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
-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
ITW icon
151
Illinois Tool Works
ITW
$84.5B
$1.23M 0.09%
4,733
-427
-8% -$116K
VCSH icon
152
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$1.22M 0.09%
15,443
+115
+0.8% +$9.16K
GSY icon
153
Invesco Ultra Short Duration ETF
GSY
$3.88B
$1.22M 0.09%
24,267
+5,527
+29% +$278K
KO icon
154
Coca-Cola
KO
$375B
$1.19M 0.09%
15,682
+599
+4% +$45.3K
TDG icon
155
TransDigm Group
TDG
$67.7B
$1.18M 0.08%
1,022
+116
+13% +$152K
PWR icon
156
Quanta Services
PWR
$101B
$1.16M 0.08%
2,106
+58
+3% +$29.9K
MELI icon
157
Mercado Libre
MELI
$92.3B
$1.1M 0.08%
636
+296
+87% +$571K
SPSB icon
158
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$1.09M 0.08%
36,282
-552
-1% -$16.7K
ICSH icon
159
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$1.08M 0.08%
21,363
+23
+0.1% +$1.16K
FLRN icon
160
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
$1.06M 0.08%
34,552
-448
-1% -$13.8K
BIL icon
161
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$1.06M 0.08%
11,535
+535
+5% +$49K
SAP icon
162
SAP
SAP
$238B
$1.06M 0.08%
6,169
+2,938
+91% +$606K
SGOV icon
163
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$1.06M 0.08%
10,490
+490
+5% +$49.3K
SLYG icon
164
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.21B
$1.05M 0.08%
10,847
+96
+0.9% +$9.51K
SHW icon
165
Sherwin-Williams
SHW
$89.8B
$1.04M 0.07%
3,258
+144
+5% +$49.6K
ACWI icon
166
iShares MSCI ACWI ETF
ACWI
$33.4B
$1.04M 0.07%
7,545
-1,600
-17% -$230K
HON icon
167
Honeywell
HON
$78B
$1.03M 0.07%
4,551
-578
-11% -$132K
JGRO icon
168
JPMorgan Active Growth ETF
JGRO
$10B
$1.02M 0.07%
12,066
+917
+8% +$81.7K
CI icon
169
Cigna
CI
$74.6B
$1.02M 0.07%
3,821
-39
-1% -$10.8K
MRK icon
170
Merck
MRK
$318B
$1.02M 0.07%
8,448
+100
+1% +$11.5K
LECO icon
171
Lincoln Electric
LECO
$15.4B
$1.01M 0.07%
4,062
– –
MKC icon
172
McCormick & Company Non-Voting
MKC
$14.2B
$995K 0.07%
19,724
-9,023
-31% -$575K
EEM icon
173
iShares MSCI Emerging Markets ETF
EEM
$30B
$976K 0.07%
17,180
+50
+0.3% +$2.94K
NKE icon
174
Nike
NKE
$61.9B
$943K 0.07%
17,861
-2,803
-14% -$170K
CAT icon
175
Caterpillar
CAT
$387B
$934K 0.07%
1,318
-368
-22% -$255K
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 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.