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CIK: 0001469219
Total reported value
$1.6B
$1.6B
298 檔
17.1%
At the close of Q1 2026, YHB Investment Advisors, Inc. disclosed equity holdings valued at approximately $1.6B, spread across 298 reported holdings.
YHB Investment Advisors, Inc. executed strategic sector rebalancing during Q1 2026, establishing 16 new positions while fully exiting 13 holdings and trimming 88 positions.
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% | +0.21% | -1.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.94% | -0.88% | +0.07% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.36% | -0.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.13% | +0.16% | -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% | -0.01% | -0.84% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.76% | +0.22% | -0.53% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | +0.16% | -3.19% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.53% | -0.61% | +0.09% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.75% | +0.07% | -1.39% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.68% | -0.11% | +0.08% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.61% | -0.28% | +2.32% | |
| 13 | LRCX | Lam Research CORP | Stock-Tech | 1.57% | +1.11% | -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% | -0.06% | -9.82% | |
| 16 | APH | Amphenol Corp-cl A | Stock-Tech | 1.27% | +0.33% | +0.48% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.22% | +0.08% | -6.63% | |
| 18 | DHR | Danaher CORP | Stock-Healthcare | 1.20% | -0.08% | +0.56% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.16% | -0.10% | +0.47% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.13% | -0.13% | +0.22% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | +0.07% | +2.25% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.10% | +0.36% | +1.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.41% | -4.66% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.04% | +0.03% | -3.68% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.03% | +0.24% | +40.61% | |
| 26 | URI | United Rentals Inc | Stock-Industrials | 1.02% | +0.39% | -0.77% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.00% | -0.05% | +6.64% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.03% | +3.29% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.96% | — | -9.48% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.93% | -0.14% | -0.63% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.88% | -0.10% | +0.86% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | +0.08% | +0.09% | |
| 33 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.74% | -0.15% | +0.78% | |
| 34 | WWD | Woodward Inc | Stock-Industrials | 0.71% | -0.02% | -6.38% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.08% | +2.14% | |
| 36 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.69% | +0.03% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.69% | -0.04% | -2.08% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.68% | -0.09% | -1.95% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.09% | +3.73% | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.67% | -0.35% | +4.45% | |
| 41 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 0.65% | +0.09% | +34.60% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | -0.26% | +0.03% | |
| 43 | CMI | Cummins Inc | Stock-Industrials | 0.62% | +0.09% | -2.59% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | +0.03% | -1.15% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.60% | +0.05% | +4.90% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.13% | -2.08% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.58% | +0.01% | +0.14% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.05% | +3.58% | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.02% | +0.98% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.57% | -0.04% | +2.13% |
| # | 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 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -0.53% | Trim |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +2.17% | Add |
| 10 | NEE | Nextera Energy Inc | +0.1% | +2.14% | Add |
| 11 | AMGN | Amgen Inc | +0.1% | +0.47% | Add |
| 12 | NBSD | Neuberger Short Duration Inc | +0.1% | +65.50% | Add |
| 13 | WMT | Walmart Inc | +0.1% | +0.86% | Add |
| 14 | ETN | Eaton Corporation plc | +0.1% | +6.30% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.64% | Add |
| 16 | NOW | Servicenow Inc | +0.1% | +90.50% | Add |
| 17 | SHEL | Shell Plc-adr | +0.1% | -1.48% | Trim |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +316.16% | Add |
| 19 | WWD | Woodward Inc | +0.1% | -6.38% | Trim |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -2.08% | Trim |
| 21 | JPST | Jpmorgan Ultra-short Income | +0.1% | +2.32% | Add |
| 22 | CASY | Casey's General Stores Inc | +0.1% | +14.82% | Add |
| 23 | GEV | GE Vernova Inc | +0.1% | -5.50% | Trim |
| 24 | JNJ | Johnson & Johnson | +0.1% | -0.39% | Trim |
| 25 | RTX | Rtx CORP | +0.1% | +3.73% | Add |
| 26 | NFLX | Netflix Inc | +0.1% | +8.51% | Add |
| 27 | LHX | L3harris Technologies Inc | +0.1% | +4.20% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.90% | Add |
| 29 | PSX | Phillips 66 | +0.1% | +1.07% | Add |
| 30 | CSL | Carlisle Cos Inc | +0.1% | +4.32% | Add |
| 31 | GLD | Spdr Gold Shares | +0.1% | -0.78% | Trim |
| 32 | TJX | Tjx Companies Inc | +0.1% | -0.63% | Trim |
| 33 | LIN | Linde plc | +0.1% | -1.04% | Trim |
| 34 | GWW | Ww Grainger Inc | +0.1% | +2.58% | Add |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +54.23% | Add |
| 36 | COP | Conocophillips | 0% | -4.79% | Trim |
| 37 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +19.37% | Add |
| 38 | WELL | Welltower Inc | 0% | +6.84% | Add |
| 39 | JMST | JPM Ultra-short Muni Income | 0% | +7.25% | Add |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +17.22% | Add |
| 41 | PEP | Pepsico Inc | 0% | -2.13% | Trim |
| 42 | UNP | Union Pacific CORP | 0% | -1.15% | Trim |
| 43 | CMI | Cummins Inc | 0% | -2.59% | Trim |
| 44 | MINT | Pimco Enhanced Short Maturit | 0% | +2.13% | Add |
| 45 | XLE | Ss Energy Select Sector | 0% | +8.22% | Add |
| 46 | MELI | Mercadolibre Inc | 0% | +87.06% | Add |
| 47 | ORLY | O'reilly Automotive Inc | 0% | +12.03% | Add |
| 48 | FAST | Fastenal Co | 0% | -0.74% | Trim |
| 49 | HELO | Jpmorgan Hedged Equity ETF | 0% | +20.83% | Add |
| 50 | SAP | Sap Se-sponsored Adr | 0% | +90.93% | Add |
According to official SEC Form 13F filings, YHB Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.6B across 298 disclosed positions in Q1 2026.
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 17.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
INTF
市值: $3.5M
Top Position Liquidated / Trimmed
XLY
前期市值: $468.3K
During Q1 2026, YHB Investment Advisors, Inc.'s top holdings by market value included AAPL (5.9%)、MSFT (3.9%)、AMZN (3.2%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q1 2026, YHB Investment Advisors, Inc. made 194 total portfolio adjustments, initiating 16 new buys, adding to 77 positions, trimming 88 holdings, and fully liquidating 13 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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