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CIK: 0001469219
Total reported value
$1.6B
$1.6B
290 檔
16.5%
As reported in its official Q1 2025 Form 13F filing, YHB Investment Advisors, Inc.'s tracked investment portfolio stood at $1.6B with 290 total positions.
In Q1 2025, YHB Investment Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 290 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.47% | +0.21% | -1.34% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -0.88% | +0.13% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.44% | -0.36% | -1.98% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.41% | -0.45% | -0.75% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.39% | -0.61% | +1.01% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.43% | +0.07% | -2.03% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.28% | +0.22% | +0.58% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.16% | -3.53% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | +0.16% | +1.98% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.94% | -0.11% | +0.29% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.90% | -0.01% | -2.43% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.80% | +0.08% | +0.09% | |
| 13 | ECL | Ecolab Inc | Stock-Materials | 1.61% | -0.06% | +0.54% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.48% | -0.13% | +0.49% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 1.40% | -0.08% | +0.70% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.03% | -4.72% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.30% | -0.03% | -4.20% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.03% | +0.09% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.13% | -0.10% | +0.13% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.05% | -0.35% | +1.29% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.05% | +0.03% | +2.08% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.04% | — | +2.39% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 1.03% | +0.39% | +3.69% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.02% | -0.11% | -0.03% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | +0.07% | +0.96% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.41% | -0.42% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.90% | -0.15% | -0.77% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +0.08% | +0.11% | |
| 29 | AON | Aon plc | Stock-Financials | 0.83% | -0.36% | -4.47% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.82% | -0.14% | +0.61% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.81% | -0.04% | +0.55% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.09% | -2.14% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.76% | +0.33% | -2.02% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.13% | -3.29% | |
| 35 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.73% | +0.03% | — | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | +0.03% | +0.86% | |
| 37 | LRCX | Lam Research CORP | Stock-Tech | 0.69% | +1.11% | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.04% | +33.39% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.05% | -1.72% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.65% | -0.04% | +2.98% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.10% | +6.02% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.02% | -1.37% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.08% | +2.27% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.59% | +0.55% | +5.65% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.59% | -0.05% | -0.05% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.59% | +0.36% | +5.49% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | -0.28% | +22.83% | |
| 48 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.58% | -0.14% | +7.75% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.02% | +0.38% | |
| 50 | FTNT | Fortinet Inc | Stock-Tech | 0.55% | +0.28% | +3.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 4 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 7 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 11 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 12 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 13 | ECL | Ecolab Inc | — | NEW | New buy |
| 14 | SYK | Stryker CORP | — | NEW | New buy |
| 15 | DHR | Danaher CORP | — | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 17 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 18 | HD | Home Depot Inc | — | NEW | New buy |
| 19 | AMGN | Amgen Inc | — | NEW | New buy |
| 20 | INTU | Intuit Inc | — | NEW | New buy |
| 21 | IWB | Ishares Russell 1000 ETF | — | NEW | New buy |
| 22 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 23 | URI | United Rentals Inc | — | NEW | New buy |
| 24 | PEP | Pepsico Inc | — | NEW | New buy |
| 25 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 26 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 27 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 28 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 29 | AON | Aon plc | — | NEW | New buy |
| 30 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 31 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 32 | ORCL | Oracle CORP | — | NEW | New buy |
| 33 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 34 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 35 | EAGL | Eagle Capital Select Eqty | — | NEW | New buy |
| 36 | UNP | Union Pacific CORP | — | NEW | New buy |
| 37 | LRCX | Lam Research CORP | — | NEW | New buy |
| 38 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 39 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 40 | MINT | Pimco Enhanced Short Maturit | — | NEW | New buy |
| 41 | WMT | Walmart Inc | — | NEW | New buy |
| 42 | ABBV | Abbvie Inc | — | NEW | New buy |
| 43 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 44 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 45 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 46 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 47 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 48 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 49 | IVE | Ishares S&p 500 Value ETF | — | NEW | New buy |
| 50 | FTNT | Fortinet Inc | — | NEW | New buy |
According to official SEC Form 13F filings, YHB Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.6B across 290 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 16.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $77.5M
During Q1 2025, YHB Investment Advisors, Inc.'s top holdings by market value included AAPL (6.5%)、MSFT (4.8%)、AMZN (3.4%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q1 2025, YHB Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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