YHB Investment Advisors, Inc.
CIK: 0001469219Latest portfolio: $1.4B · Q4 2025
Holdings
296
Total Value
$1.4B
New Positions
13
Closed Positions
16
Top Holdings
View All 296 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 331,417 | $90.1M | 6.22% | -10,036 | |
| 2 | MSFTMICROSOFT CORP | 148,341 | $71.7M | 4.96% | -1,016 | |
| 3 | AMZNAMAZON COM INC | 216,579 | $50.0M | 3.45% | -957 | |
| 4 | GOOGLALPHABET INC | 155,276 | $48.6M | 3.36% | -2,690 | |
| 5 | GOOGALPHABET INC | 136,862 | $42.9M | 2.97% | -3,912 | |
| 6 | NVDANVIDIA CORPORATION | 218,696 | $40.8M | 2.82% | -3,069 | |
| 7 | IJHISHARES TR | 572,566 | $37.8M | 2.61% | +89K | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 73,700 | $37.0M | 2.56% | +139 | |
| 9 | COSTCOSTCO WHSL CORP NEW | 42,242 | $36.4M | 2.52% | +177 | |
| 10 | VVISA INC | 81,775 | $28.7M | 1.98% | +444 | |
| 11 | TMOTHERMO FISHER SCIENTIFIC INC | 47,766 | $27.7M | 1.91% | +843 | |
| 12 | JPSTJ P MORGAN EXCHANGE TRADED F | 434,038 | $22.0M | 1.52% | +143K | |
| 13 | SPYSPDR S&P 500 ETF TR | 29,745 | $20.3M | 1.40% | +1K | |
| 14 | DHRDANAHER CORPORATION | 87,938 | $20.1M | 1.39% | +1K | |
| 15 | ECLECOLAB INC | 76,136 | $20.0M | 1.38% | -105 | |
| 16 | APHAMPHENOL CORP NEW | 139,975 | $18.9M | 1.31% | +557 | |
| 17 | LRCXLAM RESEARCH CORP | 109,904 | $18.8M | 1.30% | NEW | |
| 18 | IJRISHARES TR | 146,382 | $17.6M | 1.22% | -10,813 | |
| 19 | SYKSTRYKER CORPORATION | 47,773 | $16.8M | 1.16% | +288 | |
| 20 | SCHGSCHWAB STRATEGIC TR | 507,999 | $16.6M | 1.14% | +13K | |
| 21 | JPMJPMORGAN CHASE & CO. | 51,232 | $16.5M | 1.14% | +1K | |
| 22 | IVVISHARES TR | 23,986 | $16.4M | 1.14% | +1K | |
| 23 | URIUNITED RENTALS INC | 19,766 | $16.0M | 1.11% | +117 | |
| 24 | IWBISHARES TR | 42,179 | $15.8M | 1.09% | +366 | |
| 25 | AMGNAMGEN INC | 45,623 | $14.9M | 1.03% | +498 |
Quarterly Changes
New Positions
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Industrials0.0% ($1.5997898086378377e+125T)
Technology0.0% ($9.009871740407861e+113T)
Healthcare0.0% ($2.767720130167902e+90T)
Consumer Cyclical0.0% ($4.999013758126038e+66T)
Unknown0.0% ($3.704512928658457e+42T)
Consumer Defensive0.0% ($3.6427109506368475e+35T)
Communication Services0.0% ($4.86014294790377e+29T)
Energy0.0% ($46874539373418304.0T)
Basic Materials0.0% ($1998738091009615.3T)
Utilities0.0% ($82523.7T)
Real Estate0.0% ($35.9T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 16, 2026 | $1.4B | 296 |
| Q3 2025 | Oct 8, 2025 | $1.4T | 299 |
| Q2 2025 | Jul 10, 2025 | $1.3T | 299 |
| Q1 2025 | Apr 23, 2025 | $1.2T | 290 |
| Q4 2024 | Jan 22, 2025 | $1217.3T | 277 |
| Q3 2024 | Oct 22, 2024 | $1207.5T | 280 |
| Q2 2024 | Aug 1, 2024 | $1162.2T | 277 |
| Q1 2024 | Apr 26, 2024 | $1154.2T | 955 |
| Q4 2023 | Jan 29, 2024 | $1032.7T | 264 |
| Q3 2023 | Oct 23, 2023 | $1083.3T | 283 |
| Q2 2023 | Aug 10, 2023 | $1072.1T | 283 |
| Q1 2023 | May 8, 2023 | $997.3T | 283 |
| Q4 2022 | Jan 12, 2023 | $937.3T | 283 |
| Q3 2022 | Nov 3, 2022 | $899.4B | 281 |
| Q2 2022 | Jul 14, 2022 | $948.4B | 279 |
| Q1 2022 | Apr 14, 2022 | $1.1T | 297 |
| Q4 2021 | Jan 18, 2022 | $1.3T | 311 |
| Q3 2021 | Oct 28, 2021 | $1.2T | 304 |
| Q2 2021 | Jul 15, 2021 | $1.2T | 303 |
| Q1 2021 | Apr 22, 2021 | $1.2T | 294 |
| Q4 2020 | Jan 21, 2021 | $1.1T | 278 |
| Q3 2020 | Nov 2, 2020 | $921.4B | 261 |
| Q2 2020 | Jul 20, 2020 | $692.8B | 178 |
| Q1 2020 | Apr 16, 2020 | $579.9B | 166 |
| Q4 2019 | Jan 27, 2020 | $700.7B | 187 |
| Q3 2019 | Oct 15, 2019 | $655.5B | 186 |
| Q2 2019 | Jul 15, 2019 | $629.7B | 185 |
| Q1 2019 | Apr 29, 2019 | $638.5B | 195 |
| Q4 2018 | Jan 11, 2019 | $559.7B | 179 |
| Q3 2018 | Oct 29, 2018 | $662.4B | 189 |
| Q2 2018 | Jul 9, 2018 | $611.7B | 181 |
| Q1 2018 | Apr 16, 2018 | $589.8B | 184 |
| Q4 2017 | Jan 16, 2018 | $586.9B | 187 |
| Q3 2017 | Nov 6, 2017 | $559.2B | 176 |
| Q2 2017 | Jul 31, 2017 | $582.8B | 181 |
| Q1 2017 | May 10, 2017 | $520.9B | 178 |
| Q4 2016 | Feb 10, 2017 | $480.2B | 172 |
| Q3 2016 | Oct 24, 2016 | $414.2B | 166 |
| Q2 2016 | Jul 22, 2016 | $454.7B | 165 |
| Q1 2016 | Apr 19, 2016 | $370.4B | 151 |
Fund Information
YHB Investment Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.4B across 296 holdings. The largest position is APPLE INC (AAPL), representing 6.2% of the portfolio. Compared to the previous quarter, the fund opened 13 new positions and closed 16 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.