CIK: 0001469219
Total reported value
$1.4B
Reporting period: 2026-03-31 · Number of holdings: 298
YHB Investment Advisors, Inc. disclosed 298 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 13.6%.
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YHB Investment Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.016 — mathematically equivalent to about 63 equally-sized positions, well below its 298 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.93), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
+0.1% -$16.8M
Add COST
-1.5% $5.0M
Trim CRM
-85.6% -$4.8M
Add SMLF
+40.6% $4.2M
Trim AAPL
-1.8% -$7.5M
Trim INTU
+4.5% -$4.4M
Showing top 200 holdings (of 298 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 5.92% | -0.30% | -1.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -1.02% | +0.07% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 3.23% | -0.22% | -0.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.13% | -0.23% | -2.32% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.97% | +0.45% | -1.48% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.79% | -0.18% | -0.84% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.76% | — | -0.53% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | -0.17% | -3.19% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.53% | -0.03% | +0.09% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.75% | -0.23% | -1.39% | |
| 11 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 1.68% | -0.23% | +0.08% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.61% | — | +2.32% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.57% | +0.27% | -6.88% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | -0.03% | -0.95% | |
| 15 | ECL | Ecolab INC | Stock-Materials | 1.31% | -0.07% | -9.82% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 1.27% | -0.04% | +0.48% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.22% | — | -6.63% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.20% | -0.19% | +0.56% | |
| 19 | AMGN | Amgen INC | Stock-Healthcare | 1.16% | +0.13% | +0.47% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.13% | -0.03% | +0.22% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.04% | +2.25% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.10% | +0.16% | +1.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.07% | -4.66% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.04% | -0.05% | -3.68% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.03% | +0.33% | +40.61% | |
| 26 | URI | United Rentals INC | Stock-Industrials | 1.02% | -0.09% | -0.77% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.00% | +0.11% | +6.64% | |
| 28 | HD | Home Depot INC | Stock-Consumer Disc | 0.97% | — | +3.29% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.96% | -0.18% | -9.48% | |
| 30 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.93% | — | -0.63% | |
| 31 | WMT | Walmart INC | Stock-Consumer Staples | 0.88% | +0.12% | +0.86% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | -0.04% | +0.09% | |
| 33 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.74% | -0.13% | +0.78% | |
| 34 | WWD | Woodward INC | Stock-Industrials | 0.71% | — | -6.38% | |
| 35 | NEE | Nextera Energy INC | Stock-Utilities | 0.70% | +0.13% | +2.14% | |
| 36 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.69% | — | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | — | -2.08% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.20% | -1.95% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.68% | — | +3.73% | |
| 40 | INTU | Intuit INC | Stock-Tech | 0.67% | -0.28% | +4.45% | |
| 41 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 0.65% | +0.17% | +34.60% | |
| 42 | GS | Goldman Sachs Group INC | Stock-Financials | 0.63% | — | +0.03% | |
| 43 | CMI | Cummins INC | Stock-Industrials | 0.62% | — | -2.59% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | — | -1.15% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | — | +4.90% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | — | -2.08% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.58% | — | +0.14% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | — | +3.58% | |
| 49 | ABBV | Abbvie INC | Stock-Healthcare | 0.58% | — | +0.98% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.57% | — | +2.13% |
Performance for Q3 2026
+2.7%
Performance Last 4 Quarters
+20.4%
Based on 75% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 298 | $1.4B | 14 | |
| 2025-12-31 | 296 | $1.4B | 13 | |
| 2025-09-30 | 299 | $1.4B | 24 | |
| 2025-06-30 | 299 | $1.3B | 0 | |
| 2025-03-31 | 290 | $1.2B | 100 | |
| 2024-12-31 | 277 | $1.2B | 0 | |
| 2024-09-30 | 280 | $1.2B | 0 | |
| 2024-06-30 | 277 | $1.2B | 0 | |
| 2024-03-31 | 273 | $1.1B | 0 | |
| 2023-12-31 | 264 | $1.0B | 0 | |
| 2023-09-30 | 283 | $1.1B | 0 | |
| 2023-06-30 | 283 | $1.1B | 0 | |
| 2023-03-31 | 283 | $997.3M | 0 | |
| 2022-12-31 | 283 | $937.3M | 0 | |
| 2022-09-30 | 281 | $899.4M | 0 | |
| 2022-06-30 | 279 | $948.4M | 0 | |
| 2022-03-31 | 297 | $1.1B | 0 | |
| 2021-12-31 | 311 | $1.3B | 0 | |
| 2021-09-30 | 304 | $1.2B | 0 | |
| 2021-06-30 | 303 | $1.2B | 100 | |
| 2021-03-31 | 294 | $1.2B | 12 | |
| 2020-12-31 | 278 | $1.1B | 15 | |
| 2020-09-30 | 261 | $921.4M | 46 | |
| 2020-06-30 | 178 | $692.8M | 24 | |
| 2020-03-31 | 166 | $579.9M | 23 | |
| 2019-12-31 | 187 | $700.7M | 13 | |
| 2019-09-30 | 186 | $655.5M | 9 | |
| 2019-06-30 | 185 | $629.7M | 9 | |
| 2019-03-31 | 195 | $638.5M | 18 | |
| 2018-12-31 | 179 | $559.7M | 23 | |
| 2018-09-30 | 189 | $662.4M | 12 | |
| 2018-06-30 | 181 | $611.7M | 12 | |
| 2018-03-31 | 184 | $589.8M | 11 | |
| 2017-12-31 | 187 | $586.9M | 12 | |
| 2017-09-30 | 176 | $559.2M | 22 | |
| 2017-06-30 | 181 | $582.8M | 28 | |
| 2017-03-31 | 178 | $520.9M | 16 | |
| 2016-12-31 | 172 | $480.2M | 19 | |
| 2016-09-30 | 166 | $414.2M | 18 | |
| 2016-06-30 | 165 | $454.7M | 24 | |
| 2016-03-31 | 151 | $370.4M | 25 | |
| 2015-12-31 | 160 | $441.1M | 24 | |
| 2015-09-30 | 162 | $423.4M | 13 | |
| 2015-06-30 | 171 | $458.5M | 10 | |
| 2015-03-31 | 169 | $445.8M | 11 | |
| 2014-12-31 | 164 | $436.7M | 14 | |
| 2014-09-30 | 154 | $416.5M | 8 | |
| 2014-06-30 | 154 | $414.5M | 12 | |
| 2014-03-31 | 151 | $393.6M | 12 | |
| 2013-12-31 | 148 | $372.6M | 12 | |
| 2013-09-30 | 143 | $338.0M | 13 | |
| 2013-06-30 | 142 | $321.0M | — |
YHB Investment Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Ishares International Equity (INTF); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Ishares Emerging Markets Equ (EMGF); Add: Microsoft CORP (MSFT) — shares +0.07%; Trim: Costco Wholesale CORP (COST) — shares -1.48%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.5% | -1.48% | Trim |
| 2 | SMLF | Ishares US Smallcap Equity F | +0.3% | +40.61% | Add |
| 3 | LRCX | Lam Research CORP | +0.3% | -6.88% | Trim |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +164.48% | Add |
| 5 | EQWL | Invesco S&p 100 Equal Weight | +0.2% | +34.60% | Add |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.39% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +4.27% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +2.17% | Add |
| 9 | NEE | Nextera Energy INC | +0.1% | +2.14% | Add |
| 10 | AMGN | Amgen INC | +0.1% | +0.47% | Add |
| 11 | NBSD | Neuberger Short Duration INC | +0.1% | +65.50% | Add |
| 12 | WMT | Walmart INC | +0.1% | +0.86% | Add |
| 13 | ETN | Eaton Corporation plc | +0.1% | +6.30% | Add |
| 14 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.64% | Add |
| 15 | NOW | Servicenow INC | +0.1% | +90.50% | Add |
| 16 | SHEL | Shell Plc-adr | +0.1% | -1.48% | Trim |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +316.16% | Add |
| 18 | CASY | Casey's General Stores INC | +0.1% | +14.82% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.09% | Add |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.95% | Trim |
| 21 | SYK | Stryker CORP | 0% | +0.22% | Add |
| 22 | APH | Amphenol Corp-cl A | 0% | +0.48% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +2.25% | Add |
| 24 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.09% | Add |
| 25 | IWB | Ishares Russell 1000 ETF | -0.1% | -3.68% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | -0.1% | -10.24% | Trim |
| 27 | ECL | Ecolab INC | -0.1% | -9.82% | Trim |
| 28 | IVV | Ishares Core S&p 500 ETF | -0.1% | -4.66% | Trim |
| 29 | AON | Aon plc | -0.1% | -6.06% | Trim |
| 30 | UNH | Unitedhealth Group INC | -0.1% | -4.56% | Trim |
| 31 | URI | United Rentals INC | -0.1% | -0.77% | Trim |
| 32 | MORN | Morningstar INC | -0.1% | -74.13% | Trim |
| 33 | ISRG | Intuitive Surgical INC | -0.1% | +0.78% | Add |
| 34 | NVDA | Nvidia CORP | -0.2% | -3.19% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | -0.2% | -0.84% | Trim |
| 36 | SCHG | Schwab US Large-cap Growth | -0.2% | -9.48% | Trim |
| 37 | DHR | Danaher CORP | -0.2% | +0.56% | Add |
| 38 | IQLT | Ishares Msci International Q | -0.2% | -52.55% | Trim |
| 39 | ORCL | Oracle CORP | -0.2% | -1.95% | Trim |
| 40 | AMZN | Amazon.com INC | -0.2% | -0.20% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.32% | Trim |
| 42 | V | Visa Inc-class A Shares | -0.2% | -1.39% | Trim |
| 43 | TMO | Thermo Fisher Scientific INC | -0.2% | +0.08% | Add |
| 44 | INTU | Intuit INC | -0.3% | +4.45% | Add |
| 45 | AAPL | Apple INC | -0.3% | -1.80% | Trim |
| 46 | CRM | Salesforce INC | -0.3% | -85.64% | Trim |
| 47 | MSFT | Microsoft CORP | -1% | +0.07% | Add |
| 48 | INTF | Ishares International Equity | — | NEW | New buy |
| 49 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 50 | EMGF | Ishares Emerging Markets Equ | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-16 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-08 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-10 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-23 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-22 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-22 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-08-15 | Amendment | View on EDGAR |
| 2024-03-31 | 2024-04-26 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-29 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-23 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-10 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-08 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-12 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-03 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-14 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-14 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-18 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-28 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-15 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-22 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-21 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-02 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-20 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-16 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-27 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-15 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-15 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-29 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-11 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-29 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-09 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-16 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-16 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-06 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-31 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-10 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-10-24 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-07-22 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-04-19 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-01-29 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-10-28 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-07-30 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-20 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-30 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-29 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-01 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-15 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-23 | 13F-HR | View on EDGAR |
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