YHB Investment Advisors, Inc. — 13F Holdings & Portfolio
CIK 1469219 · latest 13F-HR filed 2026-07-14
YHB Investment Advisors, Inc. manages $1.56B in 13F-reported U.S. long-equity assets across 314 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (6.13%), GOOGL (3.29%), MSFT (3.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 29 new positions, exited 13, added to 167, and trimmed 61.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
WEST HARTFORD, CT 06107-2417
$1.56B
Long-equity book
314
Distinct positions
2026-06-30
Filed 2026-07-14
+29 / −13 / ↑167 / ↓61
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LAM RESEARCH CORP$20.0M +91.6%
- APPLE INC$13.1M +15.8%
- PALO ALTO NETWORKS INC$9.5M +124.3%
- ISHARES TR$8.2M +54.7%
- ISHARES TR$8.1M +21.2%
Top Trims
- MICROSOFT CORP-$7.2M -13.2%
- BERKSHIRE HATHAWAY INC DEL-$5.4M -15.3%
- AON PLC-$4.8M -64.4%
- INTUIT-$4.3M -45.9%
- GOLDMAN SACHS GROUP INC-$3.1M -34.5%
New Positions
- SCHWAB STRATEGIC TR$2.0M
- LAZARD ACTIVE ETF TR$983.7K
- ADVANCED MICRO DEVICES INC$825.5K
- EQT CORP$623.1K
- EA SERIES TRUST$511.1K
Exited Positions
- HONEYWELL INTL INC$1.0M
- SALESFORCE INC$541.9K
- COGNIZANT TECHNOLOGY SOLUTIO$487.4K
- BOOZ ALLEN HAMILTON HLDG COR$265.5K
- LIBERTY BROADBAND CORP$261.6K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $95.7M | 6.13% | 330,559 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $51.4M | 3.29% | 143,740 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $47.7M | 3.06% | 127,919 | SH |
| 4 | ISHARES TR | IJH | 464287507 | $46.6M | 2.98% | 604,397 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $44.7M | 2.87% | 187,755 | SH |
| 6 | NVIDIA CORPORATION | NVDA | 67066G104 | $43.9M | 2.81% | 219,225 | SH |
| 7 | ALPHABET INC | GOOG | 02079K107 | $43.4M | 2.78% | 122,759 | SH |
| 8 | LAM RESEARCH CORP | LRCX | 512807306 | $41.9M | 2.68% | 96,662 | SH |
| 9 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $39.4M | 2.52% | 42,112 | SH |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $29.9M | 1.92% | 59,803 | SH |
| 11 | VISA INC | V | 92826C839 | $28.3M | 1.82% | 82,599 | SH |
| 12 | AMPHENOL CORP | APH | 032095101 | $24.9M | 1.60% | 141,366 | SH |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $24.6M | 1.57% | 48,988 | SH |
| 14 | ISHARES TR | IVV | 464287200 | $23.1M | 1.48% | 30,863 | SH |
| 15 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $22.8M | 1.46% | 47,776 | SH |
| 16 | UNITED RENTALS INC | URI | 911363109 | $22.0M | 1.41% | 19,420 | SH |
| 17 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $21.8M | 1.40% | 29,237 | SH |
| 18 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $20.8M | 1.33% | 411,749 | SH |
| 19 | ISHARES TR | IJR | 464287804 | $20.2M | 1.30% | 136,354 | SH |
| 20 | ISHARES TR | SMLF | 46434V290 | $19.8M | 1.27% | 222,217 | SH |
| 21 | ECOLAB INC | ECL | 278865100 | $19.5M | 1.25% | 70,154 | SH |
| 22 | JPMORGAN CHASE & CO | JPM | 46625H100 | $18.3M | 1.17% | 55,809 | SH |
| 23 | DANAHER CORP DEL | DHR | 235851102 | $17.4M | 1.12% | 91,504 | SH |
| 24 | PALO ALTO NETWORKS INC | PANW | 697435105 | $17.1M | 1.10% | 50,219 | SH |
| 25 | ISHARES TR | IWB | 464287622 | $16.6M | 1.07% | 40,621 | SH |
| 26 | AMGEN INC | AMGN | 031162100 | $16.6M | 1.06% | 45,813 | SH |
| 27 | STRYKER CORPORATION | SYK | 863667101 | $15.7M | 1.00% | 49,754 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $15.0M | 0.96% | 443,638 | SH |
| 29 | ISHARES TR | IVW | 464287309 | $14.9M | 0.96% | 108,453 | SH |
| 30 | ISHARES TR | IEFA | 46432F842 | $14.8M | 0.95% | 153,211 | SH |
| 31 | HOME DEPOT INC | HD | 437076102 | $14.7M | 0.94% | 41,743 | SH |
| 32 | TJX COS INC NEW | TJX | 872540109 | $12.3M | 0.79% | 81,421 | SH |
| 33 | WALMART INC | WMT | 931142103 | $12.2M | 0.78% | 107,297 | SH |
| 34 | INVESCO EXCHANGE TRADED FD T | EQWL | 46137V449 | $11.6M | 0.74% | 90,021 | SH |
| 35 | ELI LILLY & CO | LLY | 532457108 | $11.4M | 0.73% | 9,488 | SH |
| 36 | 2023 ETF SERIES TRUST | EAGL | 88339Y102 | $11.2M | 0.72% | 347,395 | SH |
| 37 | CUMMINS INC | CMI | 231021106 | $11.1M | 0.71% | 15,590 | SH |
| 38 | WOODWARD INC | WWD | 980745103 | $10.8M | 0.69% | 25,480 | SH |
| 39 | FORTINET INC | FTNT | 34959E109 | $10.5M | 0.68% | 68,606 | SH |
| 40 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $10.2M | 0.65% | 320,655 | SH |
| 41 | ISHARES INC | IEMG | 46434G103 | $10.2M | 0.65% | 122,535 | SH |
| 42 | UNION PAC CORP | UNP | 907818108 | $10.1M | 0.64% | 36,951 | SH |
| 43 | EATON CORP PLC | ETN | G29183103 | $10.0M | 0.64% | 23,468 | SH |
| 44 | NEXTERA ENERGY INC | NEE | 65339F101 | $9.7M | 0.62% | 110,729 | SH |
| 45 | ABBVIE INC | ABBV | 00287Y109 | $9.4M | 0.60% | 37,440 | SH |
| 46 | RTX CORPORATION | RTX | 75513E101 | $9.3M | 0.59% | 48,845 | SH |
| 47 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $9.2M | 0.59% | 23,162 | SH |
| 48 | ORACLE CORP | ORCL | 68389X105 | $9.2M | 0.59% | 62,632 | SH |
| 49 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $9.1M | 0.59% | 181,509 | SH |
| 50 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $8.4M | 0.54% | 165,574 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-14 | $1.56B | 314 | 0002085853-26-000719 |
| 2026-03-31 | 2026-04-13 | $1.39B | 298 | 0002085853-26-000346 |
| 2025-12-31 | 2026-01-16 | $1.45B | 296 | 0002085853-26-000038 |