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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464287622

IWB|464287622

Shares:40.9K

Value:$12.5M

% of Portfolio:1.0% ($12.5M/$1.2B)

808524300

SCHG|808524300

Shares:496.1K

Value:$12.4M

% of Portfolio:1.0% ($12.4M/$1.2B)

UNITED RENTALS, INC.

URI|911363109

Shares:19.6K

Value:$12.3M

% of Portfolio:1.0% ($12.3M/$1.2B)

PEPSICO INC

PEP|713448108

Shares:81.8K

Value:$12.3M

% of Portfolio:1.0% ($12.3M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:48.3K

Value:$11.9M

% of Portfolio:1.0% ($11.9M/$1.2B)

464287200

IVV|464287200

Shares:20.7K

Value:$11.6M

% of Portfolio:1.0% ($11.6M/$1.2B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:21.8K

Value:$10.8M

% of Portfolio:0.9% ($10.8M/$1.2B)

464287309

IVW|464287309

Shares:107.9K

Value:$10.0M

% of Portfolio:0.8% ($10.0M/$1.2B)

Aon plc

AON|G0403H108

Shares:24.8K

Value:$9.9M

% of Portfolio:0.8% ($9.9M/$1.2B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:80.8K

Value:$9.8M

% of Portfolio:0.8% ($9.8M/$1.2B)

808524797

SCHD|808524797

Shares:347.8K

Value:$9.7M

% of Portfolio:0.8% ($9.7M/$1.2B)

ORACLE CORP

ORCL|68389X105

Shares:68.4K

Value:$9.6M

% of Portfolio:0.8% ($9.6M/$1.2B)

AMPHENOL CORP /DE/

APH|032095101

Shares:137.8K

Value:$9.0M

% of Portfolio:0.8% ($9.0M/$1.2B)

MCDONALDS CORP

MCD|580135101

Shares:28.1K

Value:$8.8M

% of Portfolio:0.7% ($8.8M/$1.2B)

88339Y102

Shares:312.0K

Value:$8.7M

% of Portfolio:0.7% ($8.7M/$1.2B)

UNION PACIFIC CORP

UNP|907818108

Shares:36.3K

Value:$8.6M

% of Portfolio:0.7% ($8.6M/$1.2B)

LAM RESEARCH CORP

LRCX|512807306

Shares:113.7K

Value:$8.3M

% of Portfolio:0.7% ($8.3M/$1.2B)

922908363

VOO|922908363

Shares:16.0K

Value:$8.2M

% of Portfolio:0.7% ($8.2M/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:13.8K

Value:$7.9M

% of Portfolio:0.7% ($7.9M/$1.2B)

72201R833

Shares:77.7K

Value:$7.8M

% of Portfolio:0.7% ($7.8M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWBcusip464287622)	40.9K	QoQ +2.07% (-832) YoY +21.49% (+7.2K)	All Managers (Combined)	$12.5M	1.0% ($12.5M/$1.2B)	QoQ -2.81% (-$362.5K) YoY +29.38% (+$2.8M)
(SCHGcusip808524300)	496.1K	QoQ +2.38% (-11.6K) YoY +339.45% (+383.2K)	All Managers (Combined)	$12.4M	1.0% ($12.4M/$1.2B)	QoQ -8.00% (-$1.1M) YoY +18.67% (+$2.0M)
UNITED RENTALS, INC.(URIcusip911363109)	19.6K	QoQ +3.69% (-699) YoY -2.26% (-456)	All Managers (Combined)	$12.3M	1.0% ($12.3M/$1.2B)	QoQ -7.75% (-$1.0M) YoY -15.06% (-$2.2M)
PEPSICO INC(PEPcusip713448108)	81.8K	QoQ -0.03% (-27) YoY -0.10% (-90)	All Managers (Combined)	$12.3M	1.0% ($12.3M/$1.2B)	QoQ -1.42% (-$177.7K) YoY -14.41% (-$2.1M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	48.3K	QoQ +0.95% (+459) YoY +23.14% (+9.1K)	All Managers (Combined)	$11.9M	1.0% ($11.9M/$1.2B)	QoQ +3.31% (+$380.2K) YoY +50.81% (+$4.0M)
(IVVcusip464287200)	20.7K	QoQ -0.41% (-87) YoY +18.02% (+3.2K)	All Managers (Combined)	$11.6M	1.0% ($11.6M/$1.2B)	QoQ -4.94% (-$605.4K) YoY +26.14% (+$2.4M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	21.8K	QoQ -0.77% (-169) YoY -4.77% (-1.1K)	All Managers (Combined)	$10.8M	0.9% ($10.8M/$1.2B)	QoQ -5.84% (-$669.3K) YoY +18.17% (-$1.7M)
(IVWcusip464287309)	107.9K	QoQ +0.11% (-120) YoY +0.46% (+500)	All Managers (Combined)	$10.0M	0.8% ($10.0M/$1.2B)	QoQ -8.46% (-$926.6K) YoY +10.44% (+$947.6K)
Aon plc(AONcusipG0403H108)	24.8K	QoQ -4.47% (-1.2K) YoY -17.44% (-5.2K)	All Managers (Combined)	$9.9M	0.8% ($9.9M/$1.2B)	QoQ +6.14% (-$573.5K) YoY -1.27% (-$128.2K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	80.8K	QoQ +0.61% (+493) YoY -2.30% (-1.9K)	All Managers (Combined)	$9.8M	0.8% ($9.8M/$1.2B)	QoQ +1.43% (+$139.6K) YoY +17.32% (-$1.5M)
(SCHDcusip808524797)	347.8K	QoQ +0.54% (+1.9K) YoY +211.38% (+236.1K)	All Managers (Combined)	$9.7M	0.8% ($9.7M/$1.2B)	QoQ +2.90% (+$274.3K) YoY +7.97% (+$718.5K)
ORACLE CORP(ORCLcusip68389X105)	68.4K	QoQ -2.14% (-1.5K) YoY -8.11% (-6.0K)	All Managers (Combined)	$9.6M	0.8% ($9.6M/$1.2B)	QoQ -17.89% (-$2.1M) YoY +2.27% (-$212.3K)
AMPHENOL CORP /DE/(APHcusip032095101)	137.8K	QoQ -2.01% (-2.8K) YoY +81.30% (+61.8K)	All Managers (Combined)	$9.0M	0.8% ($9.0M/$1.2B)	QoQ -7.46% (-$729.4K) YoY +3.09% (+$271.2K)
MCDONALDS CORP(MCDcusip580135101)	28.1K	QoQ -3.28% (-955) YoY -19.69% (-6.9K)	All Managers (Combined)	$8.8M	0.7% ($8.8M/$1.2B)	QoQ +4.21% (-$354.6K) YoY -11.03% (-$1.1M)
(cusip88339Y102)✕	312.0K	QoQ 0.00% (+0) YoY -2.37% (-7.6K)	All Managers (Combined)	$8.7M	0.7% ($8.7M/$1.2B)	QoQ +0.57% (+$49.9K) YoY +8.38% (-$675.9K)
UNION PACIFIC CORP(UNPcusip907818108)	36.3K	QoQ +0.85% (+308) YoY -2.13% (-791)	All Managers (Combined)	$8.6M	0.7% ($8.6M/$1.2B)	QoQ +4.48% (+$367.7K) YoY -5.98% (-$546.1K)
LAM RESEARCH CORP(LRCXcusip512807306)	113.7K	QoQ NEW(+113.7K) YoY NEW(+113.7K)	All Managers (Combined)	$8.3M	0.7% ($8.3M/$1.2B)	QoQ NEW(+$8.3M) YoY NEW(+$8.3M)
(VOOcusip922908363)	16.0K	QoQ +33.38% (+4.0K) YoY +4.99% (+760)	All Managers (Combined)	$8.2M	0.7% ($8.2M/$1.2B)	QoQ +27.22% (+$1.8M) YoY +12.25% (+$896.3K)
Meta Platforms, Inc.(METAcusip30303M102)	13.8K	QoQ -1.72% (-241) YoY -0.20% (-28)	All Managers (Combined)	$7.9M	0.7% ($7.9M/$1.2B)	QoQ -3.25% (-$267.0K) YoY +18.45% (-$1.2M)
(cusip72201R833)✕	77.7K	QoQ +2.97% (+2.2K) YoY -5.15% (-4.2K)	All Managers (Combined)	$7.8M	0.7% ($7.8M/$1.2B)	QoQ +3.26% (+$247.2K) YoY -5.08% (-$418.4K)