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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
AAPL icon
1
Apple
AAPL
$4.97T
$90.1M 6.22%
331,417
-10,036
-3% -$2.69M
MSFT icon
2
Microsoft
MSFT
$2.9T
$71.7M 4.96%
148,341
-1,016
-0.7% -$509K
AMZN icon
3
Amazon
AMZN
$2.44T
$50M 3.45%
216,579
-957
-0.4% -$219K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.12T
$48.6M 3.36%
155,276
-2,690
-2% -$769K
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.11T
$42.9M 2.97%
136,862
-3,912
-3% -$1.12M
NVDA icon
6
NVIDIA
NVDA
$4.6T
$40.8M 2.82%
218,696
-3,069
-1% -$571K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$121B
$37.8M 2.61%
572,566
+88,833
+18% +$5.82M
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.1T
$37M 2.56%
73,700
+139
+0.2% +$69.2K
COST icon
9
Costco
COST
$432B
$36.4M 2.52%
42,242
+177
+0.4% +$160K
V icon
10
Visa
V
$701B
$28.7M 1.98%
81,775
+444
+0.5% +$151K
TMO icon
11
Thermo Fisher Scientific
TMO
$214B
$27.7M 1.91%
47,766
+843
+2% +$477K
JPST icon
12
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$22M 1.52%
434,038
+143,087
+49% +$7.25M
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$20.3M 1.4%
29,745
+1,299
+5% +$878K
DHR icon
14
Danaher
DHR
$138B
$20.1M 1.39%
87,938
+1,051
+1% +$231K
ECL icon
15
Ecolab
ECL
$79.8B
$20M 1.38%
76,136
-105
-0.1% -$28K
APH icon
16
Amphenol
APH
$185B
$18.9M 1.31%
139,975
+557
+0.4% +$74.5K
LRCX icon
17
Lam Research
LRCX
$316B
$18.8M 1.3%
+109,904
New +$17.1M
IJR icon
18
iShares Core S&P Small-Cap ETF
IJR
$109B
$17.6M 1.22%
146,382
-10,813
-7% -$1.29M
SYK icon
19
Stryker
SYK
$135B
$16.8M 1.16%
47,773
+288
+0.6% +$105K
SCHG icon
20
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$16.6M 1.14%
507,999
+12,618
+3% +$410K
JPM icon
21
JPMorgan Chase
JPM
$916B
$16.5M 1.14%
51,232
+1,276
+3% +$395K
IVV icon
22
iShares Core S&P 500 ETF
IVV
$858B
$16.4M 1.14%
23,986
+1,389
+6% +$943K
URI icon
23
United Rentals
URI
$65.7B
$16M 1.11%
19,766
+117
+0.6% +$102K
IWB icon
24
iShares Russell 1000 ETF
IWB
$47.1B
$15.8M 1.09%
42,179
+366
+0.9% +$136K
AMGN icon
25
Amgen
AMGN
$209B
$14.9M 1.03%
45,623
+498
+1% +$158K
1
2 3 4 5

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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.