Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Yhb Investment Advisors, Inc.

Investment Activity

Yhb Investment Advisors, Inc. has $1.30 billion in total holdings as of June 30, 2025.
Yhb Investment Advisors, Inc. owns shares of 299 different stocks, but just 76 companies or ETFs make up 80% of its holdings.
Approximately 2.52% of the portfolio was purchased this quarter.
About 1.64% of the portfolio was sold this quarter.
This quarter, Yhb Investment Advisors, Inc. has purchased 290 new stocks and bought additional shares in 116 stocks.
Yhb Investment Advisors, Inc. sold shares of 121 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Microsoft: $74,800,786
Apple: $70,451,440
Amazon.com: $47,440,336
Costco Wholesale: $41,977,733
Berkshire Hathaway: $37,068,112

Largest New Holdings this Quarter

N07059210 - ASML: $986,511 Holding
46654Q724 - J P MORGAN EXCHANGE TRADED F: $785,316 Holding
81369Y308 - Consumer Staples Select Sector SPDR Fund: $504,362 Holding
64135A887 - NEUBERGER BERMAN ETF TRUST: $492,284 Holding
78464A508 - SPDR Portfolio S&P 500 Value ETF: $449,130 Holding

Largest Purchases this Quarter

Netflix: 1,524 shares (about $2.04M)
Welltower: 12,079 shares (about $1.86M)
iShares Core MSCI EAFE ETF: 19,773 shares (about $1.65M)
JPMorgan Ultra-Short Income ETF: 27,621 shares (about $1.40M)
Fastenal: 31,745 shares (about $1.33M)

Largest Sales this Quarter

PepsiCo: 29,415 shares (about $3.88M)
Accenture: 7,191 shares (about $2.15M)
Apple: 5,324 shares (about $1.09M)
NVIDIA: 5,143 shares (about $812.53K)
Costco Wholesale: 704 shares (about $696.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$74,800,786	$629,218 ▼	-0.8%	150,382	5.8%	Computer and Technology
AAPL Apple	$70,451,440	$1,092,197 ▼	-1.5%	343,421	5.4%	Computer and Technology
AMZN Amazon.com	$47,440,336	$74,595 ▼	-0.2%	216,231	3.7%	Retail/Wholesale
COST Costco Wholesale	$41,977,733	$696,907 ▼	-1.6%	42,405	3.2%	Retail/Wholesale
BRK.B Berkshire Hathaway	$37,068,112	$67,036 ▲	0.2%	76,308	2.9%	Finance
NVDA NVIDIA	$35,437,079	$812,534 ▼	-2.2%	224,302	2.7%	Computer and Technology
V Visa	$29,201,384	$230,751 ▼	-0.8%	82,257	2.3%	Business Services
IJH iShares Core S&P Mid-Cap ETF	$28,968,936	$87,448 ▼	-0.3%	467,090	2.2%	ETF
GOOGL Alphabet	$28,169,510	$177,291 ▼	-0.6%	159,842	2.2%	Computer and Technology
GOOG Alphabet	$25,374,222	$417,753 ▼	-1.6%	143,042	2.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$22,598,137	$19,782 ▲	0.1%	206,772	1.7%	ETF
ECL Ecolab	$20,640,716	$112,086 ▲	0.5%	76,607	1.6%	Basic Materials
TMO Thermo Fisher Scientific	$19,123,679	$235,579 ▲	1.2%	47,164	1.5%	Medical
SYK Stryker	$18,903,478	$99,300 ▲	0.5%	47,782	1.5%	Medical
SPY SPDR S&P 500 ETF Trust	$18,000,002	$124,189 ▲	0.7%	29,133	1.4%	Finance
DHR Danaher	$16,737,233	$592,439 ▲	3.7%	84,726	1.3%	Medical
INTU Intuit	$16,221,797	$66,160 ▲	0.4%	20,596	1.3%	Computer and Technology
URI United Rentals	$14,841,946	$44,450 ▲	0.3%	19,700	1.1%	Construction
ORCL Oracle	$14,738,010	$217,317 ▼	-1.5%	67,411	1.1%	Computer and Technology
IWB iShares Russell 1000 ETF	$14,636,683	$758,592 ▲	5.5%	43,104	1.1%	ETF
JPM JPMorgan Chase & Co.	$14,398,135	$391,380 ▲	2.8%	49,664	1.1%	Finance
HD Home Depot	$14,352,529	$277,554 ▲	2.0%	39,145	1.1%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$13,965,866	$525,459 ▼	-3.6%	478,119	1.1%	ETF
APH Amphenol	$13,577,448	$33,772 ▼	-0.2%	137,495	1.0%	Computer and Technology
IVV iShares Core S&P 500 ETF	$12,795,994	$53,397 ▼	-0.4%	20,609	1.0%	ETF
AMGN Amgen	$12,468,594	$303,499 ▲	2.5%	44,657	1.0%	Medical
ISRG Intuitive Surgical	$11,944,055	$114,110 ▲	1.0%	21,981	0.9%	Medical
IVW iShares S&P 500 Growth ETF	$11,893,896	$12,992 ▲	0.1%	108,028	0.9%	ETF
LAM RESEARCH CORP	$11,040,673	$27,547 ▼	-0.2%	113,424	0.9%	COM NEW
META Meta Platforms	$10,190,071	$34,690 ▲	0.3%	13,806	0.8%	Computer and Technology
TJX TJX Companies	$10,051,705	$73,847 ▲	0.7%	81,397	0.8%	Retail/Wholesale
TSM Taiwan Semiconductor Manufacturing	$9,862,817	$239,855 ▲	2.5%	43,546	0.8%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$9,452,788	$1,650,609 ▲	21.2%	113,237	0.7%	ETF
2023 ETF SERIES TRUST	$9,416,401		0.0%	312,008	0.7%	EAGLE CAPITAL SE
SCHD Schwab US Dividend Equity ETF	$9,333,876	$118,296 ▲	1.3%	352,222	0.7%	ETF
UNH UnitedHealth Group	$9,235,358	$29,324 ▼	-0.3%	29,605	0.7%	Medical
VOO Vanguard S&P 500 ETF	$9,161,043	$84,067 ▲	0.9%	16,128	0.7%	ETF
PANW Palo Alto Networks	$8,872,003	$373,614 ▲	4.4%	43,361	0.7%	Computer and Technology
WMT Walmart	$8,848,369	$332,921 ▲	3.9%	90,498	0.7%	Retail/Wholesale
NFLX Netflix	$8,847,536	$2,040,812 ▲	30.0%	6,607	0.7%	Consumer Discretionary
AON AON	$8,742,404	$107,028 ▼	-1.2%	24,505	0.7%	Finance
JPST JPMorgan Ultra-Short Income ETF	$8,390,572	$1,399,831 ▲	20.0%	165,560	0.6%	ETF
UNP Union Pacific	$8,247,493	$100,085 ▼	-1.2%	35,846	0.6%	Transportation
MCD McDonald's	$8,182,468	$25,126 ▼	-0.3%	28,006	0.6%	Retail/Wholesale
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$7,657,742	$151,305 ▼	-1.9%	76,170	0.6%	ETF
FTNT Fortinet	$7,446,360	$221,233 ▲	3.1%	70,447	0.6%	Computer and Technology
WWD Woodward	$7,433,998	$7,598 ▼	-0.1%	30,330	0.6%	Aerospace
GS The Goldman Sachs Group	$7,388,353		0.0%	10,444	0.6%	Finance
CSL Carlisle Companies	$7,332,984	$188,198 ▲	2.6%	19,638	0.6%	Multi-Sector Conglomerates
NEE NextEra Energy	$7,113,846	$11,107 ▼	-0.2%	102,475	0.5%	Utilities
IVE iShares S&P 500 Value ETF	$6,925,218	$28,726 ▲	0.4%	35,438	0.5%	ETF
PEP PepsiCo	$6,921,337	$3,883,770 ▼	-35.9%	52,421	0.5%	Consumer Staples
RTX RTX	$6,846,983	$15,331 ▲	0.2%	46,893	0.5%	Aerospace
ABBV AbbVie	$6,720,624	$5,568 ▲	0.1%	36,212	0.5%	Medical
ETN Eaton	$6,654,203	$282,375 ▲	4.4%	18,640	0.5%	Industrials
TMUS T-Mobile US	$6,511,067	$349,998 ▲	5.7%	27,328	0.5%	Computer and Technology
CRM Salesforce	$5,974,380	$145,617 ▲	2.5%	21,909	0.5%	Computer and Technology
NOW ServiceNow	$5,819,893	$271,410 ▲	4.9%	5,661	0.4%	Computer and Technology
PG Procter & Gamble	$5,781,788	$95,912 ▼	-1.6%	36,290	0.4%	Consumer Staples
SPDW SPDR Portfolio Developed World ex-US ETF	$5,651,654	$121,066 ▲	2.2%	139,581	0.4%	ETF
IWM iShares Russell 2000 ETF	$5,598,363	$369,211 ▲	7.1%	25,944	0.4%	Finance
LLY Eli Lilly and Company	$5,564,881	$211,246 ▲	3.9%	7,139	0.4%	Medical
CMI Cummins	$5,449,621	$62,225 ▼	-1.1%	16,640	0.4%	Auto/Tires/Trucks
GE GE Aerospace	$5,449,571	$10,038 ▼	-0.2%	21,172	0.4%	Aerospace
YUM Yum! Brands	$5,242,638	$41,639 ▼	-0.8%	35,380	0.4%	Retail/Wholesale
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$5,240,040	$730,254 ▲	16.2%	99,318	0.4%	Manufacturing
IEMG iShares Core MSCI Emerging Markets ETF	$5,219,979	$476,934 ▲	10.1%	86,957	0.4%	ETF
AVGO Broadcom	$5,175,880	$124,318 ▲	2.5%	18,777	0.4%	Computer and Technology
JMST JPMorgan Ultra-Short Municipal ETF	$5,085,635	$258,012 ▼	-4.8%	99,875	0.4%	ETF
AFL Aflac	$5,005,760	$8,646 ▲	0.2%	47,473	0.4%	Finance
GLD SPDR Gold Shares	$5,004,699	$14,632 ▲	0.3%	16,418	0.4%	Finance
GWW W.W. Grainger	$4,883,858	$182,039 ▲	3.9%	4,695	0.4%	Industrials
SHEL Shell	$4,850,465	$19,504 ▲	0.4%	68,888	0.4%	Energy
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,524,849	$172,585 ▲	4.0%	47,481	0.3%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$4,453,737	$597,301 ▲	15.5%	103,048	0.3%	ETF
LINDE PLC	$4,443,888	$124,328 ▼	-2.7%	9,472	0.3%	SHS
MOAT VanEck Morningstar Wide Moat ETF	$4,412,388	$585,042 ▼	-11.7%	47,047	0.3%	ETF
CVX Chevron	$4,300,288	$413,977 ▼	-8.8%	30,031	0.3%	Energy
MAR Marriott International	$4,293,768	$80,597 ▼	-1.8%	15,716	0.3%	Consumer Discretionary
CHD Church & Dwight	$4,220,224	$8,552 ▼	-0.2%	43,919	0.3%	Consumer Staples
JNJ Johnson & Johnson	$4,117,694	$234,166 ▼	-5.4%	26,957	0.3%	Medical
ZTS Zoetis	$4,075,020	$92,168 ▼	-2.2%	26,130	0.3%	Medical
PAYX Paychex	$3,974,955	$118,549 ▼	-2.9%	27,327	0.3%	Computer and Technology
QQQ Invesco QQQ	$3,967,991	$1,655 ▲	0.0%	7,193	0.3%	Finance
MORN Morningstar	$3,823,349	$221,320 ▼	-5.5%	12,179	0.3%	Business Services
DIS Walt Disney	$3,703,173	$12,277 ▼	-0.3%	29,862	0.3%	Consumer Discretionary
COF Capital One Financial	$3,580,538	$280,843 ▲	8.5%	16,829	0.3%	Finance
CMG Chipotle Mexican Grill	$3,544,049	$70,242 ▲	2.0%	63,119	0.3%	Retail/Wholesale
SCHX Schwab US Large-Cap ETF	$3,531,408	$546,014 ▲	18.3%	144,493	0.3%	ETF
XOM Exxon Mobil	$3,418,524	$7,764 ▼	-0.2%	31,701	0.3%	Energy
VTI Vanguard Total Stock Market ETF	$3,380,615	$433,100 ▲	14.7%	11,123	0.3%	ETF
CARR Carrier Global	$3,366,189	$2,708 ▼	-0.1%	45,990	0.3%	Construction
RSP Invesco S&P 500 Equal Weight ETF	$3,297,491	$1,233,470 ▲	59.8%	18,144	0.3%	ETF
BLACKROCK INC	$3,292,290	$71,298 ▲	2.2%	3,140	0.3%	COM
MS Morgan Stanley	$3,184,563	$15,776 ▼	-0.5%	22,608	0.2%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$3,123,193	$52,015 ▲	1.7%	73,074	0.2%	ETF
LHX L3Harris Technologies	$3,025,632	$114,132 ▼	-3.6%	12,062	0.2%	Aerospace
AZO AutoZone	$3,018,043	$107,655 ▲	3.7%	813	0.2%	Retail/Wholesale
GE VERNOVA INC	$2,962,711	$678,899 ▼	-18.6%	5,599	0.2%	COM
CMCSA Comcast	$2,948,983	$6,495 ▼	-0.2%	82,635	0.2%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Yhb Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Yhb Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofYhb Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools