YHB Investment Advisors, Inc.
13F Reported Value
ⓘ$1.6B
Holdings
314
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
YHB Investment Advisors, Inc. disclosed 314 positions worth $1.6B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.1% of the equity portfolio, followed by $GOOG and $MSFT. During the quarter the fund opened 28 new positions and exited 11 and a full exit from $HON. The portfolio is most concentrated in Technology (31.2% of disclosed assets). All figures are sourced directly from YHB Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1469219.
AI Fund Analysis
Stable
$AAPL
$GOOG
$MSFT
$AMZN
$TSM
$JPM
$PANW
$LLYSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$95.7M330,559 sh - 78.2#57
Quality
$51.4M143,740 sh - 79.8#31
Quality
$47.7M127,919 sh ISHARES TR - CORE S&P MCP ETF
—Quality
$46.6M604,397 sh- 68.7
Quality
$44.7M187,755 sh - 85.9
Quality
$43.9M219,225 sh - 78.2
Quality
$43.4M122,759 sh - 79.4
Quality
$41.9M96,662 sh - 66.2
Quality
$39.4M42,112 sh - 73.8
Quality
$29.9M59,803 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $95.7M | 330,559 |
| Alphabet Inc.$GOOG | 78.2#57 | $51.4M | 143,740 |
| MICROSOFT CORP$MSFT | 79.8#31 | $47.7M | 127,919 |
| ISHARES TR - CORE S&P MCP ETF | — | $46.6M | 604,397 |
| AMAZON COM INC$AMZN | 68.7 | $44.7M | 187,755 |
 NVIDIA CORP$NVDA | 85.9 | $43.9M | 219,225 |
 Alphabet Inc.$GOOGL | 78.2 | $43.4M | 122,759 |
 LAM RESEARCH CORP$LRCX | 79.4 | $41.9M | 96,662 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $39.4M | 42,112 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $29.9M | 59,803 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of YHB Investment Advisors, Inc.'s 314 positions.
Showing top 10 of 314 holdings.
Sector Allocation
Technology
$486.9M
Other
$419.0M
Consumer Discretionary
$172.9M
Financials
$156.5M
Industrials
$126.2M
Healthcare
$87.5M
Materials
$33.4M
Consumer Staples
$20.6M
Top Holdings — YHB Investment Advisors, Inc. (Q2 2026)
Top 150 of 314 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $95.7M | 6.1% | +2% | 76.4 |
| 2 | $GOOG | Alphabet Inc. | $51.4M | 3.3% | -5% | 78.2 |
| 3 | $MSFT | MICROSOFT CORP | $47.7M | 3.1% | -14% | 79.8 |
| 4 | — | ISHARES TR - CORE S&P MCP ETF | $46.6M | 3.0% | +6% | — |
| 5 | $AMZN | AMAZON COM INC | $44.7M | 2.9% | -13% | 68.7 |
| 6 | $NVDA | NVIDIA CORP | $43.9M | 2.8% | +4% | 85.9 |
| 7 | $GOOGL | Alphabet Inc. | $43.4M | 2.8% | -10% | 78.2 |
| 8 | $LRCX | LAM RESEARCH CORP | $41.9M | 2.7% | -6% | 79.4 |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $39.4M | 2.5% | +1% | 66.2 |
| 10 | $BRK.B | BERKSHIRE HATHAWAY INC | $29.9M | 1.9% | -19% | 73.8 |
| 11 |  $V | VISA INC. | $28.3M | 1.8% | +2% | 82.9 |
| 12 |  $APH | AMPHENOL CORP /DE/ | $24.9M | 1.6% | +1% | 79.3 |
| 13 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $24.6M | 1.6% | +2% | 65.1 |
| 14 | — | ISHARES TR - CORE S&P500 ETF | $23.1M | 1.5% | +35% | — |
| 15 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $22.8M | 1.5% | +6% | — |
| 16 |  $URI | UNITED RENTALS, INC. | $22.0M | 1.4% | -1% | 63.9 |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $21.8M | 1.4% | -1% | — |
| 18 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $20.8M | 1.3% | -7% | — |
| 19 | — | ISHARES TR - CORE S&P SCP ETF | $20.2M | 1.3% | -0% | — |
| 20 | — | ISHARES TR - US SML CAP EQT | $19.8M | 1.3% | +17% | — |
| 21 |  $ECL | ECOLAB INC. | $19.5M | 1.3% | +2% | 63.3 |
| 22 | $JPM | JPMORGAN CHASE & CO | $18.3M | 1.2% | +7% | 70.7 |
| 23 |  $DHR | DANAHER CORP /DE/ | $17.4M | 1.1% | +3% | 64.8 |
| 24 | $PANW | Palo Alto Networks Inc | $17.1M | 1.1% | +5% | 65.5 |
| 25 | — | ISHARES TR - RUS 1000 ETF | $16.6M | 1.1% | -0% | — |
| 26 |  $AMGN | AMGEN INC | $16.6M | 1.1% | -0% | 79.2 |
| 27 |  $SYK | STRYKER CORP | $15.7M | 1.0% | +4% | 72.1 |
| 28 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $15.0M | 1.0% | -4% | — |
| 29 | — | ISHARES TR - S&P 500 GRWT ETF | $14.9M | 1.0% | +0% | — |
| 30 | — | ISHARES TR - CORE MSCI EAFE | $14.8M | 0.9% | -1% | — |
| 31 |  $HD | HOME DEPOT, INC. | $14.7M | 0.9% | +1% | 60.3 |
| 32 |  $TJX | TJX COMPANIES INC /DE/ | $12.3M | 0.8% | -0% | 68.7 |
| 33 |  $WMT | Walmart Inc. | $12.2M | 0.8% | +8% | 60.2 |
| 34 |  $IVZ | Invesco Ltd. | $11.6M | 0.7% | +15% | — |
| 35 | $LLY | ELI LILLY & Co | $11.4M | 0.7% | +11% | 87.5 |
| 36 | — | 2023 ETF SERIES TRUST - EAGL CAP SEL ETF | $11.2M | 0.7% | +9% | — |
| 37 |  $CMI | CUMMINS INC | $11.1M | 0.7% | -2% | 58.1 |
| 38 |  $WWD | Woodward, Inc. | $10.8M | 0.7% | -8% | 67.3 |
| 39 |  $FTNT | Fortinet, Inc. | $10.5M | 0.7% | -0% | 80.1 |
| 40 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.2M | 0.7% | +3% | — |
| 41 | — | ISHARES INC - CORE MSCI EMKT | $10.2M | 0.7% | +2% | — |
| 42 |  $UNP | UNION PACIFIC CORP | $10.1M | 0.6% | +5% | 69.7 |
| 43 |  $ETN | Eaton Corp plc | $10.0M | 0.6% | +8% | — |
| 44 |  $NEE | NEXTERA ENERGY INC | $9.7M | 0.6% | +5% | 64.6 |
| 45 |  $ABBV | AbbVie Inc. | $9.4M | 0.6% | +1% | 72.6 |
| 46 |  $RTX | RTX Corp | $9.3M | 0.6% | -0% | 73.2 |
| 47 |  $ISRG | INTUITIVE SURGICAL INC | $9.2M | 0.6% | +3% | 79.9 |
| 48 |  $ORCL | ORACLE CORP | $9.2M | 0.6% | -3% | 66.2 |
| 49 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $9.1M | 0.6% | +2% | — |
| 50 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $8.4M | 0.5% | +33% | — |
| 51 | — | SPDR SERIES TRUST - ST STR P500GRW | $8.3M | 0.5% | +54% | — |
| 52 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $8.3M | 0.5% | +5% | — |
| 53 |  $META | Meta Platforms, Inc. | $8.2M | 0.5% | +3% | 79.6 |
| 54 | — | ISHARES TR - S&P 500 VAL ETF | $8.2M | 0.5% | +0% | — |
| 55 |  $GE | GENERAL ELECTRIC CO | $7.9M | 0.5% | -0% | 73.8 |
| 56 |  $CSL | CARLISLE COMPANIES INC | $7.9M | 0.5% | +2% | 59.4 |
| 57 | — | ISHARES TR - RUSSELL 2000 ETF | $7.8M | 0.5% | -1% | — |
| 58 |  $AVGO | Broadcom Inc. | $7.3M | 0.5% | +7% | 84.5 |
| 59 |  $MCD | MCDONALDS CORP | $7.2M | 0.5% | +1% | 69 |
| 60 |  $GWW | W.W. GRAINGER, INC. | $7.1M | 0.5% | +2% | 61.8 |
| 61 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $6.7M | 0.4% | +6% | — |
| 62 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $6.5M | 0.4% | -11% | — |
| 63 |  $GEV | GE Vernova Inc. | $6.3M | 0.4% | +0% | 81.1 |
| 64 |  $JNJ | JOHNSON & JOHNSON | $6.2M | 0.4% | -0% | 69 |
| 65 |  $GLD | SPDR GOLD TRUST | $6.0M | 0.4% | -1% | — |
| 66 | $IVZ | Invesco Ltd. | $6.0M | 0.4% | +78% | — |
| 67 |  $NFLX | NETFLIX INC | $5.9M | 0.4% | +3% | 78.8 |
| 68 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.9M | 0.4% | -15% | — |
| 69 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $5.8M | 0.4% | +0% | 61.7 |
| 70 |  $GS | GOLDMAN SACHS GROUP INC | $5.8M | 0.4% | -45% | 73.5 |
| 71 |  $PEP | PEPSICO INC | $5.7M | 0.4% | -2% | 63.4 |
| 72 |  $NOW | ServiceNow, Inc. | $5.6M | 0.4% | +2% | 72.9 |
| 73 |  $YUM | YUM BRANDS INC | $5.3M | 0.3% | -0% | 73.7 |
| 74 | — | ISHARES TR - INTL EQTY FACTOR | $5.3M | 0.3% | +43% | — |
| 75 |  $AFL | AFLAC INC | $5.3M | 0.3% | -0% | 61.3 |
| 76 |  $CVX | CHEVRON CORP | $5.3M | 0.3% | +2% | 62.8 |
| 77 |  $TMUS | T-Mobile US, Inc. | $5.2M | 0.3% | +0% | 69.1 |
| 78 |  $INTU | INTUIT INC. | $5.1M | 0.3% | -10% | 79.3 |
| 79 | — | ISHARES INC - EMNG MKTS EQT | $4.9M | 0.3% | +119% | — |
| 80 | — | SPDR SERIES TRUST - ST STR P500ETF | $4.9M | 0.3% | +6% | — |
| 81 |  $UNH | UNITEDHEALTH GROUP INC | $4.8M | 0.3% | -33% | 62.7 |
| 82 |  $MS | MORGAN STANLEY | $4.6M | 0.3% | -1% | 75.8 |
| 83 |  $LIN | LINDE PLC | $4.6M | 0.3% | +1% | — |
| 84 |  $SHEL | Shell plc | $4.5M | 0.3% | -7% | — |
| 85 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $4.5M | 0.3% | +2% | — |
| 86 | — | NEUBERGER BERMAN ETF TRUST - SHORT DURATION I | $4.5M | 0.3% | +14% | — |
| 87 | — | ISHARES TR - ISHS 5-10YR INVT | $4.5M | 0.3% | +16% | — |
| 88 |  $PG | PROCTER & GAMBLE Co | $4.4M | 0.3% | -7% | 64.6 |
| 89 |  $XOM.R34088 | EXXON MOBIL CORP | $4.4M | 0.3% | +0% | 57.9 |
| 90 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $4.3M | 0.3% | +13% | 64.4 |
| 91 |  $WELL | WELLTOWER INC. | $4.3M | 0.3% | +3% | 59.8 |
| 92 |  $C | CITIGROUP INC | $4.2M | 0.3% | +1% | 65 |
| 93 |  $PLD | Prologis, Inc. | $4.0M | 0.3% | +3% | 68.3 |
| 94 |  $CASY | CASEYS GENERAL STORES INC | $3.9M | 0.3% | +16% | 65.1 |
| 95 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $3.8M | 0.2% | -3% | 58.1 |
| 96 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.6M | 0.2% | -9% | — |
| 97 |  $WM | WASTE MANAGEMENT INC | $3.4M | 0.2% | +29% | 67.6 |
| 98 | — | PIMCO ETF TR - SHTRM MUN BD ACT | $3.4M | 0.2% | +17% | — |
| 99 | — | ISHARES TR - ISHS 1-5YR INVS | $3.4M | 0.2% | +4% | — |
| 100 |  $CARR | CARRIER GLOBAL Corp | $3.3M | 0.2% | -0% | 56.6 |
| 101 |  $MA | Mastercard Inc | $3.2M | 0.2% | +31% | 85.1 |
| 102 |  $BLK | BlackRock, Inc. | $3.1M | 0.2% | -0% | 70 |
| 103 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $3.0M | 0.2% | -1% | — |
| 104 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $3.0M | 0.2% | -1% | — |
| 105 |  $HLT | Hilton Worldwide Holdings Inc. | $3.0M | 0.2% | +0% | 63.3 |
| 106 |  $ORLY | O REILLY AUTOMOTIVE INC | $3.0M | 0.2% | +5% | 67.4 |
| 107 |  $EBAY | EBAY INC | $3.0M | 0.2% | -3% | 66.4 |
| 108 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $2.9M | 0.2% | +72% | — |
| 109 | — | ISHARES TR - MSCI INTL QUALTY | $2.7M | 0.2% | -4% | — |
| 110 |  $FAST | FASTENAL CO | $2.7M | 0.2% | -0% | 66.9 |
| 111 |  $AON | Aon plc | $2.7M | 0.2% | -65% | — |
| 112 |  $AZO | AUTOZONE INC | $2.6M | 0.2% | -2% | 66.2 |
| 113 |  $CSCO | CISCO SYSTEMS, INC. | $2.6M | 0.2% | -3% | 70.3 |
| 114 |  $DIS | Walt Disney Co | $2.6M | 0.2% | -4% | 60.1 |
| 115 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $2.5M | 0.2% | -19% | — |
| 116 |  $PSX | Phillips 66 | $2.4M | 0.2% | +0% | 57.8 |
| 117 | — | ISHARES TR - MSCI USA QLT FCT | $2.4M | 0.1% | +1% | — |
| 118 |  $AMAT | APPLIED MATERIALS INC /DE | $2.4M | 0.1% | -11% | 72.3 |
| 119 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $2.2M | 0.1% | -3% | — |
| 120 |  $WFC | WELLS FARGO & COMPANY/MN | $2.1M | 0.1% | -0% | 61.8 |
| 121 |  $STT | STATE STREET CORP | $2.1M | 0.1% | +14% | 71.5 |
| 122 | $IVZ | Invesco Ltd. | $2.1M | 0.1% | -5% | — |
| 123 | — | ISHARES INC - MSCI EMERG MRKT | $2.1M | 0.1% | -9% | — |
| 124 |  $AXP | AMERICAN EXPRESS CO | $2.1M | 0.1% | +2% | 69.4 |
| 125 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.0M | 0.1% | NEW | — |
| 126 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.0M | 0.1% | -39% | 62.4 |
| 127 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $2.0M | 0.1% | -12% | — |
| 128 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.0M | 0.1% | +3% | — |
| 129 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $1.9M | 0.1% | -3% | 65.1 |
| 130 |  $MU | MICRON TECHNOLOGY INC | $1.9M | 0.1% | +7% | 86.2 |
| 131 |  $ELV | Elevance Health, Inc. | $1.9M | 0.1% | -6% | 59 |
| 132 |  $MELI | MERCADOLIBRE INC | $1.9M | 0.1% | +76% | 80.2 |
| 133 | — | ISHARES TR - CORE S&P US GWT | $1.9M | 0.1% | +5% | — |
| 134 |  $LOW | LOWES COMPANIES INC | $1.9M | 0.1% | -1% | 60.8 |
| 135 |  $FTV | Fortive Corp | $1.8M | 0.1% | -1% | 57 |
| 136 |  $MDLZ | Mondelez International, Inc. | $1.8M | 0.1% | -7% | 56.4 |
| 137 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.7M | 0.1% | +35% | — |
| 138 |  $AER | AerCap Holdings N.V. | $1.7M | 0.1% | -33% | — |
| 139 | — | ISHARES TR - S&P MC 400GR ETF | $1.6M | 0.1% | +1% | — |
| 140 |  $COP | CONOCOPHILLIPS | $1.6M | 0.1% | -4% | 70.2 |
| 141 |  $PWR | QUANTA SERVICES, INC. | $1.6M | 0.1% | +6% | 72.1 |
| 142 |  $CME | CME GROUP INC. | $1.6M | 0.1% | -1% | 69.5 |
| 143 |  $PAYX | PAYCHEX INC | $1.6M | 0.1% | -9% | 74.6 |
| 144 |  $GLDM | World Gold Trust | $1.5M | 0.1% | +2% | — |
| 145 |  $APO | Apollo Global Management, Inc. | $1.4M | 0.1% | -1% | 52.1 |
| 146 |  $PLTR | Palantir Technologies Inc. | $1.4M | 0.1% | +16% | 84.6 |
| 147 |  $TDG | TransDigm Group INC | $1.4M | 0.1% | +0% | 68 |
| 148 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.3M | 0.1% | -9% | 70 |
| 149 |  $CAT | CATERPILLAR INC | $1.3M | 0.1% | -5% | 66.5 |
| 150 | — | PIMCO ETF TR - INTER MUN BD ACT | $1.3M | 0.1% | -15% | — |
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$MO ALTRIA GROUP, INC.$351,044
$DELL Dell Technologies Inc.$327,478
$DUK Duke Energy CORP$298,403
$WBS WEBSTER FINANCIAL CORP$266,706
$Q Qnity Electronics, Inc.$259,336Exited Positions (11)
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$TSCO TRACTOR SUPPLY CO /DE/
$PYPL PayPal Holdings, Inc.Browse Top Institutional Investors
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