13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001469219
Total reported value
$1.6B
$1.6B
299 檔
17.4%
In Q2 2025, YHB Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $1.6B, distributed across 299 disclosed stock positions.
During Q2 2025, YHB Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 17.4% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.77% | -0.88% | -0.83% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.44% | +0.21% | -1.53% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.66% | -0.36% | -0.16% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.24% | -0.45% | -1.63% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.86% | -0.61% | +0.18% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.74% | +0.16% | -2.24% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.25% | +0.07% | -0.78% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.24% | +0.22% | -0.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.17% | +0.16% | -0.63% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.96% | -0.01% | -1.62% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.08% | +0.09% | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 1.59% | -0.06% | +0.55% | |
| 13 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.48% | -0.11% | +1.25% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 1.46% | -0.13% | +0.53% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.03% | +0.69% | |
| 16 | DHR | Danaher CORP | Stock-Healthcare | 1.29% | -0.08% | +3.67% | |
| 17 | INTU | Intuit Inc | Stock-Tech | 1.25% | -0.35% | +0.41% | |
| 18 | URI | United Rentals Inc | Stock-Industrials | 1.15% | +0.39% | +0.30% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.14% | -0.09% | -1.45% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.13% | +0.03% | +5.47% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.07% | +2.79% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.03% | +1.97% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.08% | — | -3.63% | |
| 24 | APH | Amphenol Corp-cl A | Stock-Tech | 1.05% | +0.33% | -0.25% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.41% | -0.42% | |
| 26 | AMGN | Amgen Inc | Stock-Healthcare | 0.96% | -0.10% | +2.49% | |
| 27 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.92% | -0.15% | +0.96% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | +0.08% | +0.11% | |
| 29 | LRCX | Lam Research CORP | Stock-Tech | 0.85% | +1.11% | -0.25% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.05% | +0.34% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.78% | -0.14% | +0.74% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.76% | +0.36% | +2.49% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.73% | -0.05% | +21.16% | |
| 34 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.73% | +0.03% | — | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | -0.04% | +1.28% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.71% | -0.03% | -0.32% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.71% | -0.04% | +0.93% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.68% | +0.55% | +4.40% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.10% | +3.91% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.68% | -0.18% | +29.98% | |
| 41 | AON | Aon plc | Stock-Financials | 0.67% | -0.36% | -1.21% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.65% | -0.28% | +20.02% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | +0.03% | -1.20% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.63% | -0.13% | -0.31% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.59% | -0.04% | -1.94% | |
| 46 | FTNT | Fortinet Inc | Stock-Tech | 0.57% | +0.28% | +3.06% | |
| 47 | WWD | Woodward Inc | Stock-Industrials | 0.57% | -0.02% | -0.10% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.57% | -0.26% | — | |
| 49 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.57% | -0.01% | +2.63% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.08% | -0.16% |
According to official SEC Form 13F filings, YHB Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.6B across 299 disclosed positions in Q2 2025.
During Q2 2025, YHB Investment Advisors, Inc.'s top holdings by market value included MSFT (5.8%)、AAPL (5.4%)、AMZN (3.7%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q2 2025, YHB Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 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.
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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.