YHB Investment Advisors, Inc.

CIK

1469219

Location

West Hartford, CT

Portfolio Value

Mid $1,011,452,256

Diversification

Diversified

Filing Date

Global Rank

#1,743 / 8,607 ▲ 2 · as of Mar 2026

Top Industry

Consumer Electronics 8.4%

3Y Alpha vs SPY

-4.2%

Period ended 3 months ago

Filed Apr 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+58.0%

SPY

+75.2%

Annualised alpha

-4.1%

Max drawdown

−16.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

201 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.2%

−0.3 pts

Top 5

26.5%

−1.7 pts

Top 10

40.5%

−1.7 pts

HHI

244

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$288,645,728	31
Financial Services	12.5%	$126,465,686	33
Healthcare	12.3%	$123,948,979	29
Consumer Cyclical	11.2%	$113,053,090	22
Industrials	11.0%	$111,689,734	39
Consumer Defensive	7.4%	$75,151,443	13
Communication Services	7.1%	$71,388,939	8
Unclassified	3.3%	$33,765,836	6
Basic Materials	2.6%	$26,034,337	7
Energy	2.3%	$23,072,135	7
Utilities	1.0%	$10,406,928	3
Real Estate	0.8%	$7,829,421	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+26,183	55,116	$5,762,377
NFLX	Netflix Inc	+6,325	80,616	$7,751,228
ORLY	O Reilly Automotive Inc	+3,378	31,464	$2,904,441
SAP	Sap SE	+2,938	6,169	$1,056,194
NEE	Nextera Energy Inc	+2,203	104,995	$9,751,935
YUMC	Yum China Holdings, Inc.	+2,041	11,434	$557,750
GLDM	World Gold Trust	+1,850	18,581	$1,722,272
RTX	RTX Corp	+1,757	48,854	$9,423,936
HD	Home Depot, Inc.	+1,316	41,299	$13,582,828
ETN	Eaton Corp plc	+1,293	21,810	$7,800,782
CVX	Chevron Corp	+1,273	31,056	$6,425,486
WELL	Welltower Inc.	+1,164	18,184	$3,595,158
JPM	Jpmorgan Chase & Co	+1,151	52,383	$15,408,983
PANW	Palo Alto Networks Inc	+985	47,614	$7,633,476
INTU	Intuit Inc.	+921	21,617	$9,346,758
CSL	Carlisle Companies Inc	+884	21,362	$7,126,790
WMT	Walmart Inc.	+843	99,129	$12,319,752
WDAY	Workday, Inc.	+680	6,359	$826,161
XOM	ExxonMobil Holdings Corp	+675	31,710	$5,379,918
APH	Amphenol Corp /De/	+665	140,640	$17,769,864
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+620	45,250	$15,292,237
MA	Mastercard Inc	+615	4,735	$2,365,890
KO	Coca Cola Co	+599	15,682	$1,192,616
AVGO	Broadcom Inc.	+563	17,963	$5,559,728
JCI	Johnson Controls International plc	+558	2,997	$392,457
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CRM	Salesforce, Inc.	−17,318	2,903	$541,903
MKC	Mccormick & Co Inc	−9,023	19,724	$994,878
LRCX	Lam Research Corp	−7,559	102,345	$21,867,032
ECL	Ecolab Inc.	−7,480	68,656	$18,263,869
MORN	Morningstar, Inc.	−7,177	2,505	$423,470
NVDA	Nvidia Corp	−6,984	211,712	$36,922,572
CMCSA	Comcast Corp	−6,774	72,943	$2,094,193
AAPL	Apple Inc.	−5,960	325,457	$82,597,732
CMG	Chipotle Mexican Grill Inc	−5,777	58,604	$1,875,914
BAC	Bank Of America Corp /De/	−5,753	14,024	$683,670
PYPL	PayPal Holdings, Inc.	−5,748	4,525	$204,665
FTNT	Fortinet, Inc.	−5,705	68,734	$5,616,942
GOOGL	Alphabet Inc.	−3,605	151,671	$43,614,512
MDLZ	Mondelez International, Inc.	−3,253	33,027	$1,903,676
WRB	Berkley W R Corp	−2,915	5,346	$354,332
NKE	NIKE, Inc.	−2,803	17,861	$943,418
BX	Blackstone Inc.	−2,430	4,267	$490,662
CHD	Church & Dwight Co Inc /De/	−2,080	40,076	$3,739,892
PAYX	Paychex Inc	−1,961	17,797	$1,639,459
WWD	Woodward, Inc.	−1,894	27,810	$9,953,755
AER	AerCap Holdings N.V.	−1,799	16,997	$2,331,648
AON	Aon plc	−1,487	23,048	$7,439,433
AA	Alcoa Corp	−1,308	10,275	$681,540
HLT	Hilton Worldwide Holdings Inc.	−1,285	9,175	$2,789,934
ORCL	Oracle Corp	−1,281	64,316	$9,461,526
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
DD	DuPont de Nemours, Inc.	5,230	$718,602
NMZ	Nuveen Municipal High Income Opportunity Fund	53,055	$550,710
AJG	Arthur J. Gallagher & Co.	2,521	$545,998
SPGI	S&P Global Inc.	1,256	$505,418
PNC	Pnc Financial Services Group, Inc.	1,370	$285,083
VRT	Vertiv Holdings Co	971	$243,313
FMNB	Farmers National Banc Corp /Oh/	17,331	$228,075
NOC	Northrop Grumman Corp /De/	313	$213,541
FDX	Fedex Corp	682	$195,741
VTRS	Viatris Inc	10,057	$135,870
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
MLM	Martin Marietta Materials Inc	569	$354,293
AMD	Advanced Micro Devices Inc	1,565	$335,160
PTC	Ptc Inc.	1,806	$314,623
MRSH	Marsh & Mclennan Companies, Inc.	1,256	$233,013
AXON	Axon Enterprise, Inc.	392	$222,628
KVUE	Kenvue Inc.	12,707	$219,195
TROW	Price T Rowe Group Inc	2,024	$207,217
DDD	3D Systems Corp	10,003	$17,705
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

201 positions · $1,011,452,256 total · as of Mar 31, 2026

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

Showing 1–50 of 201 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	325,457	-5,960	$82,597,732	−8.3%	8.17%
MSFT	Microsoft Corp Technology	Added	148,446	+105	$54,950,255	−23.4%	5.43%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	216,151	-428	$45,017,768	−9.9%	4.45%
GOOGL	Alphabet Inc. Communication Services	Reduced	151,671	-3,605	$43,614,512	−10.3%	4.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	41,615	-627	$41,466,434	+13.8%	4.10%
NVDA	Nvidia Corp Technology	Reduced	211,712	-6,984	$36,922,572	−9.5%	3.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	73,763	+63	$35,347,229	−4.6%	3.49%
V	Visa Inc. Financial Services	Reduced	80,638	-1,137	$24,372,029	−15.0%	2.41%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	47,806	+40	$23,498,083	−15.1%	2.32%
LRCX	Lam Research Corp Technology	Reduced	102,345	-7,559	$21,867,032	+16.2%	2.16%
SPY	Spdr S&P 500 ETF Trust	Reduced	29,462	-283	$19,160,317	−5.5%	1.89%
ECL	Ecolab Inc. Basic Materials	Reduced	68,656	-7,480	$18,263,869	−8.6%	1.81%
APH	Amphenol Corp /De/ Technology	Added	140,640	+665	$17,769,864	−6.1%	1.76%
DHR	Danaher Corp /De/ Healthcare	Added	88,429	+491	$16,766,138	−16.7%	1.66%
AMGN	Amgen Inc Healthcare	Added	45,836	+213	$16,127,396	+8.0%	1.59%
SYK	Stryker Corp Healthcare	Added	47,879	+106	$15,732,560	−6.3%	1.56%
JPM	Jpmorgan Chase & Co Financial Services	Added	52,383	+1,151	$15,408,983	−6.7%	1.52%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	45,250	+620	$15,292,237	+12.8%	1.51%
URI	United Rentals, Inc. Industrials	Reduced	19,613	-153	$14,289,247	−10.7%	1.41%
HD	Home Depot, Inc. Consumer Cyclical	Added	41,299	+1,316	$13,582,828	−1.3%	1.34%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	81,532	-515	$13,020,660	+3.3%	1.29%
WMT	Walmart Inc. Consumer Defensive	Added	99,129	+843	$12,319,752	+12.5%	1.22%
ISRG	Intuitive Surgical Inc Healthcare	Added	22,411	+174	$10,331,246	−18.0%	1.02%
WWD	Woodward, Inc. Industrials	Reduced	27,810	-1,894	$9,953,755	+10.8%	0.98%
NEE	Nextera Energy Inc Utilities	Added	104,995	+2,203	$9,751,935	+18.2%	0.96%
ORCL	Oracle Corp Technology	Reduced	64,316	-1,281	$9,461,526	−26.0%	0.94%
RTX	RTX Corp Industrials	Added	48,854	+1,757	$9,423,936	+9.1%	0.93%
INTU	Intuit Inc. Technology	Added	21,617	+921	$9,346,758	−31.8%	0.92%
GS	Goldman Sachs Group Inc Financial Services	Added	10,447	+3	$8,838,057	−3.7%	0.87%
CMI	Cummins Inc Industrials	Reduced	15,988	-425	$8,601,863	+2.7%	0.85%
UNP	Union Pacific Corp Industrials	Reduced	35,277	-410	$8,558,905	+3.7%	0.85%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	26,369	-561	$8,195,221	−0.4%	0.81%
META	Meta Platforms, Inc. Communication Services	Added	14,181	+490	$8,113,375	−10.2%	0.80%
ABBV	AbbVie Inc. Healthcare	Added	36,951	+358	$8,036,472	−3.9%	0.79%
LLY	ELI LILLY & Co Healthcare	Added	8,516	+488	$7,832,761	−9.2%	0.77%
ETN	Eaton Corp plc Industrials	Added	21,810	+1,293	$7,800,782	+19.4%	0.77%
NFLX	Netflix Inc Communication Services	Added	80,616	+6,325	$7,751,228	+11.3%	0.77%
PANW	Palo Alto Networks Inc Technology	Added	47,614	+985	$7,633,476	−11.1%	0.75%
AON	Aon plc Financial Services	Reduced	23,048	-1,487	$7,439,433	−14.1%	0.74%
CSL	Carlisle Companies Inc Industrials	Added	21,362	+884	$7,126,790	+8.8%	0.70%
GLD	Spdr Gold Trust	Reduced	16,485	-130	$7,093,330	+7.7%	0.70%
PEP	Pepsico Inc Consumer Defensive	Reduced	43,434	-943	$6,744,865	+5.9%	0.67%
TMUS	T-Mobile US, Inc. Communication Services	Reduced	30,936	-820	$6,497,488	+0.8%	0.64%
CVX	Chevron Corp Energy	Added	31,056	+1,273	$6,425,486	+41.6%	0.64%
GE	General Electric Co Industrials	Reduced	21,086	-299	$5,983,574	−9.2%	0.59%
JNJ	Johnson & Johnson Healthcare	Reduced	24,259	-96	$5,929,869	+17.6%	0.59%
SHEL	Shell plc Energy	Reduced	62,853	-944	$5,845,329	+24.7%	0.58%
NOW	ServiceNow, Inc. Technology	Added	55,116	+26,183	$5,762,377	+30.0%	0.57%
FTNT	Fortinet, Inc. Technology	Reduced	68,734	-5,705	$5,616,942	−5.0%	0.56%
GWW	W.W. Grainger, Inc. Industrials	Added	5,138	+129	$5,604,582	+10.9%	0.55%