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
101iShares MSCI International Quality Factor ETF 57,2102.6M $
102INVESCO EXCHANGE-TRADED FUND TRUST II 11,1142.6M $
103Fastenal Co 56,3282.6M $
104Phillips 66 14,3352.6M $
105Carrier Global Corp 44,4782.5M $
106eBay Inc 27,4322.5M $
107Zoetis Inc 20,3742.4M $
108Mastercard Inc 4,7352.4M $
109J P Morgan Exchange Traded Fund Trust 33,9572.2M $
110CME Group Inc 7,3302.2M $
111ConocoPhillips 16,1552.1M $
112Comcast Corp 72,9432.1M $
113iShares Trust 10,8082.1M $
114Wells Fargo & Co 25,7012M $
115Lowe's Cos Inc 8,6462M $
116Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 15,9212M $
117iShares MSCI Emerging Markets Min Vol Factor ETF 29,9061.9M $
118Mondelez International Inc 33,0271.9M $
119Chipotle Mexican Grill Inc 58,6041.9M $
120iShares Emerging Markets Equity Factor ETF 30,7111.9M $
121American Express Co 5,9281.8M $
122Cisco Systems, Inc. 22,7331.8M $
123SPDR Gold MiniShares Trust 18,5811.7M $
124Janus Detroit Street Trust 33,3511.7M $
125Fortive Corp 30,0841.7M $
126Paychex Inc 17,7971.6M $
127Otis Worldwide Corp 21,1791.6M $
128Elevance Health Inc 5,2971.6M $
129Palantir Technologies Inc 10,4761.5M $
130iShares Core S&P U.S. Growth ETF 9,5771.5M $
131Select Sector Spdr Trust 23,3551.4M $
132iShares S&P Mid-Cap 400 Growth ETF 13,7421.4M $
133Apollo Global Management Inc 12,3571.4M $
134Pfizer Inc 48,2131.4M $
135SELECT SECTOR SPDR TRUST (THE) 10,1251.3M $
136Veralto Corp 15,0161.3M $
137International Business Machines Corp. 5,2291.3M $
138Applied Materials Inc 3,6541.2M $
139Illinois Tool Works Inc 4,7331.2M $
140VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 15,4431.2M $
141Invesco Ultra Short Duration E 24,2671.2M $
142Coca-Cola Co/The 15,6821.2M $
143TransDigm Group Inc 1,0221.2M $
144Quanta Services Inc 2,1061.2M $
145MercadoLibre Inc 6361.1M $
146SPDR Series Trust 36,2821.1M $
147iShares Ultra Short Duration B 21,3631.1M $
148SPDR Series Trust 34,5521.1M $
149SPDR Series Trust 11,5351.1M $
150SAP SE 6,1691.1M $
151iShares Trust 10,4901.1M $
152State Street SPDR S&P 600 Smal 10,8471M $
153Sherwin-Williams Co/The 3,2581M $
154iShares Trust 7,5451M $
155Honeywell International Inc 4,5511M $
156JPMorgan Active Growth ETF 12,0661M $
157Cigna Group/The 3,8211M $
158Merck & Co Inc 8,4481M $
159Lincoln Electric Holdings Inc 4,0621M $
160McCormick & Co Inc/MD 19,724994.9K $
161iShares MSCI Emerging Markets ETF 17,180975.7K $
162NIKE Inc 17,861943.4K $
163Caterpillar Inc 1,318933.8K $
164Colgate-Palmolive Co 10,622905.3K $
165iShares Russell 1000 Growth ETF 2,086889.5K $
166Voya Financial Inc 12,557857.9K $
167Workday Inc 6,359826.2K $
168Automatic Data Processing Inc 3,986809.9K $
169Gilead Sciences Inc 5,804808.9K $
170Tesla Inc 2,080773.2K $
171Vanguard Growth ETF 1,730755.7K $
172Lennar Corp 8,001694.8K $
173Bank of America Corp 14,024683.7K $
174Alcoa Corp 10,275681.5K $
175Invesco S&P 500 Equal Weight ETF 3,547680.7K $
176Bristol-Myers Squibb Co 11,053670.4K $
177Becton Dickinson & Co 4,208661.6K $
1783M Co 4,499653.4K $
179iShares Short-Term National Muni Bond ETF 5,978636.7K $
180VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,913626.5K $
181Schwab U.S. Small-Cap ETF 21,017611.2K $
182Vanguard FTSE All-World ex-US ETF 8,098608.2K $
183Texas Instruments Inc 3,028587.9K $
184ASML Holding NV 444586.4K $
185Vanguard Real Estate ETF 6,586584.1K $
186Yum China Holdings Inc 11,434557.8K $
187SPDR Series Trust 9,784553.6K $
188Nuveen Municipal High Income O 53,055550.7K $
189Arthur J Gallagher & Co 2,521546K $
190Schwab International Equity ETF 21,987544.2K $
191Novartis AG 3,553542.7K $
192Salesforce Inc 2,903541.9K $
193S&P Global Inc 1,256534.2K $
194Micron Technology Inc 1,564528.4K $
195iShares MSCI EAFE ETF 5,313516.1K $
196iShares Trust 2,403513.4K $
197Abbott Laboratories 4,920505.1K $
198Lockheed Martin Corp 831502.2K $
199Blackstone Inc 4,267490.7K $
200Cognizant Technology Solutions Corp. 7,944487.4K $