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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
+10.1%
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
$1.3B
AUM Growth
+$98.2M
Cap. Flow
+$8.22M
Cap. Flow %
0.63%
Top 10 Hldgs %
32.34%
Holding
305
New
15
Increased
115
Reduced
121
Closed
6

Top Buys

Rank Stock Value
1
WELL icon
Welltower
WELL
+$1.81M
2
NFLX icon
Netflix
NFLX
+$1.72M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.4M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.17M

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$3.96M
2
ACN icon
Accenture
ACN
+$2.19M
3
AAPL icon
Apple
AAPL
+$1.08M
4
FTV icon
Fortive
FTV
+$744K
5
COST icon
Costco
COST
+$700K

Sector Composition

Rank Sector Weight
1 Technology 23.14%
2 Financials 10.45%
3 Healthcare 9.56%
4 Consumer Discretionary 8.49%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
126
American Express
AXP
$230B
$1.91M 0.15%
5,978
+11
+0.2% +$3.1K
HON icon
127
Honeywell
HON
$78B
$1.78M 0.14%
8,089
-2,972
-27% -$602K
ALC icon
128
Alcon
ALC
$35B
$1.77M 0.14%
20,039
+455
+2% +$40.8K
VLTO icon
129
Veralto
VLTO
$24B
$1.73M 0.13%
17,127
-626
-4% -$60.4K
NKE icon
130
Nike
NKE
$61.9B
$1.72M 0.13%
24,263
-3,615
-13% -$217K
APO icon
131
Apollo Global Management
APO
$73.4B
$1.68M 0.13%
11,829
+1,147
+11% +$152K
PSX icon
132
Phillips 66
PSX
$81.4B
$1.61M 0.12%
13,472
+307
+2% +$34.4K
CSCO icon
133
Cisco
CSCO
$479B
$1.59M 0.12%
22,935
-438
-2% -$26.9K
COP icon
134
ConocoPhillips
COP
$141B
$1.58M 0.12%
17,625
+682
+4% +$61.4K
PBE icon
135
Invesco Biotechnology & Genome ETF
PBE
$292M
$1.55M 0.12%
24,256
-250
-1% -$15.5K
IUSG icon
136
iShares Core S&P US Growth ETF
IUSG
$33.7B
$1.55M 0.12%
10,323
-374
-3% -$50.7K
ITW icon
137
Illinois Tool Works
ITW
$84.5B
$1.54M 0.12%
6,226
-416
-6% -$101K
CI icon
138
Cigna
CI
$74.6B
$1.49M 0.11%
4,493
+2,230
+99% +$719K
SGOV icon
139
iShares 0-3 Month Treasury Bond ETF
SGOV
$100B
$1.47M 0.11%
14,550
+5,850
+67% +$588K
TDG icon
140
TransDigm Group
TDG
$67.7B
$1.44M 0.11%
948
+46
+5% +$64.6K
BDX icon
141
Becton Dickinson
BDX
$48.2B
$1.42M 0.11%
8,218
-785
-9% -$144K
IBM icon
142
IBM
IBM
$224B
$1.4M 0.11%
4,760
+55
+1% +$14.2K
XLK icon
143
State Street Technology Select Sector SPDR ETF
XLK
$124B
$1.39M 0.11%
10,954
+6,616
+153% +$734K
ADP icon
144
Automatic Data Processing
ADP
$108B
$1.32M 0.1%
4,296
-76
-2% -$23.3K
PFE icon
145
Pfizer
PFE
$153B
$1.31M 0.1%
53,898
-6,608
-11% -$154K
VCSH icon
146
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.3M 0.1%
16,386
-7,081
-30% -$558K
PLTR icon
147
Palantir
PLTR
$413B
$1.3M 0.1%
9,546
+1,108
+13% +$130K
CASY icon
148
Casey's General Stores
CASY
$30.9B
$1.3M 0.1%
2,546
+607
+31% +$280K
IJK icon
149
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.22M 0.09%
13,412
-25
-0.2% -$2.14K
CL icon
150
Colgate-Palmolive
CL
$74.4B
$1.2M 0.09%
13,179
-145
-1% -$13.2K
4 5
6
7 8

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YHB Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, YHB Investment Advisors held 305 positions worth $1.3B, up 8.2% from $1.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q2 2025 filing shows 15 new, 115 increased, 121 reduced and 6 closed positions. Its largest new stake was ASML: 1,231 shares worth $987K. The largest sale was PepsiCo, an estimated $3.96M.

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

  • YHB Investment Advisors's largest Q2 2025 buy was ASML: 1,231 shares worth $987K.
  • YHB Investment Advisors added most to Welltower in Q2 2025, an estimated $1.81M increase.
  • YHB Investment Advisors's biggest Q2 2025 reduction was PepsiCo, cutting an estimated $3.96M.
  • YHB Investment Advisors fully exited Essential Utilities in Q2 2025, selling an estimated $244K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.3B portfolio in Q2 2025.
  • YHB Investment Advisors opened 15 new positions and closed 6 in Q2 2025.
  • YHB Investment Advisors's portfolio value rose 8.2% quarter-over-quarter to $1.3B.

Based on YHB Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.