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

About Yhb Investment Advisors, Inc.

Investment Activity

Yhb Investment Advisors, Inc. has $1.59 billion in total holdings as of September 30, 2026.
Yhb Investment Advisors, Inc. owns shares of 314 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 3.52% of the portfolio was purchased this quarter.
About 2.33% of the portfolio was sold this quarter.
This quarter, Yhb Investment Advisors, Inc. has purchased 314 new stocks and bought additional shares in 117 stocks.
Yhb Investment Advisors, Inc. sold shares of 143 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Apple: $108,167,861
Microsoft: $63,918,456
NVIDIA: $49,724,385
Alphabet: $48,624,359
Amazon.com: $46,345,038

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $5,159,792 Holding
81369Y407 - Consumer Discretionary Select Sector SPDR Fund: $725,636 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $714,624 Holding
H11356104 - BUNGE GLOBAL SA: $479,564 Holding
438516205 - HONEYWELL INTL INC: $426,943 Holding

Largest Purchases this Quarter

Amphenol: 134,667 shares (about $11.35M)
EXXONMOBIL HOLDINGS CORP: 31,704 shares (about $5.16M)
S&P Global: 9,631 shares (about $3.80M)
Invesco S&P 100 Equal Weight ETF: 20,158 shares (about $2.60M)
NEUBERGER BERMAN ETF TRUST: 35,566 shares (about $1.77M)

Largest Sales this Quarter

Apple: 5,750 shares (about $1.91M)
Microsoft: 3,297 shares (about $1.69M)
LAM RESEARCH CORP: 5,121 shares (about $1.68M)
Berkshire Hathaway: 2,477 shares (about $1.23M)
PepsiCo: 6,941 shares (about $879.57K)

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	$108,167,861	$1,914,864 ▼	-1.7%	324,809	6.8%	Technology
MSFT Microsoft	$63,918,456	$1,691,027 ▼	-2.6%	124,622	4.0%	Technology
NVDA NVIDIA	$49,724,385	$342,113 ▼	-0.7%	217,727	3.1%	Technology
GOOGL Alphabet	$48,624,359	$833,706 ▼	-1.7%	141,317	3.1%	Communication Services
AMZN Amazon.com	$46,345,038	$434,018 ▼	-0.9%	186,013	2.9%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$44,522,359	$1,036,008 ▲	2.4%	618,796	2.8%	ETF
GOOG Alphabet	$41,203,872	$624,915 ▼	-1.5%	120,925	2.6%	Communication Services
COST Costco Wholesale	$37,785,547	$550,757 ▼	-1.4%	41,507	2.4%	Consumer Staples
TMO Thermo Fisher Scientific	$32,603,985	$465,106 ▼	-1.4%	48,299	2.1%	Healthcare
LAM RESEARCH CORP	$30,072,134	$1,682,300 ▼	-5.3%	91,541	1.9%	COM NEW
V Visa	$29,714,071	$33,777 ▲	0.1%	82,693	1.9%	Finance
BRK.B Berkshire Hathaway	$28,545,515	$1,233,424 ▼	-4.1%	57,326	1.8%	Finance
IVV iShares Core S&P 500 ETF	$25,076,459	$1,439,811 ▲	6.1%	32,743	1.6%	ETF
APH Amphenol	$23,269,582	$11,352,428 ▲	95.3%	276,033	1.5%	Technology
TSM Taiwan Semiconductor Manufacturing	$22,093,738	$298,804 ▲	1.4%	48,431	1.4%	Technology
SPY SPDR S&P 500 ETF Trust	$22,090,618	$206,675 ▼	-0.9%	28,966	1.4%	ETF
JPST JPMorgan Ultra-Short Income ETF	$20,041,660	$698,128 ▼	-3.4%	397,889	1.3%	ETF
PANW Palo Alto Networks	$19,916,308	$36,155 ▼	-0.2%	50,128	1.3%	Technology
DHR Danaher	$19,741,565	$531,053 ▼	-2.6%	89,107	1.2%	Healthcare
AMGN Amgen	$19,490,317	$179,564 ▲	0.9%	46,239	1.2%	Healthcare
SMLF iShares U.S. Small Cap Equity Factor ETF	$19,212,404	$643,915 ▲	3.5%	229,923	1.2%	ETF
URI United Rentals	$19,209,972	$225,175 ▼	-1.2%	19,195	1.2%	Industrials
JPM JPMorgan Chase & Co.	$18,773,402	$309,990 ▲	1.7%	56,746	1.2%	Finance
ECL Ecolab	$18,678,042	$584,856 ▼	-3.0%	68,024	1.2%	Materials
IJR iShares Core S&P Small-Cap ETF	$18,481,438	$68,156 ▼	-0.4%	135,853	1.2%	ETF
IWB iShares Russell 1000 ETF	$16,442,592	$461,073 ▼	-2.7%	39,513	1.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$15,805,424	$134,486 ▼	-0.8%	439,895	1.0%	ETF
IVW iShares S&P 500 Growth ETF	$15,442,318	$13,799 ▲	0.1%	108,550	1.0%	ETF
IEFA iShares Core MSCI EAFE ETF	$14,963,310	$120,228 ▲	0.8%	154,452	0.9%	ETF
EQWL Invesco S&P 100 Equal Weight ETF	$14,219,562	$2,601,566 ▲	22.4%	110,179	0.9%	ETF
SYK Stryker	$13,570,090	$131,636 ▼	-1.0%	49,276	0.9%	Healthcare
FTNT Fortinet	$12,378,772	$114,764 ▲	0.9%	69,248	0.8%	Technology
HD Home Depot	$11,919,469	$44,096 ▲	0.4%	41,898	0.8%	Consumer Discretionary
2023 ETF SERIES TRUST	$11,821,852		0.0%	347,395	0.7%	EAGL CAP SEL ETF
WALMART INC	$11,567,209	$416,926 ▲	3.7%	111,309	0.7%	COM
LLY Eli Lilly and Company	$11,501,375	$523,000 ▲	4.8%	9,940	0.7%	Healthcare
TJX TJX Companies	$10,795,570	$22,757 ▲	0.2%	81,593	0.7%	Consumer Discretionary
META Meta Platforms	$10,692,868	$129,083 ▲	1.2%	14,745	0.7%	Communication Services
ETN Eaton	$10,553,248	$468,814 ▲	4.6%	24,559	0.7%	Industrials
SCHD Schwab US Dividend Equity ETF	$10,418,636	$12,264 ▼	-0.1%	320,278	0.7%	ETF
UNP Union Pacific	$10,175,757	$120,281 ▲	1.2%	37,393	0.6%	Industrials
IEMG iShares Core MSCI Emerging Markets ETF	$10,122,356	$177,416 ▲	1.8%	124,721	0.6%	ETF
ABBV AbbVie	$9,826,589	$32,699 ▲	0.3%	37,565	0.6%	Healthcare
ISRG Intuitive Surgical	$9,625,745	$207,381 ▲	2.2%	23,672	0.6%	Healthcare
SPDW SPDR Portfolio Developed World ex-US ETF	$9,126,079	$12,502 ▲	0.1%	181,758	0.6%	ETF
RTX RTX	$9,025,675	$42,328 ▼	-0.5%	48,617	0.6%	Industrials
SPYG SPDR Portfolio S&P 500 Growth ETF	$8,678,667	$82,218 ▲	1.0%	70,512	0.5%	ETF
NEE NextEra Energy	$8,586,128	$199,499 ▲	2.4%	113,363	0.5%	Utilities
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$8,542,044	$276,312 ▲	3.3%	84,953	0.5%	ETF
WWD Woodward	$8,283,261	$89,046 ▼	-1.1%	25,209	0.5%	Industrials
J P MORGAN EXCHANGE TRADED F	$8,264,538	$106,884 ▼	-1.3%	163,460	0.5%	ULTRA SHT MUNCPL
IVE iShares S&P 500 Value ETF	$8,253,941	$31,959 ▲	0.4%	36,157	0.5%	ETF
ORCL Oracle	$8,081,375	$518,035 ▼	-6.0%	58,859	0.5%	Technology
CMI Cummins	$7,823,969	$229,357 ▼	-2.8%	15,146	0.5%	Industrials
SCHX Schwab US Large-Cap ETF	$7,642,798	$762,390 ▲	11.1%	254,760	0.5%	ETF
NOW ServiceNow	$7,568,349	$16,885 ▲	0.2%	56,476	0.5%	Technology
IWM iShares Russell 2000 ETF	$7,279,606	$98,651 ▲	1.4%	26,196	0.5%	ETF
AVGO Broadcom	$7,212,760	$451,983 ▲	6.7%	20,538	0.5%	Technology
CSL Carlisle Companies	$7,009,453	$15,464 ▲	0.2%	21,757	0.4%	Industrials
QQQM Invesco NASDAQ 100 ETF	$6,809,313	$792,673 ▲	13.2%	22,352	0.4%	ETF
GWW W.W. Grainger	$6,795,621	$272,821 ▲	4.2%	5,455	0.4%	Industrials
INTF iShares International Equity Factor ETF	$6,766,005	$1,408,185 ▲	26.3%	162,997	0.4%	ETF
GE GE Aerospace	$6,604,869	$24,671 ▲	0.4%	21,150	0.4%	Industrials
CVX Chevron	$6,601,592	$127,225 ▲	2.0%	32,327	0.4%	Energy
VOO Vanguard S&P 500 ETF	$6,576,335	$25,932 ▼	-0.4%	9,383	0.4%	ETF
EMGF iShares Emerging Markets Equity Factor ETF	$6,536,896	$1,715,386 ▲	35.6%	91,374	0.4%	ETF
JNJ Johnson & Johnson	$6,437,186	$17,473 ▲	0.3%	24,315	0.4%	Healthcare
NEUBERGER BERMAN ETF TRUST	$6,257,181	$1,773,321 ▲	39.5%	125,495	0.4%	SHORT DURATION I
QQQ Invesco QQQ	$6,144,780	$259,670 ▲	4.4%	8,306	0.4%	ETF
GLD SPDR Gold Shares	$6,118,195	$78,072 ▼	-1.3%	16,065	0.4%	ETF
MCD McDonald's	$6,064,567	$59,352 ▼	-1.0%	26,260	0.4%	Consumer Discretionary
NFLX Netflix	$5,672,301	$122,391 ▼	-2.1%	81,522	0.4%	Communication Services
MAR Marriott International	$5,591,844		0.0%	15,722	0.4%	Consumer Discretionary
SHEL Shell	$5,591,411	$15,398 ▲	0.3%	58,826	0.4%	Energy
GE VERNOVA INC	$5,298,031	$172,989 ▲	3.4%	5,574	0.3%	COM
SPLG SPDR Portfolio S&P 500 ETF	$5,297,007	$272,422 ▲	5.4%	59,013	0.3%	ETF
EXXONMOBIL HOLDINGS CORP	$5,159,792	$5,159,792 ▲	New Holding	31,704	0.3%	COM SHS
GS The Goldman Sachs Group	$5,146,458	$4,502 ▼	-0.1%	5,716	0.3%	Finance
SPGI S&P Global	$5,045,271	$3,799,140 ▲	304.9%	12,790	0.3%	Finance
TMUS T-Mobile US	$5,032,975	$35,388 ▼	-0.7%	30,862	0.3%	Communication Services
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$4,947,199	$720,107 ▲	17.0%	98,256	0.3%	ETF
AFL Aflac	$4,848,879	$169,358 ▼	-3.4%	43,376	0.3%	Finance
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,799,671	$1,507,028 ▲	45.8%	93,689	0.3%	ETF
INTU Intuit	$4,685,140	$652,330 ▼	-12.2%	16,993	0.3%	Technology
SPEM SPDR Portfolio Emerging Markets ETF	$4,547,698	$6,108 ▲	0.1%	87,861	0.3%	ETF
PEP PepsiCo	$4,495,425	$879,570 ▼	-16.4%	35,475	0.3%	Consumer Staples
YUM Yum! Brands	$4,457,848	$100,345 ▼	-2.2%	32,697	0.3%	Consumer Discretionary
WELL Welltower	$4,359,825	$26,938 ▲	0.6%	18,936	0.3%	Real Estate
LINDE PLC	$4,348,040	$123,877 ▲	2.9%	9,161	0.3%	SHS
PG Procter & Gamble	$4,295,136	$52,300 ▼	-1.2%	29,565	0.3%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$4,275,748	$605,902 ▲	16.5%	11,425	0.3%	ETF
UNH UnitedHealth Group	$4,189,117	$84,428 ▼	-2.0%	11,412	0.3%	Healthcare
MS Morgan Stanley	$4,148,857	$11,097 ▼	-0.3%	22,059	0.3%	Finance
PLD Prologis	$3,825,736	$17,788 ▲	0.5%	29,465	0.2%	Real Estate
LHX L3Harris Technologies	$3,824,944	$320,837 ▲	9.2%	16,154	0.2%	Industrials
C Citigroup	$3,811,715	$28,485 ▼	-0.7%	29,439	0.2%	Finance
JAAA Janus Henderson AAA CLO ETF	$3,709,394	$813,072 ▲	28.1%	73,497	0.2%	ETF
CHD Church & Dwight	$3,614,822	$51,444 ▼	-1.4%	38,366	0.2%	Consumer Staples
PSX Phillips 66	$3,530,619	$138,376 ▼	-3.8%	13,829	0.2%	Energy
BLACKROCK INC	$3,510,348	$99,479 ▲	2.9%	3,317	0.2%	COM

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

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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