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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
CL icon
176
Colgate-Palmolive
CL
$74.4B
$905K 0.06%
10,622
-825
-7% -$73.5K
IWF icon
177
iShares Russell 1000 Growth ETF
IWF
$128B
$889K 0.06%
8,344
-64
-0.8% -$7.26K
VOYA icon
178
Voya Financial
VOYA
$9.19B
$858K 0.06%
12,557
– –
WDAY icon
179
Workday
WDAY
$44.4B
$826K 0.06%
6,359
+680
+12% +$108K
ADP icon
180
Automatic Data Processing
ADP
$108B
$810K 0.06%
3,986
-76
-2% -$17.4K
GILD icon
181
Gilead Sciences
GILD
$165B
$809K 0.06%
5,804
-100
-2% -$14K
EUSA icon
182
iShares MSCI USA Equal Weighted ETF
EUSA
$1.93B
$784K 0.06%
7,700
– –
TSLA icon
183
Tesla
TSLA
$1.3T
$773K 0.06%
2,080
+74
+4% +$30.5K
SCHM icon
184
Schwab US Mid-Cap ETF
SCHM
$15.1B
$771K 0.06%
24,905
-2,030
-8% -$64.6K
VUG icon
185
Vanguard Morningstar Growth ETF
VUG
$230B
$756K 0.05%
10,380
-162
-2% -$12.6K
LEN icon
186
Lennar Class A
LEN
$21.2B
$695K 0.05%
8,001
– –
LYB icon
187
LyondellBasell Industries
LYB
$19.2B
$684K 0.05%
8,487
– –
BAC icon
188
Bank of America
BAC
$442B
$684K 0.05%
14,024
-5,753
-29% -$297K
AA icon
189
Alcoa
AA
$13.2B
$682K 0.05%
10,275
-1,308
-11% -$80.2K
RSP icon
190
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$681K 0.05%
3,547
+123
+4% +$24.4K
BMY icon
191
Bristol-Myers Squibb
BMY
$132B
$670K 0.05%
11,053
-50
-0.5% -$2.92K
BDX icon
192
Becton Dickinson
BDX
$48.2B
$662K 0.05%
4,208
-555
-12% -$102K
MMM icon
193
3M
MMM
$94.3B
$653K 0.05%
4,499
+111
+3% +$17.7K
PIO icon
194
Invesco Global Water ETF
PIO
$283M
$639K 0.05%
14,720
– –
SUB icon
195
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$637K 0.05%
5,978
+45
+0.8% +$4.82K
VIG icon
196
Vanguard Dividend Appreciation ETF
VIG
$114B
$626K 0.04%
2,913
-110
-4% -$24.5K
SCHA icon
197
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$611K 0.04%
21,017
-969
-4% -$29K
VEU icon
198
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$608K 0.04%
8,098
-13
-0.2% -$1.01K
TXN icon
199
Texas Instruments
TXN
$261B
$588K 0.04%
3,028
-92
-3% -$18.6K
ASML icon
200
ASML
ASML
$669B
$586K 0.04%
444
-392
-47% -$537K
6 7
8
9 10

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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.