YHB Investment Advisors, Inc.

Est. AUM

$1.56B

13F long equity, this entity only

Positions

314

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$95.7M	330559	6.13%	SOLE
2	ALPHABET INC	CAP STK CL A	$51.4M	143740	3.29%	SOLE
3	MICROSOFT CORP	COM	$47.7M	127919	3.06%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$46.6M	604397	2.98%	SOLE
5	AMAZON COM INC	COM	$44.7M	187755	2.87%	SOLE
6	NVIDIA CORPORATION	COM	$43.9M	219225	2.81%	SOLE
7	ALPHABET INC	CAP STK CL C	$43.4M	122759	2.78%	SOLE
8	LAM RESEARCH CORP	COM NEW	$41.9M	96662	2.68%	SOLE
9	COSTCO WHOLESALE CORPORATION	COM	$39.4M	42112	2.52%	SOLE
10	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$29.9M	59803	1.92%	SOLE
11	VISA INC	COM CL A	$28.3M	82599	1.82%	SOLE
12	AMPHENOL CORP	CL A	$24.9M	141366	1.60%	SOLE
13	THERMO FISHER SCIENTIFIC INC	COM	$24.6M	48988	1.57%	SOLE
14	ISHARES TR	CORE S&P500 ETF	$23.1M	30863	1.48%	SOLE
15	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$22.8M	47776	1.46%	SOLE
16	UNITED RENTALS INC	COM	$22.0M	19420	1.41%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$21.8M	29237	1.40%	SOLE
18	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$20.8M	411749	1.33%	SOLE
19	ISHARES TR	CORE S&P SCP ETF	$20.2M	136354	1.30%	SOLE
20	ISHARES TR	US SML CAP EQT	$19.8M	222217	1.27%	SOLE
21	ECOLAB INC	COM	$19.5M	70154	1.25%	SOLE
22	JPMORGAN CHASE & CO	COM	$18.3M	55809	1.17%	SOLE
23	DANAHER CORP DEL	COM	$17.4M	91504	1.12%	SOLE
24	PALO ALTO NETWORKS INC	COM	$17.1M	50219	1.10%	SOLE
25	ISHARES TR	RUS 1000 ETF	$16.6M	40621	1.07%	SOLE
26	AMGEN INC	COM	$16.6M	45813	1.06%	SOLE
27	STRYKER CORPORATION	COM	$15.7M	49754	1.00%	SOLE
28	SCHWAB STRATEGIC TR	US LCAP GR ETF	$15.0M	443638	0.96%	SOLE
29	ISHARES TR	S&P 500 GRWT ETF	$14.9M	108453	0.96%	SOLE
30	ISHARES TR	CORE MSCI EAFE	$14.8M	153211	0.95%	SOLE
31	HOME DEPOT INC	COM	$14.7M	41743	0.94%	SOLE
32	TJX COS INC NEW	COM	$12.3M	81421	0.79%	SOLE
33	WALMART INC	COM	$12.2M	107297	0.78%	SOLE
34	INVESCO EXCHANGE TRADED FD T	S&P 100 EQL WIGH	$11.6M	90021	0.74%	SOLE
35	ELI LILLY & CO	COM	$11.4M	9488	0.73%	SOLE
36	2023 ETF SERIES TRUST	EAGL CAP SEL ETF	$11.2M	347395	0.72%	SOLE
37	CUMMINS INC	COM	$11.1M	15590	0.71%	SOLE
38	WOODWARD INC	COM	$10.8M	25480	0.69%	SOLE
39	FORTINET INC	COM	$10.5M	68606	0.67%	SOLE
40	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$10.2M	320655	0.65%	SOLE
41	ISHARES INC	CORE MSCI EMKT	$10.2M	122535	0.65%	SOLE
42	UNION PAC CORP	COM	$10.1M	36951	0.64%	SOLE
43	EATON CORP PLC	SHS	$10.0M	23468	0.64%	SOLE
44	NEXTERA ENERGY INC	COM	$9.7M	110729	0.62%	SOLE
45	ABBVIE INC	COM	$9.4M	37440	0.60%	SOLE
46	RTX CORPORATION	COM	$9.3M	48845	0.59%	SOLE
47	INTUITIVE SURGICAL INC	COM NEW	$9.2M	23162	0.59%	SOLE
48	ORACLE CORP	COM	$9.2M	62632	0.59%	SOLE
49	SPDR INDEX SHS FDS	ST STR PO EX ETF	$9.1M	181509	0.59%	SOLE
50	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$8.4M	165574	0.54%	SOLE

1–50 of 314

1 / 7

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.