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 14 of 15

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Essential Utilities, Inc.

WTRG|29670G102

Shares:6.2K

Value:$244.5K

% of Portfolio:0.0% ($244.5K/$1.2B)

464287481

IWP|464287481

Shares:2.1K

Value:$242.5K

% of Portfolio:0.0% ($242.5K/$1.2B)

PTC INC.

PTC|69370C100

Shares:1.5K

Value:$239.2K

% of Portfolio:0.0% ($239.2K/$1.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.2K

Value:$237.0K

% of Portfolio:0.0% ($237.0K/$1.2B)

AT&T INC.

T|00206R102

Shares:8.3K

Value:$235.8K

% of Portfolio:0.0% ($235.8K/$1.2B)

922908744

VTV|922908744

Shares:1.3K

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$1.2B)

46138J791

Shares:11.9K

Value:$232.5K

% of Portfolio:0.0% ($232.5K/$1.2B)

FISERV INC

FI|337738108

Shares:1.0K

Value:$230.3K

% of Portfolio:0.0% ($230.3K/$1.2B)

M&T BANK CORP

MTB|55261F104

Shares:1.3K

Value:$229.0K

% of Portfolio:0.0% ($229.0K/$1.2B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:662

Value:$228.8K

% of Portfolio:0.0% ($228.8K/$1.2B)

DESCARTES SYSTEMS GROUP INC

DSGX|249906108

Shares:2.3K

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$1.2B)

HERSHEY CO

HSY|427866108

Shares:1.3K

Value:$225.8K

% of Portfolio:0.0% ($225.8K/$1.2B)

Johnson Controls International plc

JCI|G51502105

Shares:2.8K

Value:$223.8K

% of Portfolio:0.0% ($223.8K/$1.2B)

Element Solutions Inc

ESI|28618M106

Shares:9.9K

Value:$223.6K

% of Portfolio:0.0% ($223.6K/$1.2B)

Discover Financial Services

DFS|254709108

Shares:1.3K

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$1.2B)

81369Y852

Shares:2.3K

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$1.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:625

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$1.2B)

464287788

Shares:1.9K

Value:$220.1K

% of Portfolio:0.0% ($220.1K/$1.2B)

922908751

VB|922908751

Shares:986

Value:$218.6K

% of Portfolio:0.0% ($218.6K/$1.2B)

921909768

VXUS|921909768

Shares:3.5K

Value:$217.4K

% of Portfolio:0.0% ($217.4K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Essential Utilities, Inc.(WTRGcusip29670G102)	6.2K	QoQ -0.80% (-50) YoY -50.50% (-6.3K)	All Managers (Combined)	$244.5K	0.0% ($244.5K/$1.2B)	QoQ +7.96% (-$18.0K) YoY -47.19% (-$218.5K)
(IWPcusip464287481)	2.1K	QoQ -8.83% (-200) YoY -21.19% (-555)	All Managers (Combined)	$242.5K	0.0% ($242.5K/$1.2B)	QoQ -15.49% (-$44.5K) YoY -18.87% (-$56.4K)
PTC INC.(PTCcusip69370C100)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$239.2K	0.0% ($239.2K/$1.2B)	QoQ NEW(+$239.2K) YoY NEW(+$239.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.2K	QoQ -0.98% (-52) YoY -21.21% (-1.4K)	All Managers (Combined)	$237.0K	0.0% ($237.0K/$1.2B)	QoQ +12.31% (-$26.0K) YoY -14.82% (-$41.3K)
AT&T INC.(Tcusip00206R102)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$235.8K	0.0% ($235.8K/$1.2B)	QoQ NEW(+$235.8K) YoY NEW(+$235.8K)
(VTVcusip922908744)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$232.7K	0.0% ($232.7K/$1.2B)	QoQ NEW(+$232.7K) YoY NEW(+$232.7K)
(cusip46138J791)✕	11.9K	QoQ +0.04% (+5) YoY -13.48% (-1.9K)	All Managers (Combined)	$232.5K	0.0% ($232.5K/$1.2B)	QoQ +0.29% (+$694) YoY -12.26% (-$32.5K)
FISERV INC(FIcusip337738108)	1.0K	QoQ -8.74% (-100) YoY NEW(+1.0K)	All Managers (Combined)	$230.3K	0.0% ($230.3K/$1.2B)	QoQ -1.90% (-$4.5K) YoY NEW(+$230.3K)
M&T BANK CORP(MTBcusip55261F104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$229.0K	0.0% ($229.0K/$1.2B)	QoQ NEW(+$229.0K) YoY NEW(+$229.0K)
HCA Healthcare, Inc.(HCAcusip40412C101)	662	QoQ NEW(+662) YoY NEW(+662)	All Managers (Combined)	$228.8K	0.0% ($228.8K/$1.2B)	QoQ NEW(+$228.8K) YoY NEW(+$228.8K)
DESCARTES SYSTEMS GROUP INC(DSGXcusip249906108)	2.3K	QoQ 0.00% (-0) YoY NEW(+2.3K)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$1.2B)	QoQ -11.24% (-$28.8K) YoY NEW(+$227.6K)
HERSHEY CO(HSYcusip427866108)	1.3K	QoQ 0.00% (+0) YoY +0.76% (-10)	All Managers (Combined)	$225.8K	0.0% ($225.8K/$1.2B)	QoQ +0.99% (+$2.2K) YoY -11.39% (-$29.0K)
Johnson Controls International plc(JCIcusipG51502105)	2.8K	QoQ 0.00% (+0) YoY -14.13% (-460)	All Managers (Combined)	$223.8K	0.0% ($223.8K/$1.2B)	QoQ +1.49% (+$3.3K) YoY +5.30% (-$11.3K)
Element Solutions Inc(ESIcusip28618M106)	9.9K	QoQ 0.00% (-0) YoY -17.84% (-2.1K)	All Managers (Combined)	$223.6K	0.0% ($223.6K/$1.2B)	QoQ -11.08% (-$27.9K) YoY -25.63% (-$77.1K)
Discover Financial Services(DFScusip254709108)	1.3K	QoQ 0.00% (-0) YoY NEW(+1.3K)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$1.2B)	QoQ -1.46% (-$3.3K) YoY NEW(+$221.2K)
(cusip81369Y852)✕	2.3K	QoQ -21.68% (-633) YoY NEW(+2.3K)	All Managers (Combined)	$220.5K	0.0% ($220.5K/$1.2B)	QoQ -21.97% (-$62.1K) YoY NEW(+$220.5K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	625	QoQ NEW(+625) YoY NEW(+625)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$1.2B)	QoQ NEW(+$220.4K) YoY NEW(+$220.4K)
(cusip464287788)✕	1.9K	QoQ 0.00% (+0) YoY NEW(+1.9K)	All Managers (Combined)	$220.1K	0.0% ($220.1K/$1.2B)	QoQ +2.05% (+$4.4K) YoY NEW(+$220.1K)
(VBcusip922908751)	986	QoQ -14.77% (-171) YoY -67.26% (-2.0K)	All Managers (Combined)	$218.6K	0.0% ($218.6K/$1.2B)	QoQ -21.35% (-$59.4K) YoY -68.24% (-$469.9K)
(VXUScusip921909768)	3.5K	QoQ +0.71% (+25) YoY -18.58% (-799)	All Managers (Combined)	$217.4K	0.0% ($217.4K/$1.2B)	QoQ +6.13% (+$12.6K) YoY -16.15% (-$41.9K)