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

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TEXAS INSTRUMENTS INC

TXN|882508104

Shares:3.9K

Value:$692.7K

% of Portfolio:0.1% ($692.7K/$1.2B)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:6.0K

Value:$672.7K

% of Portfolio:0.1% ($672.7K/$1.2B)

LENNAR CORP /NEW/

LEN|526057104

Shares:5.8K

Value:$669.1K

% of Portfolio:0.1% ($669.1K/$1.2B)

922908736

VUG|922908736

Shares:1.8K

Value:$666.0K

% of Portfolio:0.1% ($666.0K/$1.2B)

Liberty Broadband Corp

LBRDK|530307305

Shares:7.7K

Value:$652.3K

% of Portfolio:0.1% ($652.3K/$1.2B)

72201R866

Shares:12.5K

Value:$643.2K

% of Portfolio:0.1% ($643.2K/$1.2B)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:8.2K

Value:$628.2K

% of Portfolio:0.1% ($628.2K/$1.2B)

921908844

VIG|921908844

Shares:3.2K

Value:$628.1K

% of Portfolio:0.1% ($628.1K/$1.2B)

HUMANA INC

HUM|444859102

Shares:2.3K

Value:$608.8K

% of Portfolio:0.1% ($608.8K/$1.2B)

LyondellBasell Industries N.V.

LYB|N53745100

Shares:8.6K

Value:$606.6K

% of Portfolio:0.1% ($606.6K/$1.2B)

BERKLEY W R CORP

WRB|084423102

Shares:8.3K

Value:$593.2K

% of Portfolio:0.0% ($593.2K/$1.2B)

46138E651

Shares:14.7K

Value:$590.7K

% of Portfolio:0.0% ($590.7K/$1.2B)

464288521

Shares:10.0K

Value:$575.5K

% of Portfolio:0.0% ($575.5K/$1.2B)

Yum China Holdings, Inc.

YUMC|98850P109

Shares:11.0K

Value:$572.6K

% of Portfolio:0.0% ($572.6K/$1.2B)

CATERPILLAR INC

CAT|149123101

Shares:1.7K

Value:$558.2K

% of Portfolio:0.0% ($558.2K/$1.2B)

Tesla, Inc.

TSLA|88160R101

Shares:2.1K

Value:$550.7K

% of Portfolio:0.0% ($550.7K/$1.2B)

78464A763

SDY|78464A763

Shares:4.0K

Value:$540.0K

% of Portfolio:0.0% ($540.0K/$1.2B)

98149E303

Shares:8.7K

Value:$538.4K

% of Portfolio:0.0% ($538.4K/$1.2B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:6.6K

Value:$534.7K

% of Portfolio:0.0% ($534.7K/$1.2B)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:7.5K

Value:$492.3K

% of Portfolio:0.0% ($492.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
TEXAS INSTRUMENTS INC(TXNcusip882508104)	3.9K	QoQ 0.00% (-0) YoY +75.62% (+1.7K)	All Managers (Combined)	$692.7K	0.1% ($692.7K/$1.2B)	QoQ -4.16% (-$30.1K) YoY +81.16% (+$310.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	6.0K	QoQ 0.00% (+0) YoY -7.85% (-512)	All Managers (Combined)	$672.7K	0.1% ($672.7K/$1.2B)	QoQ +21.30% (+$118.2K) YoY +40.95% (-$195.4K)
LENNAR CORP /NEW/(LENcusip526057104)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$669.1K	0.1% ($669.1K/$1.2B)	QoQ NEW(+$669.1K) YoY NEW(+$669.1K)
(VUGcusip922908736)	1.8K	QoQ +2.68% (-47) YoY +4.23% (+73)	All Managers (Combined)	$666.0K	0.1% ($666.0K/$1.2B)	QoQ -7.22% (-$51.9K) YoY +12.29% (+$72.9K)
Liberty Broadband Corp(LBRDKcusip530307305)	7.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$652.3K	0.1% ($652.3K/$1.2B)	QoQ +13.76% (+$78.9K) YoY +48.61% (+$213.4K)
(cusip72201R866)✕	12.5K	QoQ +5.92% (+698) YoY NEW(+12.5K)	All Managers (Combined)	$643.2K	0.1% ($643.2K/$1.2B)	QoQ +5.55% (+$33.9K) YoY NEW(+$643.2K)
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	8.2K	QoQ -2.37% (-200) YoY -24.01% (-2.6K)	All Managers (Combined)	$628.2K	0.1% ($628.2K/$1.2B)	QoQ -2.88% (-$18.7K) YoY -20.68% (-$163.8K)
(VIGcusip921908844)	3.2K	QoQ -4.20% (-142) YoY -48.08% (-3.0K)	All Managers (Combined)	$628.1K	0.1% ($628.1K/$1.2B)	QoQ -5.10% (-$33.8K) YoY -44.84% (-$510.8K)
HUMANA INC(HUMcusip444859102)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$608.8K	0.1% ($608.8K/$1.2B)	QoQ NEW(+$608.8K) YoY NEW(+$608.8K)
LyondellBasell Industries N.V.(LYBcusipN53745100)	8.6K	QoQ -0.57% (-50) YoY 0.00% (-0)	All Managers (Combined)	$606.6K	0.1% ($606.6K/$1.2B)	QoQ -5.75% (-$37.1K) YoY -31.16% (-$274.7K)
BERKLEY W R CORP(WRBcusip084423102)	8.3K	QoQ -26.46% (-3.0K) YoY -22.40% (-2.4K)	All Managers (Combined)	$593.2K	0.0% ($593.2K/$1.2B)	QoQ -10.58% (-$70.2K) YoY -37.56% (-$356.9K)
(cusip46138E651)✕	14.7K	QoQ 0.00% (+0) YoY -11.63% (-1.9K)	All Managers (Combined)	$590.7K	0.0% ($590.7K/$1.2B)	QoQ +2.74% (+$15.8K) YoY -17.74% (-$127.5K)
(cusip464288521)✕	10.0K	QoQ +4.81% (+459) YoY +43.27% (+3.0K)	All Managers (Combined)	$575.5K	0.0% ($575.5K/$1.2B)	QoQ +5.34% (+$29.2K) YoY +53.39% (+$200.3K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	11.0K	QoQ -2.18% (-246) YoY -71.88% (-28.1K)	All Managers (Combined)	$572.6K	0.0% ($572.6K/$1.2B)	QoQ +5.71% (-$30.9K) YoY -63.21% (-$984.0K)
CATERPILLAR INC(CATcusip149123101)	1.7K	QoQ +1.56% (-26) YoY -0.11% (-2)	All Managers (Combined)	$558.2K	0.0% ($558.2K/$1.2B)	QoQ -7.65% (-$46.2K) YoY -10.05% (-$62.4K)
Tesla, Inc.(TSLAcusip88160R101)	2.1K	QoQ -14.69% (-366) YoY +0.80% (+17)	All Managers (Combined)	$550.7K	0.0% ($550.7K/$1.2B)	QoQ -45.25% (-$455.3K) YoY +48.61% (+$180.2K)
(SDYcusip78464A763)	4.0K	QoQ +1.29% (+51) YoY -0.74% (-30)	All Managers (Combined)	$540.0K	0.0% ($540.0K/$1.2B)	QoQ +4.04% (+$21.0K) YoY +2.59% (-$13.7K)
(cusip98149E303)✕	8.7K	QoQ +25.17% (+1.8K) YoY NEW(+8.7K)	All Managers (Combined)	$538.4K	0.0% ($538.4K/$1.2B)	QoQ +49.01% (+$177.1K) YoY NEW(+$538.4K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	6.6K	QoQ +1.92% (+125) YoY +0.76% (-50)	All Managers (Combined)	$534.7K	0.0% ($534.7K/$1.2B)	QoQ +5.22% (+$26.5K) YoY -10.54% (-$63.0K)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$492.3K	0.0% ($492.3K/$1.2B)	QoQ NEW(+$492.3K) YoY NEW(+$492.3K)