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Mark W. Everette

Yhb Investment Advisors, Inc.

Assets Managed
$1.561B
Holdings
314
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.93%(2Q avg: 4.16%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Yhb Investment Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 314 positions.

Assets under management

The assets under management (AUM) of Yhb Investment Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.561B in assets, with a quarterly growth rate of 11.93% and a 2-quarter average growth rate of 4.16%. The portfolio is managed by Mark W. Everette, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 1.57%
6.13%
$95.651M
330,559 shares@ $289.37 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -5.22%
3.29%
$51.369M
143,740 shares@ $357.38 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -13.82%
3.06%
$47.716M
127,919 shares@ $373.03 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 6.13%
2.99%
$46.605M
604,397 shares@ $77.11 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -13.13%
2.87%
$44.749M
187,755 shares@ $238.34 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 3.55%
2.81%
$43.865M
219,225 shares@ $200.09 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -9.54%
2.78%
$43.374M
122,759 shares@ $353.34 avg price
LRCX
Lam Research Corp
Recent Activity
Decreased -5.55%
2.69%
$41.887M
96,662 shares@ $433.33 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 1.2%
2.53%
$39.395M
42,112 shares@ $935.48 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -18.92%
1.92%
$29.925M
59,803 shares@ $500.4 avg price

1-10 of 314