YHB Investment Advisors, Inc.
Sector Allocation
- Technology31.0%$490.8M
- Other27.0%$428.3M
- Financials10.2%$161.9M
- Healthcare8.9%$141.3M
- Consumer Discretionary7.1%$113.0M
- Industrials5.6%$88.8M
- Consumer Staples4.3%$68.7M
- Materials2.0%$31.9M
- Energy1.5%$24.2M
- Communication Services0.9%$14.8M
AUM History
13fpro.ai/research/fund/yhb-investment-advisors-inc-1469219
Conviction and streaks
Stable · top 10 = 31.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$108.2MMSFT
$63.9MNVDA
$49.7MGOOGL
$48.6MAMZN
$46.3M- ISHARES$44.5M
GOOG
$41.2MCOST
$37.8MTMO
$32.6MLRCX
$30.1MV
$29.7MBRK.B
$28.5M- ISHARES$25.1M
APH
$23.3MTSM
$22.1MSPY
$22.1M- J$20.0M
PANW
$19.9MDHR
$19.7MAMGN
$19.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/yhb-investment-advisors-inc-1469219
YHB Investment Advisors, Inc. 13F holdings — Q3 2026
$1.6B portfolio (+1.5% QoQ) · 314 holdings · Q3 2026 13F · top 10 are 32% of the stock portfolio
$108.2M
6.8% of stocks
-2%This quarter+1.0%Since filed11+ qtrsHeld$63.9M
4.0% of stocks
-3%This quarter+1.9%Since filed11+ qtrsHeld$49.7M
3.1% of stocks
-0.7%This quarter-6.3%Since filed11+ qtrsHeld$48.6M
3.1% of stocks
-2%This quarter-8.9%Since filed11+ qtrsHeld$46.3M
2.9% of stocks
-0.9%This quarter-2.0%Since filed11+ qtrsHeld- 6
ISHARES TR - CORE S&P MCP ETF
$44.5M
2.8% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $41.2M
2.6% of stocks
-1%This quarter-8.9%Since filed11+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$37.8M
2.4% of stocks
-1%This quarter+6.0%Since filed11+ qtrsHeld$32.6M
2.1% of stocks
-1%This quarter+5.0%Since filed11+ qtrsHeld$30.1M
1.9% of stocks
-5%This quarter-25.9%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
All holdings — YHB Investment Advisors, Inc. (Q3 2026)
314 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $29.7M | 1.9% | 83K | +0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BERKSHIRE HATHAWAY INC | Financials | $28.5M | 1.8% | 57K | -4% | 11+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $25.1M | 1.6% | 33K | +6% | — | — | 13F |
| 14 | AMPHENOL CORP /DE/ | Technology | $23.3M | 1.5% | 276K | +95% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $22.1M | 1.4% | 48K | +1% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | SPDR S&P 500 ETF TRUSTetf/fund | — | $22.1M | 1.4% | 29K | -0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund | — | $20.0M | 1.3% | 398K | -3% | — | — | 13F |
| 18 | Palo Alto Networks Inc | Technology | $19.9M | 1.3% | 50K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | DANAHER CORP /DE/ | Healthcare | $19.7M | 1.3% | 89K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMGEN INC | Healthcare | $19.5M | 1.2% | 46K | +0.9% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | ISHARES TR - US SML CAP EQTetf/fund | — | $19.2M | 1.2% | 230K | +3% | — | — | 13F |
| 22 | UNITED RENTALS, INC. | Industrials | $19.2M | 1.2% | 19K | -1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | JPMORGAN CHASE & CO | Financials | $18.8M | 1.2% | 57K | +2% | 11+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ECOLAB INC. | Materials | $18.7M | 1.2% | 68K | -3% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $18.5M | 1.2% | 136K | -0.4% | — | — | 13F |
| 26 | — | ISHARES TR - RUS 1000 ETF | — | $16.4M | 1.0% | 40K | -3% | |||
| 27 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $15.8M | 1.0% | 440K | -0.8% | |||
| 28 | — | ISHARES TR - S&P 500 GRWT ETF | — | $15.4M | 1.0% | 109K | +0.1% | |||
| 29 | — | ISHARES TR - CORE MSCI EAFE | — | $15.0M | 0.9% | 154K | +0.8% | |||
| 30 | $IVZ | Invesco Ltd. | Financials | $14.2M | 0.9% | 110K | +22% | |||
| 31 | $SYK | STRYKER CORP | Healthcare | $13.6M | 0.9% | 49K | -1.0% | |||
| 32 | $FTNT | Fortinet, Inc. | Technology | $12.4M | 0.8% | 69K | +0.9% | |||
| 33 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $11.9M | 0.8% | 42K | +0.4% | |||
| 34 | — | 2023 ETF SERIES TRUST - EAGL CAP SEL ETF | — | $11.8M | 0.8% | 347K | — | |||
| 35 | $WMT | Walmart Inc. | Consumer Staples | $11.6M | 0.7% | 111K | +4% | |||
| 36 | $LLY | ELI LILLY & Co | Healthcare | $11.5M | 0.7% | 9,940 | +5% | |||
| 37 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.8M | 0.7% | 82K | +0.2% | |||
| 38 | $META | Meta Platforms, Inc. | Technology | $10.7M | 0.7% | 15K | +1% | |||
| 39 | $ETN | Eaton Corp plc | Industrials | $10.6M | 0.7% | 25K | +5% | |||
| 40 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $10.4M | 0.7% | 320K | -0.1% | |||
| 41 | $UNP | UNION PACIFIC CORP | Industrials | $10.2M | 0.6% | 37K | +1% | |||
| 42 | — | ISHARES INC - CORE MSCI EMKT | — | $10.1M | 0.6% | 125K | +2% | |||
| 43 | $ABBV | AbbVie Inc. | Healthcare | $9.8M | 0.6% | 38K | +0.3% | |||
| 44 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $9.6M | 0.6% | 24K | +2% | |||
| 45 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $9.1M | 0.6% | 182K | +0.1% | |||
| 46 | $RTX | RTX Corp | Industrials | $9.0M | 0.6% | 49K | -0.5% | |||
| 47 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $8.7M | 0.6% | 71K | +1.0% | |||
| 48 | $NEE | NEXTERA ENERGY INC | Utilities | $8.6M | 0.5% | 113K | +2% | |||
| 49 | — | PIMCO ETF TR - ENHAN SHRT MA AC | — | $8.5M | 0.5% | 85K | +3% | |||
| 50 | $WWD | Woodward, Inc. | Technology | $8.3M | 0.5% | 25K | -1% | |||
| 51 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $8.3M | 0.5% | 163K | -1% | |||
| 52 | — | ISHARES TR - S&P 500 VAL ETF | — | $8.3M | 0.5% | 36K | +0.4% | |||
| 53 | $ORCL | ORACLE CORP | Technology | $8.1M | 0.5% | 59K | -6% | |||
| 54 | $CMI | CUMMINS INC | Industrials | $7.8M | 0.5% | 15K | -3% | |||
| 55 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $7.6M | 0.5% | 255K | +11% | |||
| 56 | $NOW | ServiceNow, Inc. | Technology | $7.6M | 0.5% | 56K | +0.2% | |||
| 57 | — | ISHARES TR - RUSSELL 2000 ETF | — | $7.3M | 0.5% | 26K | +1% | |||
| 58 | $AVGO | Broadcom Inc. | Technology | $7.2M | 0.5% | 21K | +7% | |||
| 59 | $CSL | CARLISLE COMPANIES INC | Materials | $7.0M | 0.4% | 22K | +0.2% | |||
| 60 | $IVZ | Invesco Ltd. | Financials | $6.8M | 0.4% | 22K | +13% | |||
| 61 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $6.8M | 0.4% | 5,455 | +4% | |||
| 62 | — | ISHARES TR - INTL EQTY FACTOR | — | $6.8M | 0.4% | 163K | +26% | |||
| 63 | $GE | GENERAL ELECTRIC CO | Industrials | $6.6M | 0.4% | 21K | +0.4% | |||
| 64 | $CVX | CHEVRON CORP | Energy | $6.6M | 0.4% | 32K | +2% | |||
| 65 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $6.6M | 0.4% | 9,383 | -0.4% | |||
| 66 | — | ISHARES INC - EMNG MKTS EQT | — | $6.5M | 0.4% | 91K | +36% | |||
| 67 | $JNJ | JOHNSON & JOHNSON | Healthcare | $6.4M | 0.4% | 24K | +0.3% | |||
| 68 | — | NEUBERGER BERMAN ETF TRUST - SHORT DURATION I | — | $6.3M | 0.4% | 125K | +40% | |||
| 69 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $6.1M | 0.4% | 8,306 | +4% | |||
| 70 | $GLD | SPDR GOLD TRUST | Financials | $6.1M | 0.4% | 16K | -1% | |||
| 71 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6.1M | 0.4% | 26K | -1.0% | |||
| 72 | $NFLX | NETFLIX INC | Communication Services | $5.7M | 0.4% | 82K | -2% | |||
| 73 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $5.6M | 0.3% | 16K | — | |||
| 74 | $SHEL | Shell plc | Energy | $5.6M | 0.3% | 59K | +0.3% | |||
| 75 | $GEV | GE Vernova Inc. | Industrials | $5.3M | 0.3% | 5,574 | +3% | |||
| 76 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $5.3M | 0.3% | 59K | +5% | |||
| 77 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $5.2M | 0.3% | 32K | -0.4% | |||
| 78 | $GS | GOLDMAN SACHS GROUP INC | Financials | $5.1M | 0.3% | 5,716 | -0.1% | |||
| 79 | $SPGI | S&P Global Inc. | Financials | $5.0M | 0.3% | 13K | +305% | |||
| 80 | $TMUS | T-Mobile US, Inc. | Communication Services | $5.0M | 0.3% | 31K | -0.7% | |||
| 81 | — | ISHARES TR - ISHS 5-10YR INVT | — | $4.9M | 0.3% | 98K | +17% | |||
| 82 | $AFL | AFLAC INC | Financials | $4.8M | 0.3% | 43K | -3% | |||
| 83 | — | ISHARES TR - ISHS 1-5YR INVS | — | $4.8M | 0.3% | 94K | +46% | |||
| 84 | $INTU | INTUIT INC. | Technology | $4.7M | 0.3% | 17K | -12% | |||
| 85 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $4.5M | 0.3% | 88K | +0.1% | |||
| 86 | $PEP | PEPSICO INC | Consumer Staples | $4.5M | 0.3% | 35K | -16% | |||
| 87 | $YUM | YUM BRANDS INC | Consumer Discretionary | $4.5M | 0.3% | 33K | -2% | |||
| 88 | $WELL | WELLTOWER INC. | Real Estate | $4.4M | 0.3% | 19K | +0.6% | |||
| 89 | $LIN | LINDE PLC | Materials | $4.3M | 0.3% | 9,161 | +3% | |||
| 90 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.3M | 0.3% | 30K | -1% | |||
| 91 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $4.3M | 0.3% | 11K | +17% | |||
| 92 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.2M | 0.3% | 11K | -2% | |||
| 93 | $MS | MORGAN STANLEY | Financials | $4.1M | 0.3% | 22K | -0.3% | |||
| 94 | $PLD | Prologis, Inc. | Real Estate | $3.8M | 0.2% | 29K | +0.5% | |||
| 95 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $3.8M | 0.2% | 16K | +9% | |||
| 96 | $C | CITIGROUP INC | Financials | $3.8M | 0.2% | 29K | -0.7% | |||
| 97 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $3.7M | 0.2% | 73K | +28% | |||
| 98 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $3.6M | 0.2% | 38K | -1% | |||
| 99 | $PSX | Phillips 66 | Energy | $3.5M | 0.2% | 14K | -4% | |||
| 100 | $BLK | BlackRock, Inc. | Financials | $3.5M | 0.2% | 3,317 | +3% | |||
| 101 | — | ISHARES TR - MSCI USA QLT FCT | — | $3.5M | 0.2% | 16K | +44% | |||
| 102 | $WM | WASTE MANAGEMENT INC | Utilities | $3.4M | 0.2% | 16K | +7% | |||
| 103 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $3.3M | 0.2% | 5,406 | +9% | |||
| 104 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $3.3M | 0.2% | 111K | +6% | |||
| 105 | $MA | Mastercard Inc | Financials | $3.2M | 0.2% | 5,798 | -7% | |||
| 106 | — | VANGUARD INDEX FDS - MRNGSTR LRG CAP | — | $3.1M | 0.2% | 8,873 | +0.3% | |||
| 107 | — | PIMCO ETF TR - SHTRM MUN BD ACT | — | $2.9M | 0.2% | 59K | -12% | |||
| 108 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $2.9M | 0.2% | 9,175 | — | |||
| 109 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $2.8M | 0.2% | 33K | -0.0% | |||
| 110 | $EBAY | EBAY INC | Consumer Discretionary | $2.7M | 0.2% | 25K | -5% | |||
| 111 | $FAST | FASTENAL CO | Industrials | $2.7M | 0.2% | 54K | -4% | |||
| 112 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.5M | 0.2% | 13K | +23% | |||
| 113 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $2.5M | 0.1% | 78K | +20% | |||
| 114 | $DIS | Walt Disney Co | Communication Services | $2.4M | 0.1% | 23K | -14% | |||
| 115 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.4M | 0.1% | 22K | -0.8% | |||
| 116 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $2.3M | 0.1% | 22K | -11% | |||
| 117 | $PLTR | Palantir Technologies Inc. | Technology | $2.3M | 0.1% | 12K | +1% | |||
| 118 | $CARR | CARRIER GLOBAL Corp | Industrials | $2.3M | 0.1% | 42K | -6% | |||
| 119 | — | ISHARES TR - MSCI INTL QUALTY | — | $2.2M | 0.1% | 45K | -17% | |||
| 120 | $AZO | AUTOZONE INC | Consumer Discretionary | $2.2M | 0.1% | 793 | -2% | |||
| 121 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $2.2M | 0.1% | 15K | -0.9% | |||
| 122 | $AON | Aon plc | Financials | $2.2M | 0.1% | 7,992 | — | |||
| 123 | $STT | STATE STREET CORP | Financials | $2.2M | 0.1% | 21K | +12% | |||
| 124 | $IVZ | Invesco Ltd. | Financials | $2.2M | 0.1% | 22K | -4% | |||
| 125 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $2.1M | 0.1% | 26K | +2% | |||
| 126 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $2.0M | 0.1% | 29K | -3% | |||
| 127 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $2.0M | 0.1% | 1,149 | +2% | |||
| 128 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.9M | 0.1% | 32K | +0.5% | |||
| 129 | $ELV | Elevance Health, Inc. | Healthcare | $1.9M | 0.1% | 4,979 | -0.0% | |||
| 130 | — | ISHARES TR - CORE S&P US GWT | — | $1.9M | 0.1% | 9,982 | -0.9% | |||
| 131 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $1.9M | 0.1% | 9,973 | -0.7% | |||
| 132 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $1.9M | 0.1% | 3,717 | +14% | |||
| 133 | $CME | CME GROUP INC. | Financials | $1.8M | 0.1% | 7,017 | -3% | |||
| 134 | $AXP | AMERICAN EXPRESS CO | Financials | $1.8M | 0.1% | 5,855 | -3% | |||
| 135 | $GLDM | World Gold Trust | Financials | $1.8M | 0.1% | 22K | +14% | |||
| 136 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.7M | 0.1% | 30K | -4% | |||
| 137 | $AER | AerCap Holdings N.V. | Industrials | $1.6M | 0.1% | 11K | — | |||
| 138 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $1.6M | 0.1% | 33K | +29% | |||
| 139 | $FTV | Fortive Corp | Industrials | $1.6M | 0.1% | 29K | -3% | |||
| 140 | — | ISHARES TR - S&P MC 400GR ETF | — | $1.5M | 0.1% | 14K | — | |||
| 141 | $PAYX | PAYCHEX INC | Technology | $1.5M | 0.1% | 15K | -7% | |||
| 142 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.5M | 0.1% | 8,071 | -6% | |||
| 143 | $COP | CONOCOPHILLIPS | Energy | $1.4M | 0.1% | 11K | -26% | |||
| 144 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.4M | 0.1% | 2,181 | -2% | |||
| 145 | $APO | Apollo Global Management, Inc. | Financials | $1.3M | 0.1% | 12K | -5% | |||
| 146 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $1.3M | 0.1% | 14K | +15% | |||
| 147 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.1% | 15K | -0.5% | |||
| 148 | $VLTO | Veralto Corp | Technology | $1.3M | 0.1% | 13K | -7% | |||
| 149 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.1% | 25K | +4% | |||
| 150 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.3M | 0.1% | 16K | +5% |
What changed in Q3 2026
Against the previous quarter's 13F: 16 new, 117 added to, 144 trimmed, 16 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
- SELECT SECTOR SPDR TR - ST STR DISCR ETF$726K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$715Kfirst bought this quarter
$BGBunge Global SA$480K
first bought this quarter
$HONHONEYWELL INTERNATIONAL INC$427K
first bought this quarter
- FIRST TR EXCH TRADED FD III - PFD SECS INC ETF$391K
first bought this quarter
$MPCMarathon Petroleum Corp$363K
first bought this quarter
+10 more in the Excel export
Added to (117)
now $23.3M · held 11+ qtrs
$SPGIS&P Global Inc.+305%
now $5.0M · held 3 qtrs, 3 adds in a row
$IVZInvesco Ltd.+22%
now $14.2M · held 11+ qtrs, 10 adds in a row
- NEUBERGER BERMAN ETF TRUST - SHORT DURATION I+40%
now $6.3M
- ISHARES INC - EMNG MKTS EQT+36%
now $6.5M
- ISHARES TR - ISHS 1-5YR INVS+46%
now $4.8M
+111 more in the Excel export
Trimmed (144)
now $108.2M · held 11+ qtrs
now $63.9M · held 11+ qtrs, 2 trims in a row
now $30.1M · held 4 qtrs, 3 trims in a row
now $28.5M · held 11+ qtrs, 2 trims in a row
$PEPPEPSICO INC-16%
now $4.5M · held 11+ qtrs, 6 trims in a row
$MUMICRON TECHNOLOGY INC-49%
now $915K · held 6 qtrs
+138 more in the Excel export
Holdings by quarter
Every 13F YHB Investment Advisors, Inc. has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow YHB Investment Advisors?
Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of YHB Investment Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 11% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
YHB Investment Advisors, Inc. disclosed 314 positions worth $1.6B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.8% of the equity portfolio, followed by $MSFT and $NVDA. During the quarter the fund opened 16 new positions and exited 16. The portfolio is most concentrated in Technology (31.0% of disclosed assets). All figures are sourced directly from YHB Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1469219.
Funds like this
managers whose biggest positions overlap YHB Investment Advisors'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: YHB Investment Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For YHB Investment Advisors, Inc. (SEC CIK: 1469219), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in YHB Investment Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.