
76
Johnson & Johnson
JNJ
$625B
$5.04M 0.35%
24,355
-1,903
-7% -$376K
MAR icon
77
Marriott International
MAR
$92.3B
$4.87M 0.34%
15,713
-4
-0% -$1.14K
PG icon
78
Procter & Gamble
PG
$339B
$4.78M 0.33%
33,329
-1,775
-5% -$262K
SHEL icon
79
Shell
SHEL
$245B
$4.69M 0.32%
63,797
-1,745
-3% -$129K
CVX icon
80
Chevron
CVX
$366B
$4.54M 0.31%
29,783
-721
-2% -$110K
NOW icon
81
ServiceNow
NOW
$129B
$4.43M 0.31%
28,933
+363
+1% +$62.3K
COF icon
82
Capital One
COF
$134B
$3.99M 0.28%
16,464
-440
-3% -$98K
SPEM icon
83
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$3.98M 0.27%
84,996
+11,867
+16% +$559K
MS icon
84
Morgan Stanley
MS
$340B
$3.95M 0.27%
22,233
-375
-2% -$62.6K
LIN icon
85
Linde
LIN
$226B
$3.81M 0.26%
8,934
-53
-0.6% -$22.7K
XOM icon
86
ExxonMobil
XOM
$634B
$3.73M 0.26%
31,035
-138
-0.4% -$16K
GEV icon
87
GE Vernova
GEV
$264B
$3.72M 0.26%
5,694
+94
+2% +$57.3K
LHX icon
88
L3Harris
LHX
$53.4B
$3.68M 0.25%
12,536
+356
+3% +$103K
VTI icon
89
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$3.66M 0.25%
10,902
+90
+0.8% +$29.9K
SPYM
90
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$3.6M 0.25%
44,862
+7,321
+20% +$582K
PLD icon
91
Prologis
PLD
$133B
$3.59M 0.25%
28,132
+278
+1% +$34.7K
CHD icon
92
Church & Dwight Co
CHD
$24.5B
$3.53M 0.24%
42,156
-829
-2% -$70.8K
C icon
93
Citigroup
C
$226B
$3.44M 0.24%
29,450
-74
-0.3% -$7.68K
BLK icon
94
Blackrock
BLK
$176B
$3.43M 0.24%
+3,203
New +$3.5M
MOAT icon
95
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$3.35M 0.23%
32,383
-12,478
-28% -$1.27M
DIS icon
96
Walt Disney
DIS
$181B
$3.21M 0.22%
28,231
-1,141
-4% -$126K
WELL icon
97
Welltower
WELL
$171B
$3.16M 0.22%
17,020
+1,463
+9% +$273K
IGSB icon
98
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$3.14M 0.22%
59,471
+6,241
+12% +$330K
HLT icon
99
Hilton Worldwide
HLT
$71.5B
$3M 0.21%
10,460
-115
-1% -$31.3K
AZO icon
100
AutoZone
AZO
$51.1B
$2.87M 0.2%
846
+29
+4% +$110K
2 3
4
5 6

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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.