Top Institutional Investors

YHB Investment Advisors, Inc. — 13F Holdings & Portfolio

CIK 1469219 · latest 13F-HR filed 2026-10-08

Backtest portfolio

YHB Investment Advisors, Inc. manages $1.59B in 13F-reported U.S. long-equity assets across 314 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AAPL (6.82%), MSFT (4.03%), NVDA (3.14%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 17 new positions and exited 17; 79 existing positions rose in reported value and 107 fell.

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
$1.59B

Long-equity book

Holdings
314

Distinct positions

Period
2026-09-30

Filed 2026-10-08

Q/Q Activity
+17 / −17 / ↑79 / ↓107

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
AAPL6.8% · -2%MSFT4.0% · -3%NVDA3.1% · -1%GOOGL3.1% · -2%AMZN2.9% · -1%IJH2.8% · +2%GOOG2.6% · -2%COST2.4% · -1%TMO2.1% · -1%LRCX1.9% · -5%V1.9% · +0%BRK.B1.8% · -4%IVV1.6% · +6%APH1.5% · +95%TSM1.4% · +1%SPY1.4% · -1%JPST1.3% · -3%PANW1.3% · -0%DHR1.2% · -3%AMGN1.2% · +1%SMLF1.2% · +4%URI1.2% · -1%JPM1.2% · +2%ECL1.2% · -3%IJR1.2% · -0%IWB1.0% · -3%SCHG1.0% · -1%IVW1.0% · +0%IEFA0.9% · +1%EQWL0.9% · +22%SYK0.9% · -1%FTNT0.8% · +1%HD0.8% · +0%EAGL0.7% · 0%WMT0.7% · +4%LLY0.7% · +5%TJX0.7% · +0%META0.7% · +1%ETN0.7% · +5%SCHD0.7% · -0%UNP0.6% · +1%IEMG0.6% · +2%ABBV0.6% · +0%ISRG0.6% · +2%SPDW0.6% · +0%RTX0.6% · -0%SPYG0.5% · +1%NEE0.5% · +2%MINT0.5% · +3%WWD0.5% · -1%JMST0.5% · -1%IVE0.5% · +0%ORCL0.5% · -6%CMI0.5% · -3%SCHX0.5% · +11%NOW0.5% · +0%IWM0.5% · +1%AVGO0.5% · +7%CSL0.4% · +0%QQQM0.4% · +13%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 31.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 18, 2026.

Assets Under Management
$2.28B
Discretionary
$2.28B
Employees
30
Accounts
3,074
Address
29 SOUTH MAIN STREET
SUITE 306
WEST HARTFORD, CT 06107-2417
Phone
(860) 561-7050
Website
Name Title / Status Ownership Type
EVERETTE, MARK, WILSON ControlCCO, CHAIRMAN OF THE BOARD, & SENIOR PORTFOLIO MANAGER
since Jan 2009
10–25%Individual
MARTEL, PAUL, ROGER ControlPRESIDENT
since Jan 1990
10–25%Individual
MOREL, LINDA, LEE ControlVICE PRESIDENT & SENIOR PORTFOLIO MANAGER
since Jul 2019
5–10%Individual
Space, Anne, Agonis ControlCEO & SENIOR PORTFOLIO MANAGER
since Aug 2024
10–25%Individual
HANNIGAN, DENNIS, PATRICKCHIEF INVESTMENT OFFICER & SENIOR PORTFOLIO MANAGER
since Jan 2009
10–25%Individual
MANNING, THOMAS, MATTHEWCOO & SENIOR PORTFOLIO MANAGER
since Jan 2023
5–10%Individual
Ownership & leadership changes · 9 filings with changes since Mar 1, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 18, 2026 filing
  • ChangedSpace, Anne, Agonis · ownership 5–10% → 10–25%
Aug 22, 2024 filing
  • ChangedEVERETTE, MARK, WILSON · title CEO, CCO AND CHAIRMAN OF THE BOARD → CCO, CHAIRMAN OF THE BOARD, & SENIOR PORTFOLIO MANAGER
  • ChangedHANNIGAN, DENNIS, PATRICK · title CHIEF INVESTMENT OFFICER → CHIEF INVESTMENT OFFICER & SENIOR PORTFOLIO MANAGER
  • ChangedMANNING, THOMAS, MATTHEW · title SENIOR PORTFOLIO MANAGER → COO & SENIOR PORTFOLIO MANAGER
  • ChangedMARTEL, PAUL, ROGER · title PRESIDENT AND CHAIRMAN → PRESIDENT; ownership 25–50% → 10–25%
  • ChangedMOREL, LINDA, LEE · title VICE PRESIDENT → VICE PRESIDENT & SENIOR PORTFOLIO MANAGER
  • ChangedSpace, Anne, Agonis · title COO & SENIOR PORTFOLIO MANAGER → CEO & SENIOR PORTFOLIO MANAGER; now a control person
Mar 18, 2024 filing
  • ChangedEVERETTE, MARK, WILSON · ownership 25–50% → 10–25%
Mar 29, 2022 filing
  • No longer listedDIMARTINO, MICHELLE, ANNE · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2018
  • AddedMANNING, THOMAS, MATTHEW · SENIOR PORTFOLIO MANAGER · 5–10%
  • AddedSpace, Anne, Agonis · COO & SENIOR PORTFOLIO MANAGER · 5–10%
  • ChangedEVERETTE, MARK, WILSON · title SECRETARY, CEO, AND CHAIRMAN OF THE BOARD → CEO, CCO AND CHAIRMAN OF THE BOARD
Mar 23, 2020 filing
  • ChangedMARTEL, PAUL, ROGER · ownership 50–75% → 25–50%
  • ChangedMOREL, LINDA, LEE · ownership Less than 5% → 5–10%
Jun 17, 2019 filing
  • AddedMOREL, LINDA, LEE · VICE PRESIDENT · Less than 5% · control person
  • ChangedEVERETTE, MARK, WILSON · title SECRETARY, CHIEF EXECUTIVE OFFICER → SECRETARY, CEO, AND CHAIRMAN OF THE BOARD
Mar 29, 2018 filing
  • AddedDIMARTINO, MICHELLE, ANNE · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedEVERETTE, MARK, WILSON · title SECRETARY, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER → SECRETARY, CHIEF EXECUTIVE OFFICER
Mar 22, 2017 filing
  • No longer listedYOUELL, GARY, BRUCE · VICE PRESIDENT AND CHAIRMAN · 25–50% · control person · listed since Dec 2008
  • AddedHANNIGAN, DENNIS, PATRICK · CHIEF INVESTMENT OFFICER · 10–25%
  • ChangedEVERETTE, MARK, WILSON · ownership 5–10% → 25–50%
  • ChangedMARTEL, PAUL, ROGER · title PRESIDENT → PRESIDENT AND CHAIRMAN; ownership 25–50% → 50–75%
Mar 22, 2013 filing
  • ChangedEVERETTE, MARK, WILSON · ownership Less than 5% → 5–10%
Mar 1, 2012 filing (earliest on record)
  • ListedEVERETTE, MARK, WILSON · SECRETARY, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedMARTEL, PAUL, ROGER · PRESIDENT · 25–50% · control person
  • ListedYOUELL, GARY, BRUCE · VICE PRESIDENT AND CHAIRMAN · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

YHB Investment Advisors, Inc. Holdings (2026-09-30)

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 $108.2M 6.82% 324,809 SH
2 MICROSOFT CORP MSFT 594918104 $63.9M 4.03% 124,622 SH
3 NVIDIA CORPORATION NVDA 67066G104 $49.7M 3.14% 217,727 SH
4 ALPHABET INC GOOGL 02079K305 $48.6M 3.07% 141,317 SH
5 AMAZON COM INC AMZN 023135106 $46.3M 2.92% 186,013 SH
6 ISHARES TR IJH 464287507 $44.5M 2.81% 618,796 SH
7 ALPHABET INC GOOG 02079K107 $41.2M 2.60% 120,925 SH
8 COSTCO WHOLESALE CORPORATION COST 22160K105 $37.8M 2.38% 41,507 SH
9 THERMO FISHER SCIENTIFIC INC TMO 883556102 $32.6M 2.06% 48,299 SH
10 LAM RESEARCH CORP LRCX 512807306 $30.1M 1.90% 91,541 SH
11 VISA INC V 92826C839 $29.7M 1.87% 82,693 SH
12 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $28.5M 1.80% 57,326 SH
13 ISHARES TR IVV 464287200 $25.1M 1.58% 32,743 SH
14 AMPHENOL CORP APH 032095101 $23.3M 1.47% 276,033 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $22.1M 1.39% 48,431 SH
16 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $22.1M 1.39% 28,966 SH
17 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $20.0M 1.26% 397,889 SH
18 PALO ALTO NETWORKS INC PANW 697435105 $19.9M 1.26% 50,128 SH
19 DANAHER CORP DEL DHR 235851102 $19.7M 1.25% 89,107 SH
20 AMGEN INC AMGN 031162100 $19.5M 1.23% 46,239 SH
21 ISHARES TR SMLF 46434V290 $19.2M 1.21% 229,923 SH
22 UNITED RENTALS INC URI 911363109 $19.2M 1.21% 19,195 SH
23 JPMORGAN CHASE & CO JPM 46625H100 $18.8M 1.18% 56,746 SH
24 ECOLAB INC ECL 278865100 $18.7M 1.18% 68,024 SH
25 ISHARES TR IJR 464287804 $18.5M 1.17% 135,853 SH
26 ISHARES TR IWB 464287622 $16.4M 1.04% 39,513 SH
27 SCHWAB STRATEGIC TR SCHG 808524300 $15.8M 1.00% 439,895 SH
28 ISHARES TR IVW 464287309 $15.4M 0.97% 108,550 SH
29 ISHARES TR IEFA 46432F842 $15.0M 0.94% 154,452 SH
30 INVESCO EXCHANGE TRADED FD T EQWL 46137V449 $14.2M 0.90% 110,179 SH
31 STRYKER CORPORATION SYK 863667101 $13.6M 0.86% 49,276 SH
32 FORTINET INC FTNT 34959E109 $12.4M 0.78% 69,248 SH
33 HOME DEPOT INC HD 437076102 $11.9M 0.75% 41,898 SH
34 2023 ETF SERIES TRUST EAGL 88339Y102 $11.8M 0.75% 347,395 SH
35 WALMART INC WMT 931142103 $11.6M 0.73% 111,309 SH
36 ELI LILLY & CO LLY 532457108 $11.5M 0.73% 9,940 SH
37 TJX COS INC NEW TJX 872540109 $10.8M 0.68% 81,593 SH
38 META PLATFORMS INC META 30303M102 $10.7M 0.67% 14,745 SH
39 EATON CORP PLC ETN G29183103 $10.6M 0.67% 24,559 SH
40 SCHWAB STRATEGIC TR SCHD 808524797 $10.4M 0.66% 320,278 SH
41 UNION PAC CORP UNP 907818108 $10.2M 0.64% 37,393 SH
42 ISHARES INC IEMG 46434G103 $10.1M 0.64% 124,721 SH
43 ABBVIE INC ABBV 00287Y109 $9.8M 0.62% 37,565 SH
44 INTUITIVE SURGICAL INC ISRG 46120E602 $9.6M 0.61% 23,672 SH
45 SPDR INDEX SHS FDS SPDW 78463X889 $9.1M 0.58% 181,758 SH
46 RTX CORPORATION RTX 75513E101 $9.0M 0.57% 48,617 SH
47 SPDR SERIES TRUST SPYG 78464A409 $8.7M 0.55% 70,512 SH
48 NEXTERA ENERGY INC NEE 65339F101 $8.6M 0.54% 113,363 SH
49 PIMCO ETF TR MINT 72201R833 $8.5M 0.54% 84,953 SH
50 WOODWARD INC WWD 980745103 $8.3M 0.52% 25,209 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-08 $1.59B 314 0002085853-26-001107
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
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