Yhb Investment Advisors, Inc. Portfolio Holdings

Yhb Investment Advisors, Inc.

  • $1.26 Billion
  • Q2 2025

Yhb Investment Advisors, Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.26 Billion distributed in 299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $74.8M, Apple Inc. with a value of $70.5M, Amazon Com Inc with a value of $47.4M, Costco Wholesale Corp with a value of $42M, and Berkshire Hathaway Inc Class B with a value of $37.1M.

Examining the 13F form we can see an increase of $91.3M in the current position value, from $1.17B to 1.26B.

Below you can find more details about Yhb Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.26 Billion
ETFs: $287 Million
Technology: $283 Million
Financial Services: $132 Million
Healthcare: $123 Million
Consumer Cyclical: $110 Million
Industrials: $102 Million
Communication Services: $88.2 Million
Consumer Defensive: $77.2 Million
Other: $53.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$52.8B
$4.88 Million 0.39% of portfolio
4,695
Q2 2025 Added 3.87%
$256B
$4.85 Million 0.39% of portfolio
68,888
Q2 2025 Added 0.4%
$300B
$4.3 Million 0.34% of portfolio
30,031
Q2 2025 Reduced 8.78%
$23.9B
$4.22 Million 0.34% of portfolio
43,919
Q2 2025 Reduced 0.2%
$90.6B
$4.29 Million 0.34% of portfolio
15,716
Q2 2025 Reduced 1.84%
$409B
$4.12 Million 0.33% of portfolio
26,957
Q2 2025 Reduced 5.38%
$74.1B
$4.07 Million 0.32% of portfolio
26,130
Q2 2025 Reduced 2.21%
$52.6B
$3.97 Million 0.32% of portfolio
27,327
Q2 2025 Reduced 2.9%
$12.7B
$3.82 Million 0.3% of portfolio
12,179
Q2 2025 Reduced 5.47%
$220B
$3.7 Million 0.29% of portfolio
29,862
Q2 2025 Reduced 0.33%
$83.7B
$3.58 Million 0.28% of portfolio
16,829
Q2 2025 Added 8.51%
$1.55B
$3.54 Million 0.28% of portfolio
63,119
Q2 2025 Added 2.02%
$474B
$3.42 Million 0.27% of portfolio
31,701
Q2 2025 Reduced 0.23%
$63.5B
$3.37 Million 0.27% of portfolio
45,990
Q2 2025 Reduced 0.08%
$240B
$3.18 Million 0.25% of portfolio
22,608
Q2 2025 Reduced 0.49%
$49.6B
$3.03 Million 0.24% of portfolio
12,062
Q2 2025 Reduced 3.64%
$157B
$2.95 Million 0.23% of portfolio
82,635
Q2 2025 Reduced 0.22%
$98.2B
$2.93 Million 0.23% of portfolio
27,857
Q2 2025 Reduced 1.08%
$73.7B
$2.82 Million 0.22% of portfolio
10,575
Q1 2025 Reduced 4.88%
$91.6B
$2.79 Million 0.22% of portfolio
41,374
Q2 2025 Reduced 0.54%
$18.1B
$2.65 Million 0.21% of portfolio
34,926
Q2 2025 Reduced 3.98%
$24.9B
$2.52 Million 0.2% of portfolio
59,977
Q2 2025 Added 112.44%
$28B
$2.49 Million 0.2% of portfolio
21,291
Q2 2025 Reduced 2.34%
$166B
$2.51 Million 0.2% of portfolio
29,524
Q2 2025 Added 0.0%
$92.7B
$2.52 Million 0.2% of portfolio
11,009
Q2 2025 Added 1.81%
$539B
$2.39 Million 0.19% of portfolio
4,251
Q2 2025 Added 2.06%
$310B
$2.39 Million 0.19% of portfolio
29,839
Q2 2025 Reduced 6.73%
$99.1B
$2.3 Million 0.18% of portfolio
8,355
Q2 2025 Reduced 3.06%
$41.4B
$2.26 Million 0.18% of portfolio
22,796
Q2 2025 Reduced 0.14%
$83.5B
$2.13 Million 0.17% of portfolio
5,470
Q2 2025 Reduced 1.35%
$70.5B
$2.18 Million 0.17% of portfolio
14,158
Q2 2025 Added 581.0%
$18.7B
$1.99 Million 0.16% of portfolio
38,124
Q2 2025 Reduced 3.32%
$41.9B
$2.07 Million 0.16% of portfolio
27,813
Q2 2025 Reduced 0.59%
$14.2B
$1.94 Million 0.15% of portfolio
18,638
Q2 2025 Reduced 9.68%
$140B
$1.93 Million 0.15% of portfolio
8,693
Q2 2025 Reduced 0.14%
$237B
$1.91 Million 0.15% of portfolio
5,978
Q2 2025 Added 0.18%
$92.7B
$1.72 Million 0.14% of portfolio
24,263
Q2 2025 Reduced 12.97%
$42.6B
$1.77 Million 0.14% of portfolio
20,039
Q2 2025 Added 2.32%
$160B
$1.78 Million 0.14% of portfolio
7,624
Q2 2025 Reduced 26.87%
$88B
$1.68 Million 0.13% of portfolio
11,829
Q2 2025 Added 10.74%
$62.8B
$1.61 Million 0.13% of portfolio
13,472
Q2 2025 Added 2.33%
$284B
$1.59 Million 0.13% of portfolio
22,935
Q2 2025 Reduced 1.87%
$120B
$1.58 Million 0.13% of portfolio
17,625
Q2 2025 Added 4.03%
$94.5B
$1.49 Million 0.12% of portfolio
4,493
Q2 2025 Added 98.54%
$79.8B
$1.54 Million 0.12% of portfolio
6,226
Q2 2025 Reduced 6.26%
$260B
$1.4 Million 0.11% of portfolio
4,760
Q2 2025 Added 1.17%
$128B
$1.32 Million 0.11% of portfolio
4,296
Q2 2025 Reduced 1.74%
$82.8B
$1.44 Million 0.11% of portfolio
948
Q2 2025 Added 5.1%
$50.1B
$1.42 Million 0.11% of portfolio
8,218
Q2 2025 Reduced 8.72%

Summary

  • Portfolio
  • No. of Stocks 299
  • Current Value $1.26 Billion
  • Prior Value $1.17 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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