YHB Investment Advisors, Inc.
CIK: 1469219SEC EDGAR →
Portfolio Value
$324.1B
Holdings
314
As of
Q2 2026
New Positions
27
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 604,397 | $46.6B | 14.38% |
| 2 | J P MORGAN EXCHANGE TRADED F | 411,749 | $20.8B | 6.42% |
| 3 | ISHARES TR | 222,217 | $19.8B | 6.11% |
| 4 | SCHWAB STRATEGIC TR | 443,638 | $15.0B | 4.63% |
| 5 | ISHARES TR | 153,211 | $14.8B | 4.57% |
| 6 | 2023 ETF SERIES TRUST | 347,395 | $11.2B | 3.45% |
| 7 | SCHWAB STRATEGIC TR | 320,655 | $10.2B | 3.14% |
| 8 | ISHARES INC | 122,535 | $10.2B | 3.13% |
| 9 | NEXTERA ENERGY INC | 110,729 | $9.7B | 3.00% |
| 10 | SPDR INDEX SHS FDS | 181,509 | $9.1B | 2.82% |
Quarterly Changes
Top Buys
New Positions (29)
$2.0B · 65K shares
$983.7M · 28K shares
$623.1M · 12K shares
$511.1M · 15K shares
$351.0M · 5K shares
$283.1M · 7K shares
$266.7M · 3K shares
$254.4M · 5K shares
$226.7M · 5K shares
$222.5M · 3K shares
$825K · 1K shares
$394K · 2K shares
$340K · 3K shares
$327K · 759 shares
$308K · 480 shares
$298K · 2K shares
$259K · 2K shares
$234K · 973 shares
$229K · 1K shares
DUPONT DE NEMOURS INC
$224K · 2K shares
$219K · 390 shares
$212K · 2K shares
$209K · 1K shares
$207K · 2K shares
$204K · 545 shares
$204K · 856 shares
$203K · 1K shares
$201K · 787 shares
$200K · 1K shares
Closed Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 136 | $240.8B | 74.3% |
| Unknown | 16 | $15.6B | 4.8% |
| Technology | 35 | $12.0B | 3.7% |
| Utilities | 4 | $10.0B | 3.1% |
| Communication Services | 9 | $10.0B | 3.1% |
| Industrials | 37 | $9.1B | 2.8% |
| Consumer Defensive | 11 | $8.7B | 2.7% |
| Consumer Cyclical | 19 | $6.7B | 2.1% |
| Energy | 8 | $5.5B | 1.7% |
| Healthcare | 30 | $4.6B | 1.4% |
| Basic Materials | 6 | $994.3M | 0.3% |
| Real Estate | 3 | $8.8M | 0.0% |