StockDriftsStockDriftsTop 50 Yhb Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.82% | 324.8K | $108.2M | -1.74%(-5.75K) | $34.79(+885.88%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.03% | 124.6K | $63.9M | -2.58%(-3.30K) | $67.49(+690.47%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.14% | 217.7K | $49.7M | -0.68%(-1.50K) | $34.64(+526.67%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 3.07% | 141.3K | $48.6M | -1.69%(-2.42K) | $29.75(+1056.92%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.92% | 186.0K | $46.3M | -0.93%(-1.74K) | $78.91(+232.58%) | 2026-09-30 | |
| IJH | ISHARES TR | 2.81% | 618.8K | $44.5M | +2.38%(+14.40K) | $48.11(+50.43%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 2.6% | 120.9K | $41.2M | -1.49%(-1.83K) | $38.70(+778.87%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.38% | 41.5K | $37.8M | -1.44%(-605) | $94.17(+957.15%) | 2026-09-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 2.06% | 48.3K | $32.6M | -1.41%(-689) | $116.48(+483.28%) | 2026-09-30 | |
| LRCX | LAM RESEARCH CORP | 1.9% | 91.5K | $30.1M | -5.30%(-5.12K) | $19.33(+1308.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.24% | +65.33% | +10.03% | +61.24% |
| Top 20 Holdings Unweighted | +17.01% | +60.22% | +8.87% | +52.97% |
Yhb Investment Advisors INC reports $1.59B in US-listed equity holdings across 314 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.8%), MSFT (4.0%) and NVDA (3.1%). The top 20 holdings account for 46.23% of reported assets. Its disclosed equity book has returned +65.33% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Yhb Investment Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1469219). View Yhb Investment Advisors INC’s 13F filings on SEC