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 12 of 15

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Alcoa Corp

AA|013872106

Shares:12.8K

Value:$390.7K

% of Portfolio:0.0% ($390.7K/$1.2B)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:259

Value:$371.0K

% of Portfolio:0.0% ($371.0K/$1.2B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.7K

Value:$369.5K

% of Portfolio:0.0% ($369.5K/$1.2B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.6K

Value:$368.5K

% of Portfolio:0.0% ($368.5K/$1.2B)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:575

Value:$364.7K

% of Portfolio:0.0% ($364.7K/$1.2B)

EMERSON ELECTRIC CO

EMR|291011104

Shares:3.2K

Value:$346.8K

% of Portfolio:0.0% ($346.8K/$1.2B)

EOG RESOURCES INC

EOG|26875P101

Shares:2.6K

Value:$337.5K

% of Portfolio:0.0% ($337.5K/$1.2B)

Philip Morris International Inc.

PM|718172109

Shares:2.1K

Value:$334.6K

% of Portfolio:0.0% ($334.6K/$1.2B)

Blackstone Inc.

BX|09260D107

Shares:2.4K

Value:$331.3K

% of Portfolio:0.0% ($331.3K/$1.2B)

46138J825

Shares:15.4K

Value:$318.8K

% of Portfolio:0.0% ($318.8K/$1.2B)

WELLTOWER INC.

WELL|95040Q104

Shares:2.1K

Value:$318.5K

% of Portfolio:0.0% ($318.5K/$1.2B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:707

Value:$315.8K

% of Portfolio:0.0% ($315.8K/$1.2B)

Sprott Physical Gold & Silver Trust

CEF|85208R101

Shares:11.1K

Value:$315.5K

% of Portfolio:0.0% ($315.5K/$1.2B)

QUALCOMM INC/DE

QCOM|747525103

Shares:2.0K

Value:$313.1K

% of Portfolio:0.0% ($313.1K/$1.2B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:645

Value:$312.3K

% of Portfolio:0.0% ($312.3K/$1.2B)

46434V878

Shares:6.2K

Value:$311.9K

% of Portfolio:0.0% ($311.9K/$1.2B)

922908629

VO|922908629

Shares:1.2K

Value:$310.3K

% of Portfolio:0.0% ($310.3K/$1.2B)

FEDEX CORP

FDX|31428X106

Shares:1.3K

Value:$307.9K

% of Portfolio:0.0% ($307.9K/$1.2B)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.3K

Value:$306.5K

% of Portfolio:0.0% ($306.5K/$1.2B)

HARTFORD INSURANCE GROUP, INC.

HIG|416515104

Shares:2.5K

Value:$306.1K

% of Portfolio:0.0% ($306.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alcoa Corp(AAcusip013872106)	12.8K	QoQ 0.00% (-0) YoY NEW(+12.8K)	All Managers (Combined)	$390.7K	0.0% ($390.7K/$1.2B)	QoQ -19.26% (-$93.3K) YoY NEW(+$390.7K)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	259	QoQ +5.71% (+14) YoY +5.71% (+14)	All Managers (Combined)	$371.0K	0.0% ($371.0K/$1.2B)	QoQ +27.71% (+$80.5K) YoY +34.15% (+$94.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.7K	QoQ -10.06% (-190) YoY -28.53% (-678)	All Managers (Combined)	$369.5K	0.0% ($369.5K/$1.2B)	QoQ +6.70% (-$23.2K) YoY -21.29% (-$100.0K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.6K	QoQ +2.85% (+72) YoY -11.69% (-343)	All Managers (Combined)	$368.5K	0.0% ($368.5K/$1.2B)	QoQ +11.62% (+$38.4K) YoY -2.90% (-$11.0K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	575	QoQ -0.34% (-2) YoY -0.34% (-2)	All Managers (Combined)	$364.7K	0.0% ($364.7K/$1.2B)	QoQ -11.27% (-$46.3K) YoY -34.33% (-$190.7K)
EMERSON ELECTRIC CO(EMRcusip291011104)	3.2K	QoQ 0.00% (-0) YoY -36.62% (-1.8K)	All Managers (Combined)	$346.8K	0.0% ($346.8K/$1.2B)	QoQ -11.53% (-$45.2K) YoY -38.73% (-$219.3K)
EOG RESOURCES INC(EOGcusip26875P101)	2.6K	QoQ +7.34% (+180) YoY +15.59% (+355)	All Managers (Combined)	$337.5K	0.0% ($337.5K/$1.2B)	QoQ +12.29% (+$37.0K) YoY +15.95% (+$46.4K)
Philip Morris International Inc.(PMcusip718172109)	2.1K	QoQ -2.31% (-50) YoY NEW(+2.1K)	All Managers (Combined)	$334.6K	0.0% ($334.6K/$1.2B)	QoQ +28.83% (-$74.9K) YoY NEW(+$334.6K)
Blackstone Inc.(BXcusip09260D107)	2.4K	QoQ -2.06% (-50) YoY +2.15% (+50)	All Managers (Combined)	$331.3K	0.0% ($331.3K/$1.2B)	QoQ -20.60% (-$86.0K) YoY +8.69% (+$26.5K)
(cusip46138J825)✕	15.4K	QoQ -10.11% (-1.7K) YoY -16.50% (-3.0K)	All Managers (Combined)	$318.8K	0.0% ($318.8K/$1.2B)	QoQ -9.98% (-$35.4K) YoY -15.48% (-$58.4K)
WELLTOWER INC.(WELLcusip95040Q104)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$318.5K	0.0% ($318.5K/$1.2B)	QoQ NEW(+$318.5K) YoY NEW(+$318.5K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	707	QoQ +33.90% (+179) YoY +34.41% (+181)	All Managers (Combined)	$315.8K	0.0% ($315.8K/$1.2B)	QoQ +23.09% (+$59.2K) YoY +31.99% (+$76.6K)
Sprott Physical Gold & Silver Trust(CEFcusip85208R101)	11.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$315.5K	0.0% ($315.5K/$1.2B)	QoQ +19.57% (+$51.6K) YoY +39.67% (+$89.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	2.0K	QoQ -0.34% (-7) YoY -3.86% (-82)	All Managers (Combined)	$313.1K	0.0% ($313.1K/$1.2B)	QoQ -0.34% (-$1.1K) YoY -12.77% (-$45.9K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	645	QoQ +32.17% (+157) YoY +32.17% (+157)	All Managers (Combined)	$312.3K	0.0% ($312.3K/$1.2B)	QoQ +20.17% (+$52.4K) YoY +45.93% (+$98.3K)
(cusip46434V878)✕	6.2K	QoQ +14.41% (+775) YoY NEW(+6.2K)	All Managers (Combined)	$311.9K	0.0% ($311.9K/$1.2B)	QoQ +15.02% (+$40.7K) YoY NEW(+$311.9K)
(VOcusip922908629)	1.2K	QoQ 0.00% (-0) YoY -2.04% (-25)	All Managers (Combined)	$310.3K	0.0% ($310.3K/$1.2B)	QoQ -2.08% (-$6.6K) YoY +1.39% (-$4.3K)
FEDEX CORP(FDXcusip31428X106)	1.3K	QoQ 0.00% (-0) YoY -10.10% (-142)	All Managers (Combined)	$307.9K	0.0% ($307.9K/$1.2B)	QoQ -13.34% (-$47.4K) YoY -24.36% (-$99.2K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	1.3K	QoQ -6.26% (-84) YoY -3.45% (-45)	All Managers (Combined)	$306.5K	0.0% ($306.5K/$1.2B)	QoQ +7.68% (-$21.9K) YoY +14.37% (-$38.5K)
HARTFORD INSURANCE GROUP, INC.(HIGcusip416515104)	2.5K	QoQ 0.00% (+0) YoY -9.93% (-273)	All Managers (Combined)	$306.1K	0.0% ($306.1K/$1.2B)	QoQ +13.09% (+$35.5K) YoY +8.13% (-$23.0K)