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 13 of 15

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46654Q609

Shares:4.1K

Value:$302.7K

% of Portfolio:0.0% ($302.7K/$1.2B)

922042858

VWO|922042858

Shares:6.7K

Value:$302.2K

% of Portfolio:0.0% ($302.2K/$1.2B)

808524722

Shares:11.0K

Value:$295.5K

% of Portfolio:0.0% ($295.5K/$1.2B)

464287887

IJT|464287887

Shares:2.3K

Value:$292.1K

% of Portfolio:0.0% ($292.1K/$1.2B)

81369Y886

Shares:3.6K

Value:$280.5K

% of Portfolio:0.0% ($280.5K/$1.2B)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:584

Value:$279.2K

% of Portfolio:0.0% ($279.2K/$1.2B)

DuPont de Nemours, Inc.

DD|26614N102

Shares:3.7K

Value:$279.2K

% of Portfolio:0.0% ($279.2K/$1.2B)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:8.1K

Value:$276.5K

% of Portfolio:0.0% ($276.5K/$1.2B)

Waste Connections, Inc.

WCN|94106B101

Shares:1.4K

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$1.2B)

HORTON D R INC /DE/

DHI|23331A109

Shares:2.1K

Value:$270.4K

% of Portfolio:0.0% ($270.4K/$1.2B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:3.1K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$1.2B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:459

Value:$266.9K

% of Portfolio:0.0% ($266.9K/$1.2B)

SHOPIFY INC.

SHOP|82509L107

Shares:2.7K

Value:$260.2K

% of Portfolio:0.0% ($260.2K/$1.2B)

Trane Technologies plc

TT|G8994E103

Shares:760

Value:$256.1K

% of Portfolio:0.0% ($256.1K/$1.2B)

CSX CORP

CSX|126408103

Shares:8.7K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$1.2B)

808524805

SCHF|808524805

Shares:12.9K

Value:$254.3K

% of Portfolio:0.0% ($254.3K/$1.2B)

ING GROEP NV

ING|456837103

Shares:12.9K

Value:$252.5K

% of Portfolio:0.0% ($252.5K/$1.2B)

HUBBELL INC

HUBB|443510607

Shares:760

Value:$251.5K

% of Portfolio:0.0% ($251.5K/$1.2B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:4.5K

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$1.2B)

RBC Bearings INC

RBC|75524B104

Shares:768

Value:$247.1K

% of Portfolio:0.0% ($247.1K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q609)✕	4.1K	QoQ +27.47% (+884) YoY NEW(+4.1K)	All Managers (Combined)	$302.7K	0.0% ($302.7K/$1.2B)	QoQ +16.08% (+$41.9K) YoY NEW(+$302.7K)
(VWOcusip922042858)	6.7K	QoQ -4.96% (-349) YoY +16.95% (+968)	All Managers (Combined)	$302.2K	0.0% ($302.2K/$1.2B)	QoQ -2.36% (-$7.3K) YoY +26.72% (+$63.7K)
(cusip808524722)✕	11.0K	QoQ -24.85% (-3.6K) YoY NEW(+11.0K)	All Managers (Combined)	$295.5K	0.0% ($295.5K/$1.2B)	QoQ -28.64% (-$118.7K) YoY NEW(+$295.5K)
(IJTcusip464287887)	2.3K	QoQ 0.00% (-0) YoY -1.05% (-25)	All Managers (Combined)	$292.1K	0.0% ($292.1K/$1.2B)	QoQ -8.02% (-$25.5K) YoY -5.76% (-$17.9K)
(cusip81369Y886)✕	3.6K	QoQ -11.75% (-474) YoY -29.08% (-1.5K)	All Managers (Combined)	$280.5K	0.0% ($280.5K/$1.2B)	QoQ -8.07% (-$24.6K) YoY -14.82% (-$48.8K)
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	584	QoQ NEW(+584) YoY NEW(+584)	All Managers (Combined)	$279.2K	0.0% ($279.2K/$1.2B)	QoQ NEW(+$279.2K) YoY NEW(+$279.2K)
DuPont de Nemours, Inc.(DDcusip26614N102)	3.7K	QoQ +0.02% (-1) YoY -4.34% (-170)	All Managers (Combined)	$279.2K	0.0% ($279.2K/$1.2B)	QoQ -2.05% (-$5.9K) YoY -6.84% (-$20.5K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	8.1K	QoQ 0.00% (+0) YoY -3.29% (-276)	All Managers (Combined)	$276.5K	0.0% ($276.5K/$1.2B)	QoQ +8.86% (+$22.5K) YoY +13.14% (-$32.1K)
Waste Connections, Inc.(WCNcusip94106B101)	1.4K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$1.2B)	QoQ +13.65% (+$32.6K) YoY +13.31% (+$31.8K)
HORTON D R INC /DE/(DHIcusip23331A109)	2.1K	QoQ 0.00% (-0) YoY +5.97% (-120)	All Managers (Combined)	$270.4K	0.0% ($270.4K/$1.2B)	QoQ -9.07% (-$27.0K) YoY -18.12% (-$59.8K)
ENTERGY CORP /DE/(ETRcusip29364G103)	3.1K	QoQ -10.09% (-352) YoY NEW(+3.1K)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$1.2B)	QoQ +1.36% (-$3.6K) YoY NEW(+$267.9K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	459	QoQ NEW(+459) YoY NEW(+459)	All Managers (Combined)	$266.9K	0.0% ($266.9K/$1.2B)	QoQ NEW(+$266.9K) YoY NEW(+$266.9K)
SHOPIFY INC.(SHOPcusip82509L107)	2.7K	QoQ -0.40% (-11) YoY -0.18% (-5)	All Managers (Combined)	$260.2K	0.0% ($260.2K/$1.2B)	QoQ -10.56% (-$30.7K) YoY +23.50% (-$49.5K)
Trane Technologies plc(TTcusipG8994E103)	760	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$256.1K	0.0% ($256.1K/$1.2B)	QoQ -8.78% (-$24.6K) YoY +12.23% (+$27.9K)
CSX CORP(CSXcusip126408103)	8.7K	QoQ 0.00% (-0) YoY -4.93% (-450)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$1.2B)	QoQ -8.79% (-$24.6K) YoY -24.52% (-$82.9K)
(SCHFcusip808524805)	12.9K	QoQ -2.79% (-370) YoY +121.69% (+7.1K)	All Managers (Combined)	$254.3K	0.0% ($254.3K/$1.2B)	QoQ +3.92% (-$9.6K) YoY +12.37% (+$28.0K)
ING GROEP NV(INGcusip456837103)	12.9K	QoQ -3.73% (-500) YoY -33.22% (-6.4K)	All Managers (Combined)	$252.5K	0.0% ($252.5K/$1.2B)	QoQ +20.34% (-$42.7K) YoY -20.67% (-$65.8K)
HUBBELL INC(HUBBcusip443510607)	760	QoQ -1.93% (-15) YoY -3.18% (-25)	All Managers (Combined)	$251.5K	0.0% ($251.5K/$1.2B)	QoQ -22.53% (-$73.1K) YoY -22.81% (-$74.3K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	4.5K	QoQ -2.16% (-100) YoY +332.60% (-3.5K)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$1.2B)	QoQ +1.59% (-$3.9K) YoY -8.92% (-$24.4K)
RBC Bearings INC(RBCcusip75524B104)	768	QoQ 0.00% (+0) YoY NEW(+768)	All Managers (Combined)	$247.1K	0.0% ($247.1K/$1.2B)	QoQ +7.56% (+$17.4K) YoY NEW(+$247.1K)