YI

YHB Investment Advisors, Inc.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 298

YHB Investment Advisors, Inc. disclosed 298 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 13.6%.

Personality snowflake

Concentration
6.34
Portfolio Stability
13.56
Momentum/Contrarian
100
Sector conviction
46.26
Diversification
100
Sizing Uniformity
80.68

Recent moves

  • Trim MSFT

    +0.1%　-$16.8M

  • Add COST

    -1.5%　$5.0M

  • Trim CRM

    -85.6%　-$4.8M

  • Add SMLF

    +40.6%　$4.2M

  • Trim AAPL

    -1.8%　-$7.5M

  • Trim INTU

    +4.5%　-$4.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech5.92%-0.30%-1.80%
2MSFTMicrosoft CORPStock-Tech3.94%-1.02%+0.07%
3AMZNAmazon.com INCStock-Consumer Disc3.23%-0.22%-0.20%
4GOOGLAlphabet Inc-cl AStock-Comm Services3.13%-0.23%-2.32%
5COSTCostco Wholesale CORPStock-Consumer Staples2.97%+0.45%-1.48%
6GOOGAlphabet Inc-cl CStock-Comm Services2.79%-0.18%-0.84%
7IJHIshares Core S&p Midcap ETFETF-Other2.76%—-0.53%
8NVDANvidia CORPStock-Tech2.65%-0.17%-3.19%
9BRK-BBerkshire Hathaway Inc-cl BStock-Other2.53%-0.03%+0.09%
10VVisa Inc-class A SharesStock-Financials1.75%-0.23%-1.39%
11TMOThermo Fisher Scientific INCStock-Healthcare1.68%-0.23%+0.08%
12JPSTJpmorgan Ultra-short IncomeETF-Other1.61%—+2.32%
13LRCXLam Research CORPStock-Tech1.57%+0.27%-6.88%
14SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.37%-0.03%-0.95%
15ECLEcolab INCStock-Materials1.31%-0.07%-9.82%
16APHAmphenol Corp-cl AStock-Tech1.27%-0.04%+0.48%
17IJRIshares Core S&p Small-cap EETF-Small Cap1.22%—-6.63%
18DHRDanaher CORPStock-Healthcare1.20%-0.19%+0.56%
19AMGNAmgen INCStock-Healthcare1.16%+0.13%+0.47%
20SYKStryker CORPStock-Healthcare1.13%-0.03%+0.22%
21JPMJpmorgan Chase & CoStock-Financials1.10%-0.04%+2.25%
22TSMTaiwan Semiconductor-sp AdrStock-Tech1.10%+0.16%+1.39%
23IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.07%-0.07%-4.66%
24IWBIshares Russell 1000 ETFETF-Other1.04%-0.05%-3.68%
25SMLFIshares US Smallcap Equity FETF-Other1.03%+0.33%+40.61%
26URIUnited Rentals INCStock-Industrials1.02%-0.09%-0.77%
27IEFAIshares Core Msci Eafe ETFETF-Other1.00%+0.11%+6.64%
28HDHome Depot INCStock-Consumer Disc0.97%—+3.29%
29SCHGSchwab US Large-cap GrowthETF-Other0.96%-0.18%-9.48%
30TJXTjx Companies INCStock-Consumer Disc0.93%—-0.63%
31WMTWalmart INCStock-Consumer Staples0.88%+0.12%+0.86%
32IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.88%-0.04%+0.09%
33ISRGIntuitive Surgical INCStock-Healthcare0.74%-0.13%+0.78%
34WWDWoodward INCStock-Industrials0.71%—-6.38%
35NEENextera Energy INCStock-Utilities0.70%+0.13%+2.14%
36EAGLEagle Capital Select EqtyETF-Other0.69%——
37SCHDSchwab US Dvd Equity ETFETF-Other0.69%—-2.08%
38ORCLOracle CORPStock-Tech0.68%-0.20%-1.95%
39RTXRtx CORPStock-Industrials0.68%—+3.73%
40INTUIntuit INCStock-Tech0.67%-0.28%+4.45%
41EQWLInvesco S&p 100 Equal WeightETF-Other0.65%+0.17%+34.60%
42GSGoldman Sachs Group INCStock-Financials0.63%—+0.03%
43CMICummins INCStock-Industrials0.62%—-2.59%
44UNPUnion Pacific CORPStock-Industrials0.61%—-1.15%
45IEMGIshares Core Msci EmergingETF-Emerging Markets0.60%—+4.90%
46MCDMcdonald's CORPStock-Consumer Disc0.59%—-2.08%
47SPDWSte Str Spdr Pt Dw EU ETFETF-Other0.58%—+0.14%
48METAMeta Platforms Inc-class AStock-Comm Services0.58%—+3.58%
49ABBVAbbvie INCStock-Healthcare0.58%—+0.98%
50MINTPimco Enhanced Short MaturitETF-Other0.57%—+2.13%
1–50 of 298

Holding changes this quarter

YHB Investment Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Ishares International Equity (INTF); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Ishares Emerging Markets Equ (EMGF); Add: Microsoft CORP (MSFT) — shares +0.07%; Trim: Costco Wholesale CORP (COST) — shares -1.48%.

Position changes disclosed by YHB Investment Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1COSTCostco Wholesale CORP+0.5%-1.48%Trim
2SMLFIshares US Smallcap Equity F+0.3%+40.61%Add
3LRCXLam Research CORP+0.3%-6.88%Trim
4IGIBIshares 5-10y Inv Grade CORP+0.2%+164.48%Add
5EQWLInvesco S&p 100 Equal Weight+0.2%+34.60%Add
6TSMTaiwan Semiconductor-sp Adr+0.2%+1.39%Add
7CVXChevron CORP+0.2%+4.27%Add
8XOMExxon Mobil CORP+0.1%+2.17%Add
9NEENextera Energy INC+0.1%+2.14%Add
10AMGNAmgen INC+0.1%+0.47%Add
11NBSDNeuberger Short Duration INC+0.1%+65.50%Add
12WMTWalmart INC+0.1%+0.86%Add
13ETNEaton Corporation plc+0.1%+6.30%Add
14IEFAIshares Core Msci Eafe ETF+0.1%+6.64%Add
15NOWServicenow INC+0.1%+90.50%Add
16SHELShell Plc-adr+0.1%-1.48%Trim
17JAAAJanus Henderson Aaa Clo ETF+0.1%+316.16%Add
18CASYCasey's General Stores INC+0.1%+14.82%Add
19BRK-BBerkshire Hathaway Inc-cl B0%+0.09%Add
20SPYSs Spdr S&p 500 ETF Trust-us0%-0.95%Trim
21SYKStryker CORP0%+0.22%Add
22APHAmphenol Corp-cl A0%+0.48%Add
23JPMJpmorgan Chase & Co0%+2.25%Add
24IVWIshares S&p 500 Growth ETF0%+0.09%Add
25IWBIshares Russell 1000 ETF-0.1%-3.68%Trim
26VOOVanguard S&p 500 ETF-0.1%-10.24%Trim
27ECLEcolab INC-0.1%-9.82%Trim
28IVVIshares Core S&p 500 ETF-0.1%-4.66%Trim
29AONAon plc-0.1%-6.06%Trim
30UNHUnitedhealth Group INC-0.1%-4.56%Trim
31URIUnited Rentals INC-0.1%-0.77%Trim
32MORNMorningstar INC-0.1%-74.13%Trim
33ISRGIntuitive Surgical INC-0.1%+0.78%Add
34NVDANvidia CORP-0.2%-3.19%Trim
35GOOGAlphabet Inc-cl C-0.2%-0.84%Trim
36SCHGSchwab US Large-cap Growth-0.2%-9.48%Trim
37DHRDanaher CORP-0.2%+0.56%Add
38IQLTIshares Msci International Q-0.2%-52.55%Trim
39ORCLOracle CORP-0.2%-1.95%Trim
40AMZNAmazon.com INC-0.2%-0.20%Trim
41GOOGLAlphabet Inc-cl A-0.2%-2.32%Trim
42VVisa Inc-class A Shares-0.2%-1.39%Trim
43TMOThermo Fisher Scientific INC-0.2%+0.08%Add
44INTUIntuit INC-0.3%+4.45%Add
45AAPLApple INC-0.3%-1.80%Trim
46CRMSalesforce INC-0.3%-85.64%Trim
47MSFTMicrosoft CORP-1%+0.07%Add
48INTFIshares International Equity—NEWNew buy
49QQQMInvesco Nasdaq 100 ETF—NEWNew buy
50EMGFIshares Emerging Markets Equ—NEWNew buy

FAQ

What is YHB Investment Advisors, Inc. and what type of investor is it?
YHB Investment Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 298 disclosed positions.
What are YHB Investment Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, YHB Investment Advisors, Inc.'s top holdings by market value are: 1. Apple INC (AAPL) — $82.6M (5.9%) 2. Microsoft CORP (MSFT) — $55.0M (3.9%) 3. Amazon.com INC (AMZN) — $45.0M (3.2%) 4. Alphabet Inc-cl A (GOOGL) — $43.6M (3.1%) 5. Costco Wholesale CORP (COST) — $41.5M (3.0%)
What changes did YHB Investment Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, YHB Investment Advisors, Inc. made 50 notable position adjustments: 3 new positions were initiated, 25 existing holdings were added to, 22 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares International Equity (INTF); New buy: Invesco Nasdaq 100 ETF (QQQM); New buy: Ishares Emerging Markets Equ (EMGF); Add: Microsoft CORP (MSFT) — shares +0.07%; Trim: Costco Wholesale CORP (COST) — shares -1.48%
What sectors does YHB Investment Advisors, Inc. focus on?
YHB Investment Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 28.4% • Financials: 12.3% • Health Care: 12.3% • Consumer Discretionary: 11.2% • Industrials: 11.0% • Communication Services: 10.9%