YHB Investment Advisors, Inc.
CIK: 1469219SEC EDGAR →
Portfolio Value
$342.1B
Holdings
314
As of
Q3 2026
New Positions
12
Closed Positions
17
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 618,796 | $44.5B | 13.01% |
| 2 | AMPHENOL CORP | 276,033 | $23.3B | 6.80% |
| 3 | J P MORGAN EXCHANGE TRADED F | 397,889 | $20.0B | 5.86% |
| 4 | ISHARES TR | 229,923 | $19.2B | 5.62% |
| 5 | SCHWAB STRATEGIC TR | 439,895 | $15.8B | 4.62% |
| 6 | ISHARES TR | 154,452 | $15.0B | 4.37% |
| 7 | 2023 ETF SERIES TRUST | 347,395 | $11.8B | 3.46% |
| 8 | SCHWAB STRATEGIC TR | 320,278 | $10.4B | 3.05% |
| 9 | ISHARES INC | 124,721 | $10.1B | 2.96% |
| 10 | SPDR INDEX SHS FDS | 181,758 | $9.1B | 2.67% |
Quarterly Changes
Top Buys
New Positions (17)
$391.3M · 23K shares
MOBILITY GLOBAL INC
$342.7M · 20K shares
$290.9M · 4K shares
$234.1M · 7K shares
$215.3M · 2K shares
$212.6M · 9K shares
$208.6M · 4K shares
EXXONMOBIL HOLDINGS CORP
$5.2M · 32K shares
$726K · 7K shares
SPACE EXPLORATION TECHN CORP
$715K · 5K shares
$480K · 4K shares
HONEYWELL INTL INC
$427K · 2K shares
$363K · 917 shares
$323K · 1K shares
HONEYWELL AEROSPACE INC
$307K · 2K shares
$249K · 940 shares
$213K · 536 shares
Closed Positions (17)
$1.1B · 35K shares
$1.0B · 11K shares
$869.0M · 82K shares
$287.9M · 4K shares
$266.7M · 3K shares
$255.1M · 8K shares
$4.4M · 32K shares
$987K · 10K shares
$312K · 3K shares
$271K · 515 shares
$259K · 2K shares
$222K · 315 shares
$219K · 390 shares
$218K · 695 shares
$207K · 2K shares
$204K · 856 shares
$201K · 787 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 134 | $246.0B | 71.9% |
| Technology | 33 | $27.3B | 8.0% |
| Unknown | 22 | $16.5B | 4.8% |
| Industrials | 33 | $9.3B | 2.7% |
| Utilities | 4 | $9.2B | 2.7% |
| Consumer Defensive | 12 | $8.7B | 2.5% |
| Energy | 8 | $6.8B | 2.0% |
| Communication Services | 8 | $6.6B | 1.9% |
| Consumer Cyclical | 19 | $5.8B | 1.7% |
| Healthcare | 30 | $5.0B | 1.5% |
| Basic Materials | 8 | $906.6M | 0.3% |
| Real Estate | 3 | $8.7M | 0.0% |