YHB Investment Advisors, Inc. — 13F Holdings & Portfolio
CIK 1469219 · latest 13F-HR filed 2026-04-13
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.
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AUM
$1.39B
Long-equity book
Holdings
298
Distinct positions
Period
2026-03-31
Filed 2026-04-13
Q/Q Activity
+16 / −14 / ↑82 / ↓112
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COSTCO WHOLESALE CORPORATION$5.0M +13.8%
- ISHARES TR$4.2M +41.8%
- LAM RESEARCH CORP$3.1M +16.2%
- ISHARES TR$2.4M +161.2%
- INVESCO EXCHANGE TRADED FD T$2.2M +31.3%
Top Trims
- MICROSOFT CORP-$16.8M -23.4%
- APPLE INC-$7.5M -8.3%
- ALPHABET INC-$5.0M -10.3%
- AMAZON COM INC-$5.0M -9.9%
- SALESFORCE INC-$4.8M -89.9%
New Positions
- ISHARES TR$3.5M
- INVESCO EXCH TRADED FD TR II$2.6M
- ISHARES INC$1.9M
- NUVEEN MUN HIGH INCOME OPPOR$550.7K
- GALLAGHER ARTHUR J & CO$546.0K
Exited Positions
- SELECT SECTOR SPDR TR$468.3K
- MARTIN MARIETTA MATLS INC$354.3K
- ADVANCED MICRO DEVICES INC$335.2K
- PTC INC$314.6K
- SELECT SECTOR SPDR TR$293.7K
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 | $82.6M | 5.92% | 325,457 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $55.0M | 3.94% | 148,446 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $45.0M | 3.23% | 216,151 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $43.6M | 3.13% | 151,671 | SH |
| 5 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $41.5M | 2.97% | 41,615 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $38.9M | 2.79% | 135,712 | SH |
| 7 | ISHARES TR | IJH | 464287507 | $38.5M | 2.76% | 569,512 | SH |
| 8 | NVIDIA CORPORATION | NVDA | 67066G104 | $36.9M | 2.65% | 211,712 | SH |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $35.3M | 2.53% | 73,763 | SH |
| 10 | VISA INC | V | 92826C839 | $24.4M | 1.75% | 80,638 | SH |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $23.5M | 1.68% | 47,806 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $22.5M | 1.61% | 444,095 | SH |
| 13 | LAM RESEARCH CORP | LRCX | 512807306 | $21.9M | 1.57% | 102,345 | SH |
| 14 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $19.2M | 1.37% | 29,462 | SH |
| 15 | ECOLAB INC | ECL | 278865100 | $18.3M | 1.31% | 68,656 | SH |
| 16 | AMPHENOL CORP | APH | 032095101 | $17.8M | 1.27% | 140,640 | SH |
| 17 | ISHARES TR | IJR | 464287804 | $17.0M | 1.22% | 136,684 | SH |
| 18 | DANAHER CORP DEL | DHR | 235851102 | $16.8M | 1.20% | 88,429 | SH |
| 19 | AMGEN INC | AMGN | 031162100 | $16.1M | 1.16% | 45,836 | SH |
| 20 | STRYKER CORPORATION | SYK | 863667101 | $15.7M | 1.13% | 47,879 | SH |
| 21 | JPMORGAN CHASE & CO | JPM | 46625H100 | $15.4M | 1.10% | 52,383 | SH |
| 22 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $15.3M | 1.10% | 45,250 | SH |
| 23 | ISHARES TR | IVV | 464287200 | $14.9M | 1.07% | 22,869 | SH |
| 24 | ISHARES TR | IWB | 464287622 | $14.5M | 1.04% | 40,625 | SH |
| 25 | ISHARES TR | SMLF | 46434V290 | $14.3M | 1.03% | 189,835 | SH |
| 26 | UNITED RENTALS INC | URI | 911363109 | $14.3M | 1.02% | 19,613 | SH |
| 27 | ISHARES TR | IEFA | 46432F842 | $14.0M | 1.00% | 154,107 | SH |
| 28 | HOME DEPOT INC | HD | 437076102 | $13.6M | 0.97% | 41,299 | SH |
| 29 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $13.4M | 0.96% | 459,831 | SH |
| 30 | TJX COS INC NEW | TJX | 872540109 | $13.0M | 0.93% | 81,532 | SH |
| 31 | WALMART INC | WMT | 931142103 | $12.3M | 0.88% | 99,129 | SH |
| 32 | ISHARES TR | IVW | 464287309 | $12.3M | 0.88% | 108,356 | SH |
| 33 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $10.3M | 0.74% | 22,411 | SH |
| 34 | WOODWARD INC | WWD | 980745103 | $10.0M | 0.71% | 27,810 | SH |
| 35 | NEXTERA ENERGY INC | NEE | 65339F101 | $9.8M | 0.70% | 104,995 | SH |
| 36 | 2023 ETF SERIES TRUST | EAGL | 88339Y102 | $9.7M | 0.69% | 318,518 | SH |
| 37 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $9.6M | 0.69% | 312,198 | SH |
| 38 | ORACLE CORP | ORCL | 68389X105 | $9.5M | 0.68% | 64,316 | SH |
| 39 | RTX CORPORATION | RTX | 75513E101 | $9.4M | 0.68% | 48,854 | SH |
| 40 | INTUIT | INTU | 461202103 | $9.3M | 0.67% | 21,617 | SH |
| 41 | INVESCO EXCHANGE TRADED FD T | EQWL | 46137V449 | $9.0M | 0.65% | 78,526 | SH |
| 42 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $8.8M | 0.63% | 10,447 | SH |
| 43 | CUMMINS INC | CMI | 231021106 | $8.6M | 0.62% | 15,988 | SH |
| 44 | UNION PAC CORP | UNP | 907818108 | $8.6M | 0.61% | 35,277 | SH |
| 45 | ISHARES INC | IEMG | 46434G103 | $8.4M | 0.60% | 120,029 | SH |
| 46 | MCDONALDS CORP | MCD | 580135101 | $8.2M | 0.59% | 26,369 | SH |
| 47 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $8.2M | 0.58% | 178,731 | SH |
| 48 | META PLATFORMS INC | META | 30303M102 | $8.1M | 0.58% | 14,181 | SH |
| 49 | ABBVIE INC | ABBV | 00287Y109 | $8.0M | 0.58% | 36,951 | SH |
| 50 | PIMCO ETF TR | MINT | 72201R833 | $7.9M | 0.57% | 78,597 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-13 | $1.39B | 298 | 0002085853-26-000346 |
| 2025-12-31 | 2026-01-16 | $1.45B | 296 | 0002085853-26-000038 |