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

About Yhb Investment Advisors, Inc.

Investment Activity

Yhb Investment Advisors, Inc. has $1.39 billion in total holdings as of March 31, 2026.
Yhb Investment Advisors, Inc. owns shares of 298 different stocks, but just 75 companies or ETFs make up 80% of its holdings.
Approximately 3.01% of the portfolio was purchased this quarter.
About 2.77% of the portfolio was sold this quarter.
This quarter, Yhb Investment Advisors, Inc. has purchased 296 new stocks and bought additional shares in 104 stocks.
Yhb Investment Advisors, Inc. sold shares of 140 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Apple: $82,597,857
Microsoft: $54,950,078
Amazon.com: $45,017,685
Alphabet: $43,614,509
Costco Wholesale: $41,466,375

Largest New Holdings this Quarter

46434V274 - iShares International Equity Factor ETF: $3,526,464 Holding
46138G649 - Invesco NASDAQ 100 ETF: $2,640,909 Holding
46434G889 - iShares Emerging Markets Equity Factor ETF: $1,855,866 Holding
670682103 - Nuveen Municipal High Income Opportunity Fund: $550,711 Holding
363576109 - Arthur J. Gallagher & Co.: $545,998 Holding

Largest Purchases this Quarter

iShares U.S. Small Cap Equity Factor ETF: 54,829 shares (about $4.14M)
iShares International Equity Factor ETF: 90,515 shares (about $3.53M)
ServiceNow: 26,183 shares (about $2.74M)
Invesco NASDAQ 100 ETF: 11,114 shares (about $2.64M)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 45,090 shares (about $2.40M)

Largest Sales this Quarter

Salesforce: 17,318 shares (about $3.23M)
iShares MSCI Intl Quality Factor ETF: 63,358 shares (about $2.93M)
Ecolab: 7,480 shares (about $1.99M)
LAM RESEARCH CORP: 7,559 shares (about $1.62M)
Apple: 5,960 shares (about $1.51M)

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	$82,597,857	$1,512,591 â–¼	-1.8%	325,457	5.9%	Computer and Technology
MSFT Microsoft	$54,950,078	$38,868 â–²	0.1%	148,446	3.9%	Computer and Technology
AMZN Amazon.com	$45,017,685	$89,139 â–¼	-0.2%	216,151	3.2%	Retail/Wholesale
GOOGL Alphabet	$43,614,509	$1,036,654 â–¼	-2.3%	151,671	3.1%	Computer and Technology
COST Costco Wholesale	$41,466,375	$624,761 â–¼	-1.5%	41,615	3.0%	Retail/Wholesale
GOOG Alphabet	$38,930,220	$329,888 â–¼	-0.8%	135,712	2.8%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$38,459,151	$206,237 â–¼	-0.5%	569,512	2.8%	ETF
NVDA NVIDIA	$36,922,653	$1,218,012 â–¼	-3.2%	211,712	2.6%	Computer and Technology
BRK.B Berkshire Hathaway	$35,347,261	$30,190 â–²	0.1%	73,763	2.5%	Finance
V Visa	$24,372,025	$343,647 â–¼	-1.4%	80,638	1.7%	Business Services
TMO Thermo Fisher Scientific	$23,498,019	$19,661 â–²	0.1%	47,806	1.7%	Medical
JPST JPMorgan Ultra-Short Income ETF	$22,475,659	$508,985 â–²	2.3%	444,095	1.6%	ETF
LAM RESEARCH CORP	$21,867,033	$1,615,056 â–¼	-6.9%	102,345	1.6%	COM NEW
SPY SPDR S&P 500 ETF Trust	$19,160,441	$184,047 â–¼	-1.0%	29,462	1.4%	Finance
ECL Ecolab	$18,263,831	$1,989,825 â–¼	-9.8%	68,656	1.3%	Basic Materials
APH Amphenol	$17,769,864	$84,023 â–²	0.5%	140,640	1.3%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$16,991,189	$1,205,558 â–¼	-6.6%	136,684	1.2%	ETF
DHR Danaher	$16,766,182	$93,094 â–²	0.6%	88,429	1.2%	Medical
AMGN Amgen	$16,127,486	$74,944 â–²	0.5%	45,836	1.2%	Medical
SYK Stryker	$15,732,528	$34,830 â–²	0.2%	47,879	1.1%	Medical
JPM JPMorgan Chase & Co.	$15,408,895	$338,576 â–²	2.2%	52,383	1.1%	Finance
TSM Taiwan Semiconductor Manufacturing	$15,292,238	$209,529 â–²	1.4%	45,250	1.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$14,938,446	$729,645 â–¼	-4.7%	22,869	1.1%	ETF
IWB iShares Russell 1000 ETF	$14,485,205	$554,093 â–¼	-3.7%	40,625	1.0%	ETF
SMLF iShares U.S. Small Cap Equity Factor ETF	$14,330,644	$4,139,041 â–²	40.6%	189,835	1.0%	ETF
URI United Rentals	$14,289,247	$111,470 â–¼	-0.8%	19,613	1.0%	Construction
IEFA iShares Core MSCI EAFE ETF	$13,951,307	$868,545 â–²	6.6%	154,107	1.0%	ETF
HD Home Depot	$13,582,742	$432,816 â–²	3.3%	41,299	1.0%	Retail/Wholesale
SCHG Schwab U.S. Large-Cap Growth ETF	$13,394,865	$1,403,133 â–¼	-9.5%	459,831	1.0%	ETF
TJX TJX Companies	$13,020,660	$82,245 â–¼	-0.6%	81,532	0.9%	Retail/Wholesale
WALMART INC	$12,319,723	$104,768 â–²	0.9%	99,129	0.9%	COM
IVW iShares S&P 500 Growth ETF	$12,256,093	$10,519 â–²	0.1%	108,356	0.9%	ETF
ISRG Intuitive Surgical	$10,331,247	$80,212 â–²	0.8%	22,411	0.7%	Medical
WWD Woodward	$9,953,576	$677,888 â–¼	-6.4%	27,810	0.7%	Aerospace
NEE NextEra Energy	$9,751,933	$204,615 â–²	2.1%	104,995	0.7%	Utilities
2023 ETF SERIES TRUST	$9,689,318		0.0%	318,518	0.7%	EAGLE CAPITAL SE
SCHD Schwab US Dividend Equity ETF	$9,578,235	$203,010 â–¼	-2.1%	312,198	0.7%	ETF
ORCL Oracle	$9,461,542	$188,448 â–¼	-2.0%	64,316	0.7%	Computer and Technology
RTX RTX	$9,423,869	$338,923 â–²	3.7%	48,854	0.7%	Aerospace
INTU Intuit	$9,346,758	$398,222 â–²	4.5%	21,617	0.7%	Computer and Technology
EQWL Invesco S&P 100 Equal Weight ETF	$9,049,336	$2,326,235 â–²	34.6%	78,526	0.6%	ETF
GS The Goldman Sachs Group	$8,838,058	$2,538 â–²	0.0%	10,447	0.6%	Finance
CMI Cummins	$8,601,864	$228,659 â–¼	-2.6%	15,988	0.6%	Auto/Tires/Trucks
UNP Union Pacific	$8,558,906	$99,474 â–¼	-1.1%	35,277	0.6%	Transportation
IEMG iShares Core MSCI Emerging Markets ETF	$8,372,023	$390,879 â–²	4.9%	120,029	0.6%	ETF
MCD McDonald's	$8,195,301	$174,355 â–¼	-2.1%	26,369	0.6%	Retail/Wholesale
SPDW SPDR Portfolio Developed World ex-US ETF	$8,159,071	$11,732 â–²	0.1%	178,731	0.6%	ETF
META Meta Platforms	$8,113,376	$280,344 â–²	3.6%	14,181	0.6%	Computer and Technology
ABBV AbbVie	$8,036,440	$77,861 â–²	1.0%	36,951	0.6%	Medical
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$7,904,490	$165,136 â–²	2.1%	78,597	0.6%	ETF
LLY Eli Lilly and Company	$7,832,761	$448,848 â–²	6.1%	8,516	0.6%	Medical
ETN Eaton	$7,800,783	$462,467 â–²	6.3%	21,810	0.6%	Industrials
NFLX Netflix	$7,751,228	$608,149 â–²	8.5%	80,616	0.6%	Consumer Discretionary
PANW Palo Alto Networks	$7,633,457	$157,915 â–²	2.1%	47,614	0.5%	Computer and Technology
IVE iShares S&P 500 Value ETF	$7,575,771	$27,660 â–²	0.4%	35,879	0.5%	ETF
AON AON	$7,439,433	$479,974 â–¼	-6.1%	23,048	0.5%	Finance
CSL Carlisle Companies	$7,126,790	$294,920 â–²	4.3%	21,362	0.5%	Multi-Sector Conglomerates
GLD SPDR Gold Shares	$7,093,331	$55,938 â–¼	-0.8%	16,485	0.5%	Finance
PEP PepsiCo	$6,744,805	$146,437 â–¼	-2.1%	43,434	0.5%	Consumer Staples
TMUS T-Mobile US	$6,497,488	$172,225 â–¼	-2.6%	30,936	0.5%	Computer and Technology
IWM iShares Russell 2000 ETF	$6,483,464	$144,584 â–¼	-2.2%	26,143	0.5%	Finance
CVX Chevron	$6,425,572	$263,387 â–²	4.3%	31,056	0.5%	Energy
JMST JPMorgan Ultra-Short Municipal ETF	$6,340,485	$428,436 â–²	7.2%	124,372	0.5%	ETF
VOO Vanguard S&P 500 ETF	$6,323,957	$721,253 â–¼	-10.2%	10,583	0.5%	ETF
GE GE Aerospace	$5,983,501	$84,846 â–¼	-1.4%	21,086	0.4%	Aerospace
JNJ Johnson & Johnson	$5,929,943	$23,467 â–¼	-0.4%	24,259	0.4%	Medical
SHEL Shell	$5,845,329	$87,792 â–¼	-1.5%	62,853	0.4%	Energy
NOW ServiceNow	$5,762,378	$2,737,433 â–²	90.5%	55,116	0.4%	Computer and Technology
FTNT Fortinet	$5,616,942	$466,213 â–¼	-7.7%	68,734	0.4%	Computer and Technology
GWW W.W. Grainger	$5,604,582	$140,714 â–²	2.6%	5,138	0.4%	Industrials
AVGO Broadcom	$5,559,735	$174,254 â–²	3.2%	17,963	0.4%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$5,525,790	$462,444 â–²	9.1%	215,514	0.4%	ETF
XOM ExxonMobil	$5,379,836	$114,519 â–²	2.2%	31,710	0.4%	Energy
QQQ Invesco QQQ	$5,371,432	$5,772 â–²	0.1%	9,306	0.4%	Finance
YUM Yum! Brands	$5,211,309	$148,170 â–¼	-2.8%	33,518	0.4%	Retail/Wholesale
MAR Marriott International	$5,139,251		0.0%	15,713	0.4%	Consumer Discretionary
AFL Aflac	$4,931,798	$104,323 â–¼	-2.1%	44,958	0.4%	Finance
UNH UnitedHealth Group	$4,710,701	$224,860 â–¼	-4.6%	17,409	0.3%	Medical
GE VERNOVA INC	$4,697,075	$273,218 â–¼	-5.5%	5,381	0.3%	COM
PG Procter & Gamble	$4,668,377	$145,593 â–¼	-3.0%	32,321	0.3%	Consumer Staples
LHX L3Harris Technologies	$4,508,349	$181,549 â–²	4.2%	13,062	0.3%	Aerospace
SPYG SPDR Portfolio S&P 500 Growth ETF	$4,451,126	$469,385 â–¼	-9.5%	45,461	0.3%	ETF
LINDE PLC	$4,382,775	$46,103 â–¼	-1.0%	8,841	0.3%	SHS
SPEM SPDR Portfolio Emerging Markets ETF	$4,042,776	$55,635 â–²	1.4%	86,182	0.3%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$4,025,009	$591,272 â–²	17.2%	52,587	0.3%	ETF
NEUBERGER BERMAN ETF TRUST	$4,016,283	$1,589,505 â–²	65.5%	79,201	0.3%	SHORT DURATION I
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$3,858,670	$2,399,694 â–²	164.5%	72,504	0.3%	Manufacturing
PLD Prologis	$3,762,768	$44,280 â–²	1.2%	28,467	0.3%	Finance
CHD Church & Dwight	$3,739,870	$194,104 â–¼	-4.9%	40,076	0.3%	Consumer Staples
MS Morgan Stanley	$3,668,759	$9,874 â–²	0.3%	22,293	0.3%	Finance
WELL Welltower	$3,595,159	$230,134 â–²	6.8%	18,184	0.3%	Finance
INTF iShares International Equity Factor ETF	$3,526,464	$3,526,464 â–²	New Holding	90,515	0.3%	ETF
VTI Vanguard Total Stock Market ETF	$3,447,182	$50,368 â–¼	-1.4%	10,745	0.2%	ETF
C Citigroup	$3,336,708	$3,175 â–¼	-0.1%	29,422	0.2%	Financial Services
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$3,237,331	$111,532 â–²	3.6%	61,593	0.2%	Manufacturing
CASY Casey's General Stores	$3,112,329	$401,779 â–²	14.8%	4,276	0.2%	Retail/Wholesale
BLACKROCK INC	$3,101,515	$21,158 â–²	0.7%	3,225	0.2%	COM
COF Capital One Financial	$3,001,886	$1,642 â–¼	-0.1%	16,455	0.2%	Finance
MOAT VanEck Morningstar Wide Moat ETF	$2,918,828	$212,646 â–¼	-6.8%	30,184	0.2%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$2,910,309	$472,212 â–²	19.4%	57,687	0.2%	ETF

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