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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
EEMV icon
101
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.56B
$2.85M 0.2%
44,495
+3,197
+8% +$206K
VV icon
102
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$2.83M 0.2%
8,998
-58
-0.6% -$18.1K
SCHB icon
103
Schwab US Broad Market ETF
SCHB
$44.9B
$2.77M 0.19%
105,525
+507
+0.5% +$13.2K
AER icon
104
AerCap
AER
$23.8B
$2.7M 0.19%
18,796
-1,617
-8% -$214K
ZTS icon
105
Zoetis
ZTS
$30B
$2.66M 0.18%
21,169
-2,346
-10% -$306K
ORLY icon
106
O'Reilly Automotive
ORLY
$76.3B
$2.56M 0.18%
28,086
+23,901
+571% +$2.34M
WM icon
107
Waste Management
WM
$91B
$2.52M 0.17%
11,469
+425
+4% +$90.6K
NBSD
108
Neuberger Short Duration Income ETF
NBSD
$1.23B
$2.45M 0.17%
+47,856
New +$2.45M
SMMU icon
109
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
$2.44M 0.17%
48,327
+8,280
+21% +$418K
WFC icon
110
Wells Fargo
WFC
$264B
$2.4M 0.17%
25,701
– –
EBAY icon
111
eBay
EBAY
$49.8B
$2.4M 0.17%
27,499
-300
-1% -$26K
CMCSA icon
112
Comcast
CMCSA
$90B
$2.38M 0.16%
79,717
-2,637
-3% -$75.2K
CMG icon
113
Chipotle Mexican Grill
CMG
$41.5B
$2.38M 0.16%
64,381
-1,870
-3% -$67.6K
CARR icon
114
Carrier Global
CARR
$52.8B
$2.37M 0.16%
44,915
-770
-2% -$42.8K
MA icon
115
Mastercard
MA
$493B
$2.35M 0.16%
4,120
-41
-1% -$22.9K
FAST icon
116
Fastenal
FAST
$59.5B
$2.28M 0.16%
56,747
-2,190
-4% -$92.2K
PAYX icon
117
Paychex
PAYX
$42.7B
$2.22M 0.15%
19,758
-6,473
-25% -$758K
AXP icon
118
American Express
AXP
$230B
$2.19M 0.15%
5,917
-43
-0.7% -$15.4K
QUAL icon
119
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$2.15M 0.15%
10,808
-444
-4% -$87.2K
GSLC icon
120
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$2.14M 0.15%
16,162
+71
+0.4% +$9.31K
MORN icon
121
Morningstar
MORN
$7.53B
$2.1M 0.15%
9,682
-1,532
-14% -$332K
LOW icon
122
Lowe's Companies
LOW
$125B
$2.09M 0.14%
8,683
-3
-0% -$720
CME icon
123
CME Group
CME
$94.8B
$2.07M 0.14%
7,586
-320
-4% -$87K
CASY icon
124
Casey's General Stores
CASY
$30.9B
$2.06M 0.14%
3,724
+584
+19% +$321K
PBE icon
125
Invesco Biotechnology & Genome ETF
PBE
$353M
$2M 0.14%
24,381
+95
+0.4% +$7.35K
3 4
5
6 7

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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.