YHB Investment Advisors, Inc.

CIK

1469219

Location

West Hartford, CT

Portfolio Value

Mid $1,586,280,044

Diversification

Diversified

Filing Date

Global Rank

#1,877 / 8,795 ▼ 17 · as of Jun 2026

Top Industry

Internet Content & Information 9.0%

Period ended 3 months ago

Filed Jul 14, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

13.4%

+6.7 pts

Top 5

31.5%

+6.8 pts

Top 10

44.7%

+6.0 pts

HHI

349

Diversified+127

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	28.0%	$444,310,652	35
Technology	23.8%	$377,218,176	33
Industrials	8.4%	$133,254,659	39
Financial Services	8.3%	$131,270,835	37
Healthcare	8.1%	$129,242,196	31
Communication Services	7.5%	$118,705,292	9
Consumer Cyclical	7.3%	$115,077,730	21
Consumer Defensive	4.5%	$71,839,399	13
Basic Materials	1.7%	$26,467,515	7
Energy	1.2%	$19,453,341	8
Utilities	0.7%	$10,676,727	4
Real Estate	0.6%	$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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+140,404	1,912,880	$212,076,060
FNDA	Schwab Fundamental U.S. Small Company ETF	+72,988	1,241,071	$39,617,208
BKF	iShares MSCI BIC ETF	+33,970	113,185	$8,518,172
NMZ	Nuveen Municipal High Income Opportunity Fund	+29,158	82,213	$868,991
—		+28,877	347,395	$11,175,697
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+28,106	243,615	$20,115,002
JA	Janus Henderson AA-A CLO ETF	+24,036	57,387	$2,897,469
ABI	VictoryShares Pioneer Asset-Based Income ETF	+10,848	122,288	$14,816,045
NBCE	Neuberger China Equity ETF	+10,728	89,929	$4,541,954
VB	Vanguard Morningstar Small-Cap ETF	+9,882	45,105	$14,897,141
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+9,802	55,693	$4,892,014
BILZ	PIMCO Ultra Short Government Active ETF	+8,991	175,057	$13,029,116
IVZ	Invesco Ltd.	+8,636	34,470	$6,645,615
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
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+4,666	619,156	$32,467,132
CWI	State Street SPDR MSCI ACWI ex-US ETF	+4,339	269,252	$13,689,570
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
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	+3,093	24,456	$1,236,984
DHR	Danaher Corp /De/	+3,075	91,504	$17,429,681
EDV	Vanguard World Funds Extended Duration ETF	+2,802	3,202	$382,703
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−28,396	187,755	$44,749,526
CMCSA	Comcast Corp	−27,431	45,512	$1,117,319
GOOGL	Alphabet Inc.	−20,884	266,499	$94,742,800
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
—		−5,210	7,670	$255,104
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
DD	DuPont de Nemours, Inc.	−3,582	1,648	$223,534
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
GLIX	Lazard Listed Infrastructure ETF	28,050	$983,713
AMD	Advanced Micro Devices Inc	1,421	$825,473
EQT	EQT Corp	11,719	$623,099
AAAA	Amplius Aggressive Asset Allocation ETF	14,775	$511,052
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
—		3,490	$266,705
Q	Qnity Electronics, Inc.	1,588	$259,336
VCRM	Vanguard Core Tax-Exempt Bond ETF	5,030	$254,417
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
AIEQ	Amplify AI Powered Equity ETF	2,020	$211,958
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

10 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	4,551	$1,028,662
CRM	Salesforce, Inc.	2,903	$541,903
CTSH	Cognizant Technology Solutions Corp	7,944	$487,364
BAH	Booz Allen Hamilton Holding Corp	3,403	$265,536
ACN	Accenture plc	1,310	$259,759
FBTC	Fidelity Wise Origin Bitcoin Fund	3,697	$218,233
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

240 tracked positions · $1,586,280,044 total · filing declares 314 positions · $1,561,354,226 · 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 240 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,912,880	+140,404	$212,076,060	—	13.37%
AAPL	Apple Inc. Technology	Added	330,559	+5,102	$95,650,552	+15.8%	6.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	266,499	-20,884	$94,742,800	+14.8%	5.97%
APH	Amphenol Corp /De/ Technology	Added	141,366	+726	$49,851,306	+40.3%	3.14%
MSFT	Microsoft Corp Technology	Reduced	127,919	-20,527	$47,716,345	−13.2%	3.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	187,755	-28,396	$44,749,526	−0.6%	2.82%
NVDA	Nvidia Corp Technology	Added	219,225	+7,513	$43,864,730	+18.8%	2.77%
LRCX	Lam Research Corp Technology	Reduced	96,662	-5,683	$41,886,544	+91.6%	2.64%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,241,071	+72,988	$39,617,208	+18.9%	2.50%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	42,112	+497	$39,394,512	−5.0%	2.48%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	619,156	+4,666	$32,467,132	+1.4%	2.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	59,803	-13,960	$29,924,823	−15.3%	1.89%
V	Visa Inc. Financial Services	Added	82,599	+1,961	$28,338,890	+16.3%	1.79%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	48,988	+1,182	$24,560,623	+4.5%	1.55%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	47,776	+2,526	$22,816,384	+49.2%	1.44%
URI	United Rentals, Inc. Industrials	Reduced	19,420	-193	$22,000,723	+54.0%	1.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	29,237	-225	$21,833,314	+14.0%	1.38%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	243,615	+28,106	$20,115,002	+38.8%	1.27%
ECL	Ecolab Inc. Basic Materials	Added	70,154	+1,498	$19,545,605	+7.0%	1.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	55,809	+3,426	$18,267,959	+18.6%	1.15%
DHR	Danaher Corp /De/ Healthcare	Added	91,504	+3,075	$17,429,681	+4.0%	1.10%
PANW	Palo Alto Networks Inc Technology	Added	50,219	+2,605	$17,125,683	+124.3%	1.08%
AMGN	Amgen Inc Healthcare	Reduced	45,813	-23	$16,589,803	+2.9%	1.05%
SYK	Stryker Corp Healthcare	Added	49,754	+1,875	$15,664,549	−0.4%	0.99%
VB	Vanguard Morningstar Small-Cap ETF	Added	45,105	+9,882	$14,897,141	+13.6%	0.94%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	122,288	+10,848	$14,816,045	+24.0%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Added	41,743	+444	$14,721,921	+8.4%	0.93%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	269,252	+4,339	$13,689,570	+12.2%	0.86%
BILZ	PIMCO Ultra Short Government Active ETF	Added	175,057	+8,991	$13,029,116	+5.3%	0.82%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	81,421	-111	$12,335,281	−5.3%	0.78%
WMT	Walmart Inc. Consumer Defensive	Added	107,297	+8,168	$12,152,458	−1.4%	0.77%
LLY	ELI LILLY & Co Healthcare	Added	9,488	+972	$11,380,192	+45.3%	0.72%
		Added	347,395	+28,877	$11,175,697	+15.3%	0.70%
CMI	Cummins Inc Industrials	Reduced	15,590	-398	$11,118,943	+29.3%	0.70%
WWD	Woodward, Inc. Industrials	Reduced	25,480	-2,330	$10,840,211	+8.9%	0.68%
FTNT	Fortinet, Inc. Technology	Reduced	68,606	-128	$10,539,253	+87.6%	0.66%
UNP	Union Pacific Corp Industrials	Added	36,951	+1,674	$10,050,672	+17.4%	0.63%
ETN	Eaton Corp plc Industrials	Added	23,468	+1,658	$10,000,184	+28.2%	0.63%
NEE	Nextera Energy Inc Utilities	Added	110,729	+5,734	$9,718,684	−0.3%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	37,440	+489	$9,421,401	+17.2%	0.59%
RTX	RTX Corp Industrials	Reduced	48,845	-9	$9,267,361	−1.7%	0.58%
ISRG	Intuitive Surgical Inc Healthcare	Added	23,162	+751	$9,211,064	−10.8%	0.58%
ORCL	Oracle Corp Technology	Reduced	62,632	-1,684	$9,178,719	−3.0%	0.58%
BKF	iShares MSCI BIC ETF	Added	113,185	+33,970	$8,518,172	+69.5%	0.54%
META	Meta Platforms, Inc. Communication Services	Added	14,567	+386	$8,205,445	+1.1%	0.52%
CSL	Carlisle Companies Inc Industrials	Added	21,709	+347	$7,874,939	+10.5%	0.50%
GE	General Electric Co Industrials	Reduced	21,071	-15	$7,874,864	+31.6%	0.50%
AVGO	Broadcom Inc. Technology	Added	19,251	+1,288	$7,272,065	+30.8%	0.46%
MCD	Mcdonalds Corp Consumer Cyclical	Added	26,517	+148	$7,167,810	−12.5%	0.45%
GWW	W.W. Grainger, Inc. Industrials	Added	5,236	+98	$7,123,054	+27.1%	0.45%

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.