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 Market Cap. of $50 Millions to $300 Millions
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