YHB Investment Advisors, Inc.
CIK 1469219 · Auf SEC EDGAR ansehen ↗
- Portfolio-Wert
- $1.6B
- Positionen
- 314
- Stand
- 30. Juni 2026
#1.807 von 9.443 nach 13F-Wert · Top 19.1%
Portfolio-Wert QoQ: +11.9% 13F gibt keine Barmittel an
- Gewichtung der Top-10-Positionen
- 31,03%
- Gewichtung der Top-25-Positionen
- 51,36%
- Positionen über 1%
- 27
- Effektive Anzahl von Positionen
- 63,4
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q2 2026: 4,42% Geschätzte Käufe $68.473.662 · Verkäufe $65.324.341
- Neue Positionen
- 29
- Erhöht
- 127
- Abgenommen
- 127
- Geschlossen
- 13
Auf dieser Seite
- Sektoraufschlüsselung Aufteilung des Portfolios nach Sektoren.
- Portfolio Jede Aktie, die diese Institution meldet, aus ihrem neuesten 13F.
- Größte neue Wetten Brandneue Positionen, die im letzten Quartal eröffnet wurden.
- Top-Transaktionen Die größten Positionssteigerungen und -senkungen in diesem Quartal.
- Geschlossene Positionen Positionen, die der Manager im letzten Quartal vollständig verkauft hat.
Sektoraufschlüsselung
Technology
20,5%
Industrials
10,4%
Retail
8,9%
Healthcare
8,3%
Communication Services
7,3%
Financial Services
3,6%
Financials
2,4%
Materials
1,7%
Consumer Discretionary
1,7%
Energy
1,2%
Utilities
0,7%
Consumer Staples
0,7%
Consumer products
0,7%
Real Estate
0,6%
Telecommunication
0,3%
Communications
0,2%
Logistics & Transportation
0,0%
Sonstige/Nicht zugeordnet
30,9%
Gesamtportfolio 314 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $95.650.618 | 6,13% | 330.559 | $13.052.761 | Auf ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $51.368.536 | 3,29% | 143.740 | $7.754.027 | Ab ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $47.716.422 | 3,06% | 127.919 | $-7.233.656 | Ab ×1 | ||
| IJH | $46.605.052 | 2,98% | 604.397 | $8.145.901 | Auf ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $44.749.431 | 2,87% | 187.755 | $-268.254 | Ab ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $43.864.636 | 2,81% | 219.225 | $6.941.983 | Auf ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $43.374.474 | 2,78% | 122.759 | $4.444.254 | Ab ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $41.886.544 | 2,68% | 96.662 | $20.019.511 | Ab ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $39.394.579 | 2,52% | 42.112 | $-2.071.796 | Auf ×1 | ||
| BRKB | $29.924.856 | 1,92% | 59.803 | $-5.422.405 | Ab ×1 | ||
| V Visa Inc. | $28.338.887 | 1,82% | 82.599 | $3.966.862 | Auf ×1 | ||
| APH Amphenol Corporation Common Stock | $24.925.653 | 1,60% | 141.366 | $7.155.789 | Auf ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $24.560.749 | 1,57% | 48.988 | $1.062.730 | Auf ×1 | ||
| IVV | $23.113.212 | 1,48% | 30.863 | $8.174.766 | Auf ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $22.816.384 | 1,46% | 47.776 | $7.524.146 | Auf ×1 | ||
| URI United Rentals, Inc. Common Stock | $22.000.724 | 1,41% | 19.420 | $7.711.477 | Ab ×1 | ||
| SPY SPY | $21.833.004 | 1,40% | 29.237 | $2.672.563 | Ab ×1 | ||
| JPST | $20.822.124 | 1,33% | 411.749 | $-1.653.535 | Ab ×1 | ||
| IJR | $20.222.678 | 1,30% | 136.354 | $3.231.489 | Ab ×1 | ||
| SMLF | $19.808.454 | 1,27% | 222.217 | $5.477.810 | Auf ×1 | ||
| ECL Ecolab Inc. Common Stock | $19.545.592 | 1,25% | 70.154 | $1.281.761 | Auf ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $18.268.078 | 1,17% | 55.809 | $2.859.183 | Auf ×1 | ||
| DHR Danaher Corporation Common Stock | $17.429.677 | 1,12% | 91.504 | $663.495 | Auf ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $17.125.642 | 1,10% | 50.219 | $9.492.185 | Auf ×1 | ||
| IWB | $16.634.278 | 1,07% | 40.621 | $2.149.073 | Ab ×1 | ||
| AMGN Amgen Inc. - Common Stock | $16.589.958 | 1,06% | 45.813 | $462.472 | Ab ×1 | ||
| SYK Stryker Corporation Common Stock | $15.664.518 | 1,00% | 49.754 | $-68.010 | Auf ×1 | ||
| SCHG | $15.012.702 | 0,96% | 443.638 | $1.617.837 | Ab ×1 | ||
| IVW | $14.915.493 | 0,96% | 108.453 | $2.659.400 | Auf ×1 | ||
| IEFA | $14.797.118 | 0,95% | 153.211 | $845.811 | Ab ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $14.721.783 | 0,94% | 41.743 | $1.139.041 | Auf ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12.335.282 | 0,79% | 81.421 | $-685.378 | Ab ×1 | ||
| WMT Walmart Inc. - Common Stock | $12.152.478 | 0,78% | 107.297 | $-167.245 | Auf ×1 | ||
| EQWL | $11.614.509 | 0,74% | 90.021 | $2.565.173 | Auf ×1 | ||
| LLY Eli Lilly and Company Common Stock | $11.380.192 | 0,73% | 9.488 | $3.547.431 | Auf ×1 | ||
| EAGL | $11.175.697 | 0,72% | 347.395 | $1.486.379 | Auf ×1 | ||
| CMI Cummins Inc. Common Stock | $11.118.944 | 0,71% | 15.590 | $2.517.080 | Ab ×1 | ||
| WWD Woodward, Inc. - Common Stock | $10.839.998 | 0,69% | 25.480 | $886.422 | Ab ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $10.539.254 | 0,68% | 68.606 | $4.922.312 | Ab ×1 | ||
| SCHD | $10.167.975 | 0,65% | 320.655 | $589.740 | Auf ×1 | ||
| IEMG | $10.150.799 | 0,65% | 122.535 | $1.778.776 | Auf ×1 | ||
| UNP Union Pacific Corporation Common Stock | $10.050.672 | 0,64% | 36.951 | $1.491.766 | Auf ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $10.000.184 | 0,64% | 23.468 | $2.199.401 | Auf ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $9.718.683 | 0,62% | 110.729 | $-33.250 | Auf ×1 | ||
| ABBV AbbVie Inc. Common Stock | $9.421.364 | 0,60% | 37.440 | $1.384.924 | Auf ×1 | ||
| RTX RTX Corporation Common Stock | $9.267.302 | 0,59% | 48.845 | $-156.567 | Ab ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $9.211.064 | 0,59% | 23.162 | $-1.120.183 | Auf ×1 | ||
| ORCL Oracle Corporation Common Stock | $9.178.744 | 0,59% | 62.632 | $-282.798 | Ab ×1 | ||
| SPDW | $9.146.249 | 0,59% | 181.509 | $987.178 | Auf ×1 | ||
| JMST | $8.444.274 | 0,54% | 165.574 | $2.103.789 | Auf ×1 | ||
| SPYG | $8.310.785 | 0,53% | 69.844 | $3.859.659 | Auf ×1 | ||
| MINT | $8.287.041 | 0,53% | 82.205 | $382.551 | Auf ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8.205.514 | 0,53% | 14.567 | $92.138 | Auf ×1 | ||
| IVE | $8.177.911 | 0,52% | 36.017 | $602.140 | Auf ×1 | ||
| GE GE Aerospace Common Stock | $7.874.947 | 0,50% | 21.071 | $1.891.446 | Ab ×1 | ||
| CSL Carlisle Companies Incorporated Common Stock | $7.874.940 | 0,50% | 21.709 | $748.150 | Auf ×1 | ||
| IWM | $7.763.928 | 0,50% | 25.841 | $1.280.464 | Ab ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $7.272.080 | 0,47% | 19.251 | $1.712.345 | Auf ×1 | ||
| MCD McDonald's Corporation Common Stock | $7.167.750 | 0,46% | 26.517 | $-1.027.551 | Auf ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $7.123.054 | 0,46% | 5.236 | $1.518.472 | Auf ×1 | ||
| SCHX | $6.749.686 | 0,43% | 229.347 | $1.223.896 | Auf ×1 | ||
| VOO | $6.469.445 | 0,41% | 9.420 | $145.488 | Ab ×1 | ||
| GEV GE Vernova Inc. Common Stock | $6.334.845 | 0,41% | 5.392 | $1.637.770 | Auf ×1 | ||
| JNJ Johnson & Johnson Common Stock | $6.158.524 | 0,39% | 24.249 | $228.581 | Ab ×1 | ||
| GLD | $5.993.543 | 0,38% | 16.270 | $-1.099.788 | Ab ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $5.983.658 | 0,38% | 19.750 | $3.342.749 | Auf ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $5.946.263 | 0,38% | 83.281 | $-1.804.965 | Auf ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5.858.311 | 0,38% | 7.955 | $486.879 | Ab ×1 | ||
| MAR Marriott International - Class A Common Stock | $5.826.416 | 0,37% | 15.722 | $687.165 | Auf ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $5.786.048 | 0,37% | 5.721 | $-3.052.010 | Ab ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $5.743.151 | 0,37% | 42.416 | $-1.001.654 | Ab ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $5.594.428 | 0,36% | 56.350 | $-167.950 | Auf ×1 | ||
| YUM Yum! Brands, Inc. | $5.344.527 | 0,34% | 33.433 | $133.218 | Ab ×1 | ||
| INTF | $5.286.830 | 0,34% | 129.073 | $1.760.366 | Auf ×1 | ||
| AFL AFLAC Incorporated Common Stock | $5.263.619 | 0,34% | 44.891 | $331.821 | Ab ×1 | ||
| CVX Chevron Corporation Common Stock | $5.255.336 | 0,34% | 31.704 | $-1.170.236 | Auf ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $5.212.881 | 0,33% | 31.079 | $-1.284.607 | Auf ×1 | ||
| INTU Intuit Inc. - Common Stock | $5.052.699 | 0,32% | 19.359 | $-4.294.059 | Ab ×1 | ||
| EMGF | $4.937.431 | 0,32% | 67.396 | $3.081.565 | Auf ×1 | ||
| SPYM | $4.919.347 | 0,32% | 55.978 | $894.338 | Auf ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $4.838.764 | 0,31% | 11.642 | $128.063 | Ab ×1 | ||
| MS Morgan Stanley Common Stock | $4.623.547 | 0,30% | 22.118 | $954.788 | Ab ×1 | ||
| LIN Linde plc - Ordinary Shares | $4.618.316 | 0,30% | 8.900 | $235.541 | Auf ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $4.548.807 | 0,29% | 58.664 | $-1.296.522 | Ab ×1 | ||
| SPEM | $4.543.345 | 0,29% | 87.743 | $500.569 | Auf ×1 | ||
| NBSD | $4.541.954 | 0,29% | 89.929 | $525.671 | Auf ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $4.463.842 | 0,29% | 83.954 | $605.172 | Auf ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $4.388.134 | 0,28% | 29.925 | $-280.243 | Ab ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $4.350.949 | 0,28% | 31.824 | $-1.028.887 | Auf ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $4.300.441 | 0,28% | 14.799 | $-207.908 | Auf ×1 | ||
| WELL Welltower Inc. Common Stock | $4.271.348 | 0,27% | 18.819 | $676.189 | Auf ×1 | ||
| C Citigroup, Inc. Common Stock | $4.151.023 | 0,27% | 29.659 | $814.315 | Auf ×1 | ||
| PLD Prologis, Inc. Common Stock | $3.973.064 | 0,25% | 29.328 | $210.296 | Auf ×1 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $3.946.927 | 0,25% | 4.966 | $834.598 | Auf ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $3.769.771 | 0,24% | 38.912 | $29.901 | Ab ×1 | ||
| VTI | $3.628.788 | 0,23% | 9.806 | $181.606 | Ab ×1 | ||
| WM Waste Management, Inc. Common Stock | $3.439.930 | 0,22% | 15.434 | $699.684 | Auf ×1 | ||
| SMMU | $3.414.406 | 0,22% | 67.612 | $504.097 | Auf ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3.368.488 | 0,22% | 64.272 | $131.157 | Auf ×1 | ||
| CARR Carrier Global Corporation Common Stock | $3.255.354 | 0,21% | 44.381 | $750.792 | Ab ×1 | ||
| Keine Treffer | |||||||
Größte neue Wetten
In diesem Quartal eröffnete neue Positionen, beginnend mit der größten.
| Wertpapier | Wert | Aktien | % des Portfolios |
|---|---|---|---|
| FNDX | $2.021.500 | 65.000 | 0,13% |
| IDEQ | $983.714 | 28.050 | 0,06% |
| AMD | $825.473 | 1.421 | 0,05% |
| EQT | $623.099 | 11.719 | 0,04% |
| ABIG | $511.054 | 14.775 | 0,03% |
| MRSH | $393.675 | 2.362 | 0,03% |
| MO | $351.044 | 4.879 | 0,02% |
| IWR | $340.006 | 3.082 | 0,02% |
| DELL | $327.478 | 759 | 0,02% |
| SOXX | $307.565 | 480 | 0,02% |
| DUK | $298.403 | 2.357 | 0,02% |
| RAAX | $283.125 | 7.137 | 0,02% |
| WBS | $266.706 | 3.490 | 0,02% |
| Q | $259.336 | 1.588 | 0,02% |
| VTEB | $254.417 | 5.030 | 0,02% |
Top-Performer (QoQ)
| Wertpapier | Aktion | Aktien Δ | Wert Δ |
|---|---|---|---|
| LRCX | Reduziert | -6K | +$20.0M |
| AAPL | Mehr gekauft | +5K | +$13.1M |
| PANW | Mehr gekauft | +3K | +$9.5M |
| IVV | Mehr gekauft | +8K | +$8.2M |
| IJH | Mehr gekauft | +35K | +$8.1M |
| GOOGL | Reduziert | -8K | +$7.8M |
| URI | Reduziert | -193 | +$7.7M |
| TSM | Mehr gekauft | +3K | +$7.5M |
| MSFT | Reduziert | -21K | -$7.2M |
| APH | Mehr gekauft | +726 | +$7.2M |
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.
| Wertpapier | Quartal | Anteile davor | Wert davor | Preis seit Ausstieg |
|---|---|---|---|---|
| HON | 30. Juni 2026 | 4.551 | $1.028.622 | -1,9% |
| CRM | 30. Juni 2026 | 2.903 | $541.903 | 31,2% |
| CTSH | 30. Juni 2026 | 7.944 | $487.364 | 57,2% |
| BAH | 30. Juni 2026 | 3.403 | $265.536 | 26,6% |
| LBRDA | 30. Juni 2026 | 5.210 | $261.646 | 8,1% |
| ACN | 30. Juni 2026 | 1.310 | $259.760 | 46,7% |
| DD | 30. Juni 2026 | 5.230 | $239.549 | 3,3% |
| FBTC | 30. Juni 2026 | 3.697 | $218.234 | Nicht mehr verfolgt |
| SPIB | 30. Juni 2026 | 6.419 | $215.293 | Nicht mehr verfolgt |
| NOC | 30. Juni 2026 | 313 | $213.541 | 9,8% |
| HSY | 30. Juni 2026 | 1.000 | $207.890 | 7,2% |
| TSCO | 30. Juni 2026 | 4.525 | $204.983 | 10,4% |
| PYPL | 30. Juni 2026 | 4.525 | $204.666 | 44,1% |