YHB Investment Advisors, Inc. logo

YHB Investment Advisors, Inc. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for YHB Investment Advisors, Inc. with $1.4B in long positions as of Q3 2025, 23% allocated to Technology, and 34% concentrated in top 10 positions.

Portfolio Value
$1.4B
Top 10 Concentration
34%
Top Sector
Technology (23%)
US Exposure
97%
Market Cap Focus
Mega Cap
Countries
7

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 22.90%TechnologyETF: 22.70%ETFFinancial Services: 9.70%Financial ServicesHealthcare: 8.90%HealthcareConsumer Cyclical: 8.40%Consumer CyclicalIndustrials: 8.10%Communication Services: 7.70%Consumer Defensive: 5.40%Basic Materials: 2.10%Utilities: 0.90%Energy: 0.90%Real Estate: 0.50%
Technology
22.90%
ETF
22.70%
Financial Services
9.70%
Healthcare
8.90%
Consumer Cyclical
8.40%
Industrials
8.10%
Communication Services
7.70%
Consumer Defensive
5.40%
Basic Materials
2.10%
Utilities
0.90%
Energy
0.90%
Real Estate
0.50%

Industry Breakdown

77 industries across all sectors

ETF: 22.73%ETFSoftware - Infrastructure: 8.30%Software - InfrastructureConsumer Electronics: 6.36%Internet Content & Information: 6.05%Semiconductors: 4.56%Specialty Retail: 4.12%Discount Stores: 3.57%Medical - Diagnostics & Research: 2.95%Insurance - Diversified: 2.73%Financial - Credit Services: 2.67%Drug Manufacturers - General: 2.54%Software - Application: 2.02%Aerospace & Defense: 2.00%Chemicals - Specialty: 1.96%Banks - Diversified: 1.61%Rental & Leasing Services: 1.55%Hardware, Equipment & Parts: 1.39%Home Improvement: 1.34%Medical - Devices: 1.33%58 more: 18.32%58 more
ETF
ETF
22.73%
Software - Infrastructure
Technology
8.30%
Consumer Electronics
Technology
6.36%
Internet Content & Information
Communication Services
6.05%
Semiconductors
Technology
4.56%
Specialty Retail
Consumer Cyclical
4.12%
Discount Stores
Consumer Defensive
3.57%
Medical - Diagnostics & Research
Healthcare
2.95%
Insurance - Diversified
Financial Services
2.73%
Financial - Credit Services
Financial Services
2.67%
Drug Manufacturers - General
Healthcare
2.54%
Software - Application
Technology
2.02%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 45.70%Mega Cap (> $200B)Large Cap ($10B - $200B): 28.07%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.41%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.27%N/A (ETF or Unknown): 25.53%N/A (ETF or Unknown)
Mega Cap (> $200B)
45.70%
Large Cap ($10B - $200B)
28.07%
Mid Cap ($2B - $10B)
0.41%
Micro Cap ($50M - $300M)
0.01%
Nano Cap (< $50M)
0.27%
N/A (ETF or Unknown)
25.53%

Portfolio Concentration

Top 10 Holdings %
33.74%
Top 20 Holdings %
47.41%
Top 50 Holdings %
70.29%
Top 100 Holdings %
87.54%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
97.17%
International
2.83%
Countries
7
Largest Int'l Market
Ireland - 1.42%
United States of America
97.17% ($1.3B)
286 holdings
Ireland
1.42% ($19.4M)
6 holdings
Taiwan
0.90% ($12.3M)
1 holdings
United Kingdom
0.31% ($4.3M)
1 holdings
Switzerland
0.11% ($1.4M)
1 holdings
Canada
0.06% ($863.0K)
3 holdings
China
0.03% ($424.6K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
39.4 quarters
Avg. Top 20
40.5 quarters
Avg. All Positions
23.4 quarters
Median Holding Period
20 quarters
Persistence Rate
85.95%
Persistent Holdings Weight
97.67%
Persistent Positions
257
Longest Held
Ecolab, Inc. logo
Ecolab, Inc.ECL - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.09%
Avg. Position Weight
0.33%
Largest Position
Apple Inc. logo
Apple Inc.AAPL - 6.36%
Largest Ownership Stake
Middlefield Banc Corp. logo
Middlefield Banc Corp.MBCN - 0.08%
Avg. Ownership Stake
0.006%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
0.16%
Avg. Ownership Stake
0.008%
Largest Position
Kinder Morgan, Inc. logo
Kinder Morgan, Inc.KMI - 8.05% (Q4 2014)
Largest Ownership Stake
Akili, Inc. Common Stock logo
Akili, Inc. Common StockAKLI - 0.18% (Q1 2023)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.3%
Value Traded
$44.56M
Positions Added
4
Positions Exited
12

Historical (Since Q2 2013)

Avg. Turnover Ratio
5.2%
Avg. Positions Added
22
Avg. Positions Exited
22
Highest Turnover
17.9%
Q3 2020
Lowest Turnover
1.3%
Q3 2014

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