YHB Investment Advisors, Inc.

Position in MSFT — Microsoft Corp

CIK 1469219 West Hartford, CT

Position in MSFT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$47,716,345

-$7,233,910 QoQ

Shares Held

127,919

-13.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.33%

of 13F equity value

Holder Rank

#1,080

of 6,193 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $85,973,690 across 5 Software - Infrastructure names. MSFT ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	127,919	$47,716,345
2	PANW	Palo Alto Networks Inc	50,219	$17,125,683
3	FTNT	Fortinet, Inc.	68,606	$10,539,253
4	ORCL	Oracle Corp	62,632	$9,178,719
5	PLTR	Palantir Technologies Inc.	12,117	$1,413,690

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,716,345	127,919	-13.8%	Shares	Sole	2026-07-14
2026-03-31	$54,950,255	148,446	+0.1%	Shares	Sole	2026-04-13
2025-12-31	$71,740,674	148,341	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$77,359,458	149,357	-0.7%	Shares	Sole	2025-10-08
2025-06-30	$74,801,510	150,382	-0.8%	Shares	Sole	2025-07-10
2025-03-31	$56,926,767	151,647	+0.1%	Shares	Sole	2025-04-23
2024-12-31	$63,834,489	151,446	+1.8%	Shares	Sole	2025-01-22
2024-09-30	$63,988,191	148,706	-4.4%	Shares	Sole	2024-10-22
2024-06-30	$69,525,307	155,555	-0.6%	Shares	Sole	2024-08-01
2024-03-31	$65,831,741	156,474	-1.9%	Shares	Sole	2024-08-15
2023-12-31	$60,004,702	159,570	-6.1%	Shares	Sole	2024-01-29
2023-09-30	$53,647,188	169,904	-0.5%	Shares	Sole	2023-10-23
2023-06-30	$58,166,956	170,808	-3.2%	Shares	Sole	2023-08-10
2023-03-31	$50,861,309	176,418	-0.5%	Shares	Sole	2023-05-08
2022-12-31	$42,536,393	177,368	-3.2%	Shares	Sole	2023-01-12
2022-09-30	$42,688,939	183,293	-0.2%	Shares	Sole	2022-11-03
2022-06-30	$47,161,179	183,628	-0.9%	Shares	Sole	2022-07-14
2022-03-31	$57,144,641	185,348	-0.5%	Shares	Sole	2022-04-14
2021-12-31	$62,638,254	186,246	-0.7%	Shares	Sole	2022-01-18
2021-09-30	$52,862,537	187,509	-0.3%	Shares	Sole	2021-10-28
2021-06-30	$50,945,183	188,059	-0.3%	Shares	Sole	2021-07-15
2021-03-31	$44,484,612	188,678	-1.9%	Shares	Sole	2021-04-22
2020-12-31	$42,788,492	192,377	-0.3%	Shares	Sole	2021-01-21
2020-09-30	$40,603,785	193,048	+8.2%	Shares	Sole	2020-11-02
2020-06-30	$36,296,008	178,350	-0.7%	Shares	Sole	2020-07-20
2020-03-31	$28,322,034	179,583	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.