YHB Investment Advisors, Inc.

CIK

1469219

Location

West Hartford, CT

Portfolio Value

Mid $1,334,145,367

Diversification

Diversified

Filing Date

Global Rank

#35 / 262 ▲ 1842

Top Industry

Consumer Electronics 9.7%

Period ended 10 days ago

Filed Oct 8, 2026 · 2d

27 quarters · since Mar 2020

Clone Performance

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Portfolio Concentration

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

Top Position

8.1%

−5.3 pts

Top 5

26.8%

−4.7 pts

Top 10

39.9%

−4.8 pts

HHI

248

Diversified−101

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	28.3%	$376,966,567	34
Unclassified	16.1%	$214,621,068	37
Healthcare	10.6%	$140,860,411	31
Financial Services	9.3%	$124,342,335	33
Industrials	9.0%	$119,568,353	39
Communication Services	8.6%	$115,302,137	8
Consumer Cyclical	8.0%	$106,857,864	21
Consumer Defensive	5.1%	$68,374,837	14
Basic Materials	1.9%	$24,884,316	7
Energy	1.8%	$24,169,896	9
Utilities	0.7%	$9,459,702	4
Real Estate	0.7%	$8,737,881	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
APH	Amphenol Corp /De/	+134,667	276,033	$23,269,581
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+95,203	2,008,083	$0
FNDA	Schwab Fundamental U.S. Small Company ETF	+42,162	1,283,233	$42,106,821
NBCE	Neuberger China Equity ETF	+35,566	125,495	$6,257,180
ABI	VictoryShares Pioneer Asset-Based Income ETF	+19,526	141,814	$0
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+17,535	73,228	$7,559,662
JA	Janus Henderson AA-A CLO ETF	+16,110	73,497	$3,709,393
BKF	iShares MSCI BIC ETF	+12,737	125,922	$8,866,388
VCRM	Vanguard Core Tax-Exempt Bond ETF	+10,143	15,173	$718,593
SPGI	S&P Global Inc.	+9,631	12,790	$5,045,271
EQT	EQT Corp	+6,997	18,716	$908,848
VB	Vanguard Morningstar Small-Cap ETF	+5,845	50,950	$16,241,869
WMT	Walmart Inc.	+4,012	111,309	$11,567,231
GLDM	World Gold Trust	+2,635	21,591	$1,774,348
NEE	Nextera Energy Inc	+2,634	113,363	$8,586,113
IVZ	Invesco Ltd.	+2,602	37,072	$0
CHTR	Charter Communications, Inc. /Mo/	+2,163	5,173	$573,685
BILZ	PIMCO Ultra Short Government Active ETF	+1,757	176,814	$13,089,978
LHX	L3harris Technologies, Inc. /De/	+1,355	16,154	$3,824,944
AVGO	Broadcom Inc.	+1,287	20,538	$7,212,740
ETN	Eaton Corp plc	+1,091	24,559	$10,553,247
WM	Waste Management Inc	+1,004	16,438	$3,352,036
GLIX	Lazard Listed Infrastructure ETF	+976	29,026	$1,016,490
JPM	Jpmorgan Chase & Co	+937	56,746	$18,773,279
DVVY	Invesco Diversified Dividend Opportunities ETF	+899	25,112	$1,253,842
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CMG	Chipotle Mexican Grill Inc	−21,907	34,948	$1,116,588
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−20,336	223,279	$19,894,987
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−15,081	604,075	$31,640,148
—		−11,051	6,975	$0
CMCSA	Comcast Corp	−7,606	37,906	$824,834
PEP	Pepsico Inc	−6,941	35,475	$4,495,392
AAPL	Apple Inc.	−5,750	324,809	$108,167,893
LRCX	Lam Research Corp	−5,121	91,541	$30,072,133
PFE	Pfizer Inc	−4,749	39,612	$1,129,734
GOOGL	Alphabet Inc.	−4,257	262,242	$89,828,337
COP	Conocophillips	−4,069	11,475	$1,436,096
ORCL	Oracle Corp	−3,773	58,859	$8,081,340
DIS	Walt Disney Co	−3,772	22,937	$2,406,091
MSFT	Microsoft Corp	−3,297	124,622	$63,918,623
ALC	Alcon Inc	−2,879	13,540	$876,715
WDAY	Workday, Inc.	−2,732	5,704	$1,086,383
SAP	Sap SE	−2,712	4,104	$855,601
CARR	CARRIER GLOBAL Corp	−2,618	41,763	$2,291,118
BRK-B	Berkshire Hathaway Inc	−2,477	57,326	$28,545,481
ZTS	Zoetis Inc.	−2,416	6,922	$483,363
FAST	Fastenal Co	−2,401	53,789	$2,664,169
DHR	Danaher Corp /De/	−2,397	89,107	$19,741,655
INTU	Intuit Inc.	−2,366	16,993	$4,685,140
ECL	Ecolab Inc.	−2,130	68,024	$18,678,029
NFLX	Netflix Inc	−1,759	81,522	$5,672,300
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	4,737	$714,623
BG	Bunge Global SA	4,484	$479,563
HON	Honeywell International Inc	2,024	$426,942
FCAL	First Trust California Municipal High income ETF	22,948	$391,263
MPC	Marathon Petroleum Corp	917	$362,600
MBGL	Mobility Global Inc.	19,982	$342,691
CRM	Salesforce, Inc.	1,406	$322,775
HONA	Honeywell Aerospace Inc.	1,979	$306,685
FBTC	Fidelity Wise Origin Bitcoin Fund	4,004	$290,850
CRWD	CrowdStrike Holdings, Inc.	940	$248,865
EW	Edwards Lifesciences Corp	2,494	$215,282
ADI	Analog Devices Inc	536	$212,636
TACN	T. Rowe Price Active Core International Equity ETF	4,208	$208,590
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
NMZ	Nuveen Municipal High Income Opportunity Fund	82,213	$868,991
SHOP	Shopify Inc.	2,734	$312,168
WRB	Berkley W R Corp	4,082	$287,903
IDXX	Idexx Laboratories Inc /De	515	$271,116
—		3,490	$266,705
Q	Qnity Electronics, Inc.	1,588	$259,336
—		7,670	$255,104
MDY	Spdr S&P Midcap 400 ETF Trust	315	$221,552
AXON	Axon Enterprise, Inc.	390	$218,637
FDX	Fedex Corp	695	$217,625
TROW	Price T Rowe Group Inc	1,824	$207,370
RRX	Regal Rexnord Corp	856	$203,890
GLW	Corning Inc /Ny	787	$201,023
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

240 tracked positions · $1,334,145,367 total · filing declares 314 positions · $1,585,396,906 · as of Sep 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
AAPL	Apple Inc. Technology	Reduced	324,809	-5,750	$108,167,893	+13.1%	8.11%
GOOGL	Alphabet Inc. Communication Services	Reduced	262,242	-4,257	$89,828,337	−5.2%	6.73%
MSFT	Microsoft Corp Technology	Reduced	124,622	-3,297	$63,918,623	+34.0%	4.79%
NVDA	Nvidia Corp Technology	Reduced	217,727	-1,498	$49,724,492	+13.4%	3.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	186,013	-1,742	$46,345,138	+3.6%	3.47%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	1,283,233	+42,162	$42,106,821	+6.3%	3.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	41,507	-605	$37,785,482	−4.1%	2.83%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	48,299	-689	$32,604,239	+32.8%	2.44%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	604,075	-15,081	$31,640,148	−2.5%	2.37%
LRCX	Lam Research Corp Technology	Reduced	91,541	-5,121	$30,072,133	−28.2%	2.25%
V	Visa Inc. Financial Services	Added	82,693	+94	$29,714,075	+4.9%	2.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	57,326	-2,477	$28,545,481	−4.6%	2.14%
APH	Amphenol Corp /De/ Technology	Added	276,033	+134,667	$23,269,581	−53.3%	1.74%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	48,431	+655	$22,093,737	−3.2%	1.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	28,966	-271	$22,090,340	+1.2%	1.66%
PANW	Palo Alto Networks Inc Technology	Reduced	50,128	-91	$19,916,355	+16.3%	1.49%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	223,279	-20,336	$19,894,987	−1.1%	1.49%
DHR	Danaher Corp /De/ Healthcare	Reduced	89,107	-2,397	$19,741,655	+13.3%	1.48%
AMGN	Amgen Inc Healthcare	Added	46,239	+426	$19,490,200	+17.5%	1.46%
URI	United Rentals, Inc. Industrials	Reduced	19,195	-225	$19,209,972	−12.7%	1.44%
JPM	Jpmorgan Chase & Co Financial Services	Added	56,746	+937	$18,773,279	+2.8%	1.41%
ECL	Ecolab Inc. Basic Materials	Reduced	68,024	-2,130	$18,678,029	−4.4%	1.40%
VB	Vanguard Morningstar Small-Cap ETF	Added	50,950	+5,845	$16,241,869	+9.0%	1.22%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	269,619	+367	$13,673,754	−0.1%	1.02%
SYK	Stryker Corp Healthcare	Reduced	49,276	-478	$13,570,117	−13.4%	1.02%
BILZ	PIMCO Ultra Short Government Active ETF	Added	176,814	+1,757	$13,089,978	+0.5%	0.98%
FTNT	Fortinet, Inc. Technology	Added	69,248	+642	$12,378,772	+17.5%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Added	41,898	+155	$11,919,562	−19.0%	0.89%
WMT	Walmart Inc. Consumer Defensive	Added	111,309	+4,012	$11,567,231	−4.8%	0.87%
LLY	ELI LILLY & Co Healthcare	Added	9,940	+452	$11,501,375	+1.1%	0.86%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	81,593	+172	$10,795,569	−12.5%	0.81%
META	Meta Platforms, Inc. Communication Services	Added	14,745	+178	$10,692,779	+30.3%	0.80%
ETN	Eaton Corp plc Industrials	Added	24,559	+1,091	$10,553,247	+5.5%	0.79%
UNP	Union Pacific Corp Industrials	Added	37,393	+442	$10,175,757	+1.2%	0.76%
ABBV	AbbVie Inc. Healthcare	Added	37,565	+125	$9,826,628	+4.3%	0.74%
ISRG	Intuitive Surgical Inc Healthcare	Added	23,672	+510	$9,625,745	+4.5%	0.72%
RTX	RTX Corp Industrials	Reduced	48,617	-228	$9,025,746	−2.6%	0.68%
BKF	iShares MSCI BIC ETF	Added	125,922	+12,737	$8,866,388	+4.1%	0.66%
NEE	Nextera Energy Inc Utilities	Added	113,363	+2,634	$8,586,113	−11.7%	0.64%
WWD	Woodward, Inc. Industrials	Reduced	25,209	-271	$8,283,425	−23.6%	0.62%
ORCL	Oracle Corp Technology	Reduced	58,859	-3,773	$8,081,340	−12.0%	0.61%
CMI	Cummins Inc Industrials	Reduced	15,146	-444	$7,823,969	−29.6%	0.59%
NOW	ServiceNow, Inc. Technology	Added	56,476	+126	$7,568,348	+35.3%	0.57%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	73,228	+17,535	$7,559,662	+54.5%	0.57%
AVGO	Broadcom Inc. Technology	Added	20,538	+1,287	$7,212,740	−0.8%	0.54%
CSL	Carlisle Companies Inc Industrials	Added	21,757	+48	$7,009,452	−11.0%	0.53%
GWW	W.W. Grainger, Inc. Industrials	Added	5,455	+219	$6,795,620	−4.6%	0.51%
GE	General Electric Co Industrials	Added	21,150	+79	$6,604,933	−16.1%	0.50%
CVX	Chevron Corp Energy	Added	32,327	+623	$6,601,496	+25.6%	0.49%
JNJ	Johnson & Johnson Healthcare	Added	24,315	+66	$6,437,153	+4.5%	0.48%

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.