Yhb Investment Advisors, Inc. Portfolio Holdings

Yhb Investment Advisors, Inc.

  • $1.34 Billion
  • Q3 2025

Yhb Investment Advisors, Inc. has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.34 Billion distributed in 299 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $86.9M, Microsoft Corp with a value of $77.4M, Amazon Com Inc with a value of $47.8M, Nvidia Corp with a value of $41.4M, and Costco Wholesale Corp with a value of $38.9M.

Examining the 13F form we can see an increase of $84.5M in the current position value, from $1.26B to 1.34B.

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

Portfolio value $1.34 Billion
Technology: $315 Million
ETFs: $314 Million
Financial Services: $133 Million
Healthcare: $122 Million
Consumer Cyclical: $115 Million
Industrials: $108 Million
Communication Services: $106 Million
Consumer Defensive: $72.8 Million
Other: $56.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$502B
$4.87 Million 0.36% of portfolio
26,258
Q3 2025 Reduced 2.59%
$301B
$4.74 Million 0.35% of portfolio
30,504
Q3 2025 Added 1.58%
$259B
$4.69 Million 0.35% of portfolio
65,542
Q3 2025 Reduced 4.86%
$49.1B
$4.58 Million 0.34% of portfolio
4,808
Q3 2025 Added 2.41%
$87.1B
$4.09 Million 0.3% of portfolio
15,717
Q3 2025 Added 0.01%
$21.4B
$3.77 Million 0.28% of portfolio
42,985
Q3 2025 Reduced 2.13%
$55.9B
$3.72 Million 0.28% of portfolio
12,180
Q3 2025 Added 0.98%
$83.3B
$3.59 Million 0.27% of portfolio
16,904
Q3 2025 Added 0.45%
$270B
$3.59 Million 0.27% of portfolio
22,608
Q2 2025 Reduced 0.49%
$470B
$3.51 Million 0.26% of portfolio
31,173
Q3 2025 Reduced 1.67%
$76B
$3.51 Million 0.26% of portfolio
817
Q3 2025 Added 0.49%
$68.4B
$3.44 Million 0.26% of portfolio
23,515
Q3 2025 Reduced 10.01%
$46B
$3.33 Million 0.25% of portfolio
26,231
Q3 2025 Reduced 4.01%
$208B
$3.36 Million 0.25% of portfolio
29,372
Q3 2025 Reduced 1.64%
$116B
$3.19 Million 0.24% of portfolio
27,854
Q3 2025 Reduced 0.01%
$190B
$3 Million 0.22% of portfolio
29,524
Q2 2025 Added 0.0%
$81.1B
$2.77 Million 0.21% of portfolio
15,557
Q3 2025 Added 9.88%
$50B
$2.73 Million 0.2% of portfolio
45,685
Q3 2025 Reduced 0.66%
$71.9B
$2.74 Million 0.2% of portfolio
10,575
Q1 2025 Reduced 4.88%
$1.17B
$2.6 Million 0.19% of portfolio
66,251
Q3 2025 Added 4.96%
$84.6B
$2.52 Million 0.19% of portfolio
40,342
Q3 2025 Reduced 2.49%
$132B
$2.59 Million 0.19% of portfolio
82,354
Q3 2025 Reduced 0.34%
$52.2B
$2.53 Million 0.19% of portfolio
27,799
Q3 2025 Reduced 0.05%
$9.41B
$2.6 Million 0.19% of portfolio
11,214
Q3 2025 Reduced 7.92%
$546B
$2.37 Million 0.18% of portfolio
4,161
Q3 2025 Reduced 2.12%
$88.2B
$2.44 Million 0.18% of portfolio
11,044
Q3 2025 Added 0.32%
$29.5B
$2.47 Million 0.18% of portfolio
20,413
Q3 2025 Reduced 4.12%
$152B
$2.18 Million 0.16% of portfolio
8,686
Q3 2025 Reduced 0.08%
$96.5B
$2.14 Million 0.16% of portfolio
7,906
Q3 2025 Reduced 5.37%
$16.8B
$2.16 Million 0.16% of portfolio
32,262
Q3 2025 Reduced 7.63%
$322B
$2.15 Million 0.16% of portfolio
25,701
Q3 2025 Reduced 13.87%
$265B
$1.98 Million 0.15% of portfolio
5,960
Q3 2025 Reduced 0.3%
$38.6B
$1.98 Million 0.15% of portfolio
21,618
Q3 2025 Reduced 5.17%
$61.9B
$1.9 Million 0.14% of portfolio
13,968
Q3 2025 Added 3.68%
$20.4B
$1.78 Million 0.13% of portfolio
3,140
Q3 2025 Added 23.33%
$83.9B
$1.77 Million 0.13% of portfolio
5,470
Q2 2025 Reduced 1.35%
$17.6B
$1.76 Million 0.13% of portfolio
35,975
Q3 2025 Reduced 5.64%
$356B
$1.74 Million 0.13% of portfolio
9,525
Q3 2025 Reduced 0.22%
$290B
$1.57 Million 0.12% of portfolio
22,935
Q2 2025 Reduced 1.87%
$75.6B
$1.65 Million 0.12% of portfolio
12,377
Q3 2025 Added 4.63%
$110B
$1.65 Million 0.12% of portfolio
17,441
Q3 2025 Reduced 1.04%
$86.1B
$1.64 Million 0.12% of portfolio
23,549
Q3 2025 Reduced 2.94%
$141B
$1.57 Million 0.12% of portfolio
7,462
Q3 2025 Reduced 2.12%
$37.1B
$1.44 Million 0.11% of portfolio
19,294
Q3 2025 Reduced 3.72%
$118B
$1.3 Million 0.1% of portfolio
4,421
Q3 2025 Added 2.91%
$79B
$1.39 Million 0.1% of portfolio
5,316
Q3 2025 Reduced 14.62%
$253B
$1.4 Million 0.1% of portfolio
4,961
Q3 2025 Added 4.22%
$49.4B
$1.41 Million 0.1% of portfolio
5,853
Q3 2025 Added 39.79%
$407B
$1.4 Million 0.1% of portfolio
1,450
Q3 2025 Added 17.79%

Summary

  • Portfolio
  • No. of Stocks 299
  • Current Value $1.34 Billion
  • Prior Value $1.26 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 138 stocks
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