Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Yhb Investment Advisors, Inc.Investment ActivityYhb Investment Advisors, Inc. has $1.37 billion in total holdings as of September 30, 2025.Yhb Investment Advisors, Inc. owns shares of 299 different stocks, but just 73 companies or ETFs make up 80% of its holdings.Approximately 2.74% of the portfolio was purchased this quarter.About 3.78% of the portfolio was sold this quarter.This quarter, Yhb Investment Advisors, Inc. has purchased 299 new stocks and bought additional shares in 91 stocks.Yhb Investment Advisors, Inc. sold shares of 138 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $86,944,109Microsoft $77,358,290Amazon.com $47,764,727NVIDIA $41,376,646Costco Wholesale $38,935,775 Largest New Holdings this Quarter 46434V290 - iShares U.S. Small Cap Equity Factor ETF $7,577,448 Holding46137V449 - Invesco S&P 100 Equal Weight ETF $4,227,198 Holding78468R663 - SPDR Bloomberg 1-3 Month T-Bill ETF $504,625 Holding313855108 - Federal Signal $319,369 Holding29084Q100 - EMCOR Group $226,040 Holding Largest Purchases this Quarter iShares U.S. Small Cap Equity Factor ETF 101,916 shares (about $7.58M)JPMorgan Ultra-Short Income ETF 125,391 shares (about $6.36M)Invesco S&P 100 Equal Weight ETF 36,861 shares (about $4.23M)iShares Core S&P 500 ETF 1,988 shares (about $1.33M)iShares Core MSCI EAFE ETF 13,540 shares (about $1.18M) Largest Sales this Quarter iShares Core S&P Small-Cap ETF 49,577 shares (about $5.89M)UnitedHealth Group 10,550 shares (about $3.64M)Invesco S&P 500 Equal Weight ETF 13,440 shares (about $2.55M)iShares 1-5 Year Investment Grade Corporate Bond ETF 46,088 shares (about $2.44M)Vanguard S&P 500 ETF 3,815 shares (about $2.34M) Sector Allocation Over TimeMap of 500 Largest Holdings ofYhb Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$86,944,109$501,111 ▼-0.6%341,4536.4%Computer and TechnologyMSFTMicrosoft$77,358,290$530,891 ▼-0.7%149,3575.7%Computer and TechnologyAMZNAmazon.com$47,764,727$286,541 ▲0.6%217,5363.5%Retail/WholesaleNVDANVIDIA$41,376,646$473,350 ▼-1.1%221,7653.0%Computer and TechnologyCOSTCostco Wholesale$38,935,775$314,707 ▼-0.8%42,0652.8%Retail/WholesaleGOOGLAlphabet$38,401,508$456,055 ▼-1.2%157,9662.8%Computer and TechnologyBRK.BBerkshire Hathaway$36,981,918$1,381,022 ▼-3.6%73,5612.7%FinanceGOOGAlphabet$34,285,537$552,372 ▼-1.6%140,7742.5%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$31,568,384$1,086,121 ▲3.6%483,7332.3%ETFVVisa$27,764,799$316,118 ▼-1.1%81,3312.0%Business ServicesTMOThermo Fisher Scientific$22,758,564$116,890 ▼-0.5%46,9231.7%MedicalECLEcolab$20,879,333$100,233 ▼-0.5%76,2411.5%Basic MaterialsSPYSPDR S&P 500 ETF Trust$18,950,114$457,665 ▼-2.4%28,4461.4%FinanceURIUnited Rentals$18,757,737$48,687 ▼-0.3%19,6491.4%ConstructionIJRiShares Core S&P Small-Cap ETF$18,679,438$5,891,221 ▼-24.0%157,1951.4%ETFORCLOracle$18,635,502$323,717 ▼-1.7%66,2601.4%Computer and TechnologySYKStryker$17,553,708$109,792 ▼-0.6%47,4851.3%MedicalAPHAmphenol$17,252,978$237,971 ▲1.4%139,4181.3%Computer and TechnologyDHRDanaher$17,226,310$428,442 ▲2.6%86,8871.3%MedicalHDHome Depot$16,203,435$342,383 ▲2.2%39,9901.2%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$15,807,605$550,830 ▲3.6%495,3811.2%ETFJPMJPMorgan Chase & Co.$15,757,771$92,106 ▲0.6%49,9561.2%FinanceIWBiShares Russell 1000 ETF$15,281,684$471,831 ▼-3.0%41,8131.1%ETFIVViShares Core S&P 500 ETF$15,124,349$1,330,584 ▲9.6%22,5971.1%ETFJPSTJPMorgan Ultra-Short Income ETF$14,759,945$6,361,086 ▲75.7%290,9511.1%ETFINTUIntuit$14,237,703$172,098 ▲1.2%20,8481.0%Computer and TechnologyIVWiShares S&P 500 Growth ETF$13,055,830$14,728 ▲0.1%108,1501.0%ETFAMGNAmgen$12,734,133$132,068 ▲1.0%45,1250.9%MedicalTSMTaiwan Semiconductor Manufacturing$12,281,068$119,255 ▲1.0%43,9730.9%Computer and TechnologyTJXTJX Companies$11,732,354$32,666 ▼-0.3%81,1710.9%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$11,068,900$1,182,177 ▲12.0%126,7770.8%ETFMETAMeta Platforms$10,058,090$80,782 ▼-0.8%13,6960.7%Computer and TechnologyISRGIntuitive Surgical$9,858,091$27,728 ▲0.3%22,0430.7%Medical2023 ETF SERIES TRUST$9,753,3700.0%312,0080.7%EAGLE CAPITAL SEWMTWalmart$9,608,166$281,456 ▲3.0%93,2290.7%Retail/WholesalePANWPalo Alto Networks$9,135,183$306,040 ▲3.5%44,8640.7%Computer and TechnologySCHDSchwab US Dividend Equity ETF$8,767,640$848,020 ▼-8.8%321,1590.6%ETFAONAON$8,748,690$10,697 ▲0.1%24,5350.6%FinanceNFLXNetflix$8,432,004$510,740 ▲6.4%7,0330.6%Consumer DiscretionaryUNPUnion Pacific$8,333,688$139,222 ▼-1.6%35,2570.6%TransportationGSThe Goldman Sachs Group$8,317,0790.0%10,4440.6%FinanceABBVAbbVie$8,312,778$71,544 ▼-0.9%35,9030.6%MedicalMCDMcDonald's$8,246,543$264,077 ▼-3.1%27,1370.6%Retail/WholesaleMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$7,894,666$225,142 ▲2.9%78,4060.6%ETFRTXRTX$7,818,941$27,609 ▼-0.4%46,7280.6%AerospaceNEENextEra Energy$7,679,365$56,466 ▼-0.7%101,7270.6%UtilitiesSMLFiShares U.S. Small Cap Equity Factor ETF$7,577,448$7,577,448 ▲New Holding101,9160.6%ETFWWDWoodward$7,576,207$88,448 ▼-1.2%29,9800.6%AerospaceVOOVanguard S&P 500 ETF$7,539,671$2,336,055 ▼-23.7%12,3130.6%ETFIVEiShares S&P 500 Value ETF$7,348,529$30,151 ▲0.4%35,5840.5%ETFETNEaton$7,237,995$261,975 ▲3.8%19,3400.5%IndustrialsTMUST-Mobile US$7,017,389$475,646 ▲7.3%29,3150.5%Computer and TechnologyCMICummins$6,956,575$71,804 ▼-1.0%16,4700.5%Auto/Tires/TrucksPEPPepsiCo$6,744,975$616,946 ▼-8.4%48,0280.5%Consumer StaplesCSLCarlisle Companies$6,676,185$216,125 ▲3.3%20,2950.5%Multi-Sector ConglomeratesUNHUnitedHealth Group$6,579,716$3,642,929 ▼-35.6%19,0550.5%MedicalIEMGiShares Core MSCI Emerging Markets ETF$6,500,635$768,429 ▲13.4%98,6140.5%ETFGEGE Aerospace$6,369,701$602 ▲0.0%21,1740.5%AerospaceIWMiShares Russell 2000 ETF$6,334,755$57,345 ▲0.9%26,1810.5%FinanceFTNTFortinet$6,164,662$241,478 ▲4.1%73,3190.5%Computer and TechnologyAVGOBroadcom$6,122,552$72,251 ▼-1.2%18,5580.4%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$5,968,783$3,894 ▼-0.1%139,4900.4%ETFGLDSPDR Gold Shares$5,907,200$71,094 ▲1.2%16,6180.4%FinanceLLYEli Lilly and Company$5,684,686$238,038 ▲4.4%7,4510.4%MedicalJMSTJPMorgan Ultra-Short Municipal ETF$5,404,207$306,597 ▲6.0%105,8820.4%ETFPGProcter & Gamble$5,393,710$182,228 ▼-3.3%35,1040.4%Consumer StaplesYUMYum! Brands$5,298,092$79,648 ▼-1.5%34,8560.4%Retail/WholesaleNOWServiceNow$5,258,583$48,776 ▲0.9%5,7140.4%Computer and TechnologyAFLAflac$5,179,739$122,981 ▼-2.3%46,3720.4%FinanceCRMSalesforce$5,145,906$46,690 ▼-0.9%21,7120.4%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$4,959,660$1,463 ▼0.0%47,4670.4%ETFIQLTiShares MSCI Intl Quality Factor ETF$4,925,550$371,859 ▲8.2%111,4630.4%ETFJNJJohnson & Johnson$4,867,990$129,588 ▼-2.6%26,2580.4%MedicalCVXChevron$4,736,930$73,452 ▲1.6%30,5040.3%EnergySHELShell$4,688,219$239,339 ▼-4.9%65,5420.3%EnergyGWWW.W. Grainger$4,581,782$107,683 ▲2.4%4,8080.3%IndustrialsQQQInvesco QQQ$4,473,406$154,897 ▲3.6%7,4510.3%FinanceMOATVanEck Morningstar Wide Moat ETF$4,445,421$216,618 ▼-4.6%44,8610.3%ETFLINDE PLC$4,268,638$230,365 ▼-5.1%8,9870.3%SHSEQWLInvesco S&P 100 Equal Weight ETF$4,227,198$4,227,198 ▲New Holding36,8610.3%ETFMARMarriott International$4,093,373$260 ▲0.0%15,7170.3%Consumer DiscretionarySCHXSchwab US Large-Cap ETF$3,860,349$54,392 ▲1.4%146,5580.3%ETFCHDChurch & Dwight$3,766,794$81,847 ▼-2.1%42,9850.3%Consumer StaplesLHXL3Harris Technologies$3,719,894$36,038 ▲1.0%12,1800.3%AerospaceMSMorgan Stanley$3,593,7680.0%22,6080.3%FinanceCOFCapital One Financial$3,593,452$15,943 ▲0.4%16,9040.3%FinanceVTIVanguard Total Stock Market ETF$3,548,289$102,064 ▼-2.8%10,8120.3%ETFXOMExxon Mobil$3,514,747$59,532 ▼-1.7%31,1730.3%EnergyAZOAutoZone$3,505,093$17,161 ▲0.5%8170.3%Retail/WholesaleGE VERNOVA INC$3,443,440$615 ▲0.0%5,6000.3%COMZTSZoetis$3,440,711$382,626 ▼-10.0%23,5150.3%MedicalSPEMSPDR Portfolio Emerging Markets ETF$3,423,161$2,575 ▲0.1%73,1290.3%ETFDISWalt Disney$3,363,116$56,105 ▼-1.6%29,3720.2%Consumer DiscretionaryPAYXPaychex$3,325,042$138,929 ▼-4.0%26,2310.2%Computer and TechnologyPLDPrologis$3,189,897$344 ▼0.0%27,8540.2%FinanceCCitigroup$2,996,7140.0%29,5240.2%Financial ServicesSPLGSPDR Portfolio S&P 500 ETF$2,940,948$537,410 ▲22.4%37,5410.2%ETFFASTFastenal$2,890,270$51,002 ▼-1.7%58,9370.2%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,822,774$2,444,035 ▼-46.4%53,2300.2%ManufacturingVVVanguard Large-Cap ETF$2,787,980$62,803 ▲2.3%9,0560.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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