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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922042775

VEU|922042775

Shares:8.1K

Value:$492.0K

% of Portfolio:0.0% ($492.0K/$1.2B)

STARBUCKS CORP

SBUX|855244109

Shares:5.0K

Value:$489.7K

% of Portfolio:0.0% ($489.7K/$1.2B)

Booking Holdings Inc.

BKNG|09857L108

Shares:105

Value:$483.7K

% of Portfolio:0.0% ($483.7K/$1.2B)

81369Y605

Shares:9.7K

Value:$480.7K

% of Portfolio:0.0% ($480.7K/$1.2B)

464287598

IWD|464287598

Shares:2.5K

Value:$479.2K

% of Portfolio:0.0% ($479.2K/$1.2B)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:1.9K

Value:$478.1K

% of Portfolio:0.0% ($478.1K/$1.2B)

EQUINIX INC

EQIX|29444U700

Shares:579

Value:$472.1K

% of Portfolio:0.0% ($472.1K/$1.2B)

CVS HEALTH Corp

CVS|126650100

Shares:7.0K

Value:$471.6K

% of Portfolio:0.0% ($471.6K/$1.2B)

ALIGN TECHNOLOGY INC

ALGN|016255101

Shares:2.9K

Value:$461.8K

% of Portfolio:0.0% ($461.8K/$1.2B)

NOVARTIS AG

NVS|66987V109

Shares:4.1K

Value:$456.3K

% of Portfolio:0.0% ($456.3K/$1.2B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:941

Value:$456.2K

% of Portfolio:0.0% ($456.2K/$1.2B)

ADOBE INC.

ADBE|00724F101

Shares:1.2K

Value:$454.5K

% of Portfolio:0.0% ($454.5K/$1.2B)

464287465

EFA|464287465

Shares:5.5K

Value:$449.7K

% of Portfolio:0.0% ($449.7K/$1.2B)

81369Y803

XLK|81369Y803

Shares:2.2K

Value:$447.9K

% of Portfolio:0.0% ($447.9K/$1.2B)

COPART INC

CPRT|217204106

Shares:7.9K

Value:$444.6K

% of Portfolio:0.0% ($444.6K/$1.2B)

DEERE & CO

DE|244199105

Shares:946

Value:$444.0K

% of Portfolio:0.0% ($444.0K/$1.2B)

Liberty Broadband Corp

LBRDA|530307107

Shares:5.2K

Value:$442.9K

% of Portfolio:0.0% ($442.9K/$1.2B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.5K

Value:$422.5K

% of Portfolio:0.0% ($422.5K/$1.2B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.7K

Value:$407.1K

% of Portfolio:0.0% ($407.1K/$1.2B)

MCKESSON CORP

MCK|58155Q103

Shares:602

Value:$405.1K

% of Portfolio:0.0% ($405.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEUcusip922042775)	8.1K	QoQ +0.84% (+68) YoY +0.97% (+78)	All Managers (Combined)	$492.0K	0.0% ($492.0K/$1.2B)	QoQ +6.55% (+$30.3K) YoY +4.42% (+$20.9K)
STARBUCKS CORP(SBUXcusip855244109)	5.0K	QoQ +0.58% (+29) YoY -32.97% (-2.5K)	All Managers (Combined)	$489.7K	0.0% ($489.7K/$1.2B)	QoQ +8.10% (+$36.7K) YoY -28.07% (-$191.1K)
Booking Holdings Inc.(BKNGcusip09857L108)	105	QoQ -1.86% (-2) YoY NEW(+105)	All Managers (Combined)	$483.7K	0.0% ($483.7K/$1.2B)	QoQ -9.00% (-$47.9K) YoY NEW(+$483.7K)
(cusip81369Y605)✕	9.7K	QoQ -9.79% (-1.0K) YoY -9.65% (-1.0K)	All Managers (Combined)	$480.7K	0.0% ($480.7K/$1.2B)	QoQ -7.03% (-$36.4K) YoY +6.84% (-$30.8K)
(IWDcusip464287598)	2.5K	QoQ -4.74% (-127) YoY +3.07% (+76)	All Managers (Combined)	$479.2K	0.0% ($479.2K/$1.2B)	QoQ -3.19% (-$15.8K) YoY +8.28% (+$36.7K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	1.9K	QoQ -13.23% (-287) YoY -10.85% (-229)	All Managers (Combined)	$478.1K	0.0% ($478.1K/$1.2B)	QoQ -30.22% (-$207.1K) YoY -12.78% (-$70.1K)
EQUINIX INC(EQIXcusip29444U700)	579	QoQ +3.57% (-20) YoY -1.19% (-7)	All Managers (Combined)	$472.1K	0.0% ($472.1K/$1.2B)	QoQ -10.43% (-$55.0K) YoY -2.38% (-$11.6K)
CVS HEALTH Corp(CVScusip126650100)	7.0K	QoQ -43.62% (-5.4K) YoY -53.67% (-8.1K)	All Managers (Combined)	$471.6K	0.0% ($471.6K/$1.2B)	QoQ -14.90% (-$82.6K) YoY -60.64% (-$726.7K)
ALIGN TECHNOLOGY INC(ALGNcusip016255101)	2.9K	QoQ -27.81% (-1.1K) YoY -64.15% (-5.2K)	All Managers (Combined)	$461.8K	0.0% ($461.8K/$1.2B)	QoQ -45.00% (-$377.9K) YoY -82.63% (-$2.2M)
NOVARTIS AG(NVScusip66987V109)	4.1K	QoQ +16.17% (+570) YoY -0.72% (-30)	All Managers (Combined)	$456.3K	0.0% ($456.3K/$1.2B)	QoQ +33.09% (+$113.5K) YoY +14.41% (-$57.5K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	941	QoQ +11.89% (+100) YoY NEW(+941)	All Managers (Combined)	$456.2K	0.0% ($456.2K/$1.2B)	QoQ +34.70% (+$117.5K) YoY NEW(+$456.2K)
ADOBE INC.(ADBEcusip00724F101)	1.2K	QoQ +1.10% (-13) YoY +24.86% (-236)	All Managers (Combined)	$454.5K	0.0% ($454.5K/$1.2B)	QoQ -12.79% (-$66.7K) YoY -5.09% (-$24.4K)
(EFAcusip464287465)	5.5K	QoQ +0.54% (+30) YoY -2.37% (-134)	All Managers (Combined)	$449.7K	0.0% ($449.7K/$1.2B)	QoQ +8.68% (+$35.9K) YoY -0.09% (-$412)
(XLKcusip81369Y803)	2.2K	QoQ -19.99% (-542) YoY +0.04% (-1)	All Managers (Combined)	$447.9K	0.0% ($447.9K/$1.2B)	QoQ -28.94% (-$182.4K) YoY -0.79% (-$3.6K)
COPART INC(CPRTcusip217204106)	7.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$444.6K	0.0% ($444.6K/$1.2B)	QoQ -1.39% (-$6.3K) YoY -2.29% (-$10.4K)
DEERE & CO(DEcusip244199105)	946	QoQ 0.00% (+0) YoY +1.61% (+15)	All Managers (Combined)	$444.0K	0.0% ($444.0K/$1.2B)	QoQ +10.77% (+$43.2K) YoY +16.11% (+$61.6K)
Liberty Broadband Corp(LBRDAcusip530307107)	5.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$442.9K	0.0% ($442.9K/$1.2B)	QoQ +14.30% (+$55.4K) YoY +48.80% (+$145.3K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.5K	QoQ +42.46% (+445) YoY +42.59% (+446)	All Managers (Combined)	$422.5K	0.0% ($422.5K/$1.2B)	QoQ +68.26% (+$171.4K) YoY +95.12% (+$206.0K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$407.1K	0.0% ($407.1K/$1.2B)	QoQ +0.91% (+$3.7K) YoY -7.07% (-$31.0K)
MCKESSON CORP(MCKcusip58155Q103)	602	QoQ 0.00% (+0) YoY -5.49% (-35)	All Managers (Combined)	$405.1K	0.0% ($405.1K/$1.2B)	QoQ +18.08% (+$62.1K) YoY +18.47% (-$63.2K)