YHB Investment Advisors, Inc.

CIK

1469219

Location

West Hartford, CT

Portfolio Value

Mid $1,101,417,842

Diversification

Diversified

Filing Date

Global Rank

#1,794 / 8,517 ▼ 40

Top Industry

Consumer Electronics 9.0%

3Y Alpha vs SPY

+16.7%

Period ended 46 days ago

Filed Jul 14, 2026 · 32d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+156.0%

SPY

+75.3%

Annualised alpha

+16.2%

Max drawdown

−17.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

206 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.7%

+0.8 pts

Top 5

25.7%

−3.6 pts

Top 10

40.7%

−2.2 pts

HHI

251

Diversified−21

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$352,292,523	33
Industrials	12.1%	$133,254,659	39
Healthcare	11.7%	$129,242,196	31
Financial Services	11.3%	$124,086,058	35
Consumer Cyclical	10.4%	$115,077,730	21
Communication Services	6.8%	$75,075,751	8
Consumer Defensive	6.5%	$71,839,399	13
Unclassified	3.2%	$35,411,955	5
Basic Materials	2.4%	$26,243,981	6
Energy	1.8%	$19,453,341	8
Utilities	1.0%	$10,676,727	4
Real Estate	0.8%	$8,763,522	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NMZ	Nuveen Municipal High Income Opportunity Fund	+29,158	82,213	$868,991
WMT	Walmart Inc.	+8,168	107,297	$12,152,458
NVDA	Nvidia Corp	+7,513	219,225	$43,864,730
NEE	Nextera Energy Inc	+5,734	110,729	$9,718,684
AAPL	Apple Inc.	+5,102	330,559	$95,650,552
WM	Waste Management Inc	+3,509	15,434	$3,439,929
JPM	Jpmorgan Chase & Co	+3,426	55,809	$18,267,959
VTRS	Viatris Inc	+3,168	13,225	$210,013
DHR	Danaher Corp /De/	+3,075	91,504	$17,429,681
NFLX	Netflix Inc	+2,665	83,281	$5,946,263
PANW	Palo Alto Networks Inc	+2,605	50,219	$17,125,683
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+2,526	47,776	$22,816,384
BKNG	Booking Holdings Inc.	+2,303	2,400	$427,776
WDAY	Workday, Inc.	+2,077	8,436	$1,032,735
V	Visa Inc.	+1,961	82,599	$28,338,890
SPGI	S&P Global Inc.	+1,903	3,159	$1,217,156
SYK	Stryker Corp	+1,875	49,754	$15,664,549
LHX	L3harris Technologies, Inc. /De/	+1,737	14,799	$4,300,441
UNP	Union Pacific Corp	+1,674	36,951	$10,050,672
ETN	Eaton Corp plc	+1,658	23,468	$10,000,184
PLTR	Palantir Technologies Inc.	+1,641	12,117	$1,413,690
AJG	Arthur J. Gallagher & Co.	+1,538	4,059	$931,824
ECL	Ecolab Inc.	+1,498	70,154	$19,545,605
MA	Mastercard Inc	+1,484	6,219	$3,194,078
ORLY	O Reilly Automotive Inc	+1,450	32,914	$3,031,050
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−143,643	143,740	$51,368,363
AMZN	Amazon Com Inc	−28,396	187,755	$44,749,526
CMCSA	Comcast Corp	−27,431	45,512	$1,117,319
MSFT	Microsoft Corp	−20,527	127,919	$47,716,345
AON	Aon plc	−15,056	7,992	$2,650,866
BRK-B	Berkshire Hathaway Inc	−13,960	59,803	$29,924,823
ZTS	Zoetis Inc.	−11,036	9,338	$671,028
COF	Capital One Financial Corp	−6,411	10,044	$2,015,027
NKE	NIKE, Inc.	−5,906	11,955	$490,752
UNH	Unitedhealth Group Inc	−5,767	11,642	$4,838,764
LRCX	Lam Research Corp	−5,683	96,662	$41,886,544
AER	AerCap Holdings N.V.	−5,581	11,416	$1,664,224
GS	Goldman Sachs Group Inc	−4,726	5,721	$5,786,047
LYB	LyondellBasell Industries N.V.	−4,195	4,292	$225,973
SHEL	Shell plc	−4,189	58,664	$4,548,806
PFE	Pfizer Inc	−3,852	44,361	$1,068,212
MKC	Mccormick & Co Inc	−3,701	16,023	$807,879
OTIS	Otis Worldwide Corp	−2,878	18,301	$1,310,351
VOYA	Voya Financial, Inc.	−2,557	10,000	$905,300
PG	PROCTER & GAMBLE Co	−2,396	29,925	$4,388,202
WWD	Woodward, Inc.	−2,330	25,480	$10,840,211
MDLZ	Mondelez International, Inc.	−2,305	30,722	$1,776,960
INTU	Intuit Inc.	−2,258	19,359	$5,052,699
FMNB	Farmers National Banc Corp /Oh/	−1,905	15,426	$225,219
CMG	Chipotle Mexican Grill Inc	−1,749	56,855	$1,933,070
No positions match the current search.

New Positions

Positions the filer opened this quarter

17 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	1,421	$825,473
EQT	EQT Corp	11,719	$623,099
MRSH	Marsh & Mclennan Companies, Inc.	2,362	$393,674
MO	Altria Group, Inc.	4,879	$351,044
DELL	Dell Technologies Inc.	759	$327,478
DUK	Duke Energy CORP	2,357	$298,349
WBS	Webster Financial Corp	3,490	$266,705
Q	Qnity Electronics, Inc.	1,588	$259,336
JAZZ	Jazz Pharmaceuticals plc	973	$234,463
CTAS	Cintas Corp	1,344	$228,587
VZ	Verizon Communications Inc	5,354	$226,688
AXON	Axon Enterprise, Inc.	390	$218,637
TROW	Price T Rowe Group Inc	1,824	$207,370
WAT	Waters Corp /De/	545	$204,396
RRX	Regal Rexnord Corp	856	$203,890
ANET	Arista Networks, Inc.	1,194	$202,836
GLW	Corning Inc /Ny	787	$201,023
No positions match the current search.

Sold Out

Positions the filer fully exited

19 positions

Ticker	Company	Shares	Value
EAGL	Eagle Capital Select Equity ETF	318,518	$9,689,317
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	11,535	$1,057,067
HON	Honeywell International Inc	4,551	$1,028,662
LBRDA	Liberty Broadband Corp	12,880	$647,447
VIG	Vanguard Dividend Appreciation ETF	2,913	$626,469
VEU	Vanguard FTSE All-World Ex-US ETF	8,098	$608,159
CRM	Salesforce, Inc.	2,903	$541,903
CTSH	Cognizant Technology Solutions Corp	7,944	$487,364
VXUS	Vanguard Total International Stock ETF	5,509	$424,798
FBCG	Fidelity Blue Chip Growth ETF	5,785	$289,944
BAH	Booz Allen Hamilton Holding Corp	3,403	$265,536
ACN	Accenture plc	1,310	$259,759
DD	DuPont de Nemours, Inc.	5,230	$239,533
FBTC	Fidelity Wise Origin Bitcoin Fund	3,697	$218,233
VB	Vanguard Morningstar Small-Cap ETF	822	$215,298
NOC	Northrop Grumman Corp /De/	313	$213,541
HSY	Hershey Co	1,000	$207,890
TSCO	Tractor Supply Co /De/	4,525	$204,982
PYPL	PayPal Holdings, Inc.	4,525	$204,665
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

206 tracked positions · $1,101,417,842 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 206 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	330,559	+5,102	$95,650,552	+15.8%	8.68%
GOOGL	Alphabet Inc. Communication Services	Reduced	143,740	-143,643	$51,368,363	−37.8%	4.66%
MSFT	Microsoft Corp Technology	Reduced	127,919	-20,527	$47,716,345	−13.2%	4.33%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	187,755	-28,396	$44,749,526	−0.6%	4.06%
NVDA	Nvidia Corp Technology	Added	219,225	+7,513	$43,864,730	+18.8%	3.98%
LRCX	Lam Research Corp Technology	Reduced	96,662	-5,683	$41,886,544	+91.6%	3.80%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	42,112	+497	$39,394,512	−5.0%	3.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	59,803	-13,960	$29,924,823	−15.3%	2.72%
V	Visa Inc. Financial Services	Added	82,599	+1,961	$28,338,890	+16.3%	2.57%
APH	Amphenol Corp /De/ Technology	Added	141,366	+726	$24,925,653	—	2.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	48,988	+1,182	$24,560,623	+4.5%	2.23%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	47,776	+2,526	$22,816,384	+49.2%	2.07%
URI	United Rentals, Inc. Industrials	Reduced	19,420	-193	$22,000,723	+54.0%	2.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	29,237	-225	$21,833,314	+14.0%	1.98%
ECL	Ecolab Inc. Basic Materials	Added	70,154	+1,498	$19,545,605	+7.0%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	55,809	+3,426	$18,267,959	+18.6%	1.66%
DHR	Danaher Corp /De/ Healthcare	Added	91,504	+3,075	$17,429,681	+4.0%	1.58%
PANW	Palo Alto Networks Inc Technology	Added	50,219	+2,605	$17,125,683	+124.3%	1.55%
AMGN	Amgen Inc Healthcare	Reduced	45,813	-23	$16,589,803	+2.9%	1.51%
SYK	Stryker Corp Healthcare	Added	49,754	+1,875	$15,664,549	−0.4%	1.42%
HD	Home Depot, Inc. Consumer Cyclical	Added	41,743	+444	$14,721,921	+8.4%	1.34%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	81,421	-111	$12,335,281	−5.3%	1.12%
WMT	Walmart Inc. Consumer Defensive	Added	107,297	+8,168	$12,152,458	−1.4%	1.10%
LLY	ELI LILLY & Co Healthcare	Added	9,488	+972	$11,380,192	+45.3%	1.03%
CMI	Cummins Inc Industrials	Reduced	15,590	-398	$11,118,943	+29.3%	1.01%
WWD	Woodward, Inc. Industrials	Reduced	25,480	-2,330	$10,840,211	+8.9%	0.98%
FTNT	Fortinet, Inc. Technology	Reduced	68,606	-128	$10,539,253	+87.6%	0.96%
UNP	Union Pacific Corp Industrials	Added	36,951	+1,674	$10,050,672	+17.4%	0.91%
ETN	Eaton Corp plc Industrials	Added	23,468	+1,658	$10,000,184	+28.2%	0.91%
NEE	Nextera Energy Inc Utilities	Added	110,729	+5,734	$9,718,684	−0.3%	0.88%
ABBV	AbbVie Inc. Healthcare	Added	37,440	+489	$9,421,401	+17.2%	0.86%
RTX	RTX Corp Industrials	Reduced	48,845	-9	$9,267,361	−1.7%	0.84%
ISRG	Intuitive Surgical Inc Healthcare	Added	23,162	+751	$9,211,064	−10.8%	0.84%
ORCL	Oracle Corp Technology	Reduced	62,632	-1,684	$9,178,719	−3.0%	0.83%
META	Meta Platforms, Inc. Communication Services	Added	14,567	+386	$8,205,445	+1.1%	0.74%
CSL	Carlisle Companies Inc Industrials	Added	21,709	+347	$7,874,939	+10.5%	0.71%
GE	General Electric Co Industrials	Reduced	21,071	-15	$7,874,864	+31.6%	0.71%
AVGO	Broadcom Inc. Technology	Added	19,251	+1,288	$7,272,065	+30.8%	0.66%
MCD	Mcdonalds Corp Consumer Cyclical	Added	26,517	+148	$7,167,810	−12.5%	0.65%
GWW	W.W. Grainger, Inc. Industrials	Added	5,236	+98	$7,123,054	+27.1%	0.65%
GEV	GE Vernova Inc. Industrials	Added	5,392	+11	$6,334,845	+34.9%	0.58%
JNJ	Johnson & Johnson Healthcare	Reduced	24,249	-10	$6,158,518	+3.9%	0.56%
GLD	Spdr Gold Trust	Reduced	16,270	-215	$5,993,542	−15.5%	0.54%
NFLX	Netflix Inc Communication Services	Added	83,281	+2,665	$5,946,263	−23.3%	0.54%
QQQ	Invesco Qqq Trust, Series 1	Reduced	7,955	-1,351	$5,858,062	+9.1%	0.53%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Added	15,722	+9	$5,826,415	+13.4%	0.53%
GS	Goldman Sachs Group Inc Financial Services	Reduced	5,721	-4,726	$5,786,047	−34.5%	0.53%
PEP	Pepsico Inc Consumer Defensive	Reduced	42,416	-1,018	$5,743,126	−14.9%	0.52%
NOW	ServiceNow, Inc. Technology	Added	56,350	+1,234	$5,594,428	−2.9%	0.51%
YUM	Yum Brands Inc Consumer Cyclical	Reduced	33,433	-85	$5,344,599	+2.6%	0.49%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.