YHB Investment Advisors, Inc.
CIK 1469219 · View on SEC EDGAR ↗
- Portfolio value
- $1.6B
- Positions
- 314
- As of
- June 30, 2026
#1,807 of 9,443 by 13F value · top 19.1%
Portfolio value QoQ: +11.9% 13F does not disclose cash
- Top 10 holdings weight
- 31.03%
- Top 25 holdings weight
- 51.36%
- Positions above 1%
- 27
- Effective number of positions
- 63.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 4.42% Est. buys $68,473,662 · sells $65,324,341
- New positions
- 29
- Increased
- 127
- Decreased
- 127
- Closed
- 13
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
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%
Other/Unmapped
30.9%
Full portfolio 314 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $95,650,618 | 6.13% | 330,559 | $13,052,761 | Up ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $51,368,536 | 3.29% | 143,740 | $7,754,027 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $47,716,422 | 3.06% | 127,919 | $-7,233,656 | Down ×1 | ||
| IJH | $46,605,052 | 2.98% | 604,397 | $8,145,901 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $44,749,431 | 2.87% | 187,755 | $-268,254 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $43,864,636 | 2.81% | 219,225 | $6,941,983 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $43,374,474 | 2.78% | 122,759 | $4,444,254 | Down ×1 | ||
| LRCX Lam Research Corporation - Common Stock | $41,886,544 | 2.68% | 96,662 | $20,019,511 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $39,394,579 | 2.52% | 42,112 | $-2,071,796 | Up ×1 | ||
| BRKB | $29,924,856 | 1.92% | 59,803 | $-5,422,405 | Down ×1 | ||
| V Visa Inc. | $28,338,887 | 1.82% | 82,599 | $3,966,862 | Up ×1 | ||
| APH Amphenol Corporation Common Stock | $24,925,653 | 1.60% | 141,366 | $7,155,789 | Up ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $24,560,749 | 1.57% | 48,988 | $1,062,730 | Up ×1 | ||
| IVV | $23,113,212 | 1.48% | 30,863 | $8,174,766 | Up ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $22,816,384 | 1.46% | 47,776 | $7,524,146 | Up ×1 | ||
| URI United Rentals, Inc. Common Stock | $22,000,724 | 1.41% | 19,420 | $7,711,477 | Down ×1 | ||
| SPY SPY | $21,833,004 | 1.40% | 29,237 | $2,672,563 | Down ×1 | ||
| JPST | $20,822,124 | 1.33% | 411,749 | $-1,653,535 | Down ×1 | ||
| IJR | $20,222,678 | 1.30% | 136,354 | $3,231,489 | Down ×1 | ||
| SMLF | $19,808,454 | 1.27% | 222,217 | $5,477,810 | Up ×1 | ||
| ECL Ecolab Inc. Common Stock | $19,545,592 | 1.25% | 70,154 | $1,281,761 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $18,268,078 | 1.17% | 55,809 | $2,859,183 | Up ×1 | ||
| DHR Danaher Corporation Common Stock | $17,429,677 | 1.12% | 91,504 | $663,495 | Up ×1 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $17,125,642 | 1.10% | 50,219 | $9,492,185 | Up ×1 | ||
| IWB | $16,634,278 | 1.07% | 40,621 | $2,149,073 | Down ×1 | ||
| AMGN Amgen Inc. - Common Stock | $16,589,958 | 1.06% | 45,813 | $462,472 | Down ×1 | ||
| SYK Stryker Corporation Common Stock | $15,664,518 | 1.00% | 49,754 | $-68,010 | Up ×1 | ||
| SCHG | $15,012,702 | 0.96% | 443,638 | $1,617,837 | Down ×1 | ||
| IVW | $14,915,493 | 0.96% | 108,453 | $2,659,400 | Up ×1 | ||
| IEFA | $14,797,118 | 0.95% | 153,211 | $845,811 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $14,721,783 | 0.94% | 41,743 | $1,139,041 | Up ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $12,335,282 | 0.79% | 81,421 | $-685,378 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $12,152,478 | 0.78% | 107,297 | $-167,245 | Up ×1 | ||
| EQWL | $11,614,509 | 0.74% | 90,021 | $2,565,173 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $11,380,192 | 0.73% | 9,488 | $3,547,431 | Up ×1 | ||
| EAGL | $11,175,697 | 0.72% | 347,395 | $1,486,379 | Up ×1 | ||
| CMI Cummins Inc. Common Stock | $11,118,944 | 0.71% | 15,590 | $2,517,080 | Down ×1 | ||
| WWD Woodward, Inc. - Common Stock | $10,839,998 | 0.69% | 25,480 | $886,422 | Down ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $10,539,254 | 0.68% | 68,606 | $4,922,312 | Down ×1 | ||
| SCHD | $10,167,975 | 0.65% | 320,655 | $589,740 | Up ×1 | ||
| IEMG | $10,150,799 | 0.65% | 122,535 | $1,778,776 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $10,050,672 | 0.64% | 36,951 | $1,491,766 | Up ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $10,000,184 | 0.64% | 23,468 | $2,199,401 | Up ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $9,718,683 | 0.62% | 110,729 | $-33,250 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $9,421,364 | 0.60% | 37,440 | $1,384,924 | Up ×1 | ||
| RTX RTX Corporation Common Stock | $9,267,302 | 0.59% | 48,845 | $-156,567 | Down ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $9,211,064 | 0.59% | 23,162 | $-1,120,183 | Up ×1 | ||
| ORCL Oracle Corporation Common Stock | $9,178,744 | 0.59% | 62,632 | $-282,798 | Down ×1 | ||
| SPDW | $9,146,249 | 0.59% | 181,509 | $987,178 | Up ×1 | ||
| JMST | $8,444,274 | 0.54% | 165,574 | $2,103,789 | Up ×1 | ||
| SPYG | $8,310,785 | 0.53% | 69,844 | $3,859,659 | Up ×1 | ||
| MINT | $8,287,041 | 0.53% | 82,205 | $382,551 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8,205,514 | 0.53% | 14,567 | $92,138 | Up ×1 | ||
| IVE | $8,177,911 | 0.52% | 36,017 | $602,140 | Up ×1 | ||
| GE GE Aerospace Common Stock | $7,874,947 | 0.50% | 21,071 | $1,891,446 | Down ×1 | ||
| CSL Carlisle Companies Incorporated Common Stock | $7,874,940 | 0.50% | 21,709 | $748,150 | Up ×1 | ||
| IWM | $7,763,928 | 0.50% | 25,841 | $1,280,464 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $7,272,080 | 0.47% | 19,251 | $1,712,345 | Up ×1 | ||
| MCD McDonald's Corporation Common Stock | $7,167,750 | 0.46% | 26,517 | $-1,027,551 | Up ×1 | ||
| GWW W.W. Grainger, Inc. Common Stock | $7,123,054 | 0.46% | 5,236 | $1,518,472 | Up ×1 | ||
| SCHX | $6,749,686 | 0.43% | 229,347 | $1,223,896 | Up ×1 | ||
| VOO | $6,469,445 | 0.41% | 9,420 | $145,488 | Down ×1 | ||
| GEV GE Vernova Inc. Common Stock | $6,334,845 | 0.41% | 5,392 | $1,637,770 | Up ×1 | ||
| JNJ Johnson & Johnson Common Stock | $6,158,524 | 0.39% | 24,249 | $228,581 | Down ×1 | ||
| GLD | $5,993,543 | 0.38% | 16,270 | $-1,099,788 | Down ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $5,983,658 | 0.38% | 19,750 | $3,342,749 | Up ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $5,946,263 | 0.38% | 83,281 | $-1,804,965 | Up ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $5,858,311 | 0.38% | 7,955 | $486,879 | Down ×1 | ||
| MAR Marriott International - Class A Common Stock | $5,826,416 | 0.37% | 15,722 | $687,165 | Up ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $5,786,048 | 0.37% | 5,721 | $-3,052,010 | Down ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $5,743,151 | 0.37% | 42,416 | $-1,001,654 | Down ×1 | ||
| NOW ServiceNow, Inc. Common Stock | $5,594,428 | 0.36% | 56,350 | $-167,950 | Up ×1 | ||
| YUM Yum! Brands, Inc. | $5,344,527 | 0.34% | 33,433 | $133,218 | Down ×1 | ||
| INTF | $5,286,830 | 0.34% | 129,073 | $1,760,366 | Up ×1 | ||
| AFL AFLAC Incorporated Common Stock | $5,263,619 | 0.34% | 44,891 | $331,821 | Down ×1 | ||
| CVX Chevron Corporation Common Stock | $5,255,336 | 0.34% | 31,704 | $-1,170,236 | Up ×1 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $5,212,881 | 0.33% | 31,079 | $-1,284,607 | Up ×1 | ||
| INTU Intuit Inc. - Common Stock | $5,052,699 | 0.32% | 19,359 | $-4,294,059 | Down ×1 | ||
| EMGF | $4,937,431 | 0.32% | 67,396 | $3,081,565 | Up ×1 | ||
| SPYM | $4,919,347 | 0.32% | 55,978 | $894,338 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $4,838,764 | 0.31% | 11,642 | $128,063 | Down ×1 | ||
| MS Morgan Stanley Common Stock | $4,623,547 | 0.30% | 22,118 | $954,788 | Down ×1 | ||
| LIN Linde plc - Ordinary Shares | $4,618,316 | 0.30% | 8,900 | $235,541 | Up ×1 | ||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $4,548,807 | 0.29% | 58,664 | $-1,296,522 | Down ×1 | ||
| SPEM | $4,543,345 | 0.29% | 87,743 | $500,569 | Up ×1 | ||
| NBSD | $4,541,954 | 0.29% | 89,929 | $525,671 | Up ×1 | ||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $4,463,842 | 0.29% | 83,954 | $605,172 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $4,388,134 | 0.28% | 29,925 | $-280,243 | Down ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $4,350,949 | 0.28% | 31,824 | $-1,028,887 | Up ×1 | ||
| LHX L3Harris Technologies, Inc. Common Stock | $4,300,441 | 0.28% | 14,799 | $-207,908 | Up ×1 | ||
| WELL Welltower Inc. Common Stock | $4,271,348 | 0.27% | 18,819 | $676,189 | Up ×1 | ||
| C Citigroup, Inc. Common Stock | $4,151,023 | 0.27% | 29,659 | $814,315 | Up ×1 | ||
| PLD Prologis, Inc. Common Stock | $3,973,064 | 0.25% | 29,328 | $210,296 | Up ×1 | ||
| CASY Caseys General Stores, Inc. - Common Stock | $3,946,927 | 0.25% | 4,966 | $834,598 | Up ×1 | ||
| CHD Church & Dwight Company, Inc. Common Stock | $3,769,771 | 0.24% | 38,912 | $29,901 | Down ×1 | ||
| VTI | $3,628,788 | 0.23% | 9,806 | $181,606 | Down ×1 | ||
| WM Waste Management, Inc. Common Stock | $3,439,930 | 0.22% | 15,434 | $699,684 | Up ×1 | ||
| SMMU | $3,414,406 | 0.22% | 67,612 | $504,097 | Up ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3,368,488 | 0.22% | 64,272 | $131,157 | Up ×1 | ||
| CARR Carrier Global Corporation Common Stock | $3,255,354 | 0.21% | 44,381 | $750,792 | Down ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| 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 movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 4,551 | $1,028,622 | -1.9% |
| CRM | June 30, 2026 | 2,903 | $541,903 | 31.2% |
| CTSH | June 30, 2026 | 7,944 | $487,364 | 57.2% |
| BAH | June 30, 2026 | 3,403 | $265,536 | 26.6% |
| LBRDA | June 30, 2026 | 5,210 | $261,646 | 8.1% |
| ACN | June 30, 2026 | 1,310 | $259,760 | 46.7% |
| DD | June 30, 2026 | 5,230 | $239,549 | 3.3% |
| FBTC | June 30, 2026 | 3,697 | $218,234 | No longer tracked |
| SPIB | June 30, 2026 | 6,419 | $215,293 | No longer tracked |
| NOC | June 30, 2026 | 313 | $213,541 | 9.8% |
| HSY | June 30, 2026 | 1,000 | $207,890 | 7.2% |
| TSCO | June 30, 2026 | 4,525 | $204,983 | 10.4% |
| PYPL | June 30, 2026 | 4,525 | $204,666 | 44.1% |