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 4 of 15

Sort by:

CUMMINS INC

CMI|231021106

Shares:16.8K

Value:$5.3M

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

AFLAC INC

AFL|001055102

Shares:47.4K

Value:$5.3M

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

Shell plc

SHEL|780259305

Shares:68.6K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.2B)

78463X889

SPDW|78463X889

Shares:136.6K

Value:$5.0M

% of Portfolio:0.4% ($5.0M/$1.2B)

Eaton Corp plc

ETN|G29183103

Shares:17.8K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:44.0K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

464287655

IWM|464287655

Shares:24.2K

Value:$4.8M

% of Portfolio:0.4% ($4.8M/$1.2B)

NETFLIX INC

NFLX|64110L106

Shares:5.1K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:28.5K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:16.4K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

92189F643

Shares:53.3K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

LINDE PLC

LIN|G54950103

Shares:9.7K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

464288646

Shares:85.5K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

W.W. GRAINGER, INC.

GWW|384802104

Shares:4.5K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

Zoetis Inc.

ZTS|98978V103

Shares:26.7K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

PAYCHEX INC

PAYX|704326107

Shares:28.1K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

ServiceNow, Inc.

NOW|81762P102

Shares:5.4K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

46434G103

IEMG|46434G103

Shares:79.0K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

GENERAL ELECTRIC CO

GE|369604301

Shares:21.2K

Value:$4.2M

% of Portfolio:0.4% ($4.2M/$1.2B)

Morningstar, Inc.

MORN|617700109

Shares:12.9K

Value:$3.9M

% of Portfolio:0.3% ($3.9M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CUMMINS INC(CMIcusip231021106)	16.8K	QoQ +0.39% (-66) YoY -2.14% (-369)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ -9.72% (-$568.4K) YoY +4.09% (-$207.7K)
AFLAC INC(AFLcusip001055102)	47.4K	QoQ -1.19% (-573) YoY -3.43% (-1.7K)	All Managers (Combined)	$5.3M	0.4% ($5.3M/$1.2B)	QoQ +6.20% (-$308.0K) YoY +25.05% (-$1.1M)
Shell plc(SHELcusip780259305)	68.6K	QoQ +4.01% (+2.6K) YoY +9.33% (+5.9K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.2B)	QoQ +21.66% (+$895.3K) YoY +19.51% (+$820.9K)
(SPDWcusip78463X889)	136.6K	QoQ -0.98% (-1.4K) YoY -1.03% (-1.4K)	All Managers (Combined)	$5.0M	0.4% ($5.0M/$1.2B)	QoQ +5.62% (-$265.0K) YoY +0.53% (-$26.7K)
Eaton Corp plc(ETNcusipG29183103)	17.8K	QoQ +9.22% (-1.5K) YoY +329.88% (+13.7K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -10.53% (-$571.5K) YoY +273.72% (+$3.6M)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	44.0K	QoQ -3.88% (-1.8K) YoY -7.62% (-3.6K)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ +1.05% (-$50.5K) YoY -2.50% (-$124.7K)
(IWMcusip464287655)	24.2K	QoQ +0.77% (-186) YoY -0.33% (-81)	All Managers (Combined)	$4.8M	0.4% ($4.8M/$1.2B)	QoQ -9.01% (-$479.2K) YoY -5.45% (-$279.0K)
NETFLIX INC(NFLXcusip64110L106)	5.1K	QoQ +0.89% (+45) YoY -15.55% (-936)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ +5.55% (+$249.6K) YoY +29.66% (-$1.1M)
JOHNSON & JOHNSON(JNJcusip478160104)	28.5K	QoQ -2.53% (-742) YoY -48.52% (-26.9K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ +11.76% (-$497.2K) YoY -46.03% (-$4.0M)
SPDR GOLD TRUST(GLDcusip78463V107)	16.4K	QoQ +2.63% (+420) YoY +2.46% (+394)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ +22.13% (+$854.9K) YoY +43.51% (+$1.4M)
(cusip92189F643)✕	53.3K	QoQ +3.16% (-1.6K) YoY -46.55% (-46.4K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ -2.08% (-$99.8K) YoY -47.67% (-$4.3M)
LINDE PLC(LINcusipG54950103)	9.7K	QoQ -0.30% (-30) YoY -4.33% (-441)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ +10.87% (-$444.8K) YoY -4.06% (-$192.1K)
(cusip464288646)✕	85.5K	QoQ +9.99% (+7.8K) YoY +104.04% (+43.6K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ +11.41% (+$458.6K) YoY +108.37% (+$2.3M)
W.W. GRAINGER, INC.(GWWcusip384802104)	4.5K	QoQ +6.70% (+284) YoY +42.13% (+1.3K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ 0.00% (+$36) YoY +38.02% (+$1.2M)
Zoetis Inc.(ZTScusip98978V103)	26.7K	QoQ -2.95% (-814) YoY -14.20% (-4.4K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ -1.92% (-$86.6K) YoY -16.51% (-$870.2K)
PAYCHEX INC(PAYXcusip704326107)	28.1K	QoQ -6.02% (-1.8K) YoY -29.24% (-11.6K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ +3.39% (-$142.6K) YoY -11.10% (-$542.3K)
ServiceNow, Inc.(NOWcusip81762P102)	5.4K	QoQ +5.49% (-281) YoY +27.86% (+1.2K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -20.77% (-$1.1M) YoY +33.51% (+$1.1M)
(IEMGcusip46434G103)	79.0K	QoQ -1.14% (-912) YoY +2.50% (+1.9K)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ +2.17% (-$90.6K) YoY +7.21% (+$286.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	21.2K	QoQ -5.86% (-1.3K) YoY -21.46% (-5.8K)	All Managers (Combined)	$4.2M	0.4% ($4.2M/$1.2B)	QoQ +12.96% (-$487.1K) YoY -10.45% (-$495.4K)
Morningstar, Inc.(MORNcusip617700109)	12.9K	QoQ +0.06% (-8) YoY -8.21% (-1.2K)	All Managers (Combined)	$3.9M	0.3% ($3.9M/$1.2B)	QoQ -10.89% (-$472.6K) YoY -10.74% (-$465.1K)