YHB Investment Advisors, Inc. 13F Holdings · Q3 2026
YHB Investment Advisors, Inc. reported 314 securities worth $1.59B in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: AAPL (6.82%), MSFT (4.03%), NVDA (3.14%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $108.2M | 6.82% | 324,809 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $63.9M | 4.03% | 124,622 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $49.7M | 3.14% | 217,727 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $48.6M | 3.07% | 141,317 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $46.3M | 2.92% | 186,013 | Trimmed |
| 6 | IJH | ISHARES TR | $44.5M | 2.81% | 618,796 | Added |
| 7 | GOOG | ALPHABET INC | $41.2M | 2.60% | 120,925 | Trimmed |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $37.8M | 2.38% | 41,507 | Trimmed |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $32.6M | 2.06% | 48,299 | Trimmed |
| 10 | LRCX | LAM RESEARCH CORP | $30.1M | 1.90% | 91,541 | Trimmed |
| 11 | V | VISA INC | $29.7M | 1.87% | 82,693 | Added |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $28.5M | 1.80% | 57,326 | Trimmed |
| 13 | IVV | ISHARES TR | $25.1M | 1.58% | 32,743 | Added |
| 14 | APH | AMPHENOL CORP | $23.3M | 1.47% | 276,033 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $22.1M | 1.39% | 28,966 | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.1M | 1.39% | 48,431 | Added |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $20.0M | 1.26% | 397,889 | Trimmed |
| 18 | PANW | PALO ALTO NETWORKS INC | $19.9M | 1.26% | 50,128 | Trimmed |
| 19 | DHR | DANAHER CORP DEL | $19.7M | 1.25% | 89,107 | Trimmed |
| 20 | AMGN | AMGEN INC | $19.5M | 1.23% | 46,239 | Added |
| 21 | SMLF | ISHARES TR | $19.2M | 1.21% | 229,923 | Added |
| 22 | URI | UNITED RENTALS INC | $19.2M | 1.21% | 19,195 | Trimmed |
| 23 | ECL | ECOLAB INC | $18.7M | 1.18% | 68,024 | Trimmed |
| 24 | JPM | JPMORGAN CHASE & CO | $18.8M | 1.18% | 56,746 | Added |
| 25 | IJR | ISHARES TR | $18.5M | 1.17% | 135,853 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR