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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
VNQ icon
201
Vanguard Real Estate ETF
VNQ
$39.1B
$584K 0.04%
6,586
-30
-0.5% -$2.75K
YUMC icon
202
Yum China
YUMC
$16.3B
$558K 0.04%
11,434
+2,041
+22% +$106K
SPYV icon
203
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$554K 0.04%
9,784
-71
-0.7% -$4.12K
NMZ icon
204
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.22B
$551K 0.04%
+53,055
New +$554K
AJG icon
205
Arthur J. Gallagher & Co
AJG
$63.6B
$546K 0.04%
+2,521
New +$582K
SCHF icon
206
Schwab International Equity ETF
SCHF
$68.7B
$544K 0.04%
21,987
+3,484
+19% +$88.6K
NVS icon
207
Novartis
NVS
$297B
$543K 0.04%
3,553
-330
-8% -$50.6K
CRM icon
208
Salesforce
CRM
$158B
$542K 0.04%
2,903
-17,318
-86% -$3.59M
SPGI icon
209
S&P Global
SPGI
$120B
$534K 0.04%
+1,256
New +$583K
CEF icon
210
Sprott Physical Gold and Silver Trust
CEF
$8.06B
$530K 0.04%
11,105
– –
MU icon
211
Micron Technology
MU
$991B
$528K 0.04%
1,564
-485
-24% -$190K
EFA icon
212
iShares MSCI EAFE ETF
EFA
$80.2B
$516K 0.04%
5,313
-251
-5% -$25.1K
IWD icon
213
iShares Russell 1000 Value ETF
IWD
$83.9B
$513K 0.04%
2,403
-192
-7% -$42K
ABT icon
214
Abbott
ABT
$187B
$505K 0.04%
4,920
-68
-1% -$7.68K
LMT icon
215
Lockheed Martin
LMT
$136B
$502K 0.04%
831
+176
+27% +$108K
BX icon
216
Blackstone
BX
$110B
$491K 0.04%
4,267
-2,430
-36% -$316K
CTSH icon
217
Cognizant
CTSH
$26B
$487K 0.03%
7,944
-245
-3% -$17.5K
SDY icon
218
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$479K 0.03%
3,284
-66
-2% -$9.83K
DE icon
219
Deere & Co
DE
$168B
$477K 0.03%
846
– –
EQIX icon
220
Equinix
EQIX
$103B
$471K 0.03%
481
-30
-6% -$26.7K
GEHC icon
221
GE HealthCare
GEHC
$32.4B
$468K 0.03%
6,577
-31
-0.5% -$2.44K
REGN icon
222
Regeneron Pharmaceuticals
REGN
$80.8B
$439K 0.03%
568
– –
XLF icon
223
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$432K 0.03%
8,757
-178
-2% -$9.28K
EL icon
224
Estee Lauder
EL
$32B
$427K 0.03%
5,944
-310
-5% -$31.7K
VXUS icon
225
Vanguard Total International Stock ETF
VXUS
$163B
$425K 0.03%
5,509
+19
+0.3% +$1.51K
7 8
9
10 11

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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.