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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
MKC icon
126
McCormick & Company Non-Voting
MKC
$14.2B
$1.96M 0.14%
28,747
-3,515
-11% -$233K
MDLZ icon
127
Mondelez International
MDLZ
$79.9B
$1.95M 0.13%
36,280
-4,062
-10% -$234K
ELV icon
128
Elevance Health
ELV
$85.5B
$1.87M 0.13%
5,347
-123
-2% -$41.6K
OTIS icon
129
Otis Worldwide
OTIS
$28.2B
$1.87M 0.13%
21,431
-187
-0.9% -$16.7K
HELO icon
130
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.73B
$1.87M 0.13%
28,102
+7,820
+39% +$513K
PSX icon
131
Phillips 66
PSX
$81.4B
$1.83M 0.13%
14,183
+215
+2% +$28.9K
PLTR icon
132
Palantir
PLTR
$413B
$1.78M 0.12%
10,002
+477
+5% +$86.4K
CSCO icon
133
Cisco
CSCO
$479B
$1.76M 0.12%
22,835
-100
-0.4% -$7.42K
APO icon
134
Apollo Global Management
APO
$73.4B
$1.74M 0.12%
12,039
-338
-3% -$44.9K
FTV icon
135
Fortive
FTV
$18.6B
$1.72M 0.12%
31,133
-4,842
-13% -$251K
XLK icon
136
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.69M 0.12%
11,730
+1,454
+14% +$210K
IUSG icon
137
iShares Core S&P US Growth ETF
IUSG
$33.9B
$1.64M 0.11%
9,755
+414
+4% +$69.1K
COP icon
138
ConocoPhillips
COP
$141B
$1.59M 0.11%
16,967
-474
-3% -$42.9K
VLTO icon
139
Veralto
VLTO
$24B
$1.56M 0.11%
15,662
-661
-4% -$66.9K
IBM icon
140
IBM
IBM
$224B
$1.48M 0.1%
5,006
+45
+0.9% +$13.5K
IGIB icon
141
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$1.48M 0.1%
27,414
+6,280
+30% +$339K
ALC icon
142
Alcon
ALC
$35B
$1.44M 0.1%
18,180
-1,114
-6% -$85.8K
GLDM icon
143
SPDR Gold MiniShares Trust
GLDM
$29.7B
$1.43M 0.1%
16,731
+3,146
+23% +$259K
IJK icon
144
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.32M 0.09%
13,617
+230
+2% +$22.1K
NKE icon
145
Nike
NKE
$61.9B
$1.32M 0.09%
20,664
-2,885
-12% -$188K
MUNI icon
146
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$1.31M 0.09%
24,962
+7,454
+43% +$391K
ACWI icon
147
iShares MSCI ACWI ETF
ACWI
$33.4B
$1.29M 0.09%
9,145
+220
+2% +$30.9K
ITW icon
148
Illinois Tool Works
ITW
$84.5B
$1.27M 0.09%
5,160
-156
-3% -$38.9K
AMAT icon
149
Applied Materials
AMAT
$428B
$1.23M 0.09%
4,805
+201
+4% +$48.2K
VCSH icon
150
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$1.22M 0.08%
15,328
-673
-4% -$53.7K
4 5
6
7 8

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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.