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Yhb Investment Advisors, Inc.

Portfolio Manager
YHB Investment Advisors, Inc.
Performance
-6.49% (2026 Q1)
AUM (13F)
$1.39B
# of Holdings
298
Performance Rank
Allocation (Top 20)
45.19%

Yhb Investment Advisors, Inc. Holdings Map

Top 50 Yhb Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.92%325.5K$82.6M
-1.80%(-5.96K)
2025-Q1: 348.7K shares2025-Q2: 343.4K shares2025-Q3: 341.5K shares2025-Q4: 331.4K shares2026-Q1: 325.5K shares
$31.86(+791.84%)
2026-03-31
MSFT
MICROSOFT CORP
3.94%148.4K$55.0M
+0.07%(+105)
2025-Q1: 151.6K shares2025-Q2: 150.4K shares2025-Q3: 149.4K shares2025-Q4: 148.3K shares2026-Q1: 148.4K shares
$67.55(+509.02%)
2026-03-31
AMZN
AMAZON COM INC
3.23%216.2K$45.0M
-0.20%(-428)
2025-Q1: 216.6K shares2025-Q2: 216.2K shares2025-Q3: 217.5K shares2025-Q4: 216.6K shares2026-Q1: 216.2K shares
$78.91(+246.65%)
2026-03-31
GOOGL
ALPHABET INC
3.13%151.7K$43.6M
-2.32%(-3.60K)
2025-Q1: 160.8K shares2025-Q2: 159.8K shares2025-Q3: 158.0K shares2025-Q4: 155.3K shares2026-Q1: 151.7K shares
$29.34(+1224.09%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
2.97%41.6K$41.5M
-1.48%(-627)
2025-Q1: 43.1K shares2025-Q2: 42.4K shares2025-Q3: 42.1K shares2025-Q4: 42.2K shares2026-Q1: 41.6K shares
$83.76(+1113.51%)
2026-03-31
GOOG
ALPHABET INC
2.79%135.7K$38.9M
-0.84%(-1.15K)
2025-Q1: 145.4K shares2025-Q2: 143.0K shares2025-Q3: 140.8K shares2025-Q4: 136.9K shares2026-Q1: 135.7K shares
$38.70(+892.84%)
2026-03-31
IJH
ISHARES TR
2.76%569.5K$38.5M
-0.53%(-3.05K)
2025-Q1: 468.5K shares2025-Q2: 467.1K shares2025-Q3: 483.7K shares2025-Q4: 572.6K shares2026-Q1: 569.5K shares
$46.02(+59.20%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.65%211.7K$36.9M
-3.19%(-6.98K)
2025-Q1: 229.4K shares2025-Q2: 224.3K shares2025-Q3: 221.8K shares2025-Q4: 218.7K shares2026-Q1: 211.7K shares
$29.39(+568.58%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.53%73.8K$35.3M
+0.09%(+63)
2025-Q1: 76.2K shares2025-Q2: 76.3K shares2025-Q3: 73.6K shares2025-Q4: 73.7K shares2026-Q1: 73.8K shares
$147.95(+214.65%)
2026-03-31
V
VISA INC
1.75%80.6K$24.4M
-1.39%(-1.14K)
2025-Q1: 82.9K shares2025-Q2: 82.3K shares2025-Q3: 81.3K shares2025-Q4: 81.8K shares2026-Q1: 80.6K shares
$146.68(+119.54%)
2026-03-31

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