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
+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
WDAY icon
151
Workday
WDAY
$44.4B
$1.22M 0.08%
5,679
-174
-3% -$39.5K
PFE icon
152
Pfizer
PFE
$153B
$1.21M 0.08%
48,442
-1,570
-3% -$39.6K
TDG icon
153
TransDigm Group
TDG
$67.7B
$1.2M 0.08%
906
-42
-4% -$55.1K
SPSB icon
154
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$1.11M 0.08%
36,834
+1,491
+4% +$45.1K
BAC icon
155
Bank of America
BAC
$442B
$1.09M 0.08%
19,777
-775
-4% -$41K
ICSH icon
156
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$1.08M 0.07%
21,340
-187
-0.9% -$9.47K
FLRN icon
157
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
$1.08M 0.07%
35,000
-820
-2% -$25.2K
CI icon
158
Cigna
CI
$74.6B
$1.06M 0.07%
3,860
-150
-4% -$42.1K
KO icon
159
Coca-Cola
KO
$375B
$1.05M 0.07%
15,083
+64
+0.4% +$4.46K
ADP icon
160
Automatic Data Processing
ADP
$108B
$1.04M 0.07%
4,062
-359
-8% -$95.6K
JGRO icon
161
JPMorgan Active Growth ETF
JGRO
$10B
$1.03M 0.07%
11,149
+1,570
+16% +$147K
BX icon
162
Blackstone
BX
$110B
$1.03M 0.07%
6,697
+613
+10% +$93.2K
SLYG icon
163
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$1.01M 0.07%
10,751
+244
+2% +$23K
SHW icon
164
Sherwin-Williams
SHW
$89.8B
$1.01M 0.07%
3,114
+210
+7% +$70.2K
BIL icon
165
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$1.01M 0.07%
11,000
+5,500
+100% +$504K
SGOV icon
166
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$1M 0.07%
10,000
+1,500
+18% +$151K
HON icon
167
Honeywell
HON
$78B
$1M 0.07%
5,129
-2,788
-35% -$545K
IWF icon
168
iShares Russell 1000 Growth ETF
IWF
$128B
$995K 0.07%
8,408
-60
-0.7% -$7.11K
MDYG icon
169
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.94B
$976K 0.07%
10,564
+181
+2% +$16.6K
LECO icon
170
Lincoln Electric
LECO
$15.4B
$973K 0.07%
4,062
– –
CAT icon
171
Caterpillar
CAT
$387B
$966K 0.07%
1,686
-9
-0.5% -$5K
XLE icon
172
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$965K 0.07%
21,581
-899
-4% -$40K
GSY icon
173
Invesco Ultra Short Duration ETF
GSY
$3.88B
$942K 0.07%
18,740
-10,245
-35% -$515K
EEM icon
174
iShares MSCI Emerging Markets ETF
EEM
$30B
$937K 0.06%
17,130
+15
+0.1% +$816
VOYA icon
175
Voya Financial
VOYA
$9.19B
$935K 0.06%
12,557
– –
5 6
7
8 9

Similar funds

FCM
Fernbridge Capital Management Los Angeles, California $1.56B AUM 12.38% 1-Year Est. Return
GL
Governors Lane New York $1.56B AUM 30.44% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
MSA
MUFG Securities Americas New York $1.55B AUM 28.4% 1-Year Est. Return
BGCP
Bristol Gate Capital Partners Toronto, Ontario, Canada $1.55B AUM 12.75% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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.