YHB Investment Advisors, Inc. reported 205 positions worth $1.13B for the quarter ended Sep 30, 2026, up 1.0% on the prior quarter. It opened 11 new positions, added to 58, trimmed 112 and exited 9. Its largest holding is Apple Inc. at 9.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPGI S&P Global Inc. | +9,631 | +304.9% | $3.80M | 0.447% |
| SPCX Space Exploration Technologies Corp | +4,737 | – | $714.62K | 0.063% |
| LLY ELI LILLY & Co | +452 | +4.8% | $523.00K | 1.02% |
| BG Bunge Global SA | +4,484 | – | $479.56K | 0.043% |
| ETN Eaton Corp plc | +1,091 | +4.6% | $468.81K | 0.936% |
| AVGO Broadcom Inc. | +1,287 | +6.7% | $451.98K | 0.64% |
| HON Honeywell International Inc | +2,024 | – | $426.94K | 0.038% |
| WMT Walmart Inc. | +4,012 | +3.7% | $416.93K | 1.03% |
| MPC Marathon Petroleum Corp | +917 | – | $362.60K | 0.032% |
| MBGL Mobility Global Inc. | +20.0K | – | $342.69K | 0.03% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -5,750 | -1.7% | $1.91M | 9.59% |
| MSFT Microsoft Corp | -3,297 | -2.6% | $1.69M | 5.67% |
| LRCX Lam Research Corp | -5,121 | -5.3% | $1.68M | 2.67% |
| BRK-B Berkshire Hathaway Inc | -2,477 | -4.1% | $1.23M | 2.53% |
| PEP Pepsico Inc | -6,941 | -16.4% | $879.57K | 0.399% |
| MU Micron Technology Inc | -811 | -48.6% | $863.80K | 0.081% |
| GOOGL Alphabet Inc. | -2,423 | -1.7% | $833.71K | 4.31% |
| CMG Chipotle Mexican Grill Inc | -21.9K | -38.5% | $699.93K | 0.099% |
| INTU Intuit Inc. | -2,366 | -12.2% | $652.33K | 0.415% |
| GOOG Alphabet Inc. | -1,834 | -1.5% | $624.92K | 3.65% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +4,737 | $714.62K | 0.063% |
| BG Bunge Global SA | +4,484 | $479.56K | 0.043% |
| HON Honeywell International Inc | +2,024 | $426.94K | 0.038% |
| MPC Marathon Petroleum Corp | +917 | $362.60K | 0.032% |
| MBGL Mobility Global Inc. | +20.0K | $342.69K | 0.03% |
| CRM Salesforce, Inc. | +1,406 | $322.78K | 0.029% |
| HONA Honeywell Aerospace Inc. | +1,979 | $306.69K | 0.027% |
| FBTC Fidelity Wise Origin Bitcoin Fund | +4,004 | $290.85K | 0.026% |
| CRWD CrowdStrike Holdings, Inc. | +940 | $248.87K | 0.022% |
| EW Edwards Lifesciences Corp | +2,494 | $215.28K | 0.019% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| SHOP Shopify Inc. | -2,734 | $312.17K | 0.028% |
| WRB Berkley W R Corp | -4,082 | $287.90K | 0.026% |
| IDXX Idexx Laboratories Inc | -515 | $271.12K | 0.024% |
| Q Qnity Electronics, Inc. | -1,588 | $259.34K | 0.023% |
| AXON Axon Enterprise, Inc. | -390 | $218.64K | 0.02% |
| FDX Fedex Corp | -695 | $217.63K | 0.019% |
| TROW Price T Rowe Group Inc | -1,824 | $207.37K | 0.019% |
| RRX Regal Rexnord Corp | -856 | $203.89K | 0.018% |
| GLW Corning Inc | -787 | $200.97K | 0.018% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 324.8K | $108.17M | 9.59% | -5,750 | -1.7% | Reduced | 0% |
| 2 | MSFT Microsoft Corp | Technology | 124.6K | $63.92M | 5.67% | -3,297 | -2.6% | Reduced | 0% |
| 3 | NVDA Nvidia Corp | Technology | 217.7K | $49.72M | 4.41% | -1,498 | -0.7% | Reduced | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 141.3K | $48.62M | 4.31% | -2,423 | -1.7% | Reduced | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 186.0K | $46.35M | 4.11% | -1,742 | -0.9% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 120.9K | $41.20M | 3.65% | -1,834 | -1.5% | Reduced | 0% |
| 7 | COST Costco Wholesale Corp | Consumer Staples | 41.5K | $37.79M | 3.35% | -605 | -1.4% | Reduced | 0.01% |
| 8 | TMO Thermo Fisher Scientific Inc. | Healthcare | 48.3K | $32.60M | 2.89% | -689 | -1.4% | Reduced | 0.01% |
| 9 | LRCX Lam Research Corp | Technology | 91.5K | $30.07M | 2.67% | -5,121 | -5.3% | Reduced | 0.01% |
| 10 | V Visa Inc. | Financial Services | 82.7K | $29.71M | 2.63% | +94 | +0.1% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 57.3K | $28.55M | 2.53% | -2,477 | -4.1% | Reduced | 0% |
| 12 | APH Amphenol Corp | Industrials | 276.0K | $23.27M | 2.06% | -6,699 | -2.4% | Reduced | 0.01% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 48.4K | $22.09M | 1.96% | +655 | +1.4% | Added | 0% |
| 14 | PANW Palo Alto Networks Inc | Technology | 50.1K | $19.92M | 1.77% | -91 | -0.2% | Reduced | 0.01% |
| 15 | DHR Danaher Corp | Healthcare | 89.1K | $19.74M | 1.75% | -2,397 | -2.6% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at YHB Investment Advisors.
As of its Q3 2026 13F filing, YHB Investment Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 9.6%, Microsoft Corp (MSFT) at 5.7%, Nvidia Corp (NVDA) at 4.4%, Alphabet Inc. (GOOGL) at 4.3%, Amazon Com Inc (AMZN) at 4.1% of the reported portfolio.
YHB Investment Advisors, Inc. reported a 13F portfolio worth $1.13B across 205 positions for Q3 2026. That is up 1.0% from the previous quarter.
Its largest purchases by value were S&P Global Inc. ($3.80M), Space Exploration Technologies Corp ($714.62K), ELI LILLY & Co ($523.00K). It opened 11 new positions.
Its largest sales by value were Apple Inc. ($1.91M), Microsoft Corp ($1.69M), Lam Research Corp ($1.68M). It exited 9 positions entirely.
From the Form 13F-HR reports YHB Investment Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.