AI Analysis · Q1 2026 · Q1 2026
1. Portfolio Overview
YHB Investment Advisors, Inc. has reported a period of significant expansion and structural reorganization for the quarter ending December 31, 2025. The firm’s total assets under management (AUM) surged by 180.7%, growing from approximately $515.75 million to $1.45 billion. This near-tripling of assets suggests a substantial influx of new capital, likely driven by strong market performance in existing positions and/or significant net new client inflows.
The...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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