YHB Investment Advisors, Inc.

CIK 0001469219 · WEST HARTFORD, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-14 · Open the SEC source

YHB Investment Advisors, Inc. reported 314 positions worth $1.56B as of June 30, 2026 (13F filed July 14, 2026). Largest holding: AAPL (6.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.56B
2026 Q2
Positions
314
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.0%
Est. Net Flow (Q)
2026 Q2
10 / 314 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$95.7M6.13%330,559
2GOOGLALPHABET INCSH$51.4M3.29%143,740
3MSFTMICROSOFT CORPSH$47.7M3.06%127,919
4IJHISHARES TRSH$46.6M2.98%604,397
5AMZNAMAZON COM INCSH$44.7M2.87%187,755
6NVDANVIDIA CORPORATIONSH$43.9M2.81%219,225
7GOOGALPHABET INCSH$43.4M2.78%122,759
8LRCXLAM RESEARCH CORPSH$41.9M2.68%96,662
9COSTCOSTCO WHOLESALE CORPORATIONSH$39.4M2.52%42,112
10BRK-BBERKSHIRE HATHAWAY INC DELSH$29.9M1.92%59,803

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does YHB Investment Advisors, Inc. hold as of Q2 2026?

YHB Investment Advisors, Inc. reported 314 positions worth $1.56B in its Q2 2026 13F filing. Largest positions: AAPL (6.1%), GOOGL (3.3%), MSFT (3.1%), IJH (3.0%) and AMZN (2.9%).

What did YHB Investment Advisors, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did YHB Investment Advisors, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.