Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Yhb Investment Advisors, Inc.

Investment Activity

Yhb Investment Advisors, Inc. has $1.56 billion in total holdings as of June 30, 2026.
Yhb Investment Advisors, Inc. owns shares of 314 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 4.39% of the portfolio was purchased this quarter.
About 4.18% of the portfolio was sold this quarter.
This quarter, Yhb Investment Advisors, Inc. has purchased 298 new stocks and bought additional shares in 127 stocks.
Yhb Investment Advisors, Inc. sold shares of 127 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Apple: $95,650,618
Alphabet: $51,368,536
Microsoft: $47,716,422
iShares Core S&P Mid-Cap ETF: $46,605,052
Amazon.com: $44,749,431

Largest New Holdings this Quarter

808524771 - Schwab Fundamental U.S. Large Company ETF: $2,021,500 Holding
52110K400 - LAZARD ACTIVE ETF TR: $983,714 Holding
007903107 - Advanced Micro Devices: $825,473 Holding
26884L109 - EQT: $623,099 Holding
02072Q747 - EA SERIES TRUST: $511,054 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 7,994 shares (about $5.99M)
SPDR Portfolio S&P 500 Growth ETF: 24,383 shares (about $2.90M)
iShares U.S. Small Cap Equity Factor ETF: 32,382 shares (about $2.89M)
iShares Core S&P Mid-Cap ETF: 34,885 shares (about $2.69M)
iShares Emerging Markets Equity Factor ETF: 36,685 shares (about $2.69M)

Largest Sales this Quarter

Microsoft: 20,527 shares (about $7.66M)
Berkshire Hathaway: 13,960 shares (about $6.99M)
Amazon.com: 28,396 shares (about $6.77M)
AON: 15,056 shares (about $4.99M)
The Goldman Sachs Group: 4,726 shares (about $4.78M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$95,650,618	$1,476,316 â–²	1.6%	330,559	6.1%	Computer and Technology
GOOGL Alphabet	$51,368,536	$2,834,311 â–¼	-5.2%	143,740	3.3%	Computer and Technology
MSFT Microsoft	$47,716,422	$7,656,994 â–¼	-13.8%	127,919	3.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$46,605,052	$2,689,982 â–²	6.1%	604,397	3.0%	ETF
AMZN Amazon.com	$44,749,431	$6,767,888 â–¼	-13.1%	187,755	2.9%	Retail/Wholesale
NVDA NVIDIA	$43,864,636	$1,503,273 â–²	3.5%	219,225	2.8%	Computer and Technology
GOOG Alphabet	$43,374,474	$4,576,687 â–¼	-9.5%	122,759	2.8%	Computer and Technology
LAM RESEARCH CORP	$41,886,544	$2,462,614 â–¼	-5.6%	96,662	2.7%	COM NEW
COST Costco Wholesale	$39,394,579	$464,929 â–²	1.2%	42,112	2.5%	Retail/Wholesale
BRK.B Berkshire Hathaway	$29,924,856	$6,985,452 â–¼	-18.9%	59,803	1.9%	Finance
V Visa	$28,338,887	$672,799 â–²	2.4%	82,599	1.8%	Business Services
APH Amphenol	$24,925,653	$128,008 â–²	0.5%	141,366	1.6%	Computer and Technology
TMO Thermo Fisher Scientific	$24,560,749	$592,611 â–²	2.5%	48,988	1.6%	Medical
IVV iShares Core S&P 500 ETF	$23,113,212	$5,986,684 â–²	35.0%	30,863	1.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$22,816,384	$1,206,342 â–²	5.6%	47,776	1.5%	Computer and Technology
URI United Rentals	$22,000,724	$218,648 â–¼	-1.0%	19,420	1.4%	Construction
SPY SPDR S&P 500 ETF Trust	$21,833,004	$168,021 â–¼	-0.8%	29,237	1.4%	Finance
JPST JPMorgan Ultra-Short Income ETF	$20,822,124	$1,635,735 â–¼	-7.3%	411,749	1.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$20,222,678	$48,942 â–¼	-0.2%	136,354	1.3%	ETF
SMLF iShares U.S. Small Cap Equity Factor ETF	$19,808,454	$2,886,536 â–²	17.1%	222,217	1.3%	ETF
ECL Ecolab	$19,545,592	$417,357 â–²	2.2%	70,154	1.3%	Basic Materials
JPM JPMorgan Chase & Co.	$18,268,078	$1,121,440 â–²	6.5%	55,809	1.2%	Finance
DHR Danaher	$17,429,677	$585,726 â–²	3.5%	91,504	1.1%	Medical
PANW Palo Alto Networks	$17,125,642	$888,355 â–²	5.5%	50,219	1.1%	Computer and Technology
IWB iShares Russell 1000 ETF	$16,634,278	$1,638 â–¼	0.0%	40,621	1.1%	ETF
AMGN Amgen	$16,589,958	$8,329 â–¼	-0.1%	45,813	1.1%	Medical
SYK Stryker	$15,664,518	$590,324 â–²	3.9%	49,754	1.0%	Medical
SCHG Schwab U.S. Large-Cap Growth ETF	$15,012,702	$547,971 â–¼	-3.5%	443,638	1.0%	ETF
IVW iShares S&P 500 Growth ETF	$14,915,493	$13,340 â–²	0.1%	108,453	1.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$14,797,118	$86,536 â–¼	-0.6%	153,211	0.9%	ETF
HD Home Depot	$14,721,783	$156,588 â–²	1.1%	41,743	0.9%	Retail/Wholesale
TJX TJX Companies	$12,335,282	$16,817 â–¼	-0.1%	81,421	0.8%	Retail/Wholesale
WALMART INC	$12,152,478	$925,109 â–²	8.2%	107,297	0.8%	COM
EQWL Invesco S&P 100 Equal Weight ETF	$11,614,509	$1,483,085 â–²	14.6%	90,021	0.7%	ETF
LLY Eli Lilly and Company	$11,380,192	$1,165,846 â–²	11.4%	9,488	0.7%	Medical
2023 ETF SERIES TRUST	$11,175,697	$928,973 â–²	9.1%	347,395	0.7%	EAGL CAP SEL ETF
CMI Cummins	$11,118,944	$283,858 â–¼	-2.5%	15,590	0.7%	Auto/Tires/Trucks
WWD Woodward	$10,839,998	$991,256 â–¼	-8.4%	25,480	0.7%	Aerospace
FTNT Fortinet	$10,539,254	$19,663 â–¼	-0.2%	68,606	0.7%	Computer and Technology
SCHD Schwab US Dividend Equity ETF	$10,167,975	$268,172 â–²	2.7%	320,655	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$10,150,799	$207,597 â–²	2.1%	122,535	0.7%	ETF
UNP Union Pacific	$10,050,672	$455,328 â–²	4.7%	36,951	0.6%	Transportation
ETN Eaton	$10,000,184	$706,507 â–²	7.6%	23,468	0.6%	Industrials
NEE NextEra Energy	$9,718,683	$503,273 â–²	5.5%	110,729	0.6%	Utilities
ABBV AbbVie	$9,421,364	$123,051 â–²	1.3%	37,440	0.6%	Medical
RTX RTX	$9,267,302	$1,708 â–¼	0.0%	48,845	0.6%	Aerospace
ISRG Intuitive Surgical	$9,211,064	$298,658 â–²	3.4%	23,162	0.6%	Medical
ORCL Oracle	$9,178,744	$246,791 â–¼	-2.6%	62,632	0.6%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$9,146,249	$139,984 â–²	1.6%	181,509	0.6%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$8,444,274	$2,101,302 â–²	33.1%	165,574	0.5%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$8,310,785	$2,901,350 â–²	53.6%	69,844	0.5%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$8,287,041	$363,721 â–²	4.6%	82,205	0.5%	ETF
META Meta Platforms	$8,205,514	$217,432 â–²	2.7%	14,567	0.5%	Computer and Technology
IVE iShares S&P 500 Value ETF	$8,177,911	$31,334 â–²	0.4%	36,017	0.5%	ETF
GE GE Aerospace	$7,874,947	$5,606 â–¼	-0.1%	21,071	0.5%	Aerospace
CSL Carlisle Companies	$7,874,940	$125,874 â–²	1.6%	21,709	0.5%	Multi-Sector Conglomerates
IWM iShares Russell 2000 ETF	$7,763,928	$90,736 â–¼	-1.2%	25,841	0.5%	Finance
AVGO Broadcom	$7,272,080	$486,543 â–²	7.2%	19,251	0.5%	Computer and Technology
MCD McDonald's	$7,167,750	$40,006 â–²	0.6%	26,517	0.5%	Retail/Wholesale
GWW W.W. Grainger	$7,123,054	$133,319 â–²	1.9%	5,236	0.5%	Industrials
SCHX Schwab US Large-Cap ETF	$6,749,686	$407,105 â–²	6.4%	229,347	0.4%	ETF
VOO Vanguard S&P 500 ETF	$6,469,445	$798,722 â–¼	-11.0%	9,420	0.4%	ETF
GE VERNOVA INC	$6,334,845	$12,923 â–²	0.2%	5,392	0.4%	COM
JNJ Johnson & Johnson	$6,158,524	$2,540 â–¼	0.0%	24,249	0.4%	Medical
GLD SPDR Gold Shares	$5,993,543	$79,202 â–¼	-1.3%	16,270	0.4%	Finance
QQQM Invesco NASDAQ 100 ETF	$5,983,658	$2,616,449 â–²	77.7%	19,750	0.4%	ETF
NFLX Netflix	$5,946,263	$190,281 â–²	3.3%	83,281	0.4%	Consumer Discretionary
QQQ Invesco QQQ	$5,858,311	$994,919 â–¼	-14.5%	7,955	0.4%	Finance
MAR Marriott International	$5,826,416	$3,335 â–²	0.1%	15,722	0.4%	Consumer Discretionary
GS The Goldman Sachs Group	$5,786,048	$4,779,735 â–¼	-45.2%	5,721	0.4%	Finance
PEP PepsiCo	$5,743,151	$137,838 â–¼	-2.3%	42,416	0.4%	Consumer Staples
NOW ServiceNow	$5,594,428	$122,512 â–²	2.2%	56,350	0.4%	Computer and Technology
YUM Yum! Brands	$5,344,527	$13,588 â–¼	-0.3%	33,433	0.3%	Retail/Wholesale
INTF iShares International Equity Factor ETF	$5,286,830	$1,579,336 â–²	42.6%	129,073	0.3%	ETF
AFL Aflac	$5,263,619	$7,856 â–¼	-0.1%	44,891	0.3%	Finance
CVX Chevron	$5,255,336	$107,414 â–²	2.1%	31,704	0.3%	Energy
TMUS T-Mobile US	$5,212,881	$23,985 â–²	0.5%	31,079	0.3%	Computer and Technology
INTU Intuit	$5,052,699	$589,338 â–¼	-10.4%	19,359	0.3%	Computer and Technology
EMGF iShares Emerging Markets Equity Factor ETF	$4,937,431	$2,687,543 â–²	119.5%	67,396	0.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$4,919,347	$298,001 â–²	6.4%	55,978	0.3%	ETF
UNH UnitedHealth Group	$4,838,764	$2,396,938 â–¼	-33.1%	11,642	0.3%	Medical
MS Morgan Stanley	$4,623,547	$36,582 â–¼	-0.8%	22,118	0.3%	Finance
LINDE PLC	$4,618,316	$30,616 â–²	0.7%	8,900	0.3%	SHS
SHEL Shell	$4,548,807	$324,815 â–¼	-6.7%	58,664	0.3%	Energy
SPEM SPDR Portfolio Emerging Markets ETF	$4,543,345	$80,829 â–²	1.8%	87,743	0.3%	ETF
NEUBERGER BERMAN ETF TRUST	$4,541,954	$541,828 â–²	13.5%	89,929	0.3%	SHORT DURATION I
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$4,463,842	$608,798 â–²	15.8%	83,954	0.3%	Manufacturing
PG Procter & Gamble	$4,388,134	$351,344 â–¼	-7.4%	29,925	0.3%	Consumer Staples
XOM ExxonMobil	$4,350,949	$15,586 â–²	0.4%	31,824	0.3%	Energy
LHX L3Harris Technologies	$4,300,441	$504,755 â–²	13.3%	14,799	0.3%	Aerospace
WELL Welltower	$4,271,348	$144,126 â–²	3.5%	18,819	0.3%	Finance
C Citigroup	$4,151,023	$33,170 â–²	0.8%	29,659	0.3%	Financial Services
PLD Prologis	$3,973,064	$116,640 â–²	3.0%	29,328	0.3%	Finance
CASY Casey's General Stores	$3,946,927	$548,405 â–²	16.1%	4,966	0.3%	Retail/Wholesale
CHD Church & Dwight	$3,769,771	$112,768 â–¼	-2.9%	38,912	0.2%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$3,628,788	$347,484 â–¼	-8.7%	9,806	0.2%	ETF
WM Waste Management	$3,439,930	$782,086 â–²	29.4%	15,434	0.2%	Business Services
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$3,414,406	$501,213 â–²	17.2%	67,612	0.2%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$3,368,488	$140,406 â–²	4.3%	64,272	0.2%	Manufacturing
CARR Carrier Global	$3,255,354	$7,115 â–¼	-0.2%	44,381	0.2%	Construction

Showing largest 100 holdings. View all holdings.

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Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Yhb Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Yhb Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Yhb Investment Advisors, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofYhb Investment Advisors, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools