YHB Investment Advisors, Inc.
In its 13F for Q3 2026 (holdings as of September 30, 2026, filed October 8, 2026), YHB Investment Advisors, Inc. reported 314 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 6.8% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Nvidia (NVDA, 3.1%). Compared with Q2 2026, it opened 17 new positions, sold out of 17, added to 116 and reduced 144. The biggest buy was a new position in Exxonmobil (XOM) and the biggest sale Lam Research (LRCX, shares −5%).
- Most Recent 13F
- Q3 2026
- Location
- WEST HARTFORD, CT
- CIK
- 0001469219
- Portfolio Value
- $1.6B (Q3 2026)
- SEC Filing
- 0002085853-26-001107 ↗ filed Oct 8, 2026
Holdings Value
Holdings 314 stocks · $1.6B
| AAPL Apple Inc. | 6.82% | 324,809 | $108.2M | Reduce -1.7% |
| MSFT Microsoft Corp. | 4.03% | 124,622 | $63.9M | Reduce -2.6% |
| NVDA Nvidia Corp. | 3.14% | 217,727 | $49.7M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 3.07% | 141,317 | $48.6M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 2.92% | 186,013 | $46.3M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 2.81% | 618,796 | $44.5M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 2.60% | 120,925 | $41.2M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 2.38% | 41,507 | $37.8M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 2.06% | 48,299 | $32.6M | Reduce -1.4% |
| LRCX Lam Research Corp. | 1.90% | 91,541 | $30.1M | Reduce -5.3% |
| V Visa Inc. Class A | 1.87% | 82,693 | $29.7M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.80% | 57,326 | $28.5M | Reduce -4.1% |
| IVV iShares Core S&P 500 ETF | 1.58% | 32,743 | $25.1M | Add +6.1% |
| APH Amphenol Corp. Class A | 1.47% | 276,033 | $23.3M | Reduce -2.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.39% | 48,431 | $22.1M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 28,966 | $22.1M | Reduce -0.9% |
| JPST JPMorgan Ultra-Short Income | 1.26% | 397,889 | $20.0M | Reduce -3.4% |
| PANW Palo Alto Networks Inc. | 1.26% | 50,128 | $19.9M | Reduce -0.2% |
| DHR Danaher Corp. | 1.25% | 89,107 | $19.7M | Reduce -2.6% |
| AMGN Amgen Inc. | 1.23% | 46,239 | $19.5M | Add +0.9% |
| SMLF iShares US Smallcap Equity F | 1.21% | 229,923 | $19.2M | Add +3.5% |
| URI United Rentals Inc. | 1.21% | 19,195 | $19.2M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 1.18% | 56,746 | $18.8M | Add +1.7% |
| ECL Ecolab Inc. | 1.18% | 68,024 | $18.7M | Reduce -3.0% |
| IJR iShares Core S&P Small-Cap E | 1.17% | 135,853 | $18.5M | Reduce -0.4% |
| IWB iShares Russell 1000 ETF | 1.04% | 39,513 | $16.4M | Reduce -2.7% |
| SCHG Schwab US Large-Cap Growth | 1.00% | 439,895 | $15.8M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.97% | 108,550 | $15.4M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.94% | 154,452 | $15.0M | Add +0.8% |
| EQWL Invesco S&P 100 Equal Weight | 0.90% | 110,179 | $14.2M | Add +22.4% |
| SYK Stryker Corp. | 0.86% | 49,276 | $13.6M | Reduce -1.0% |
| FTNT Fortinet Inc. | 0.78% | 69,248 | $12.4M | Add +0.9% |
| HD Home Depot Inc. | 0.75% | 41,898 | $11.9M | Add +0.4% |
| EAGL Eagle Capital Select Eqty | 0.75% | 347,395 | $11.8M | No change |
| WMT Walmart Inc. | 0.73% | 111,309 | $11.6M | Add +3.7% |
| LLY Eli Lilly & Co. | 0.73% | 9,940 | $11.5M | Add +4.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 81,593 | $10.8M | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.67% | 14,745 | $10.7M | Add +1.2% |
| ETN Eaton Corp. PLC | 0.67% | 24,559 | $10.6M | Add +4.7% |
| SCHD Schwab US DVD Equity ETF | 0.66% | 320,278 | $10.4M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.64% | 37,393 | $10.2M | Add +1.2% |
| IEMG iShares Core MSCI Emerging | 0.64% | 124,721 | $10.1M | Add +1.8% |
| ABBV Abbvie Inc. | 0.62% | 37,565 | $9.8M | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 0.61% | 23,672 | $9.6M | Add +2.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.58% | 181,758 | $9.1M | Add +0.1% |
| RTX RTX Corp. | 0.57% | 48,617 | $9.0M | Reduce -0.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.55% | 70,512 | $8.7M | Add +1.0% |
| NEE Nextera Energy Inc. | 0.54% | 113,363 | $8.6M | Add +2.4% |
| MINT PIMCO Enhanced Short Maturit | 0.54% | 84,953 | $8.5M | Add +3.3% |
| WWD Woodward Inc. | 0.52% | 25,209 | $8.3M | Reduce -1.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.52% | 163,460 | $8.3M | Reduce -1.3% |
| IVE iShares S&P 500 Value ETF | 0.52% | 36,157 | $8.3M | Add +0.4% |
| ORCL Oracle Corp. | 0.51% | 58,859 | $8.1M | Reduce -6.0% |
| CMI Cummins Inc. | 0.49% | 15,146 | $7.8M | Reduce -2.9% |
| SCHX Schwab US Large-Cap ETF | 0.48% | 254,760 | $7.6M | Add +11.1% |
| NOW ServiceNow Inc. | 0.48% | 56,476 | $7.6M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.46% | 26,196 | $7.3M | Add +1.4% |
| AVGO Broadcom Inc. | 0.45% | 20,538 | $7.2M | Add +6.7% |
| CSL Carlisle Cos Inc. | 0.44% | 21,757 | $7.0M | Add +0.2% |
| QQQM Invesco Nasdaq 100 ETF | 0.43% | 22,352 | $6.8M | Add +13.2% |
| GWW WW Grainger Inc. | 0.43% | 5,455 | $6.8M | Add +4.2% |
| INTF iShares International Equity | 0.43% | 162,997 | $6.8M | Add +26.3% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 21,150 | $6.6M | Add +0.4% |
| CVX Chevron Corp. | 0.42% | 32,327 | $6.6M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 0.41% | 9,383 | $6.6M | Reduce -0.4% |
| EMGF iShares Emerging Markets Equ | 0.41% | 91,374 | $6.5M | Add +35.6% |
| JNJ Johnson & Johnson | 0.41% | 24,315 | $6.4M | Add +0.3% |
| NBSD Neuberger Short Duration Inc. | 0.39% | 125,495 | $6.3M | Add +39.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 8,306 | $6.1M | Add +4.4% |
| GLD SPDR Gold Shares | 0.39% | 16,065 | $6.1M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.38% | 26,260 | $6.1M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.36% | 81,522 | $5.7M | Reduce -2.1% |
| MAR Marriott International Class A | 0.35% | 15,722 | $5.6M | No change |
| SHEL Shell PLC-ADR | 0.35% | 58,826 | $5.6M | Add +0.3% |
| GEV GE Vernova Inc. | 0.33% | 5,574 | $5.3M | Add +3.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.33% | 59,013 | $5.3M | Add +5.4% |
| XOM Exxonmobil Holdings Corp. | 0.33% | 31,704 | $5.2M | New |
| GS Goldman Sachs Group Inc. | 0.32% | 5,716 | $5.1M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.32% | 12,790 | $5.0M | Add +304.9% |
| TMUS T-Mobile US Inc. | 0.32% | 30,862 | $5.0M | Reduce -0.7% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.31% | 98,256 | $4.9M | Add +17.0% |
| AFL Aflac Inc. | 0.31% | 43,376 | $4.8M | Reduce -3.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.30% | 93,689 | $4.8M | Add +45.8% |
| INTU Intuit Inc. | 0.30% | 16,993 | $4.7M | Reduce -12.2% |
| SPEM State Street SP PTF Em ETF | 0.29% | 87,861 | $4.5M | Add +0.1% |
| PEP Pepsico Inc. | 0.28% | 35,475 | $4.5M | Reduce -16.4% |
| YUM Yum! Brands Inc. | 0.28% | 32,697 | $4.5M | Reduce -2.2% |
| WELL Welltower Inc. | 0.28% | 18,936 | $4.4M | Add +0.6% |
| LIN Linde PLC | 0.27% | 9,161 | $4.3M | Add +2.9% |
| PG The Procter & Gamble Co. | 0.27% | 29,565 | $4.3M | Reduce -1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.27% | 11,425 | $4.3M | Add +16.5% |
| UNH Unitedhealth Group Inc. | 0.26% | 11,412 | $4.2M | Reduce -2.0% |
| MS Morgan Stanley | 0.26% | 22,059 | $4.1M | Reduce -0.3% |
| PLD Prologis Inc. | 0.24% | 29,465 | $3.8M | Add +0.5% |
| LHX L3HARRIS Technologies Inc. | 0.24% | 16,154 | $3.8M | Add +9.2% |
| C Citigroup Inc. | 0.24% | 29,439 | $3.8M | Reduce -0.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.23% | 73,497 | $3.7M | Add +28.1% |
| CHD Church & Dwight Co. Inc. | 0.23% | 38,366 | $3.6M | Reduce -1.4% |
| PSX Phillips 66 | 0.22% | 13,829 | $3.5M | Reduce -3.8% |
| BLK BlackRock Inc. | 0.22% | 3,317 | $3.5M | Add +2.9% |
Portfolio Sells Q2 2026 → Q3 2026
| LRCX Lam Research Corp. | Reduce -5.3% | 1.90% | −0.79 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.28 |
| GOOGL Alphabet Inc. Class A | Reduce -1.7% | 3.07% | −0.22 |
| CMI Cummins Inc. | Reduce -2.9% | 0.49% | −0.22 |
| URI United Rentals Inc. | Reduce -1.2% | 1.21% | −0.20 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 2.60% | −0.18 |
| WWD Woodward Inc. | Reduce -1.1% | 0.52% | −0.17 |
| SYK Stryker Corp. | Reduce -1.0% | 0.86% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 2.38% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.4% | 1.17% | −0.13 |
| APH Amphenol Corp. Class A | Reduce -2.4% | 1.47% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.1% | 1.80% | −0.12 |
| PEP Pepsico Inc. | Reduce -16.4% | 0.28% | −0.08 |
| ORCL Oracle Corp. | Reduce -6.0% | 0.51% | −0.08 |
| MCD McDonald's Corp. | Reduce -1.0% | 0.38% | −0.08 |
| ECL Ecolab Inc. | Reduce -3.0% | 1.18% | −0.07 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.4% | 1.26% | −0.07 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −0.07 |
| MU Micron Technology Inc. | Reduce -48.6% | 0.06% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.06 |
| CARR Carrier Global Corp. | Reduce -5.9% | 0.14% | −0.06 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.06 |
| YUM Yum! Brands Inc. | Reduce -2.2% | 0.28% | −0.06 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -41.1% | 0.08% | −0.06 |
| NMZ Nuveen Muni Hi Inc. Opport | Sold out | 0.00% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -38.5% | 0.07% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -0.1% | 0.32% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -2.0% | 0.26% | −0.05 |
| MS Morgan Stanley | Reduce -0.3% | 0.26% | −0.03 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -12.2% | 0.18% | −0.03 |
| IQLT iShares MSCI International Q | Reduce -17.5% | 0.14% | −0.03 |
| AFL Aflac Inc. | Reduce -3.4% | 0.31% | −0.03 |
| IWB iShares Russell 1000 ETF | Reduce -2.7% | 1.04% | −0.03 |
| INTU Intuit Inc. | Reduce -12.2% | 0.30% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -5.7% | 0.09% | −0.03 |
| C Citigroup Inc. | Reduce -0.7% | 0.24% | −0.03 |
| AZO AutoZone Inc. | Reduce -2.2% | 0.14% | −0.02 |
| RTX RTX Corp. | Reduce -0.5% | 0.57% | −0.02 |
| NFLX Netflix Inc. | Reduce -2.1% | 0.36% | −0.02 |
| SHW The Sherwin-Williams Co. | Reduce -26.2% | 0.05% | −0.02 |
| EBAY eBay Inc. | Reduce -5.4% | 0.17% | −0.02 |
| CAT Caterpillar Inc. | Reduce -1.0% | 0.06% | −0.02 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -16.7% | 0.05% | −0.02 |
| JMST JPM Ultra-Short Muni Income | Reduce -1.3% | 0.52% | −0.02 |
| AXP American Express Co. | Reduce -3.5% | 0.11% | −0.02 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -1.3% | 0.07% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -11.1% | 0.14% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 0.15% | −0.02 |
Portfolio Buys Q2 2026 → Q3 2026
| XOM Exxonmobil Holdings Corp. | New | 0.33% | +0.33 |
| SPGI S&P Global Inc. | Add +304.9% | 0.32% | +0.24 |
| AMGN Amgen Inc. | Add +0.9% | 1.23% | +0.17 |
| EQWL Invesco S&P 100 Equal Weight | Add +22.4% | 0.90% | +0.15 |
| META Meta Platforms Inc. Class A | Add +1.2% | 0.67% | +0.15 |
| NOW ServiceNow Inc. | Add +0.2% | 0.48% | +0.12 |
| FTNT Fortinet Inc. | Add +0.9% | 0.78% | +0.11 |
| NBSD Neuberger Short Duration Inc. | Add +39.5% | 0.39% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +6.1% | 1.58% | +0.10 |
| EMGF iShares Emerging Markets Equ | Add +35.6% | 0.41% | +0.10 |
| INTF iShares International Equity | Add +26.3% | 0.43% | +0.09 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +45.8% | 0.30% | +0.09 |
| CVX Chevron Corp. | Add +2.0% | 0.42% | +0.08 |
| QUAL iShares MSCI USA Quality Fac | Add +44.4% | 0.22% | +0.07 |
| SHEL Shell PLC-ADR | Add +0.3% | 0.35% | +0.06 |
| V Visa Inc. Class A | Add +0.1% | 1.87% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +1.1% | 0.14% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +11.1% | 0.48% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +28.1% | 0.23% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +13.2% | 0.43% | +0.05 |
| XLY SS Consumer Disc Select Sect | New | 0.05% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.05% | +0.05 |
| XLV SS Health Care Select Sector | Add +304.2% | 0.05% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +16.5% | 0.27% | +0.04 |
| XLK SS Technology Select Sector | Add +22.8% | 0.16% | +0.03 |
| BG Bunge Global SA | New | 0.03% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +201.7% | 0.05% | +0.03 |
| HON Honeywell International Inc. | New | 0.03% | +0.03 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +17.0% | 0.31% | +0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +19.9% | 0.15% | +0.03 |
| ETN Eaton Corp. PLC | Add +4.7% | 0.67% | +0.03 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.02% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +141.3% | 0.04% | +0.02 |
| BLK BlackRock Inc. | Add +2.9% | 0.22% | +0.02 |
| MPC Marathon Petroleum Corp. | New | 0.02% | +0.02 |
| MBGL Mobility Global Inc. | New | 0.02% | +0.02 |
| CRM Salesforce Inc. | New | 0.02% | +0.02 |
| HONA Honeywell Aerospace Inc. | New | 0.02% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +5.4% | 0.33% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.97% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.02% | +0.02 |
| EQT Eqt Corp. | Add +59.7% | 0.06% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +2.2% | 0.61% | +0.02 |
| MUNI PIMCO Intermediate Municipal | Add +28.8% | 0.10% | +0.02 |
| ABBV Abbvie Inc. | Add +0.3% | 0.62% | +0.02 |
| AMD Advanced Micro Devices | Add +26.1% | 0.07% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| XLE SS Energy Select Sector | Add +0.5% | 0.12% | +0.02 |
| GLDM SPDR Gold Minishares Trust | Add +13.9% | 0.11% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.0% | 0.55% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 314 | $1.6B | AAPL, MSFT, NVDA, GOOGL, AMZN |
| Q2 2026 | 314 | $1.6B | AAPL, GOOGL, MSFT, IJH, AMZN |
| Q1 2026 | 298 | $1.4B | AAPL, MSFT, AMZN, GOOGL, COST |
| Q4 2025 | 296 | $1.4B | AAPL, MSFT, AMZN, GOOGL, GOOG |
| Q3 2025 | 299 | $1.4B | AAPL, MSFT, AMZN, NVDA, COST |
| Q2 2025 | 299 | $1.3B | MSFT, AAPL, AMZN, COST, BRK.B |
| Q1 2025 | 290 | $1.2B | AAPL, MSFT, AMZN, COST, BRK.B |
| Q4 2024 | 277 | $1.2B | AAPL, MSFT, AMZN, COST, BRK.B |
| Q3 2024 | 280 | $1.2B | AAPL, MSFT, AMZN, COST, BRK.B |
| Q2 2024 | 277 | $1.2B | AAPL, MSFT, AMZN, COST, BRK.B |
| Q1 2024Amended | 273 | $1.1B | MSFT, AAPL, AMZN, COST, BRK.B |