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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
+8.2%
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
$1.37B
AUM Growth
+$72.1M
Cap. Flow
-$14M
Cap. Flow %
-1.02%
Top 10 Hldgs %
33.74%
Holding
311
New
12
Increased
91
Reduced
138
Closed
12

Top Buys

Rank Stock Value
1
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$7.29M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.35M
3
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$11M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.7M
3
BLK icon
Blackrock
BLK
+$3.29M
4
UNH icon
UnitedHealth
UNH
+$3.19M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M

Sector Composition

Rank Sector Weight
1 Technology 23.4%
2 Financials 9.71%
3 Healthcare 8.93%
4 Consumer Discretionary 8.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTV icon
126
Fortive
FTV
$18.6B
$1.76M 0.13%
35,975
-2,149
-6% -$106K
VLTO icon
127
Veralto
VLTO
$24B
$1.74M 0.13%
16,323
-804
-5% -$84.8K
PLTR icon
128
Palantir
PLTR
$413B
$1.74M 0.13%
9,525
-21
-0.2% -$3.4K
PBE icon
129
Invesco Biotechnology & Genome ETF
PBE
$353M
$1.7M 0.12%
24,286
+30
+0.1% +$2.03K
COP icon
130
ConocoPhillips
COP
$141B
$1.65M 0.12%
17,441
-184
-1% -$17.4K
APO icon
131
Apollo Global Management
APO
$73.4B
$1.65M 0.12%
12,377
+548
+5% +$77.6K
NKE icon
132
Nike
NKE
$61.9B
$1.64M 0.12%
23,549
-714
-3% -$53.2K
HON icon
133
Honeywell
HON
$78B
$1.57M 0.11%
7,917
-172
-2% -$35.9K
CSCO icon
134
Cisco
CSCO
$479B
$1.57M 0.11%
22,935
– –
IUSG icon
135
iShares Core S&P US Growth ETF
IUSG
$33.9B
$1.54M 0.11%
9,341
-982
-10% -$154K
GSY icon
136
Invesco Ultra Short Duration ETF
GSY
$3.88B
$1.46M 0.11%
28,985
+7,615
+36% +$382K
XLK icon
137
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.45M 0.11%
10,276
-678
-6% -$89.8K
ALC icon
138
Alcon
ALC
$35B
$1.44M 0.11%
19,294
-745
-4% -$62.2K
WDAY icon
139
Workday
WDAY
$44.4B
$1.41M 0.1%
5,853
+1,666
+40% +$385K
ASML icon
140
ASML
ASML
$669B
$1.4M 0.1%
1,450
+219
+18% +$172K
IBM icon
141
IBM
IBM
$224B
$1.4M 0.1%
4,961
+201
+4% +$52.6K
ITW icon
142
Illinois Tool Works
ITW
$84.5B
$1.39M 0.1%
5,316
-910
-15% -$237K
HELO icon
143
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$1.32M 0.1%
20,282
+7,733
+62% +$494K
ADP icon
144
Automatic Data Processing
ADP
$108B
$1.3M 0.09%
4,421
+125
+3% +$37.6K
IJK icon
145
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.28M 0.09%
13,387
-25
-0.2% -$2.35K
VCSH icon
146
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$1.28M 0.09%
16,001
-385
-2% -$30.6K
PFE icon
147
Pfizer
PFE
$153B
$1.27M 0.09%
50,012
-3,886
-7% -$95.9K
TDG icon
148
TransDigm Group
TDG
$67.7B
$1.25M 0.09%
948
– –
ACWI icon
149
iShares MSCI ACWI ETF
ACWI
$33.4B
$1.23M 0.09%
8,925
-375
-4% -$49.8K
CI icon
150
Cigna
CI
$74.6B
$1.16M 0.08%
4,010
-483
-11% -$143K
4 5
6
7 8

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YHB Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, YHB Investment Advisors held 311 positions worth $1.37B, up 5.6% from $1.3B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

YHB Investment Advisors's Q3 2025 filing shows 12 new, 91 increased, 138 reduced and 12 closed positions. Its largest new stake was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M. The largest sale was Lam Research, an estimated $11M.

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

  • YHB Investment Advisors's largest Q3 2025 buy was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M.
  • YHB Investment Advisors added most to JPMorgan Ultra-Short Income ETF in Q3 2025, an estimated $6.35M increase.
  • YHB Investment Advisors's biggest Q3 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $5.7M.
  • YHB Investment Advisors fully exited Lam Research in Q3 2025, selling an estimated $11M.
  • YHB Investment Advisors's ten largest holdings make up 34% of its $1.37B portfolio in Q3 2025.
  • YHB Investment Advisors opened 12 new positions and closed 12 in Q3 2025.
  • YHB Investment Advisors's portfolio value rose 5.6% quarter-over-quarter to $1.37B.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.