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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Walmart Inc.

WMT|931142103

Shares:87.1K

Value:$7.6M

% of Portfolio:0.6% ($7.6M/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:36.2K

Value:$7.6M

% of Portfolio:0.6% ($7.6M/$1.2B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:102.6K

Value:$7.3M

% of Portfolio:0.6% ($7.3M/$1.2B)

Palo Alto Networks Inc

PANW|697435105

Shares:41.5K

Value:$7.1M

% of Portfolio:0.6% ($7.1M/$1.2B)

46432F842

IEFA|46432F842

Shares:93.5K

Value:$7.1M

% of Portfolio:0.6% ($7.1M/$1.2B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:42.5K

Value:$7.1M

% of Portfolio:0.6% ($7.1M/$1.2B)

46641Q837

Shares:137.9K

Value:$7.0M

% of Portfolio:0.6% ($7.0M/$1.2B)

T-Mobile US, Inc.

TMUS|872590104

Shares:25.9K

Value:$6.9M

% of Portfolio:0.6% ($6.9M/$1.2B)

464287408

IVE|464287408

Shares:35.3K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

Fortinet, Inc.

FTNT|34959E109

Shares:68.4K

Value:$6.6M

% of Portfolio:0.5% ($6.6M/$1.2B)

CARLISLE COMPANIES INC

CSL|142339100

Shares:19.1K

Value:$6.5M

% of Portfolio:0.5% ($6.5M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:36.9K

Value:$6.3M

% of Portfolio:0.5% ($6.3M/$1.2B)

RTX Corp

RTX|75513E101

Shares:46.8K

Value:$6.2M

% of Portfolio:0.5% ($6.2M/$1.2B)

Salesforce, Inc.

CRM|79466L302

Shares:21.4K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.2B)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:10.4K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.2B)

ELI LILLY & Co

LLY|532457108

Shares:6.9K

Value:$5.7M

% of Portfolio:0.5% ($5.7M/$1.2B)

YUM BRANDS INC

YUM|988498101

Shares:35.7K

Value:$5.6M

% of Portfolio:0.5% ($5.6M/$1.2B)

Woodward, Inc.

WWD|980745103

Shares:30.4K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

CHEVRON CORP

CVX|166764100

Shares:32.9K

Value:$5.5M

% of Portfolio:0.5% ($5.5M/$1.2B)

46641Q654

Shares:104.9K

Value:$5.3M

% of Portfolio:0.4% ($5.3M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	87.1K	QoQ +6.01% (+4.9K) YoY -0.32% (-286)	All Managers (Combined)	$7.6M	0.6% ($7.6M/$1.2B)	QoQ +3.01% (+$223.7K) YoY +45.42% (-$2.4M)
AbbVie Inc.(ABBVcusip00287Y109)	36.2K	QoQ -1.37% (-504) YoY +4.56% (+1.6K)	All Managers (Combined)	$7.6M	0.6% ($7.6M/$1.2B)	QoQ +16.28% (-$1.1M) YoY +20.31% (+$1.3M)
NEXTERA ENERGY INC(NEEcusip65339F101)	102.6K	QoQ +2.27% (+2.3K) YoY +3.01% (+3.0K)	All Managers (Combined)	$7.3M	0.6% ($7.3M/$1.2B)	QoQ +1.12% (+$81.3K) YoY +14.26% (+$908.2K)
Palo Alto Networks Inc(PANWcusip697435105)	41.5K	QoQ +5.65% (-2.2K) YoY +145.07% (+24.6K)	All Managers (Combined)	$7.1M	0.6% ($7.1M/$1.2B)	QoQ -0.91% (-$65.7K) YoY +47.18% (+$2.3M)
(IEFAcusip46432F842)	93.5K	QoQ -0.05% (-51) YoY +2.79% (+2.5K)	All Managers (Combined)	$7.1M	0.6% ($7.1M/$1.2B)	QoQ +7.58% (-$498.3K) YoY +4.77% (+$322.5K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	42.5K	QoQ +5.49% (-2.2K) YoY +30.93% (+10.0K)	All Managers (Combined)	$7.1M	0.6% ($7.1M/$1.2B)	QoQ -11.32% (-$901.1K) YoY +59.75% (+$2.6M)
(cusip46641Q837)✕	137.9K	QoQ +22.82% (+25.6K) YoY +44.69% (+42.6K)	All Managers (Combined)	$7.0M	0.6% ($7.0M/$1.2B)	QoQ +23.46% (+$1.3M) YoY +45.20% (+$2.2M)
T-Mobile US, Inc.(TMUScusip872590104)	25.9K	QoQ +7.75% (+1.9K) YoY +36.74% (+6.9K)	All Managers (Combined)	$6.9M	0.6% ($6.9M/$1.2B)	QoQ +30.19% (+$1.6M) YoY +123.44% (+$3.8M)
(IVEcusip464287408)	35.3K	QoQ +0.38% (+135) YoY +1.96% (+681)	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ +0.22% (+$15.2K) YoY +4.02% (+$260.2K)
Fortinet, Inc.(FTNTcusip34959E109)	68.4K	QoQ +3.88% (+2.6K) YoY +9.16% (+5.7K)	All Managers (Combined)	$6.6M	0.5% ($6.6M/$1.2B)	QoQ +5.84% (+$363.3K) YoY +53.83% (+$2.3M)
CARLISLE COMPANIES INC(CSLcusip142339100)	19.1K	QoQ +3.12% (-580) YoY +4.60% (-842)	All Managers (Combined)	$6.5M	0.5% ($6.5M/$1.2B)	QoQ -4.79% (-$328.2K) YoY -9.10% (-$652.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	36.9K	QoQ -0.05% (-22) YoY -4.09% (-1.6K)	All Managers (Combined)	$6.3M	0.5% ($6.3M/$1.2B)	QoQ +1.58% (-$98.4K) YoY +0.73% (-$45.8K)
RTX Corp(RTXcusip75513E101)	46.8K	QoQ -1.74% (-833) YoY -2.29% (-1.1K)	All Managers (Combined)	$6.2M	0.5% ($6.2M/$1.2B)	QoQ +12.46% (-$686.9K) YoY +32.70% (-$1.5M)
Salesforce, Inc.(CRMcusip79466L302)	21.4K	QoQ +6.03% (-1.2K) YoY +23.62% (+4.1K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.2B)	QoQ -14.88% (-$1.0M) YoY +10.15% (+$528.8K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	10.4K	QoQ 0.00% (-0) YoY -14.68% (-1.8K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.2B)	QoQ -4.59% (-$275.0K) YoY +11.58% (-$592.5K)
ELI LILLY & Co(LLYcusip532457108)	6.9K	QoQ +9.13% (+575) YoY +988.43% (+6.2K)	All Managers (Combined)	$5.7M	0.5% ($5.7M/$1.2B)	QoQ +16.75% (+$814.2K) YoY +1055.51% (+$5.2M)
YUM BRANDS INC(YUMcusip988498101)	35.7K	QoQ -2.83% (-1.0K) YoY -7.21% (-2.8K)	All Managers (Combined)	$5.6M	0.5% ($5.6M/$1.2B)	QoQ +13.96% (-$687.7K) YoY +5.30% (-$282.6K)
Woodward, Inc.(WWDcusip980745103)	30.4K	QoQ +1.03% (+312) YoY +4.67% (+1.4K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ +10.79% (+$539.8K) YoY +23.94% (+$1.1M)
CHEVRON CORP(CVXcusip166764100)	32.9K	QoQ +3.47% (+1.1K) YoY +5.42% (+1.7K)	All Managers (Combined)	$5.5M	0.5% ($5.5M/$1.2B)	QoQ +19.51% (+$899.4K) YoY +11.81% (+$581.8K)
(cusip46641Q654)✕	104.9K	QoQ +19.88% (+17.4K) YoY +148.70% (+62.7K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ +20.21% (+$897.3K) YoY +149.24% (+$3.2M)