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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BECTON DICKINSON & CO

BDX|075887109

Shares:9.0K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.2B)

381430503

GSLC|381430503

Shares:18.5K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.2B)

LOWES COMPANIES INC

LOW|548661107

Shares:8.7K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.2B)

46137V357

RSP|46137V357

Shares:11.4K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.2B)

EBAY INC

EBAY|278642103

Shares:28.0K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$1.2B)

92206C409

Shares:23.5K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$1.2B)

ALCON INC

ALC|H01301128

Shares:19.6K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$1.2B)

CONOCOPHILLIPS

COP|20825C104

Shares:16.9K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.2B)

NIKE, Inc.

NKE|654106103

Shares:27.9K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.2B)

72201R874

Shares:34.7K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

Veralto Corp

VLTO|92338C103

Shares:17.8K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:6.6K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

Phillips 66

PSX|718546104

Shares:13.2K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:6.0K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

46137V787

Shares:24.5K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

PFIZER INC

PFE|717081103

Shares:60.5K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.2B)

Apollo Global Management, Inc.

APO|03769M106

Shares:10.7K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.2B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:23.4K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.2B)

464287671

IUSG|464287671

Shares:10.7K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.2B)

46432F339

QUAL|46432F339

Shares:7.8K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
BECTON DICKINSON & CO(BDXcusip075887109)	9.0K	QoQ +0.11% (+10) YoY -9.10% (-902)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.2B)	QoQ +1.07% (+$22.0K) YoY -15.86% (-$388.8K)
(GSLCcusip381430503)	18.5K	QoQ +1.17% (-214) YoY +7.13% (+1.2K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.2B)	QoQ -3.30% (-$69.5K) YoY +13.62% (+$243.7K)
LOWES COMPANIES INC(LOWcusip548661107)	8.7K	QoQ -2.05% (-183) YoY -3.14% (-283)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.2B)	QoQ -7.44% (-$163.3K) YoY -11.32% (-$259.2K)
(RSPcusip46137V357)	11.4K	QoQ +17.60% (+1.7K) YoY +295.71% (+8.5K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.2B)	QoQ +16.26% (+$275.2K) YoY +304.73% (+$1.5M)
EBAY INC(EBAYcusip278642103)	28.0K	QoQ -1.92% (-549) YoY -15.31% (-5.1K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$1.2B)	QoQ +7.22% (-$127.7K) YoY +8.67% (-$151.3K)
(cusip92206C409)✕	23.5K	QoQ -4.74% (-1.2K) YoY -10.65% (-2.8K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$1.2B)	QoQ -3.61% (-$69.4K) YoY -8.77% (-$178.3K)
ALCON INC(ALCcusipH01301128)	19.6K	QoQ +1.08% (+210) YoY +3.86% (+729)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$1.2B)	QoQ +12.56% (+$206.6K) YoY +18.05% (+$283.1K)
CONOCOPHILLIPS(COPcusip20825C104)	16.9K	QoQ -0.65% (-112) YoY +27.43% (+3.6K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.2B)	QoQ +5.20% (-$88.0K) YoY +5.15% (+$87.2K)
NIKE, Inc.(NKEcusip654106103)	27.9K	QoQ -24.56% (-9.1K) YoY -62.66% (-46.8K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.2B)	QoQ -36.72% (-$1.0M) YoY -74.78% (-$5.2M)
(cusip72201R874)✕	34.7K	QoQ +17.65% (+5.2K) YoY +169.83% (+21.8K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ +18.07% (+$265.4K) YoY +170.48% (+$1.1M)
Veralto Corp(VLTOcusip92338C103)	17.8K	QoQ -2.81% (-515) YoY -3.68% (-680)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ -7.01% (-$130.6K) YoY +5.86% (-$95.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	6.6K	QoQ -4.67% (-326) YoY -12.17% (-921)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ -6.77% (-$119.7K) YoY -18.83% (-$382.3K)
Phillips 66(PSXcusip718546104)	13.2K	QoQ +2.11% (+273) YoY -1.00% (-134)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ +10.67% (+$156.8K) YoY -25.16% (-$546.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	6.0K	QoQ +0.10% (-6) YoY +0.43% (+26)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ -9.25% (-$163.7K) YoY +18.68% (+$252.7K)
(cusip46137V787)✕	24.5K	QoQ 0.00% (-0) YoY -0.40% (-100)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ -4.64% (-$75.7K) YoY -2.36% (-$37.7K)
PFIZER INC(PFEcusip717081103)	60.5K	QoQ -0.08% (-51) YoY -6.32% (-4.1K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.2B)	QoQ -4.56% (-$73.4K) YoY -14.46% (-$259.2K)
Apollo Global Management, Inc.(APOcusip03769M106)	10.7K	QoQ +30.12% (+2.5K) YoY +83.44% (+4.9K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.2B)	QoQ +7.89% (+$107.0K) YoY +123.39% (+$808.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	23.4K	QoQ +1.34% (+310) YoY -13.15% (-3.5K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.2B)	QoQ +5.64% (+$77.0K) YoY +7.37% (-$99.1K)
(IUSGcusip464287671)	10.7K	QoQ +1.13% (-120) YoY +21.46% (+1.9K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.2B)	QoQ -7.80% (-$115.1K) YoY +31.68% (+$327.1K)
(QUALcusip46432F339)	7.8K	QoQ +62.65% (+3.0K) YoY NEW(+7.8K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.2B)	QoQ +56.08% (+$480.3K) YoY NEW(+$1.3M)