Find another institution
Try:
Institutional investment manager
YHB INVESTMENT ADVISORS, INC.
CIK 0001469219
- Reported holdings value
- $1.59B
- Reported positions
- 314
- Report as of
- 2026-09-30
- Filed on
- 2026-10-08
Reported holdings & quarterly changes
Compared with Q2 2026. All security classes provided by the filing are included.
| AAPL APPLE INC 037833100 | COM Share · SH | 324,809 | $108.17M | 6.82% | -5,750 | -1.74% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 124,622 | $63.92M | 4.03% | -3,297 | -2.58% | Reduced |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 217,727 | $49.72M | 3.14% | -1,498 | -0.68% | Reduced |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 141,317 | $48.62M | 3.07% | -2,423 | -1.69% | Reduced |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 186,013 | $46.35M | 2.92% | -1,742 | -0.93% | Reduced |
| IJH ISHARES TR 464287507 | CORE S&P MCP ETF Share · SH | 618,796 | $44.52M | 2.81% | +14,399 | +2.38% | Increased |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 120,925 | $41.2M | 2.60% | -1,834 | -1.49% | Reduced |
| COST COSTCO WHOLESALE CORPORATION 22160K105 | COM Share · SH | 41,507 | $37.79M | 2.38% | -605 | -1.44% | Reduced |
| TMO THERMO FISHER SCIENTIFIC INC 883556102 | COM Share · SH | 48,299 | $32.6M | 2.06% | -689 | -1.41% | Reduced |
| LRCX LAM RESEARCH CORP 512807306 | COM NEW Share · SH | 91,541 | $30.07M | 1.90% | -5,121 | -5.30% | Reduced |
| V VISA INC 92826C839 | COM CL A Share · SH | 82,693 | $29.71M | 1.87% | +94 | +0.11% | Increased |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 57,326 | $28.55M | 1.80% | -2,477 | -4.14% | Reduced |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 32,743 | $25.08M | 1.58% | +1,880 | +6.09% | Increased |
| APH AMPHENOL CORP 032095101 | CL A Share · SH | 276,033 | $23.27M | 1.47% | +134,667 | +95.26% | Increased |
| TSM TAIWAN SEMICONDUCTOR MANUFAC 874039100 | SPONSORED ADS Share · SH | 48,431 | $22.09M | 1.39% | +655 | +1.37% | Increased |
| SPY STATE STR SPDR S&P 500 ETF T 78462F103 | TR UNIT Share · SH | 28,966 | $22.09M | 1.39% | -271 | -0.93% | Reduced |
| JPST J P MORGAN EXCHANGE TRADED F 46641Q837 | ULTRA SHRT ETF Share · SH | 397,889 | $20.04M | 1.26% | -13,860 | -3.37% | Reduced |
| PANW PALO ALTO NETWORKS INC 697435105 | COM Share · SH | 50,128 | $19.92M | 1.26% | -91 | -0.18% | Reduced |
| DHR DANAHER CORP DEL 235851102 | COM Share · SH | 89,107 | $19.74M | 1.25% | -2,397 | -2.62% | Reduced |
| AMGN AMGEN INC 031162100 | COM Share · SH | 46,239 | $19.49M | 1.23% | +426 | +0.93% | Increased |
| SMLF ISHARES TR 46434V290 | US SML CAP EQT Share · SH | 229,923 | $19.21M | 1.21% | +7,706 | +3.47% | Increased |
| URI UNITED RENTALS INC 911363109 | COM Share · SH | 19,195 | $19.21M | 1.21% | -225 | -1.16% | Reduced |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 56,746 | $18.77M | 1.18% | +937 | +1.68% | Increased |
| ECL ECOLAB INC 278865100 | COM Share · SH | 68,024 | $18.68M | 1.18% | -2,130 | -3.04% | Reduced |
| IJR ISHARES TR 464287804 | CORE S&P SCP ETF Share · SH | 135,853 | $18.48M | 1.17% | -501 | -0.37% | Reduced |
| IWB ISHARES TR 464287622 | RUS 1000 ETF Share · SH | 39,513 | $16.44M | 1.04% | -1,108 | -2.73% | Reduced |
| SCHG SCHWAB STRATEGIC TR 808524300 | US LCAP GR ETF Share · SH | 439,895 | $15.81M | 1.00% | -3,743 | -0.84% | Reduced |
| IVW ISHARES TR 464287309 | S&P 500 GRWT ETF Share · SH | 108,550 | $15.44M | 0.97% | +97 | +0.09% | Increased |
| IEFA ISHARES TR 46432F842 | CORE MSCI EAFE Share · SH | 154,452 | $14.96M | 0.94% | +1,241 | +0.81% | Increased |
| EQWL INVESCO EXCHANGE TRADED FD T 46137V449 | S&P 100 EQL WIGH Share · SH | 110,179 | $14.22M | 0.90% | +20,158 | +22.39% | Increased |
| SYK STRYKER CORPORATION 863667101 | COM Share · SH | 49,276 | $13.57M | 0.86% | -478 | -0.96% | Reduced |
| FTNT FORTINET INC 34959E109 | COM Share · SH | 69,248 | $12.38M | 0.78% | +642 | +0.94% | Increased |
| HD HOME DEPOT INC 437076102 | COM Share · SH | 41,898 | $11.92M | 0.75% | +155 | +0.37% | Increased |
| EAGL 2023 ETF SERIES TRUST 88339Y102 | EAGL CAP SEL ETF Share · SH | 347,395 | $11.82M | 0.75% | 0 | 0.00% | Unchanged |
| WMT WALMART INC 931142103 | COM Share · SH | 111,309 | $11.57M | 0.73% | +4,012 | +3.74% | Increased |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 9,940 | $11.5M | 0.73% | +452 | +4.76% | Increased |
| TJX TJX COS INC NEW 872540109 | COM Share · SH | 81,593 | $10.8M | 0.68% | +172 | +0.21% | Increased |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 14,745 | $10.69M | 0.67% | +178 | +1.22% | Increased |
| ETN EATON CORP PLC G29183103 | SHS Share · SH | 24,559 | $10.55M | 0.67% | +1,091 | +4.65% | Increased |
| SCHD SCHWAB STRATEGIC TR 808524797 | US DIVIDEND EQ Share · SH | 320,278 | $10.42M | 0.66% | -377 | -0.12% | Reduced |
| UNP UNION PAC CORP 907818108 | COM Share · SH | 37,393 | $10.18M | 0.64% | +442 | +1.20% | Increased |
| IEMG ISHARES INC 46434G103 | CORE MSCI EMKT Share · SH | 124,721 | $10.12M | 0.64% | +2,186 | +1.78% | Increased |
| ABBV ABBVIE INC 00287Y109 | COM Share · SH | 37,565 | $9.83M | 0.62% | +125 | +0.33% | Increased |
| ISRG INTUITIVE SURGICAL INC 46120E602 | COM NEW Share · SH | 23,672 | $9.63M | 0.61% | +510 | +2.20% | Increased |
| SPDW SPDR INDEX SHS FDS 78463X889 | ST STR PO EX ETF Share · SH | 181,758 | $9.13M | 0.58% | +249 | +0.14% | Increased |
| RTX RTX CORPORATION 75513E101 | COM Share · SH | 48,617 | $9.03M | 0.57% | -228 | -0.47% | Reduced |
| SPYG SPDR SERIES TRUST 78464A409 | ST STR P500GRW Share · SH | 70,512 | $8.68M | 0.55% | +668 | +0.96% | Increased |
| NEE NEXTERA ENERGY INC 65339F101 | COM Share · SH | 113,363 | $8.59M | 0.54% | +2,634 | +2.38% | Increased |
| MINT PIMCO ETF TR 72201R833 | ENHAN SHRT MA AC Share · SH | 84,953 | $8.54M | 0.54% | +2,748 | +3.34% | Increased |
| WWD WOODWARD INC 980745103 | COM Share · SH | 25,209 | $8.28M | 0.52% | -271 | -1.06% | Reduced |
1–50 of 337 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-08. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.