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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
AAPL icon
1
Apple
AAPL
$4.97T
$82.6M 5.92%
325,457
-5,960
-2% -$1.55M
MSFT icon
2
Microsoft
MSFT
$2.9T
$55M 3.94%
148,446
+105
+0.1% +$43.9K
AMZN icon
3
Amazon
AMZN
$2.44T
$45M 3.23%
216,151
-428
-0.2% -$94.2K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.12T
$43.6M 3.13%
151,671
-3,605
-2% -$1.13M
COST icon
5
Costco
COST
$432B
$41.5M 2.97%
41,615
-627
-1% -$611K
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.11T
$38.9M 2.79%
135,712
-1,150
-0.8% -$361K
IJH icon
7
iShares Core S&P Mid-Cap ETF
IJH
$121B
$38.5M 2.76%
569,512
-3,054
-0.5% -$212K
NVDA icon
8
NVIDIA
NVDA
$4.6T
$36.9M 2.65%
211,712
-6,984
-3% -$1.28M
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.1T
$35.3M 2.53%
73,763
+63
+0.1% +$30.9K
V icon
10
Visa
V
$677B
$24.4M 1.75%
80,638
-1,137
-1% -$366K
TMO icon
11
Thermo Fisher Scientific
TMO
$214B
$23.5M 1.68%
47,806
+40
+0.1% +$21.7K
JPST icon
12
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$22.5M 1.61%
444,095
+10,057
+2% +$509K
LRCX icon
13
Lam Research
LRCX
$316B
$21.9M 1.57%
102,345
-7,559
-7% -$1.69M
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$19.2M 1.37%
29,462
-283
-1% -$192K
ECL icon
15
Ecolab
ECL
$79.8B
$18.3M 1.31%
68,656
-7,480
-10% -$2.11M
APH icon
16
Amphenol
APH
$185B
$17.8M 1.27%
140,640
+665
+0.5% +$93.6K
IJR icon
17
iShares Core S&P Small-Cap ETF
IJR
$109B
$17M 1.22%
136,684
-9,698
-7% -$1.23M
DHR icon
18
Danaher
DHR
$138B
$16.8M 1.2%
88,429
+491
+0.6% +$105K
AMGN icon
19
Amgen
AMGN
$209B
$16.1M 1.16%
45,836
+213
+0.5% +$75.9K
SYK icon
20
Stryker
SYK
$135B
$15.7M 1.13%
47,879
+106
+0.2% +$38.1K
JPM icon
21
JPMorgan Chase
JPM
$916B
$15.4M 1.1%
52,383
+1,151
+2% +$349K
TSM icon
22
TSMC
TSM
$1.94T
$15.3M 1.1%
45,250
+620
+1% +$213K
IVV icon
23
iShares Core S&P 500 ETF
IVV
$858B
$14.9M 1.07%
22,869
-1,117
-5% -$763K
IWB icon
24
iShares Russell 1000 ETF
IWB
$47.1B
$14.5M 1.04%
40,625
-1,554
-4% -$579K
SMLF icon
25
iShares US Small Cap Equity Factor ETF
SMLF
$4.05B
$14.3M 1.03%
189,835
+54,829
+41% +$4.26M
1
2 3 4 5

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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.