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CIK: 0001469219
Total reported value
$1.6B
$1.6B
296 檔
19.4%
During the Q4 2025 filing period, YHB Investment Advisors, Inc. (CIK: 0001469219) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 296 reported positions.
In Q4 2025, YHB Investment Advisors, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 296 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.22% | +0.21% | -2.94% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.96% | -0.88% | -0.68% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.45% | -0.36% | -0.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.36% | +0.16% | -1.70% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.97% | -0.01% | -2.78% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.82% | +0.16% | -1.38% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.61% | +0.22% | +18.36% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.56% | -0.61% | +0.19% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.52% | -0.45% | +0.42% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.98% | +0.07% | +0.55% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.91% | -0.11% | +1.80% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.52% | -0.28% | +49.18% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | +0.03% | +4.57% | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.39% | -0.08% | +1.21% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 1.38% | -0.06% | -0.14% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 1.31% | +0.33% | +0.40% | |
| 17 | LRCX | Lam Research CORP | Stock-Tech | 1.30% | +1.11% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.22% | +0.08% | -6.88% | |
| 19 | SYK | Stryker CORP | Stock-Healthcare | 1.16% | -0.13% | +0.61% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.14% | — | +2.55% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.14% | +0.07% | +2.55% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.41% | +6.15% | |
| 23 | URI | United Rentals Inc | Stock-Industrials | 1.11% | +0.39% | +0.60% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.09% | +0.03% | +0.88% | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 1.03% | -0.10% | +1.10% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.03% | -0.02% | |
| 27 | INTU | Intuit Inc | Stock-Tech | 0.95% | -0.35% | -0.73% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.94% | +0.36% | +1.49% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.92% | +0.08% | +0.10% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.89% | -0.05% | +13.99% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.88% | -0.09% | -1.00% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.87% | -0.14% | +1.08% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.87% | -0.15% | +0.88% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.76% | -0.10% | +5.42% | |
| 35 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.71% | +0.03% | +2.09% | |
| 36 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.70% | +0.24% | +32.47% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | -0.26% | — | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.05% | -0.04% | |
| 39 | WWD | Woodward Inc | Stock-Industrials | 0.62% | -0.02% | -0.92% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.04% | -0.73% | |
| 41 | AON | Aon plc | Stock-Financials | 0.60% | -0.36% | — | |
| 42 | RTX | Rtx CORP | Stock-Industrials | 0.60% | -0.09% | +0.79% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.17% | +7.74% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.59% | +0.55% | +3.93% | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 0.58% | +0.09% | -0.35% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.02% | +1.92% | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | +0.03% | +1.22% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | -0.08% | +1.05% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.13% | -0.76% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.55% | +0.01% | +27.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.70% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -2.78% | Trim |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.4% | +49.18% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +18.36% | Add |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.3% | +1.80% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +7.74% | Add |
| 7 | EQWL | Invesco S&p 100 Equal Weight | +0.2% | +58.27% | Add |
| 8 | ISRG | Intuitive Surgical Inc | +0.2% | +0.88% | Add |
| 9 | SMLF | Ishares US Smallcap Equity F | +0.2% | +32.47% | Add |
| 10 | ORLY | O'reilly Automotive Inc | +0.2% | +571.11% | Add |
| 11 | DHR | Danaher CORP | +0.1% | +1.21% | Add |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +27.95% | Add |
| 13 | AMGN | Amgen Inc | +0.1% | +1.10% | Add |
| 14 | SCHX | Schwab US Large-cap ETF | +0.1% | +34.74% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +13.99% | Add |
| 16 | CMI | Cummins Inc | +0.1% | -0.35% | Trim |
| 17 | WWD | Woodward Inc | +0.1% | -0.92% | Trim |
| 18 | WMT | Walmart Inc | +0.1% | +5.42% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +24.76% | Add |
| 20 | APH | Amphenol Corp-cl A | +0.1% | +0.40% | Add |
| 21 | IEMG | Ishares Core Msci Emerging | +0.1% | +16.03% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.49% | Add |
| 23 | MAR | Marriott International -cl A | 0% | -0.03% | Trim |
| 24 | IVV | Ishares Core S&p 500 ETF | 0% | +6.15% | Add |
| 25 | RTX | Rtx CORP | 0% | +0.79% | Add |
| 26 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +4.57% | Add |
| 28 | TJX | Tjx Companies Inc | 0% | +1.08% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +2.55% | Add |
| 30 | SCHG | Schwab US Large-cap Growth | 0% | +2.55% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | -0.44% | Trim |
| 32 | V | Visa Inc-class A Shares | -0.1% | +0.55% | Add |
| 33 | NOW | Servicenow Inc | -0.1% | +406.35% | Add |
| 34 | ZTS | Zoetis Inc | -0.1% | -9.98% | Trim |
| 35 | PAYX | Paychex Inc | -0.1% | -24.68% | Trim |
| 36 | MOAT | Vaneck Morningstar Wide Moat | -0.1% | -27.81% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.1% | -0.04% | Trim |
| 38 | SYK | Stryker CORP | -0.1% | +0.61% | Add |
| 39 | AAPL | Apple Inc | -0.1% | -2.94% | Trim |
| 40 | NFLX | Netflix Inc | -0.1% | +956.32% | Add |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.2% | -6.88% | Trim |
| 42 | ECL | Ecolab Inc | -0.2% | -0.14% | Trim |
| 43 | HD | Home Depot Inc | -0.2% | -0.02% | Trim |
| 44 | URI | United Rentals Inc | -0.3% | +0.60% | Add |
| 45 | COST | Costco Wholesale CORP | -0.3% | +0.42% | Add |
| 46 | ORCL | Oracle CORP | -0.5% | -1.00% | Trim |
| 47 | MSFT | Microsoft CORP | -0.7% | -0.68% | Trim |
| 48 | LRCX | Lam Research CORP | — | NEW | New buy |
| 49 | BLK | Blackrock Inc | — | NEW | New buy |
| 50 | NBSD | Neuberger Short Duration 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 296 disclosed positions in Q4 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 19.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
LRCX
市值: $18.8M
Top Position Liquidated / Trimmed
AAPL
前期市值: $86.9M
During Q4 2025, YHB Investment Advisors, Inc.'s top holdings by market value included AAPL (6.2%)、MSFT (5.0%)、AMZN (3.5%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q4 2025, YHB Investment Advisors, Inc. made 49 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 16 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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