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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
MAR icon
76
Marriott International
MAR
$92.3B
$5.14M 0.37%
15,713
– –
AFL icon
77
Aflac
AFL
$62.6B
$4.93M 0.35%
44,958
-951
-2% -$105K
UNH icon
78
UnitedHealth
UNH
$370B
$4.71M 0.34%
17,409
-831
-5% -$247K
GEV icon
79
GE Vernova
GEV
$264B
$4.7M 0.34%
5,381
-313
-5% -$244K
PG icon
80
Procter & Gamble
PG
$339B
$4.67M 0.33%
32,321
-1,008
-3% -$153K
LHX icon
81
L3Harris
LHX
$53.4B
$4.51M 0.32%
13,062
+526
+4% +$184K
SPYG icon
82
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$4.45M 0.32%
45,461
-4,794
-10% -$499K
LIN icon
83
Linde
LIN
$226B
$4.38M 0.31%
8,841
-93
-1% -$43.9K
SPEM icon
84
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$4.04M 0.29%
86,182
+1,186
+1% +$57.8K
SPYM
85
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$4.03M 0.29%
52,587
+7,725
+17% +$618K
NBSD
86
Neuberger Short Duration Income ETF
NBSD
$1.23B
$4.02M 0.29%
79,201
+31,345
+65% +$1.6M
IGIB icon
87
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$3.86M 0.28%
72,504
+45,090
+164% +$2.43M
PLD icon
88
Prologis
PLD
$133B
$3.76M 0.27%
28,467
+335
+1% +$44.8K
CHD icon
89
Church & Dwight Co
CHD
$24.5B
$3.74M 0.27%
40,076
-2,080
-5% -$200K
MS icon
90
Morgan Stanley
MS
$340B
$3.67M 0.26%
22,293
+60
+0.3% +$10.4K
WELL icon
91
Welltower
WELL
$171B
$3.6M 0.26%
18,184
+1,164
+7% +$230K
INTF icon
92
iShares International Equity Factor ETF
INTF
$3.75B
$3.53M 0.25%
+90,515
New +$3.59M
VTI icon
93
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$3.45M 0.25%
10,745
-157
-1% -$52.7K
C icon
94
Citigroup
C
$226B
$3.34M 0.24%
29,422
-28
-0.1% -$3.19K
IGSB icon
95
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$3.24M 0.23%
61,593
+2,122
+4% +$112K
CASY icon
96
Casey's General Stores
CASY
$30.9B
$3.11M 0.22%
4,276
+552
+15% +$360K
BLK icon
97
Blackrock
BLK
$176B
$3.1M 0.22%
3,225
+22
+0.7% +$23.1K
COF icon
98
Capital One
COF
$134B
$3M 0.22%
16,455
-9
-0.1% -$1.88K
MOAT icon
99
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$2.92M 0.21%
30,184
-2,199
-7% -$228K
SMMU icon
100
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$2.91M 0.21%
57,687
+9,360
+19% +$474K
2 3
4
5 6

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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.