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Home > Institutional Investor > Yhb Investment Advisors, Inc. > Profile

Instuitional Investor - Yhb Investment Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Yhb Investment Advisors, Inc.
Portfolio Value $1,447,466,738
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 331,417 $90,098,960 6.22%
2.
Microsoft Corp
 MSFT 148,341 $71,740,448 4.96%
3.
Amazon Com Inc
 AMZN 216,579 $49,990,857 3.45%
4.
Alphabet Inc.
 GOOGL 155,276 $48,601,301 3.36%
5.
Alphabet Inc.
 GOOGL 136,862 $42,947,243 2.97%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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