Yhb Investment Advisors, Inc. Portfolio Holdings by Sector
Yhb Investment Advisors, Inc.
- $1.34 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IJH SPY IJR SCHG IWB IVV JPST IVW 90 stocks |
$309,908
23.09% of portfolio
|
41
|
39
|
7
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PANW FTNT PLTR ADBE 6 stocks |
$113,433
8.45% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$86,944
6.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$82,744
6.17% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO TXN MU QCOM AMD 7 stocks |
$61,442
4.58% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$50,292
3.75% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT OLLI 3 stocks |
$48,779
3.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR IDXX 3 stocks |
$40,287
3.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$37,312
2.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V COF MA AXP PYPL 5 stocks |
$36,512
2.72% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN ABBV LLY JNJ PFE MRK GILD NVS 9 stocks |
$35,253
2.63% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU NOW CRM WDAY SAP SHOP PTC TYL 10 stocks |
$28,298
2.11% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN CMI GE OTIS ITW EMR 6 stocks |
$24,334
1.81% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW LYB DD 4 stocks |
$22,573
1.68% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM C WFC BAC ING 5 stocks |
$22,303
1.66% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
URI AER 2 stocks |
$21,227
1.58% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX WWD LHX TDG LMT AXON 6 stocks |
$20,976
1.56% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$18,385
1.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT 2 stocks |
$18,246
1.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$17,252
1.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM CMG YUMC SBUX TXRH 6 stocks |
$17,142
1.28% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX SHEL XOM 3 stocks |
$12,938
0.96% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ALC BDX 3 stocks |
$12,341
0.92% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$11,910
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$11,795
0.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$11,732
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS CMCSA CHTR LBRDK LBRDA T 6 stocks |
$11,141
0.83% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CHD CL EL KMB 5 stocks |
$11,017
0.82% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CI HUM CVS 5 stocks |
$10,736
0.8% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CSL CARR TT JCI 4 stocks |
$9,993
0.74% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$9,152
0.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON MMC 2 stocks |
$9,001
0.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO ETR DUK 4 stocks |
$8,914
0.66% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$7,741
0.58% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$7,471
0.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$6,836
0.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO CASY ORLY TSCO 4 stocks |
$5,988
0.45% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$5,179
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MORN CME ICE 3 stocks |
$4,946
0.37% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$4,622
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
APO BX CEF AMP TROW 5 stocks |
$3,627
0.27% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3,548
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$3,440
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$3,189
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$2,771
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$2,766
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM WCN 2 stocks |
$2,682
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM CTSH ACN 3 stocks |
$2,347
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$2,345
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$2,330
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$2,158
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG 2 stocks |
$1,916
0.14% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$1,899
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV 1 stocks |
$1,762
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,642
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1,569
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN DHI 2 stocks |
$1,331
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$1,194
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR EME 2 stocks |
$1,158
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO ROLL 2 stocks |
$1,141
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$1,074
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB PGR 2 stocks |
$998
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Conglomerates | Financial Services
VOYA 1 stocks |
$939
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$913
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$846
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN 2 stocks |
$671
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
EQIX AMT 2 stocks |
$612
0.05% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM VMC 2 stocks |
$576
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$550
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aluminum | Basic Materials
AA 1 stocks |
$421
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$385
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$330
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
HUBB 1 stocks |
$327
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$319
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$282
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD 1 stocks |
$263
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB 1 stocks |
$239
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$220
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$209
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|