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
201State Street SPDR S&P Dividend ETF 3,284479.3K $
202Deere & Co 846476.6K $
203Equinix Inc 481471.5K $
204GE HealthCare Technologies Inc 6,577468.2K $
205Regeneron Pharmaceuticals, Inc. 568438.9K $
206Select Sector Spdr Trust 8,757432.3K $
207Estee Lauder Cos Inc/The 5,944426.6K $
208Vanguard Total International S 5,509424.8K $
209Morningstar Inc 2,505423.5K $
210Booking Holdings Inc 97408.4K $
211Liberty Broadband Corp 7,670385.8K $
212Charter Communications, Inc. 1,780384.3K $
213Vertex Pharmaceuticals Inc 841375.5K $
214Hubbell Inc 760373K $
215CVS Health Corp 5,034361.6K $
216Select Sector Spdr Trust 2,227360.2K $
217EOG Resources Inc 2,477358.1K $
218IDEXX Laboratories Inc 635356.8K $
219W R Berkley Corp 5,346354.3K $
220Philip Morris International Inc. 2,141354K $
221Humana Inc 2,032352.3K $
222Norfolk Southern Corp 1,219349.9K $
223Emerson Electric Co. 2,663348.9K $
224iShares Core U.S. REIT ETF 5,873347.6K $
225Vanguard Mid-Cap ETF 1,195343.2K $
226iShares S&P Small-Cap 600 Growth ETF 2,346339.5K $
227State Street Utilities Select Sector SPDR ETF 7,355337.5K $
228McKesson Corp 389336.6K $
229ING Groep NV 12,889335.8K $
230Entergy Corp 2,962332.8K $
231SPDR Series Trust 6,814329.3K $
232iShares U.S. Financials ETF 2,754324K $
233Southern Co/The 3,338322.2K $
234Enterprise Products Partners LP 8,438319.3K $
235CSX Corp 7,683315.4K $
236Hartford Insurance Group Inc/The 2,326314.5K $
237Select Sector Spdr Trust 3,826313.7K $
238SELECT SECTOR SPDR TRUST (THE) 2,829313.6K $
239HCA Healthcare Inc 662313.3K $
240Starbucks Corp 3,452309.3K $
241Vanguard International Equity Index Funds 5,506297.6K $
242Federal Signal Corp 2,684290.2K $
243Fidelity Covington Trust 5,785289.9K $
244PNC Financial Services Group Inc/The 1,370285.1K $
245Progressive Corp/The 1,422281.9K $
246DR Horton Inc 2,047280.9K $
247Vanguard Information Technology ETF 400279.3K $
248Adobe Inc 1,147278.8K $
249Booz Allen Hamilton Holding Corp 3,403265.5K $
250iShares Trust 2,064264.4K $
251QUALCOMM Inc 2,035262.1K $
252Liberty Broadband Corp 5,210261.6K $
253Corteva Inc 3,097259.3K $
254iShares U.S. Technology ETF 1,418257.3K $
255Vertiv Holdings Co 971243.3K $
256FedEx Corp 682242.9K $
257DuPont de Nemours Inc 5,230239.5K $
258Schwab Emerging Markets Equity ETF 7,219237.9K $
259M&T Bank Corp 1,121231.7K $
260Vanguard Value ETF 1,177230.9K $
261RBC Bearings Inc 425230.8K $
262Farmers National Banc Corp 17,331228.1K $
263Kimberly-Clark Corp 2,354227.1K $
264Fidelity Wise Origin Bitcoin Fund 3,697218.2K $
265Ameriprise Financial Inc 488216.9K $
266Vanguard Small-Cap ETF 822215.3K $
267State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 6,419215.3K $
268Northrop Grumman Corp 313213.5K $
269Hershey Co/The 1,000207.9K $
270Tractor Supply Co 4,525205K $
271PayPal Holdings Inc 4,525204.7K $
272Ralliant Corp 4,832201K $
273State Street SPDR S&P MidCap 400 ETF Trust 325200.4K $
274Viatris Inc 10,057135.9K $