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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
+10.1%
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
$1.3B
AUM Growth
+$98.2M
Cap. Flow
+$8.22M
Cap. Flow %
0.63%
Top 10 Hldgs %
32.34%
Holding
305
New
15
Increased
115
Reduced
121
Closed
6

Top Buys

Rank Stock Value
1
WELL icon
Welltower
WELL
+$1.81M
2
NFLX icon
Netflix
NFLX
+$1.72M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.57M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.4M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.17M

Top Sells

Rank Stock Value
1
PEP icon
PepsiCo
PEP
+$3.96M
2
ACN icon
Accenture
ACN
+$2.19M
3
AAPL icon
Apple
AAPL
+$1.08M
4
FTV icon
Fortive
FTV
+$744K
5
COST icon
Costco
COST
+$700K

Sector Composition

Rank Sector Weight
1 Technology 23.14%
2 Financials 10.45%
3 Healthcare 9.56%
4 Consumer Discretionary 8.49%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$2.95T
$74.8M 5.77%
150,382
-1,265
-0.8% -$549K
AAPL icon
2
Apple
AAPL
$4.99T
$70.5M 5.44%
343,421
-5,324
-2% -$1.08M
AMZN icon
3
Amazon
AMZN
$2.49T
$47.4M 3.66%
216,231
-340
-0.2% -$67.3K
COST icon
4
Costco
COST
$431B
$42M 3.24%
42,405
-704
-2% -$700K
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.1T
$37.1M 2.86%
76,308
+138
+0.2% +$70.1K
NVDA icon
6
NVIDIA
NVDA
$4.77T
$35.4M 2.74%
224,302
-5,143
-2% -$647K
V icon
7
Visa
V
$704B
$29.2M 2.25%
82,257
-650
-0.8% -$227K
IJH icon
8
iShares Core S&P Mid-Cap ETF
IJH
$123B
$29M 2.24%
467,090
-1,410
-0.3% -$82.8K
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.09T
$28.2M 2.17%
159,842
-1,006
-0.6% -$165K
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.08T
$25.4M 1.96%
143,042
-2,355
-2% -$389K
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$110B
$22.6M 1.74%
206,772
+181
+0.1% +$18.7K
ECL icon
12
Ecolab
ECL
$79.6B
$20.6M 1.59%
76,607
+416
+0.5% +$106K
TMO icon
13
Thermo Fisher Scientific
TMO
$212B
$19.1M 1.48%
47,164
+581
+1% +$243K
SYK icon
14
Stryker
SYK
$132B
$18.9M 1.46%
47,782
+251
+0.5% +$93.9K
SPY icon
15
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$18M 1.39%
29,133
+201
+0.7% +$115K
DHR icon
16
Danaher
DHR
$140B
$16.7M 1.29%
84,726
+2,999
+4% +$582K
INTU icon
17
Intuit
INTU
$86.3B
$16.2M 1.25%
20,596
+84
+0.4% +$56.8K
URI icon
18
United Rentals
URI
$68.4B
$14.8M 1.15%
19,700
+59
+0.3% +$39.5K
ORCL icon
19
Oracle
ORCL
$347B
$14.7M 1.14%
67,411
-994
-1% -$161K
IWB icon
20
iShares Russell 1000 ETF
IWB
$47.9B
$14.6M 1.13%
43,104
+2,234
+5% +$701K
JPM icon
21
JPMorgan Chase
JPM
$947B
$14.4M 1.11%
49,664
+1,350
+3% +$345K
HD icon
22
Home Depot
HD
$343B
$14.4M 1.11%
39,145
+757
+2% +$274K
SCHG icon
23
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$14M 1.08%
478,119
-17,989
-4% -$476K
APH icon
24
Amphenol
APH
$176B
$13.6M 1.05%
137,495
-342
-0.2% -$28K
IVV icon
25
iShares Core S&P 500 ETF
IVV
$871B
$12.8M 0.99%
20,609
-86
-0.4% -$49.4K
1
2 3 4 5

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YHB Investment Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, YHB Investment Advisors held 305 positions worth $1.3B, up 8.2% from $1.2B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

YHB Investment Advisors's Q2 2025 filing shows 15 new, 115 increased, 121 reduced and 6 closed positions. Its largest new stake was ASML: 1,231 shares worth $987K. The largest sale was PepsiCo, an estimated $3.96M.

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

  • YHB Investment Advisors's largest Q2 2025 buy was ASML: 1,231 shares worth $987K.
  • YHB Investment Advisors added most to Welltower in Q2 2025, an estimated $1.81M increase.
  • YHB Investment Advisors's biggest Q2 2025 reduction was PepsiCo, cutting an estimated $3.96M.
  • YHB Investment Advisors fully exited Essential Utilities in Q2 2025, selling an estimated $244K.
  • YHB Investment Advisors's ten largest holdings make up 32% of its $1.3B portfolio in Q2 2025.
  • YHB Investment Advisors opened 15 new positions and closed 6 in Q2 2025.
  • YHB Investment Advisors's portfolio value rose 8.2% quarter-over-quarter to $1.3B.

Based on YHB Investment Advisors's 13F filing for Q2 2025, filed 10 Jul 2025.