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 9 of 15

Sort by:

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:12.8K

Value:$836.6K

% of Portfolio:0.1% ($836.6K/$1.2B)

464288638

Shares:15.8K

Value:$828.8K

% of Portfolio:0.1% ($828.8K/$1.2B)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:12.8K

Value:$782.8K

% of Portfolio:0.1% ($782.8K/$1.2B)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:4.1K

Value:$769.4K

% of Portfolio:0.1% ($769.4K/$1.2B)

81369Y506

Shares:8.2K

Value:$767.5K

% of Portfolio:0.1% ($767.5K/$1.2B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:2.2K

Value:$763.7K

% of Portfolio:0.1% ($763.7K/$1.2B)

Cigna Group

CI|125523100

Shares:2.3K

Value:$744.5K

% of Portfolio:0.1% ($744.5K/$1.2B)

464287234

EEM|464287234

Shares:17.0K

Value:$740.9K

% of Portfolio:0.1% ($740.9K/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.5K

Value:$730.5K

% of Portfolio:0.1% ($730.5K/$1.2B)

464288158

Shares:6.9K

Value:$726.4K

% of Portfolio:0.1% ($726.4K/$1.2B)

SAP SE

SAP|803054204

Shares:2.7K

Value:$722.6K

% of Portfolio:0.1% ($722.6K/$1.2B)

464286681

Shares:7.7K

Value:$720.6K

% of Portfolio:0.1% ($720.6K/$1.2B)

3M CO

MMM|88579Y101

Shares:4.9K

Value:$719.4K

% of Portfolio:0.1% ($719.4K/$1.2B)

464287614

IWF|464287614

Shares:2.0K

Value:$715.0K

% of Portfolio:0.1% ($715.0K/$1.2B)

Palantir Technologies Inc.

PLTR|69608A108

Shares:8.4K

Value:$712.2K

% of Portfolio:0.1% ($712.2K/$1.2B)

808524607

SCHA|808524607

Shares:30.2K

Value:$708.2K

% of Portfolio:0.1% ($708.2K/$1.2B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:4.8K

Value:$703.8K

% of Portfolio:0.1% ($703.8K/$1.2B)

CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:1.9K

Value:$700.2K

% of Portfolio:0.1% ($700.2K/$1.2B)

922908553

VNQ|922908553

Shares:7.7K

Value:$699.9K

% of Portfolio:0.1% ($699.9K/$1.2B)

808524508

Shares:26.5K

Value:$694.7K

% of Portfolio:0.1% ($694.7K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
PayPal Holdings, Inc.(PYPLcusip70450Y103)	12.8K	QoQ -1.15% (-150) YoY -11.10% (-1.6K)	All Managers (Combined)	$836.6K	0.1% ($836.6K/$1.2B)	QoQ -24.43% (-$270.5K) YoY -13.41% (-$129.6K)
(cusip464288638)✕	15.8K	QoQ +14.25% (+2.0K) YoY +134.31% (+9.0K)	All Managers (Combined)	$828.8K	0.1% ($828.8K/$1.2B)	QoQ +16.49% (+$117.4K) YoY +138.49% (+$481.3K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	12.8K	QoQ 0.00% (+0) YoY -39.60% (-8.4K)	All Managers (Combined)	$782.8K	0.1% ($782.8K/$1.2B)	QoQ +7.83% (+$56.9K) YoY -32.08% (-$369.8K)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	4.1K	QoQ 0.00% (+0) YoY -0.02% (-1)	All Managers (Combined)	$769.4K	0.1% ($769.4K/$1.2B)	QoQ +0.90% (+$6.9K) YoY -25.97% (-$270.0K)
(cusip81369Y506)✕	8.2K	QoQ -1.74% (-146) YoY +3.39% (+270)	All Managers (Combined)	$767.5K	0.1% ($767.5K/$1.2B)	QoQ +7.18% (-$51.5K) YoY +2.34% (+$17.6K)
SHERWIN WILLIAMS CO(SHWcusip824348106)	2.2K	QoQ +22.45% (+401) YoY +54.66% (+773)	All Managers (Combined)	$763.7K	0.1% ($763.7K/$1.2B)	QoQ +25.78% (+$156.6K) YoY +55.50% (+$272.6K)
Cigna Group(CIcusip125523100)	2.3K	QoQ 0.00% (+0) YoY +14.58% (+288)	All Managers (Combined)	$744.5K	0.1% ($744.5K/$1.2B)	QoQ +19.14% (+$119.6K) YoY +3.79% (+$27.2K)
(EEMcusip464287234)	17.0K	QoQ -0.20% (-35) YoY -0.23% (-40)	All Managers (Combined)	$740.9K	0.1% ($740.9K/$1.2B)	QoQ +4.28% (-$30.4K) YoY +6.12% (-$42.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	5.5K	QoQ -2.11% (-119) YoY -19.59% (-1.3K)	All Managers (Combined)	$730.5K	0.1% ($730.5K/$1.2B)	QoQ +14.79% (-$94.1K) YoY -6.16% (-$48.0K)
(cusip464288158)✕	6.9K	QoQ +7.61% (+487) YoY +9.80% (+614)	All Managers (Combined)	$726.4K	0.1% ($726.4K/$1.2B)	QoQ +7.74% (+$52.2K) YoY +10.71% (+$70.3K)
SAP SE(SAPcusip803054204)	2.7K	QoQ -28.40% (-1.1K) YoY -24.04% (-852)	All Managers (Combined)	$722.6K	0.1% ($722.6K/$1.2B)	QoQ -21.94% (-$203.1K) YoY +4.55% (-$31.5K)
(cusip464286681)✕	7.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$720.6K	0.1% ($720.6K/$1.2B)	QoQ -1.85% (-$13.6K) YoY +2.85% (+$20.0K)
3M CO(MMMcusip88579Y101)	4.9K	QoQ -0.81% (-40) YoY +1.17% (+57)	All Managers (Combined)	$719.4K	0.1% ($719.4K/$1.2B)	QoQ +12.84% (-$81.9K) YoY +40.09% (+$205.9K)
(IWFcusip464287614)	2.0K	QoQ -3.64% (-75) YoY +5.43% (+102)	All Managers (Combined)	$715.0K	0.1% ($715.0K/$1.2B)	QoQ -13.36% (-$110.3K) YoY +12.95% (+$82.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	8.4K	QoQ +114.98% (+4.5K) YoY NEW(+8.4K)	All Managers (Combined)	$712.2K	0.1% ($712.2K/$1.2B)	QoQ +139.90% (+$415.3K) YoY NEW(+$712.2K)
(SCHAcusip808524607)	30.2K	QoQ -0.86% (-263) YoY +94.70% (-14.7K)	All Managers (Combined)	$708.2K	0.1% ($708.2K/$1.2B)	QoQ -10.17% (-$80.3K) YoY -7.35% (-$56.2K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	4.8K	QoQ 0.00% (-0) YoY +23.15% (-912)	All Managers (Combined)	$703.8K	0.1% ($703.8K/$1.2B)	QoQ -10.76% (-$84.9K) YoY -13.33% (-$108.3K)
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	1.9K	QoQ -29.10% (-780) YoY -36.30% (-1.1K)	All Managers (Combined)	$700.2K	0.1% ($700.2K/$1.2B)	QoQ -23.77% (-$218.4K) YoY -19.23% (-$166.7K)
(VNQcusip922908553)	7.7K	QoQ -1.39% (-109) YoY +1.19% (+91)	All Managers (Combined)	$699.9K	0.1% ($699.9K/$1.2B)	QoQ +0.21% (-$1.5K) YoY +5.92% (+$39.2K)
(cusip808524508)✕	26.5K	QoQ +1.04% (-275) YoY +212.21% (+18.0K)	All Managers (Combined)	$694.7K	0.1% ($694.7K/$1.2B)	QoQ -4.45% (-$32.4K) YoY +0.45% (+$3.1K)