Latest YHB Investment Advisors, Inc. Stock Portfolio

YHB Investment Advisors, Inc. Performance:

2025 Q3: 5.83%YTD: 8.45%2024: 13.87%

Performance for 2025 Q3 is 5.83%, and YTD is 8.45%, and 2024 is 13.87%.

About YHB Investment Advisors, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, YHB Investment Advisors, Inc. reported an equity portfolio of $1.4 Billions as of 30 Sep, 2025.

The top stock holdings of YHB Investment Advisors, Inc. are AAPL, MSFT, AMZN. The fund has invested 6.4% of it's portfolio in APPLE INC and 5.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off LAM RESEARCH CORP (LRCX), BLACKROCK INC and ALIGN TECHNOLOGY INC (ALGN) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), ISHARES TR (AAXJ) and BOOZ ALLEN HAMILTON HLDG COR (BAH). YHB Investment Advisors, Inc. opened new stock positions in ISHARES TR (ACWF), INVESCO EXCHANGE TRADED FD T (CSD) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (ACWF), J P MORGAN EXCHANGE TRADED F and J P MORGAN EXCHANGE TRADED F (BBAX).

YHB Investment Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that YHB Investment Advisors, Inc. made a return of 5.83% in the last quarter. In trailing 12 months, it's portfolio return was 8.71%.

New Buys

Ticker	$ Bought
ishares tr	7,577,450
invesco exchange traded fd t	4,227,200
spdr series trust	504,625
federal signal corp	319,369
emcor group inc	226,040
price t rowe group inc	218,007
first tr exchange traded fd	217,251
invesco exchange traded fd t	214,078

New stocks bought by YHB Investment Advisors, Inc.

Additions

Ticker	% Inc.
ishares tr	275
j p morgan exchange traded f	123
j p morgan exchange traded f	75.74
j p morgan exchange traded f	61.62
world gold tr	46.06
workday inc	39.79
invesco actively managed exc	35.63
d r horton inc	24.78

Additions to existing portfolio by YHB Investment Advisors, Inc.

Reductions

Ticker	% Reduced
invesco exchange traded fd t	-74.07
ishares tr	-46.4
booz allen hamilton hldg cor	-42.31
ishares tr	-41.58
unitedhealth group inc	-35.64
becton dickinson & co	-31.99
accenture plc ireland	-31.41
schwab strategic tr	-27.41

YHB Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
lam research corp	-11,040,700
energy vault holdings inc	-23,654
element solutions inc	-224,019
invesco exch trd slf idx fd	-201,878
neuberger berman etf trust	-492,284
copart inc	-257,519
verizon communications inc	-202,287
ishares tr	-220,482

YHB Investment Advisors, Inc. got rid off the above stocks

Sector Distribution

YHB Investment Advisors, Inc. has about 29.4% of it's holdings in Others sector.

Sector	%
Others	29.4
Technology	22
Healthcare	8.8
Consumer Cyclical	8.4
Industrials	7.7
Communication Services	7.5
Financial Services	6.9
Consumer Defensive	5.3
Basic Materials	2.1

Market Cap. Distribution

YHB Investment Advisors, Inc. has about 69.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	41.7
UNALLOCATED	29.4
LARGE-CAP	28.2

Stocks belong to which Index?

About 68.8% of the stocks held by YHB Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	68.8
Others	31.2

Top 5 Winners (%)		%
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	37.3 %
MU	micron technology inc	35.8 %
PLTR	palantir technologies inc	33.8 %

Top 5 Winners ($)		$
AAPL	apple inc	17.0 M
GOOG	alphabet inc	10.7 M
GOOG	alphabet inc	9.5 M
NVDA	nvidia corporation	6.4 M
ORCL	oracle corp	4.2 M

Top 5 Losers (%)		%
CHTR	charter communications inc n	-32.7 %
CMG	chipotle mexican grill inc	-29.2 %
MORN	morningstar inc	-26.1 %
MSTR	strategy inc	-20.0 %
FTNT	fortinet inc	-19.8 %

Top 5 Losers ($)		$
COST	costco whsl corp new	-2.7 M
INTU	intuit	-2.2 M
ISRG	intuitive surgical inc	-2.1 M
FTNT	fortinet inc	-1.5 M
SYK	stryker corporation	-1.2 M

YHB Investment Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of YHB Investment Advisors, Inc.

YHB Investment Advisors, Inc. has 299 stocks in it's portfolio. About 33.7% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for YHB Investment Advisors, Inc. last quarter.

Last Reported on: 08 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.03	12,810	421,319	unchanged	0.00

AAPL	apple inc	6.36	341,453	86,944,100	reduced	-0.57

AAXJ	ishares tr	0.21	53,230	2,822,770	reduced	-46.4

AAXJ	ishares tr	0.09	8,925	1,233,790	reduced	-4.03

AAXJ	ishares tr	0.08	21,134	1,143,140	added	18.87

AAXJ	ishares tr	0.05	6,165	658,277	reduced	-12.49

AAXJ	ishares tr	0.04	9,908	581,798	reduced	-1.24

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.61	35,903	8,312,780	reduced	-0.85

ABT	abbott labs	0.05	5,176	693,273	reduced	-4.87

ACN	accenture plc ireland	0.03	1,616	398,506	reduced	-31.41

ACWF	ishares tr	0.55	101,916	7,577,450	new

ACWF	ishares tr	0.36	111,463	4,925,550	added	8.17

ACWF	ishares tr	0.08	21,527	1,092,500	added	275

ACWV	ishares inc	0.19	41,298	2,636,050	reduced	-11.45

ACWV	ishares inc	0.06	7,700	792,869	unchanged	0.00

ADBE	adobe inc	0.03	1,147	404,604	reduced	-3.21

ADP	automatic data processing in	0.10	4,421	1,297,560	added	2.91

AFK	vaneck etf trust	0.32	44,861	4,445,420	reduced	-4.65