Yhb Investment Advisors, Inc. Portfolio Holdings
Yhb Investment Advisors, Inc.
- $1.4 Billion
- Q4 2025
Yhb Investment Advisors, Inc. has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.4 Billion distributed in 296 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $88.6M, Microsoft Corp with a value of $75.3M, Amazon Com Inc with a value of $50.8M, Alphabet Inc. with a value of $42.9M, and Nvidia Corp with a value of $40.8M.
Examining the 13F form we can see an increase of $55.1M in the current position value, from $1.34B to 1.4B.
Below you can find more details about Yhb Investment Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
ETFs: $347 Million
Technology: $329 Million
Healthcare: $134 Million
Financial Services: $130 Million
Consumer Cyclical: $118 Million
Communication Services: $112 Million
Industrials: $101 Million
Consumer Defensive: $70.8 Million
Other: $55.9 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 296
- Current Value $1.4 Billion
- Prior Value $1.34 Billion
- Filing
- Period Q4 2025
- Filing Date January 16, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 13 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 133 stocks