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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
VEU icon
201
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$597K 0.04%
8,111
+1
+0% +$73
HUM icon
202
Humana
HUM
$46.2B
$591K 0.04%
2,306
-668
-22% -$175K
VNQ icon
203
Vanguard Real Estate ETF
VNQ
$39.1B
$585K 0.04%
6,616
+9
+0.1% +$809
MU icon
204
Micron Technology
MU
$991B
$585K 0.04%
2,049
-74
-3% -$17K
WRB icon
205
W.R. Berkley
WRB
$26.6B
$579K 0.04%
8,261
– –
SPYV icon
206
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$560K 0.04%
9,855
+1,110
+13% +$62.4K
IWD icon
207
iShares Russell 1000 Value ETF
IWD
$83.9B
$546K 0.04%
2,595
-25
-1% -$5.16K
GEHC icon
208
GE HealthCare
GEHC
$32.4B
$542K 0.04%
6,608
-5
-0.1% -$390
TXN icon
209
Texas Instruments
TXN
$261B
$541K 0.04%
3,120
-600
-16% -$103K
ACN icon
210
Accenture
ACN
$108B
$540K 0.04%
2,012
+396
+25% +$101K
NVS icon
211
Novartis
NVS
$297B
$535K 0.04%
3,883
-60
-2% -$7.86K
EFA icon
212
iShares MSCI EAFE ETF
EFA
$80.2B
$534K 0.04%
5,564
– –
USRT icon
213
iShares Core US REIT ETF
USRT
$4.64B
$523K 0.04%
9,188
-720
-7% -$41.7K
BKNG icon
214
Booking.com
BKNG
$161B
$514K 0.04%
2,400
-150
-6% -$30.9K
CEF icon
215
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$509K 0.04%
11,105
– –
XLF icon
216
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$489K 0.03%
8,935
-1,526
-15% -$81.3K
XLY icon
217
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$468K 0.03%
+3,922
New +$465K
SDY icon
218
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$466K 0.03%
3,350
-375
-10% -$52.2K
YUMC icon
219
Yum China
YUMC
$16.3B
$448K 0.03%
9,393
-499
-5% -$22.9K
SCHF icon
220
Schwab International Equity ETF
SCHF
$68.7B
$445K 0.03%
18,503
+672
+4% +$16K
SHOP icon
221
Shopify
SHOP
$195B
$439K 0.03%
2,730
– –
REGN icon
222
Regeneron Pharmaceuticals
REGN
$80.8B
$438K 0.03%
568
-5
-0.9% -$3.4K
VXUS icon
223
Vanguard Total International Stock ETF
VXUS
$163B
$414K 0.03%
5,490
+30
+0.5% +$2.24K
CVS icon
224
CVS Health
CVS
$122B
$413K 0.03%
5,200
-935
-15% -$73.7K
JAAA icon
225
Janus Henderson AAA CLO ETF
JAAA
$29.8B
$405K 0.03%
8,014
+2,367
+42% +$120K
7 8
9
10 11

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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.