Yhb-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "MORN",
  null,
  "OLLI",
  "RBC",
  "HUM",
  null,
  null,
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "NRGV",
  "CAT",
  "AVGO",
  "LOW",
  "WRB",
  "COF",
  "CMI",
  "DUK",
  "EBAY",
  "WTRG",
  "EOG",
  null,
  null,
  "GILD",
  "HLT",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "ISRG",
  "HUBB",
  "LEN",
  "ITW",
  "AMAT",
  null,
  "ING",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  "MBCN",
  "IVW",
  "IJH",
  null,
  "LHX",
  "LRCX",
  "LIN",
  "MMC",
  null,
  null,
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EQIX",
  "FTV",
  "GE",
  "HIG",
  "NVS",
  "ORLY",
  "AER",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PGR",
  "IEMG",
  "IJK",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
  "KVUE",
  "MSTR",
  "REGN",
  "IEFA",
  null,
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "AMT",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TXRH",
  "TMO",
  "TJX",
  "TDG",
  "TYL",
  "VNQ",
  "VO",
  "AA",
  "VV",
  "ALC",
  "VWO",
  null,
  "LBRDA",
  "VIG",
  "TSCO",
  "TSM",
  "ETR",
  null,
  "DD",
  "VRTX",
  "TT",
  "LECO",
  "VOYA",
  "ALGN",
  "AON",
  "AFL",
  "AXON",
  "APH",
  "EL",
  "SDY",
  "FI",
  "WM",
  "FTNT",
  "IWP",
  "WCN",
  "GSLC",
  "DHI",
  "AMZN",
  "SCHB",
  "IVE",
  "HCA",
  null,
  null,
  "CEF",
  "VEU",
  "VUG",
  null,
  "VXUS",
  "VTEB",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  "WWD",
  "WDAY",
  "YUMC",
  "YUM",
  "IUSG",
  null,
  null,
  "ESI",
  "PTC",
  "MTB",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  null,
  "SCHA",
  "NSC",
  "LBRDK",
  "JCI",
  "SO",
  "OTIS",
  "PSX",
  "CRM",
  null,
  null,
  null,
  "LYB",
  null,
  "GEV",
  "MCK",
  "GWW",
  "FDX",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BDX",
  "BAH",
  "BMY",
  "CARR",
  "CSL",
  "CASY",
  "CVX",
  "CHTR",
  "CMG",
  "CHD",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "CPRT",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "DHR",
  "DE",
  "DSGX",
  "DFS",
  "RSP",
  "IJT",
  "EFA",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "APO",
  "MLM",
  "XLK",
  "URI",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 290
Total Value: 1197176937
Accession Number: 0001667731-25-000497
Form Type: 13F-HR
CIK: yhb-investment-advisors
Manager Name: Yhb-Investment-Advisors

Data Enrichment

87% identified

252 identified38 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

290 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 15

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Apple Inc.

AAPL|037833100

Shares:348.7K

Value:$77.5M

% of Portfolio:6.5% ($77.5M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:151.6K

Value:$56.9M

% of Portfolio:4.8% ($56.9M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:216.6K

Value:$41.2M

% of Portfolio:3.4% ($41.2M/$1.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:43.1K

Value:$40.8M

% of Portfolio:3.4% ($40.8M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:76.2K

Value:$40.6M

% of Portfolio:3.4% ($40.6M/$1.2B)

VISA INC.

V|92826C839

Shares:82.9K

Value:$29.1M

% of Portfolio:2.4% ($29.1M/$1.2B)

464287507

IJH|464287507

Shares:468.5K

Value:$27.3M

% of Portfolio:2.3% ($27.3M/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:160.8K

Value:$24.9M

% of Portfolio:2.1% ($24.9M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:229.4K

Value:$24.9M

% of Portfolio:2.1% ($24.9M/$1.2B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:46.6K

Value:$23.2M

% of Portfolio:1.9% ($23.2M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:145.4K

Value:$22.7M

% of Portfolio:1.9% ($22.7M/$1.2B)

464287804

IJR|464287804

Shares:206.6K

Value:$21.6M

% of Portfolio:1.8% ($21.6M/$1.2B)

ECOLAB INC.

ECL|278865100

Shares:76.2K

Value:$19.3M

% of Portfolio:1.6% ($19.3M/$1.2B)

STRYKER CORP

SYK|863667101

Shares:47.5K

Value:$17.7M

% of Portfolio:1.5% ($17.7M/$1.2B)

DANAHER CORP /DE/

DHR|235851102

Shares:81.7K

Value:$16.8M

% of Portfolio:1.4% ($16.8M/$1.2B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:28.9K

Value:$16.2M

% of Portfolio:1.4% ($16.2M/$1.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:29.7K

Value:$15.6M

% of Portfolio:1.3% ($15.6M/$1.2B)

HOME DEPOT, INC.

HD|437076102

Shares:38.4K

Value:$14.1M

% of Portfolio:1.2% ($14.1M/$1.2B)

AMGEN INC

AMGN|031162100

Shares:43.6K

Value:$13.6M

% of Portfolio:1.1% ($13.6M/$1.2B)

INTUIT INC.

INTU|461202103

Shares:20.5K

Value:$12.6M

% of Portfolio:1.1% ($12.6M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	348.7K	QoQ -1.33% (-4.7K) YoY -5.13% (-18.9K)	All Managers (Combined)	$77.5M	6.5% ($77.5M/$1.2B)	QoQ -12.48% (-$11.1M) YoY +22.87% (-$14.4M)
MICROSOFT CORP(MSFTcusip594918104)	151.6K	QoQ +0.13% (-201) YoY -3.08% (-4.8K)	All Managers (Combined)	$56.9M	4.8% ($56.9M/$1.2B)	QoQ -10.82% (-$6.9M) YoY -13.52% (-$8.9M)
AMAZON COM INC(AMZNcusip023135106)	216.6K	QoQ -1.97% (-4.4K) YoY -2.78% (-6.2K)	All Managers (Combined)	$41.2M	3.4% ($41.2M/$1.2B)	QoQ -14.99% (-$7.3M) YoY +2.54% (-$1.0M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	43.1K	QoQ -0.75% (-326) YoY -6.19% (-2.8K)	All Managers (Combined)	$40.8M	3.4% ($40.8M/$1.2B)	QoQ +2.44% (-$972.7K) YoY +21.09% (-$7.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	76.2K	QoQ +1.01% (+762) YoY -0.16% (-128)	All Managers (Combined)	$40.6M	3.4% ($40.6M/$1.2B)	QoQ +18.68% (+$6.4M) YoY +26.43% (-$8.5M)
VISA INC.(Vcusip92826C839)	82.9K	QoQ -2.03% (-1.7K) YoY -2.69% (-2.3K)	All Managers (Combined)	$29.1M	2.4% ($29.1M/$1.2B)	QoQ +8.63% (-$2.3M) YoY +22.19% (-$5.3M)
(IJHcusip464287507)	468.5K	QoQ +0.57% (-2.7K) YoY +1.93% (-8.9K)	All Managers (Combined)	$27.3M	2.3% ($27.3M/$1.2B)	QoQ -5.81% (-$1.7M) YoY -2.07% (-$579.8K)
Alphabet Inc.(GOOGLcusip02079K305)	160.8K	QoQ -3.53% (-5.9K) YoY -2.88% (-4.8K)	All Managers (Combined)	$24.9M	2.1% ($24.9M/$1.2B)	QoQ -21.19% (-$6.7M) YoY -0.49% (-$123.2K)
NVIDIA CORP(NVDAcusip67066G104)	229.4K	QoQ +1.98% (-4.5K) YoY +908.59% (+206.7K)	All Managers (Combined)	$24.9M	2.1% ($24.9M/$1.2B)	QoQ -17.69% (-$5.3M) YoY +20.97% (+$4.3M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	46.6K	QoQ +0.28% (-133) YoY -0.86% (-405)	All Managers (Combined)	$23.2M	1.9% ($23.2M/$1.2B)	QoQ -4.07% (-$984.8K) YoY -15.12% (-$4.1M)
Alphabet Inc.(GOOGcusip02079K107)	145.4K	QoQ -2.43% (-3.6K) YoY -4.67% (-7.1K)	All Managers (Combined)	$22.7M	1.9% ($22.7M/$1.2B)	QoQ -19.95% (-$5.7M) YoY -2.18% (-$508.1K)
(IJRcusip464287804)	206.6K	QoQ +0.08% (-185) YoY +8.40% (+16.0K)	All Managers (Combined)	$21.6M	1.8% ($21.6M/$1.2B)	QoQ -9.16% (-$2.2M) YoY +2.57% (+$541.4K)
ECOLAB INC.(ECLcusip278865100)	76.2K	QoQ +0.54% (+410) YoY -0.30% (-234)	All Managers (Combined)	$19.3M	1.6% ($19.3M/$1.2B)	QoQ +8.77% (+$1.6M) YoY +9.46% (-$1.7M)
STRYKER CORP(SYKcusip863667101)	47.5K	QoQ +0.49% (+234) YoY -0.57% (-277)	All Managers (Combined)	$17.7M	1.5% ($17.7M/$1.2B)	QoQ +3.90% (+$664.2K) YoY +3.41% (-$584.4K)
DANAHER CORP /DE/(DHRcusip235851102)	81.7K	QoQ +0.69% (-565) YoY -1.19% (-986)	All Managers (Combined)	$16.8M	1.4% ($16.8M/$1.2B)	QoQ -10.07% (-$1.9M) YoY -18.88% (-$3.9M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	28.9K	QoQ -4.71% (-1.4K) YoY -1.92% (-568)	All Managers (Combined)	$16.2M	1.4% ($16.2M/$1.2B)	QoQ -9.05% (-$1.6M) YoY +4.88% (-$753.8K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	29.7K	QoQ -4.20% (-1.3K) YoY +1.36% (+400)	All Managers (Combined)	$15.6M	1.3% ($15.6M/$1.2B)	QoQ -0.81% (-$127.6K) YoY +7.31% (+$1.1M)
HOME DEPOT, INC.(HDcusip437076102)	38.4K	QoQ +0.08% (-33) YoY -1.32% (-514)	All Managers (Combined)	$14.1M	1.2% ($14.1M/$1.2B)	QoQ -5.70% (-$851.0K) YoY -5.72% (-$854.0K)
AMGEN INC(AMGNcusip031162100)	43.6K	QoQ +0.12% (+56) YoY +0.67% (+292)	All Managers (Combined)	$13.6M	1.1% ($13.6M/$1.2B)	QoQ +19.68% (+$2.2M) YoY +10.31% (+$1.3M)
INTUIT INC.(INTUcusip461202103)	20.5K	QoQ +1.28% (-261) YoY -4.71% (-1.0K)	All Managers (Combined)	$12.6M	1.1% ($12.6M/$1.2B)	QoQ -1.05% (-$134.1K) YoY -9.99% (-$1.4M)