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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
+8.2%
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
$1.37B
AUM Growth
+$72.1M
Cap. Flow
-$14M
Cap. Flow %
-1.02%
Top 10 Hldgs %
33.74%
Holding
311
New
12
Increased
91
Reduced
138
Closed
12

Top Buys

Rank Stock Value
1
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$7.29M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$6.35M
3
EQWL icon
Invesco S&P 100 Equal Weight ETF
EQWL
+$4.13M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.28M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.15M

Top Sells

Rank Stock Value
1
LRCX icon
Lam Research
LRCX
+$11M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.7M
3
BLK icon
Blackrock
BLK
+$3.29M
4
UNH icon
UnitedHealth
UNH
+$3.19M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.5M

Sector Composition

Rank Sector Weight
1 Technology 23.4%
2 Financials 9.71%
3 Healthcare 8.93%
4 Consumer Discretionary 8.39%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.97T
$86.9M 6.36%
341,453
-1,968
-0.6% -$445K
MSFT icon
2
Microsoft
MSFT
$2.9T
$77.4M 5.66%
149,357
-1,025
-0.7% -$523K
AMZN icon
3
Amazon
AMZN
$2.44T
$47.8M 3.49%
217,536
+1,305
+0.6% +$295K
NVDA icon
4
NVIDIA
NVDA
$4.6T
$41.4M 3.03%
221,765
-2,537
-1% -$442K
COST icon
5
Costco
COST
$432B
$38.9M 2.85%
42,065
-340
-0.8% -$326K
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.12T
$38.4M 2.81%
157,966
-1,876
-1% -$393K
BRK.B icon
7
Berkshire Hathaway Class B
BRK.B
$1.1T
$37M 2.7%
73,561
-2,747
-4% -$1.33M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.11T
$34.3M 2.51%
140,774
-2,268
-2% -$477K
IJH icon
9
iShares Core S&P Mid-Cap ETF
IJH
$121B
$31.6M 2.31%
483,733
+16,643
+4% +$1.07M
V icon
10
Visa
V
$701B
$27.8M 2.03%
81,331
-926
-1% -$320K
TMO icon
11
Thermo Fisher Scientific
TMO
$214B
$22.8M 1.66%
46,923
-241
-0.5% -$112K
ECL icon
12
Ecolab
ECL
$79.8B
$20.9M 1.53%
76,241
-366
-0.5% -$99.4K
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$19M 1.39%
28,446
-687
-2% -$440K
URI icon
14
United Rentals
URI
$65.7B
$18.8M 1.37%
19,649
-51
-0.3% -$45.4K
IJR icon
15
iShares Core S&P Small-Cap ETF
IJR
$109B
$18.7M 1.37%
157,195
-49,577
-24% -$5.7M
ORCL icon
16
Oracle
ORCL
$339B
$18.6M 1.36%
66,260
-1,151
-2% -$293K
SYK icon
17
Stryker
SYK
$135B
$17.6M 1.28%
47,485
-297
-0.6% -$115K
APH icon
18
Amphenol
APH
$185B
$17.3M 1.26%
139,418
+1,923
+1% +$211K
DHR icon
19
Danaher
DHR
$138B
$17.2M 1.26%
86,887
+2,161
+3% +$430K
HD icon
20
Home Depot
HD
$337B
$16.2M 1.18%
39,990
+845
+2% +$332K
SCHG icon
21
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$15.8M 1.16%
495,381
+17,262
+4% +$526K
JPM icon
22
JPMorgan Chase
JPM
$916B
$15.8M 1.15%
49,956
+292
+0.6% +$86.8K
IWB icon
23
iShares Russell 1000 ETF
IWB
$47.1B
$15.3M 1.12%
41,813
-1,291
-3% -$455K
IVV icon
24
iShares Core S&P 500 ETF
IVV
$858B
$15.1M 1.11%
22,597
+1,988
+10% +$1.28M
JPST icon
25
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$14.8M 1.08%
290,951
+125,391
+76% +$6.35M
1
2 3 4 5

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YHB Investment Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, YHB Investment Advisors held 311 positions worth $1.37B, up 5.6% from $1.3B the previous quarter. Its ten largest holdings account for 34% of the portfolio.

YHB Investment Advisors's Q3 2025 filing shows 12 new, 91 increased, 138 reduced and 12 closed positions. Its largest new stake was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M. The largest sale was Lam Research, an estimated $11M.

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

  • YHB Investment Advisors's largest Q3 2025 buy was iShares US Small Cap Equity Factor ETF: 101,916 shares worth $7.58M.
  • YHB Investment Advisors added most to JPMorgan Ultra-Short Income ETF in Q3 2025, an estimated $6.35M increase.
  • YHB Investment Advisors's biggest Q3 2025 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $5.7M.
  • YHB Investment Advisors fully exited Lam Research in Q3 2025, selling an estimated $11M.
  • YHB Investment Advisors's ten largest holdings make up 34% of its $1.37B portfolio in Q3 2025.
  • YHB Investment Advisors opened 12 new positions and closed 12 in Q3 2025.
  • YHB Investment Advisors's portfolio value rose 5.6% quarter-over-quarter to $1.37B.

Based on YHB Investment Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.