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CIK: 0001469219
Total reported value
$1.6B
$1.6B
299 檔
18.7%
According to the latest 13F quarterly dataset, YHB Investment Advisors, Inc. managed an equity portfolio of $1.6B at the end of Q3 2025, spanning 299 distinct U.S. exchange-listed positions.
YHB Investment Advisors, Inc. executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 20 positions.
Showing top 200 holdings (of 299 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.36% | +0.21% | -0.57% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.66% | -0.88% | -0.68% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.49% | -0.36% | +0.60% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.03% | +0.16% | -1.13% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.85% | -0.45% | -0.80% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.81% | +0.16% | -1.17% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.70% | -0.61% | -3.60% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.51% | -0.01% | -1.59% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.31% | +0.22% | +3.56% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.03% | +0.07% | -1.13% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.66% | -0.11% | -0.51% | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 1.53% | -0.06% | -0.48% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.03% | -2.36% | |
| 14 | URI | United Rentals Inc | Stock-Industrials | 1.37% | +0.39% | -0.26% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.37% | +0.08% | -23.98% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.36% | -0.09% | -1.71% | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 1.28% | -0.13% | -0.62% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 1.26% | +0.33% | +1.40% | |
| 19 | DHR | Danaher CORP | Stock-Healthcare | 1.26% | -0.08% | +2.55% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.18% | -0.03% | +2.16% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.16% | — | +3.61% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | +0.07% | +0.59% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.12% | +0.03% | -3.00% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.41% | +9.65% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.08% | -0.28% | +75.74% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 1.04% | -0.35% | +1.22% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | +0.08% | +0.11% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.93% | -0.10% | +1.05% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.90% | +0.36% | +0.98% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.14% | -0.28% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.81% | -0.05% | +11.96% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.05% | -0.80% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.72% | -0.15% | +0.28% | |
| 34 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.71% | +0.03% | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.10% | +3.02% | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.55% | +3.47% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.04% | -8.82% | |
| 38 | AON | Aon plc | Stock-Financials | 0.64% | -0.36% | +0.12% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.18% | +6.45% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | +0.03% | -1.64% | |
| 41 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.61% | -0.26% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.02% | -0.85% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.13% | -3.10% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.58% | -0.04% | +2.94% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.09% | -0.35% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.08% | -0.73% | |
| 47 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.55% | +0.24% | — | |
| 48 | WWD | Woodward Inc | Stock-Industrials | 0.55% | -0.02% | -1.15% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | -0.04% | -23.65% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.02% | +0.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -1.13% | Trim |
| 2 | MSFT | Microsoft CORP | +0.9% | -0.68% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.17% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.6% | -1.59% | Trim |
| 5 | ORCL | Oracle CORP | +0.6% | -1.71% | Trim |
| 6 | APH | Amphenol Corp-cl A | +0.5% | +1.40% | Add |
| 7 | JPST | Jpmorgan Ultra-short Income | +0.5% | +75.74% | Add |
| 8 | URI | United Rentals Inc | +0.3% | -0.26% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.98% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +11.96% | Add |
| 11 | NFLX | Netflix Inc | +0.2% | +6.45% | Add |
| 12 | AVGO | Broadcom Inc | +0.2% | -1.17% | Add |
| 13 | WELL | Welltower Inc | +0.2% | +9.88% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +0.59% | Add |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.65% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 17 | SCHG | Schwab US Large-cap Growth | +0.1% | +3.61% | Trim |
| 18 | ETN | Eaton Corporation plc | +0.1% | +3.76% | Add |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | +13.41% | Add |
| 20 | GE | General Electric | +0.1% | +0.01% | Trim |
| 21 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.11% | Add |
| 22 | WWD | Woodward Inc | +0.1% | -1.15% | Trim |
| 23 | META | Meta Platforms Inc-class A | +0.1% | -0.80% | Trim |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | +3.47% | Add |
| 25 | IWB | Ishares Russell 1000 ETF | +0.1% | -3.00% | Add |
| 26 | CMI | Cummins Inc | +0.1% | -1.02% | Trim |
| 27 | WMT | Walmart Inc | +0.1% | +3.02% | Add |
| 28 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.91% | Add |
| 29 | IQLT | Ishares Msci International Q | +0.1% | +8.17% | Add |
| 30 | AMZN | Amazon.com Inc | +0.1% | +0.60% | Add |
| 31 | RTX | Rtx CORP | +0.1% | -0.35% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.36% | Trim |
| 33 | TJX | Tjx Companies Inc | 0% | -0.28% | Add |
| 34 | IJH | Ishares Core S&p Midcap ETF | 0% | +3.56% | Add |
| 35 | HD | Home Depot Inc | — | +2.16% | Add |
| 36 | INTU | Intuit Inc | 0% | +1.22% | Add |
| 37 | ECL | Ecolab Inc | -0.1% | -0.48% | Add |
| 38 | AAPL | Apple Inc | -0.1% | -0.57% | Trim |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -46.40% | Trim |
| 40 | ACN | Accenture plc | -0.2% | -31.41% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.4% | -23.98% | Trim |
| 42 | PEP | Pepsico Inc | -0.5% | -8.38% | Trim |
| 43 | COST | Costco Wholesale CORP | -0.6% | -0.80% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -3.60% | Trim |
| 45 | UNH | Unitedhealth Group Inc | -0.8% | -35.64% | Trim |
| 46 | LRCX | Lam Research CORP | — | EXIT | Sold out |
| 47 | SMLF | Ishares US Smallcap Equity F | — | NEW | New buy |
| 48 | EQWL | Invesco S&p 100 Equal Weight | — | NEW | New buy |
| 49 | BLK | Blackrock Inc | — | EXIT | Sold out |
| 50 | ASML | ASML Holding N.V. | — | 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 299 disclosed positions in Q3 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 18.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
SMLF
市值: $7.6M
Top Position Liquidated / Trimmed
LRCX
前期市值: $8.3M
During Q3 2025, YHB Investment Advisors, Inc.'s top holdings by market value included AAPL (6.4%)、MSFT (5.7%)、AMZN (3.5%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q3 2025, YHB Investment Advisors, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 24 positions, trimming 20 holdings, and fully liquidating 2 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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