We are live on ! Find out more
YIA

YHB Investment Advisors Portfolio holdings

AUM $1.56B
1-Year Est. Return 27.39%
This Fund
S&P 500
This Quarter Est. Return
+16.06%
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
$1.56B
AUM Growth
+$166M
Cap. Flow
-$1.44M
Cap. Flow %
-0.09%
Top 10 Hldgs %
31.03%
Holding
326
New
28
Increased
124
Reduced
130
Closed
12

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.82M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$2.79M
3
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$2.7M
4
EMGF icon
iShares Emerging Markets Equity Factor ETF
EMGF
+$2.57M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.56M

Top Sells

1
MSFT icon
Microsoft
MSFT
+$8.31M
2
AMZN icon
Amazon
AMZN
+$7.13M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.71M
4
AON icon
Aon
AON
+$4.86M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.63M

Sector Composition

1 Technology 22.56%
2 Industrials 8.53%
3 Healthcare 8.28%
4 Financials 7.87%
5 Communication Services 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTIS icon
151
Otis Worldwide
OTIS
$28.5B
$1.31M 0.08%
18,301
-2,878
-14% -$215K
SLYG icon
152
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.06B
$1.3M 0.08%
10,936
+89
+0.8% +$9.63K
VLTO icon
153
Veralto
VLTO
$23.2B
$1.29M 0.08%
14,569
-447
-3% -$38.8K
SPGI icon
154
S&P Global
SPGI
$133B
$1.29M 0.08%
3,159
+1,903
+152% +$804K
KO icon
155
Coca-Cola
KO
$357B
$1.26M 0.08%
15,545
-137
-0.9% -$10.8K
ICSH icon
156
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.85B
$1.24M 0.08%
24,456
+3,093
+14% +$156K
VCSH icon
157
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$1.22M 0.08%
15,383
-60
-0.4% -$4.74K
GSY icon
158
Invesco Ultra Short Duration ETF
GSY
$3.83B
$1.21M 0.08%
24,213
-54
-0.2% -$2.71K
JGRO icon
159
JPMorgan Active Growth ETF
JGRO
$9.4B
$1.19M 0.08%
12,049
-17
-0.1% -$1.61K
ITW icon
160
Illinois Tool Works
ITW
$80.8B
$1.19M 0.08%
4,382
-351
-7% -$91.1K
EEM icon
161
iShares MSCI Emerging Markets ETF
EEM
$27.9B
$1.17M 0.07%
17,055
-125
-0.7% -$8.16K
ACWI icon
162
iShares MSCI ACWI ETF
ACWI
$32.8B
$1.12M 0.07%
7,120
-425
-6% -$64.9K
CMCSA icon
163
Comcast
CMCSA
$85.7B
$1.12M 0.07%
45,512
-27,431
-38% -$708K
SHW icon
164
Sherwin-Williams
SHW
$83.3B
$1.11M 0.07%
3,226
-32
-1% -$10.2K
SPSB icon
165
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
$1.11M 0.07%
36,932
+650
+2% +$19.5K
HUM icon
166
Humana
HUM
$47.5B
$1.1M 0.07%
2,781
+749
+37% +$213K
ALC icon
167
Alcon
ALC
$34.3B
$1.1M 0.07%
16,419
-935
-5% -$65.5K
MRK icon
168
Merck
MRK
$325B
$1.08M 0.07%
8,398
-50
-0.6% -$5.85K
LECO icon
169
Lincoln Electric
LECO
$14.1B
$1.08M 0.07%
4,062
– –
PFE icon
170
Pfizer
PFE
$144B
$1.07M 0.07%
44,361
-3,852
-8% -$101K
FLRN icon
171
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.07B
$1.07M 0.07%
34,552
– –
SAP icon
172
SAP
SAP
$184B
$1.05M 0.07%
6,816
+647
+10% +$110K
IWF icon
173
iShares Russell 1000 Growth ETF
IWF
$123B
$1.05M 0.07%
8,436
+92
+1% +$11.1K
WDAY icon
174
Workday
WDAY
$35.6B
$1.03M 0.07%
8,436
+2,077
+33% +$263K
CI icon
175
Cigna
CI
$76.4B
$1.03M 0.07%
3,721
-100
-3% -$28.3K
5 6
7
8 9

Similar funds

FCM
Fernbridge Capital Management Los Angeles, California $1.56B AUM 12.38% 1-Year Est. Return
BFIM
Beese Fulmer Investment Management Canton, Ohio $1.56B AUM 26.01% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.42% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
1WM
1900 Wealth Management San Antonio, Texas $1.56B AUM 14.13% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.57B AUM 19.49% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

YHB Investment Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, YHB Investment Advisors held 326 positions worth $1.56B, up 12% from $1.39B the previous quarter. Its ten largest holdings account for 31% of the portfolio.

YHB Investment Advisors's Q2 2026 filing shows 28 new, 124 increased, 130 reduced and 12 closed positions. Its largest new stake was Schwab Fundamental US Large Company Index ETF: 65,000 shares worth $2.02M. The largest sale was Microsoft, an estimated $8.31M.

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

  • YHB Investment Advisors's largest Q2 2026 buy was Schwab Fundamental US Large Company Index ETF: 65,000 shares worth $2.02M.
  • YHB Investment Advisors added most to iShares Core S&P 500 ETF in Q2 2026, an estimated $5.82M increase.
  • YHB Investment Advisors's biggest Q2 2026 reduction was Microsoft, cutting an estimated $8.31M.
  • YHB Investment Advisors fully exited Honeywell in Q2 2026, selling an estimated $1.03M.
  • YHB Investment Advisors's ten largest holdings make up 31% of its $1.56B portfolio in Q2 2026.
  • YHB Investment Advisors opened 28 new positions and closed 12 in Q2 2026.
  • YHB Investment Advisors's portfolio value rose 12% quarter-over-quarter to $1.56B.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.