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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
BDX icon
176
Becton Dickinson
BDX
$48.2B
$924K 0.06%
4,763
-826
-15% -$157K
CL icon
177
Colgate-Palmolive
CL
$74.4B
$905K 0.06%
11,447
-562
-5% -$44.1K
TSLA icon
178
Tesla
TSLA
$1.3T
$902K 0.06%
2,006
+102
+5% +$45.2K
ASML icon
179
ASML
ASML
$669B
$894K 0.06%
836
-614
-42% -$640K
MRK icon
180
Merck
MRK
$318B
$879K 0.06%
8,348
-215
-3% -$20.2K
PWR icon
181
Quanta Services
PWR
$101B
$864K 0.06%
2,048
-202
-9% -$88.8K
VUG icon
182
Vanguard Morningstar Growth ETF
VUG
$230B
$857K 0.06%
10,542
+42
+0.4% +$3.41K
LEN icon
183
Lennar Class A
LEN
$21.2B
$823K 0.06%
8,001
+1,001
+14% +$121K
SCHM icon
184
Schwab US Mid-Cap ETF
SCHM
$15.1B
$810K 0.06%
26,935
+648
+2% +$19.3K
EUSA icon
185
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$796K 0.06%
7,700
– –
SAP icon
186
SAP
SAP
$238B
$785K 0.05%
3,231
+718
+29% +$183K
GILD icon
187
Gilead Sciences
GILD
$165B
$725K 0.05%
5,904
– –
MMM icon
188
3M
MMM
$94.3B
$703K 0.05%
4,388
-510
-10% -$83.4K
MELI icon
189
Mercado Libre
MELI
$92.3B
$685K 0.05%
+340
New +$714K
CTSH icon
190
Cognizant
CTSH
$26B
$680K 0.05%
8,189
-23
-0.3% -$1.72K
VIG icon
191
Vanguard Dividend Appreciation ETF
VIG
$114B
$664K 0.05%
3,023
-60
-2% -$13.1K
RSP icon
192
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$656K 0.05%
3,424
-1,280
-27% -$243K
EL icon
193
Estee Lauder
EL
$32B
$655K 0.05%
6,254
-518
-8% -$50.3K
PIO icon
194
Invesco Global Water ETF
PIO
$283M
$650K 0.04%
14,720
– –
SUB icon
195
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$633K 0.04%
5,933
-232
-4% -$24.7K
SCHA icon
196
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$626K 0.04%
21,986
-1,570
-7% -$44.3K
ABT icon
197
Abbott
ABT
$187B
$625K 0.04%
4,988
-188
-4% -$23.9K
AA icon
198
Alcoa
AA
$13.2B
$616K 0.04%
11,583
-1,227
-10% -$50.2K
PYPL icon
199
PayPal
PYPL
$50.5B
$600K 0.04%
10,273
-1,814
-15% -$118K
BMY icon
200
Bristol-Myers Squibb
BMY
$132B
$599K 0.04%
11,103
-42
-0.4% -$2.02K
6 7
8
9 10

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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.