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.

Filer Information
Address
29 SOUTH MAIN ST., STE. 306
WEST HARTFORD, CT 06107-2417
Phone
(860) 561-7050
Filing Manager
YHB Investment Advisors, Inc.
West Hartford, CT
Signatory
Mark W. Everette
CEO and Senior Portfolio Manager
Loading holdings…
AUM

$1.56B

Long-equity book

Holdings

314

Distinct positions

Period

2026-06-30

Filed 2026-07-14

Q/Q Activity

+29 / −13 / ↑167 / ↓61

vs 2026-03-31

Firm Profile & Key People
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%
Show all 167

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%
Show all 61

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
Show all 29

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
Show all 13
All Holdings

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
Filing History
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