Long-term investor
Yhb Investment Advisors, Inc. @yhbinvestmentadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001469219).
Record
- Tracked since 2025-06-30 (434 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days +9.3% · 6 months +7.7% · 1 year +15.0% · all +15.0%
- Max drawdown -3.9% · Sharpe 0.81 · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 6.1% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- IJH · 3.0% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- GOOG · 2.8% · long · since 2025-06-30
- LRCX · 2.7% · long · since 2025-06-30
- COST · 2.5% · long · since 2025-06-30
- BRK-B · 1.9% · long · since 2025-06-30
- V · 1.8% · long · since 2025-06-30
- APH · 1.6% · long · since 2025-06-30