YHB Investment Advisors, Inc. Portfolio Holdings
Q3 2025•299 long positions•$1.4B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding311 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $86.9M 6.36% | -$501.1K Sold | 0.002% 341.5K shares | 343.4K → 341.5K −$501.1K | -0.57% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $77.4M 5.66% | -$530.9K Sold | 0.002% 149.4K shares | 150.4K → 149.4K −$530.9K | -0.68% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Specialty Retail Consumer Cyclical | $47.8M 3.49% | +$286.5K Bought | 0.002% 217.5K shares | 216.2K → 217.5K +$286.5K | +0.6% | $2.34T Mega Cap | Q4 2014 Held for 10y 11m | |
Semiconductors Technology | $41.4M 3.03% | -$473.4K Sold | 0.001% 221.8K shares | 224.3K → 221.8K −$473.4K | -1.13% | $4.54T Mega Cap | Q1 2021 Held for 4y 8m | |
Discount Stores Consumer Defensive | $38.9M 2.85% | -$314.7K Sold | 0.009% 42.1K shares | 42.4K → 42.1K −$314.7K | -0.8% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $38.4M 2.81% | -$456.1K Sold | 0.001% 158.0K shares | 159.8K → 158.0K −$456.1K | -1.17% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $37.0M 2.7% | -$1.4M Sold | 0.003% 73.6K shares | 76.3K → 73.6K −$1.4M | -3.6% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $34.3M 2.51% | -$552.4K Sold | 0.001% 140.8K shares | 143.0K → 140.8K −$552.4K | -1.59% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
ETF ETF | $31.6M 2.31% | +$1.1M Bought | — 483.7K shares | 467.1K → 483.7K +$1.1M | +3.56% | — — | Q3 2020 Held for 5y 2m | |
Financial - Credit Services Financial Services | $27.8M 2.03% | -$316.1K Sold | 0.004% 81.3K shares | 82.3K → 81.3K −$316.1K | -1.13% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $22.8M 1.66% | -$116.9K Sold | 0.012% 46.9K shares | 47.2K → 46.9K −$116.9K | -0.51% | $183.15B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Chemicals - Specialty Basic Materials | $20.9M 1.53% | -$100.2K Sold | 0.027% 76.2K shares | 76.6K → 76.2K −$100.2K | -0.48% | $77.7B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $19.0M 1.39% | -$457.7K Sold | — 28.4K shares | 29.1K → 28.4K −$457.7K | -2.36% | — — | Q3 2020 Held for 5y 2m | |
Rental & Leasing Services Industrials | $18.8M 1.37% | -$48.7K Sold | 0.031% 19.6K shares | 19.7K → 19.6K −$48.7K | -0.26% | $61.4B Large Cap | Q2 2017 Held for 8y 5m | |
ETF ETF | $18.7M 1.37% | -$5.9M Sold | — 157.2K shares | 206.8K → 157.2K −$5.9M | -23.98% | — — | Q3 2020 Held for 5y 2m | |
Software - Infrastructure Technology | $18.6M 1.36% | -$323.7K Sold | 0.002% 66.3K shares | 67.4K → 66.3K −$323.7K | -1.71% | $801.76B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Devices Healthcare | $17.6M 1.28% | -$109.8K Sold | 0.012% 47.5K shares | 47.8K → 47.5K −$109.8K | -0.62% | $141.33B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Hardware, Equipment & Parts Technology | $17.3M 1.26% | +$238.0K Bought | 0.011% 139.4K shares | 137.5K → 139.4K +$238.0K | +1.4% | $151.09B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Diagnostics & Research Healthcare | $17.2M 1.26% | +$428.4K Bought | 0.012% 86.9K shares | 84.7K → 86.9K +$428.4K | +2.55% | $141.96B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $16.2M 1.18% | +$342.4K Bought | 0.004% 40.0K shares | 39.1K → 40.0K +$342.4K | +2.16% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $15.8M 1.16% | +$550.8K Bought | — 495.4K shares | 478.1K → 495.4K +$550.8K | +3.61% | — — | Q3 2020 Held for 5y 2m | |
Banks - Diversified Financial Services | $15.8M 1.15% | +$92.1K Bought | 0.002% 50.0K shares | 49.7K → 50.0K +$92.1K | +0.59% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $15.3M 1.12% | -$471.8K Sold | — 41.8K shares | 43.1K → 41.8K −$471.8K | -3.0% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $15.1M 1.11% | +$1.3M Bought | — 22.6K shares | 20.6K → 22.6K +$1.3M | +9.65% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $14.8M 1.08% | +$6.4M Bought | — 291.0K shares | 165.6K → 291.0K +$6.4M | +75.74% | — — | Q3 2020 Held for 5y 2m | |
Software - Application Technology | $14.2M 1.04% | +$172.1K Bought | 0.007% 20.8K shares | 20.6K → 20.8K +$172.1K | +1.22% | $190.40B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $13.1M 0.955% | +$14.7K Bought | — 108.2K shares | 108.0K → 108.2K +$14.7K | +0.11% | — — | Q3 2020 Held for 5y 2m | |
Drug Manufacturers - General Healthcare | $12.7M 0.931% | +$132.1K Bought | 0.008% 45.1K shares | 44.7K → 45.1K +$132.1K | +1.05% | $151.93B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $12.3M 0.898% | +$119.3K Bought | — 44.0K shares | 43.5K → 44.0K +$119.3K | +0.98% | — — | Q4 2022 Held for 2y 11m | |
Apparel - Retail Consumer Cyclical | $11.7M 0.858% | -$32.7K Sold | 0.007% 81.2K shares | 81.4K → 81.2K −$32.7K | -0.28% | $160.86B Large Cap | Q4 2014 Held for 10y 11m | |
ETF ETF | $11.1M 0.809% | +$1.2M Bought | — 126.8K shares | 113.2K → 126.8K +$1.2M | +11.96% | — — | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $10.1M 0.736% | -$80.8K Sold | 0.001% 13.7K shares | 13.8K → 13.7K −$80.8K | -0.8% | $1.84T Mega Cap | Q4 2015 Held for 9y 11m | |
Medical - Instruments & Supplies Healthcare | $9.9M 0.721% | +$27.7K Bought | 0.006% 22.0K shares | 22.0K → 22.0K +$27.7K | +0.28% | $160.32B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $9.8M 0.713% | — | — 312.0K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Discount Stores Consumer Defensive | $9.6M 0.703% | +$281.5K Bought | 0.001% 93.2K shares | 90.5K → 93.2K +$281.5K | +3.02% | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $9.1M 0.668% | +$306.0K Bought | 0.007% 44.9K shares | 43.4K → 44.9K +$306.0K | +3.47% | $137.82B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.8M 0.641% | -$848.0K Sold | — 321.2K shares | 352.2K → 321.2K −$848.0K | -8.82% | — — | Q3 2020 Held for 5y 2m | |
Insurance - Brokers Financial Services | $8.7M 0.64% | +$10.7K Bought | 0.011% 24.5K shares | 24.5K → 24.5K +$10.7K | +0.12% | $76.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $8.4M 0.617% | +$510.7K Bought | 0.002% 7.0K shares | 6.6K → 7.0K +$510.7K | +6.45% | $509.45B Mega Cap | Q4 2019 Held for 5y 11m | |
Railroads Industrials | $8.3M 0.609% | -$139.2K Sold | 0.006% 35.3K shares | 35.8K → 35.3K −$139.2K | -1.64% | $140.18B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Capital Markets Financial Services | $8.3M 0.608% | — | 0.003% 10.4K shares | — | — | $241.07B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $8.3M 0.608% | -$71.5K Sold | 0.002% 35.9K shares | 36.2K → 35.9K −$71.5K | -0.85% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Restaurants Consumer Cyclical | $8.2M 0.603% | -$264.1K Sold | 0.004% 27.1K shares | 28.0K → 27.1K −$264.1K | -3.1% | $216.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $7.9M 0.577% | +$225.1K Bought | — 78.4K shares | 76.2K → 78.4K +$225.1K | +2.94% | — — | Q3 2020 Held for 5y 2m | |
Aerospace & Defense Industrials | $7.8M 0.572% | -$27.6K Sold | 0.003% 46.7K shares | 46.9K → 46.7K −$27.6K | -0.35% | $223.98B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Regulated Electric Utilities | $7.7M 0.562% | -$56.5K Sold | 0.005% 101.7K shares | 102.5K → 101.7K −$56.5K | -0.73% | $155.46B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $7.6M 0.554% | +$7.6M Bought | — 101.9K shares | — | — | — — | Q3 2025 Held for 2 months | |
Aerospace & Defense Industrials | $7.6M 0.554% | -$88.4K Sold | 0.05% 30.0K shares | 30.3K → 30.0K −$88.4K | -1.15% | $15.2B Large Cap | Q1 2018 Held for 7y 8m | |
ETF ETF | $7.5M 0.551% | -$2.3M Sold | — 12.3K shares | 16.1K → 12.3K −$2.3M | -23.65% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $7.3M 0.537% | +$30.2K Bought | — 35.6K shares | 35.4K → 35.6K +$30.2K | +0.41% | — — | Q2 2022 Held for 3y 5m |
