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 Market Cap. of Under $50 Millions
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