Titelia

Holdings of YHB Investment Advisors, Inc.

274 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 33.1 % of the equity sleeve

Sector breakdown

  • Technology 21.2 %
  • Health care 9.3 %
  • Financials 8.7 %
  • Consumer discretionary 8.4 %
  • Communication 8.2 %
  • Funds 7.9 %
  • Industrials 7.0 %
  • Consumer staples 5.5 %
  • Materials 1.5 %
  • Energy 1.2 %
  • Utilities 0.8 %
  • Real estate 0.6 %
  • Unattributed 19.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.3 %
  • TW 1.1 %
  • GB 0.4 %
  • DE 0.1 %
  • NL 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US2691.3B $98.27 %
2TW115.3M $1.15 %
3GB15.8M $0.44 %
4DE11.1M $0.08 %
5NL2922.2K $0.07 %

Positions

RankCompanySharesValueWeight
1Apple Inc 325,45782.6M $
2Microsoft Corp 148,44655M $
3Amazon.com Inc 216,15145M $
4Alphabet Inc 151,67143.6M $
5Costco Wholesale Corp 41,61541.5M $
6Alphabet Inc 135,71238.9M $
7iShares Core S&P Mid-Cap ETF 569,51238.5M $
8NVIDIA Corp 211,71236.9M $
9Berkshire Hathaway Inc 73,76335.3M $
10Visa Inc 80,63824.4M $
11Thermo Fisher Scientific Inc 47,80623.5M $
12JPMorgan Ultra-Short Income ETF 444,09522.5M $
13Lam Research Corp 102,34521.9M $
14State Street SPDR S&P 500 ETF Trust 29,46219.2M $
15Ecolab Inc 68,65618.3M $
16Amphenol Corp 140,64017.8M $
17iShares Core S&P Small-Cap ETF 136,68417M $
18Danaher Corp 88,42916.8M $
19Amgen Inc 45,83616.1M $
20Stryker Corp 47,87915.7M $
21JPMorgan Chase & Co 52,38315.4M $
22Taiwan Semiconductor Manufacturing Co Ltd 45,25015.3M $
23iShares Core S&P 500 ETF 22,86914.9M $
24iShares Trust 40,62514.5M $
25iShares Trust 189,83514.3M $
26United Rentals Inc 19,61314.3M $
27iShares Core MSCI EAFE ETF 154,10714M $
28Home Depot Inc/The 41,29913.6M $
29Schwab Strategic Trust 459,83113.4M $
30TJX Cos Inc/The 81,53213M $
31Walmart Inc 99,12912.3M $
32iShares Trust 108,35612.3M $
33Intuitive Surgical Inc 22,41110.3M $
34Woodward Inc 27,81010M $
35NextEra Energy Inc 104,9959.8M $
36Schwab US Dividend Equity ETF 312,1989.6M $
37Oracle Corp 64,3169.5M $
38RTX Corp 48,8549.4M $
39Intuit Inc 21,6179.3M $
40Goldman Sachs Group Inc/The 10,4478.8M $
41Cummins Inc 15,9888.6M $
42Union Pacific Corp 35,2778.6M $
43iShares Core MSCI Emerging Markets ETF 120,0298.4M $
44McDonald's Corp. 26,3698.2M $
45State Street SPDR Portfolio Developed World ex-US ETF 178,7318.2M $
46Meta Platforms Inc 14,1818.1M $
47AbbVie Inc 36,9518M $
48PIMCO Enhanced Short Maturity 78,5977.9M $
49Eli Lilly & Co 8,5167.8M $
50Netflix Inc 80,6167.8M $
51Palo Alto Networks Inc 47,6147.6M $
52iShares Trust 35,8797.6M $
53Carlisle Cos Inc 21,3627.1M $
54SPDR Gold Shares 16,4857.1M $
55PepsiCo Inc 43,4346.7M $
56T-Mobile US Inc 30,9366.5M $
57iShares Russell 2000 ETF 26,1436.5M $
58Chevron Corp 31,0566.4M $
59JPMorgan Ultra-Short Municipal Income ETF 124,3726.3M $
60Vanguard S&P 500 ETF 10,5836.3M $
61General Electric Co 21,0866M $
62Johnson & Johnson 24,2595.9M $
63Shell PLC 62,8535.8M $
64ServiceNow Inc 55,1165.8M $
65Fortinet Inc 68,7345.6M $
66WW Grainger Inc 5,1385.6M $
67Broadcom Inc 17,9635.6M $
68Schwab U.S. Large-Cap ETF 215,5145.5M $
69Exxon Mobil Corp 31,7105.4M $
70Invesco QQQ Trust Series 1 9,3065.4M $
71Yum! Brands Inc 33,5185.2M $
72Marriott International Inc/MD 15,7135.1M $
73Aflac Inc 44,9584.9M $
74UnitedHealth Group Inc 17,4094.7M $
75GE Vernova Inc 5,3814.7M $
76Procter & Gamble Co/The 32,3214.7M $
77L3Harris Technologies Inc 13,0624.5M $
78SPDR Series Trust 45,4614.5M $
79State Street SPDR Portfolio Emerging Markets ETF 86,1824M $
80SPDR Series Trust 52,5874M $
81iShares 5-10 Year Investment Grade Corporate Bond ETF 72,5043.9M $
82Prologis Inc 28,4673.8M $
83Church & Dwight Co Inc 40,0763.7M $
84Morgan Stanley 22,2933.7M $
85Welltower Inc 18,1843.6M $
86iShares International Equity Factor ETF 90,5153.5M $
87Vanguard Total Stock Market ETF 10,7453.4M $
88Citigroup Inc 29,4223.3M $
89iShares Trust 61,5933.2M $
90Casey's General Stores Inc 4,2763.1M $
91Blackrock Inc 3,2253.1M $
92Capital One Financial Corp 16,4553M $
93VanEck Morningstar Wide Moat ETF 30,1842.9M $
94O'Reilly Automotive Inc 31,4642.9M $
95Hilton Worldwide Holdings Inc 9,1752.8M $
96AutoZone Inc 8242.8M $
97Waste Management Inc 11,9252.7M $
98Vanguard Large-Cap ETF 8,9712.7M $
99Walt Disney Co/The 27,7262.7M $
100Schwab US Broad Market ETF 105,4122.6M $