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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
PBE icon
126
Invesco Biotechnology & Genome ETF
PBE
$353M
$1.93M 0.14%
24,386
+5
+0% +$404
MDLZ icon
127
Mondelez International
MDLZ
$79.9B
$1.9M 0.14%
33,027
-3,253
-9% -$188K
CMG icon
128
Chipotle Mexican Grill
CMG
$41.5B
$1.88M 0.13%
58,604
-5,777
-9% -$214K
EMGF icon
129
iShares Emerging Markets Equity Factor ETF
EMGF
$1.87B
$1.86M 0.13%
+30,711
New +$1.92M
AXP icon
130
American Express
AXP
$230B
$1.79M 0.13%
5,928
+11
+0.2% +$3.69K
CSCO icon
131
Cisco
CSCO
$479B
$1.76M 0.13%
22,733
-102
-0.4% -$7.99K
GLDM icon
132
SPDR Gold MiniShares Trust
GLDM
$29.7B
$1.72M 0.12%
18,581
+1,850
+11% +$178K
JAAA icon
133
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$1.68M 0.12%
33,351
+25,337
+316% +$1.28M
FTV icon
134
Fortive
FTV
$18.6B
$1.66M 0.12%
30,084
-1,049
-3% -$58.8K
PAYX icon
135
Paychex
PAYX
$42.7B
$1.64M 0.12%
17,797
-1,961
-10% -$194K
OTIS icon
136
Otis Worldwide
OTIS
$28.2B
$1.63M 0.12%
21,179
-252
-1% -$22K
MDYG icon
137
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.94B
$1.56M 0.11%
16,293
+5,729
+54% +$562K
MUNI icon
138
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.12B
$1.55M 0.11%
29,782
+4,820
+19% +$254K
ELV icon
139
Elevance Health
ELV
$85.5B
$1.55M 0.11%
5,297
-50
-0.9% -$16.4K
PLTR icon
140
Palantir
PLTR
$413B
$1.53M 0.11%
10,476
+474
+5% +$72.5K
IUSG icon
141
iShares Core S&P US Growth ETF
IUSG
$33.9B
$1.49M 0.11%
9,577
-178
-2% -$29.3K
XLE icon
142
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.43M 0.1%
23,355
+1,774
+8% +$95.2K
IJK icon
143
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$1.38M 0.1%
13,742
+125
+0.9% +$12.8K
APO icon
144
Apollo Global Management
APO
$73.4B
$1.38M 0.1%
12,357
+318
+3% +$39.4K
PFE icon
145
Pfizer
PFE
$153B
$1.35M 0.1%
48,213
-229
-0.5% -$6.1K
XLK icon
146
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.35M 0.1%
10,125
-1,605
-14% -$226K
VLTO icon
147
Veralto
VLTO
$24B
$1.33M 0.1%
15,016
-646
-4% -$61.4K
ALC icon
148
Alcon
ALC
$35B
$1.31M 0.09%
17,354
-826
-5% -$65.9K
IBM icon
149
IBM
IBM
$224B
$1.27M 0.09%
5,229
+223
+4% +$60.3K
AMAT icon
150
Applied Materials
AMAT
$428B
$1.25M 0.09%
3,654
-1,151
-24% -$387K
4 5
6
7 8

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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.