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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
-2.15%
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
$1.2B
AUM Growth
-$20.1M
Cap. Flow
+$21.3M
Cap. Flow %
1.78%
Top 10 Hldgs %
32.26%
Holding
298
New
21
Increased
117
Reduced
112
Closed
8

Top Buys

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$8.95M
2
BLK icon
Blackrock
BLK
+$3.01M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.16M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.29M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$884K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.1M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.07M
3
AMZN icon
Amazon
AMZN
+$947K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$842K
5
NKE icon
Nike
NKE
+$668K

Sector Composition

Rank Sector Weight
1 Technology 21.18%
2 Healthcare 11.34%
3 Financials 11.07%
4 Consumer Discretionary 8.54%
5 Industrials 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEU icon
201
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$492K 0.04%
8,110
+68
+0.8% +$4.1K
SBUX icon
202
Starbucks
SBUX
$120B
$490K 0.04%
4,993
+29
+0.6% +$3K
BKNG icon
203
Booking.com
BKNG
$161B
$484K 0.04%
2,625
-50
-2% -$9.56K
XLF icon
204
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$481K 0.04%
9,650
-1,048
-10% -$52.6K
IWD icon
205
iShares Russell 1000 Value ETF
IWD
$83.9B
$479K 0.04%
2,547
-127
-5% -$24.2K
PWR icon
206
Quanta Services
PWR
$101B
$478K 0.04%
1,881
-287
-13% -$82.9K
EQIX icon
207
Equinix
EQIX
$103B
$472K 0.04%
579
+20
+4% +$18K
CVS icon
208
CVS Health
CVS
$122B
$472K 0.04%
6,960
-5,385
-44% -$322K
ALGN icon
209
Align Technology
ALGN
$12.3B
$462K 0.04%
2,907
-1,120
-28% -$220K
NVS icon
210
Novartis
NVS
$297B
$456K 0.04%
4,093
+570
+16% +$60.7K
VRTX icon
211
Vertex Pharmaceuticals
VRTX
$126B
$456K 0.04%
941
+100
+12% +$46.6K
ADBE icon
212
Adobe
ADBE
$105B
$454K 0.04%
1,185
+13
+1% +$5.58K
EFA icon
213
iShares MSCI EAFE ETF
EFA
$80.2B
$450K 0.04%
5,502
+30
+0.5% +$2.42K
XLK icon
214
State Street Technology Select Sector SPDR ETF
XLK
$123B
$448K 0.04%
4,338
-1,084
-20% -$123K
CPRT icon
215
Copart
CPRT
$27.5B
$445K 0.04%
7,856
– –
DE icon
216
Deere & Co
DE
$168B
$444K 0.04%
946
– –
LBRDA icon
217
Liberty Broadband Class A
LBRDA
$5.16B
$443K 0.04%
5,210
– –
PGR icon
218
Progressive
PGR
$125B
$423K 0.04%
1,493
+445
+42% +$116K
NSC icon
219
Norfolk Southern
NSC
$75.1B
$407K 0.03%
1,719
– –
MCK icon
220
McKesson
MCK
$101B
$405K 0.03%
602
– –
AA icon
221
Alcoa
AA
$13.2B
$391K 0.03%
12,810
– –
ORLY icon
222
O'Reilly Automotive
ORLY
$76.3B
$371K 0.03%
3,885
+210
+6% +$18.3K
AMT icon
223
American Tower
AMT
$80.4B
$369K 0.03%
1,698
-190
-10% -$37.3K
KMB icon
224
Kimberly-Clark
KMB
$36.5B
$369K 0.03%
2,591
+72
+3% +$9.7K
REGN icon
225
Regeneron Pharmaceuticals
REGN
$80.8B
$365K 0.03%
575
-2
-0.3% -$1.38K
7 8
9
10 11

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YHB Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, YHB Investment Advisors held 298 positions worth $1.2B, down 1.7% from $1.22B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q1 2025 filing shows 21 new, 117 increased, 112 reduced and 8 closed positions. Its largest new stake was Lam Research: 113,707 shares worth $8.27M. The largest sale was Apple, an estimated $1.1M.

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

  • YHB Investment Advisors's largest Q1 2025 buy was Lam Research: 113,707 shares worth $8.27M.
  • YHB Investment Advisors added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $2.16M increase.
  • YHB Investment Advisors's biggest Q1 2025 reduction was Apple, cutting an estimated $1.1M.
  • YHB Investment Advisors fully exited Camden Property Trust in Q1 2025, selling an estimated $432K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.2B portfolio in Q1 2025.
  • YHB Investment Advisors opened 21 new positions and closed 8 in Q1 2025.
  • YHB Investment Advisors's portfolio value fell 1.7% quarter-over-quarter to $1.2B.

Based on YHB Investment Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.