YHB Investment Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), YHB Investment Advisors, Inc. reported 299 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 5.8% of the portfolio, followed by Apple (AAPL, 5.4%) and Amazon.com (AMZN, 3.7%). Compared with Q1 2025, it opened 15 new positions, sold out of 6, added to 115 and reduced 121. The biggest buy was Netflix (NFLX, shares +30%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001667731-25-000774 ↗ filed Jul 10, 2025
Holdings Value
Holdings 299 stocks · $1.3B
| MSFT Microsoft Corp. | 5.77% | 150,382 | $74.8M | Reduce -0.8% |
| AAPL Apple Inc. | 5.44% | 343,421 | $70.5M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 3.66% | 216,231 | $47.4M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 3.24% | 42,405 | $42.0M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.86% | 76,308 | $37.1M | Add +0.2% |
| NVDA Nvidia Corp. | 2.74% | 224,302 | $35.4M | Reduce -2.2% |
| V Visa Inc. Class A | 2.25% | 82,257 | $29.2M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 2.24% | 467,090 | $29.0M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 2.17% | 159,842 | $28.2M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 1.96% | 143,042 | $25.4M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 1.74% | 206,772 | $22.6M | Add +0.1% |
| ECL Ecolab Inc. | 1.59% | 76,607 | $20.6M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 1.48% | 47,164 | $19.1M | Add +1.3% |
| SYK Stryker Corp. | 1.46% | 47,782 | $18.9M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 29,133 | $18.0M | Add +0.7% |
| DHR Danaher Corp. | 1.29% | 84,726 | $16.7M | Add +3.7% |
| INTU Intuit Inc. | 1.25% | 20,596 | $16.2M | Add +0.4% |
| URI United Rentals Inc. | 1.15% | 19,700 | $14.8M | Add +0.3% |
| ORCL Oracle Corp. | 1.14% | 67,411 | $14.7M | Reduce -1.4% |
| IWB iShares Russell 1000 ETF | 1.13% | 43,104 | $14.6M | Add +5.5% |
| JPM JPMorgan Chase & Co. | 1.11% | 49,664 | $14.4M | Add +2.8% |
| HD Home Depot Inc. | 1.11% | 39,145 | $14.4M | Add +2.0% |
| SCHG Schwab US Large-Cap Growth | 1.08% | 478,119 | $14.0M | Reduce -3.6% |
| APH Amphenol Corp. Class A | 1.05% | 137,495 | $13.6M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 0.99% | 20,609 | $12.8M | Reduce -0.4% |
| AMGN Amgen Inc. | 0.96% | 44,657 | $12.5M | Add +2.5% |
| ISRG Intuitive Surgical Inc. | 0.92% | 21,981 | $11.9M | Add +1.0% |
| IVW iShares S&P 500 Growth ETF | 0.92% | 108,028 | $11.9M | Add +0.1% |
| LRCX Lam Research Corp. | 0.85% | 113,424 | $11.0M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.79% | 13,806 | $10.2M | Add +0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.78% | 81,397 | $10.1M | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.76% | 43,546 | $9.9M | Add +2.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.73% | 113,237 | $9.5M | Add +21.2% |
| EAGL Eagle Capital Select Eqty | 0.73% | 312,008 | $9.4M | No change |
| SCHD Schwab US DVD Equity ETF | 0.72% | 352,222 | $9.3M | Add +1.3% |
| UNH Unitedhealth Group Inc. | 0.71% | 29,605 | $9.2M | Reduce -0.3% |
| VOO Vanguard S&P 500 ETF | 0.71% | 16,128 | $9.2M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 0.68% | 43,361 | $8.9M | Add +4.4% |
| WMT Walmart Inc. | 0.68% | 90,498 | $8.8M | Add +3.9% |
| NFLX Netflix Inc. | 0.68% | 6,607 | $8.8M | Add +30.0% |
| AON Aon PLC Class A | 0.67% | 24,505 | $8.7M | Reduce -1.2% |
| JPST JPMorgan Ultra-Short Income | 0.65% | 165,560 | $8.4M | Add +20.0% |
| UNP Union Pacific Corp. | 0.64% | 35,846 | $8.2M | Reduce -1.2% |
| MCD McDonald's Corp. | 0.63% | 28,006 | $8.2M | Reduce -0.3% |
| MINT PIMCO Enhanced Short Maturit | 0.59% | 76,170 | $7.7M | Reduce -1.9% |
| FTNT Fortinet Inc. | 0.57% | 70,447 | $7.4M | Add +3.1% |
| WWD Woodward Inc. | 0.57% | 30,330 | $7.4M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 0.57% | 10,444 | $7.4M | No change |
| CSL Carlisle Cos Inc. | 0.57% | 19,638 | $7.3M | Add +2.6% |
| NEE Nextera Energy Inc. | 0.55% | 102,475 | $7.1M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 0.53% | 35,438 | $6.9M | Add +0.4% |
| PEP Pepsico Inc. | 0.53% | 52,421 | $6.9M | Reduce -35.9% |
| RTX RTX Corp. | 0.53% | 46,893 | $6.8M | Add +0.2% |
| ABBV Abbvie Inc. | 0.52% | 36,212 | $6.7M | Add +0.1% |
| ETN Eaton Corp. PLC | 0.51% | 18,640 | $6.7M | Add +4.4% |
| TMUS T-Mobile US Inc. | 0.50% | 27,328 | $6.5M | Add +5.7% |
| CRM Salesforce Inc. | 0.46% | 21,909 | $6.0M | Add +2.5% |
| NOW ServiceNow Inc. | 0.45% | 5,661 | $5.8M | Add +4.9% |
| PG The Procter & Gamble Co. | 0.45% | 36,290 | $5.8M | Reduce -1.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.44% | 139,581 | $5.7M | Add +2.2% |
| IWM iShares Russell 2000 ETF | 0.43% | 25,944 | $5.6M | Add +7.1% |
| LLY Eli Lilly & Co. | 0.43% | 7,139 | $5.6M | Add +4.0% |
| CMI Cummins Inc. | 0.42% | 16,640 | $5.4M | Reduce -1.1% |
| GE General Electric filed as GE AEROSPACE | 0.42% | 21,172 | $5.4M | Reduce -0.2% |
| YUM Yum! Brands Inc. | 0.40% | 35,380 | $5.2M | Reduce -0.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.40% | 99,318 | $5.2M | Add +16.2% |
| IEMG iShares Core MSCI Emerging | 0.40% | 86,957 | $5.2M | Add +10.1% |
| AVGO Broadcom Inc. | 0.40% | 18,777 | $5.2M | Add +2.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.39% | 99,875 | $5.1M | Reduce -4.8% |
| AFL Aflac Inc. | 0.39% | 47,473 | $5.0M | Add +0.2% |
| GLD SPDR Gold Shares | 0.39% | 16,418 | $5.0M | Add +0.3% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.38% | 4,695 | $4.9M | Add +3.9% |
| SHEL Shell PLC-ADR | 0.37% | 68,888 | $4.9M | Add +0.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.35% | 47,481 | $4.5M | Add +4.0% |
| IQLT iShares MSCI International Q | 0.34% | 103,048 | $4.5M | Add +15.5% |
| LIN Linde PLC | 0.34% | 9,472 | $4.4M | Reduce -2.7% |
| MOAT Vaneck Morningstar Wide Moat | 0.34% | 47,047 | $4.4M | Reduce -11.7% |
| CVX Chevron Corp. | 0.33% | 30,031 | $4.3M | Reduce -8.8% |
| MAR Marriott International Class A | 0.33% | 15,716 | $4.3M | Reduce -1.8% |
| CHD Church & Dwight Co. Inc. | 0.33% | 43,919 | $4.2M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.32% | 26,957 | $4.1M | Reduce -5.4% |
| ZTS Zoetis Inc. | 0.31% | 26,130 | $4.1M | Reduce -2.2% |
| PAYX Paychex Inc. | 0.31% | 27,327 | $4.0M | Reduce -2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 7,193 | $4.0M | Add +0.0% |
| MORN Morningstar Inc. | 0.30% | 12,179 | $3.8M | Reduce -5.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 29,862 | $3.7M | Reduce -0.3% |
| COF Capital One Financial Corp. | 0.28% | 16,829 | $3.6M | Add +8.5% |
| CMG Chipotle Mexican Grill Inc. | 0.27% | 63,119 | $3.5M | Add +2.0% |
| SCHX Schwab US Large-Cap ETF | 0.27% | 144,493 | $3.5M | Add +18.3% |
| XOM Exxon Mobil Corp. | 0.26% | 31,701 | $3.4M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 11,123 | $3.4M | Add +14.7% |
| CARR Carrier Global Corp. | 0.26% | 45,990 | $3.4M | Reduce -0.1% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 18,144 | $3.3M | Add +59.8% |
| BLK BlackRock Inc. | 0.25% | 3,140 | $3.3M | Add +2.2% |
| MS Morgan Stanley | 0.25% | 22,608 | $3.2M | Reduce -0.5% |
| SPEM State Street SP PTF Em ETF | 0.24% | 73,074 | $3.1M | Add +1.7% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 12,062 | $3.0M | Reduce -3.6% |
| AZO AutoZone Inc. | 0.23% | 813 | $3.0M | Add +3.7% |
| GEV GE Vernova Inc. | 0.23% | 5,599 | $3.0M | Reduce -18.6% |
| CMCSA Comcast Corp. Class A | 0.23% | 82,635 | $2.9M | Reduce -0.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.5% | 5.44% | −1.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 0.71% | −0.59 |
| PEP Pepsico Inc. | Reduce -35.9% | 0.53% | −0.49 |
| ACN Accenture PLC Class A | Reduce -75.3% | 0.05% | −0.19 |
| V Visa Inc. Class A | Reduce -0.8% | 2.25% | −0.17 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 3.24% | −0.17 |
| AON Aon PLC Class A | Reduce -1.2% | 0.67% | −0.15 |
| CVX Chevron Corp. | Reduce -8.8% | 0.33% | −0.13 |
| MCD McDonald's Corp. | Reduce -0.3% | 0.63% | −0.10 |
| FTV Fortive Corp. | Reduce -3.3% | 0.15% | −0.09 |
| UNP Union Pacific Corp. | Reduce -1.2% | 0.64% | −0.08 |
| CHD Church & Dwight Co. Inc. | Reduce -0.2% | 0.33% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.45% | −0.08 |
| JNJ Johnson & Johnson | Reduce -5.4% | 0.32% | −0.08 |
| YUM Yum! Brands Inc. | Reduce -0.8% | 0.40% | −0.06 |
| BDX Becton Dickinson and Co. | Reduce -8.7% | 0.11% | −0.06 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.9% | 0.59% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.55% | −0.06 |
| PAYX Paychex Inc. | Reduce -2.9% | 0.31% | −0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -30.2% | 0.10% | −0.05 |
| JMST JPM Ultra-Short Muni Income | Reduce -4.8% | 0.39% | −0.05 |
| ZTS Zoetis Inc. | Reduce -2.2% | 0.31% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.26% | −0.05 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -11.7% | 0.34% | −0.05 |
| HON Honeywell International Inc. | Reduce -26.9% | 0.14% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.3% | 2.24% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -4.0% | 0.20% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -30.0% | 0.05% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -19.6% | 0.17% | −0.04 |
| ELV Elevance Health Inc. | Reduce -1.4% | 0.16% | −0.04 |
| PLD Prologis Inc. | Reduce -1.1% | 0.23% | −0.04 |
| LIN Linde PLC | Reduce -2.7% | 0.34% | −0.04 |
| BAH Booz Allen Hamilton Holdings | Reduce -9.7% | 0.15% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.2% | 0.23% | −0.03 |
| MORN Morningstar Inc. | Reduce -5.5% | 0.30% | −0.03 |
| PFE Pfizer Inc. | Reduce -10.9% | 0.10% | −0.03 |
| OTIS Otis Worldwide Corp. | Reduce -0.1% | 0.17% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.15% | −0.02 |
| KVUE Kenvue Inc. | Reduce -2.6% | 0.07% | −0.02 |
| WTRG Essential Utilities Inc. | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.5% | 0.22% | −0.02 |
| CMI Cummins Inc. | Reduce -1.1% | 0.42% | −0.02 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.02 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.02 |
| ITW Illinois Tool Works | Reduce -6.3% | 0.12% | −0.02 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.02 |
| CPRT Copart Inc. | Reduce -33.2% | 0.02% | −0.02 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -13.0% | 0.13% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| NFLX Netflix Inc. | Add +30.0% | 0.68% | +0.29 |
| INTU Intuit Inc. | Add +0.4% | 1.25% | +0.20 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.5% | 0.76% | +0.17 |
| AVGO Broadcom Inc. | Add +2.5% | 0.40% | +0.14 |
| WELL Welltower Inc. | Add +581.0% | 0.17% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +21.2% | 0.73% | +0.14 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.79% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +2.8% | 1.11% | +0.12 |
| URI United Rentals Inc. | Add +0.3% | 1.15% | +0.12 |
| ETN Eaton Corp. PLC | Add +4.4% | 0.51% | +0.11 |
| PANW Palo Alto Networks Inc. | Add +4.4% | 0.68% | +0.09 |
| NOW ServiceNow Inc. | Add +4.9% | 0.45% | +0.09 |
| RSP Invesco S&P 500 Equal Weight | Add +59.8% | 0.25% | +0.09 |
| IWB iShares Russell 1000 ETF | Add +5.5% | 1.13% | +0.08 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.92% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.08% | +0.08 |
| XLK SS Technology Select Sector | Add +152.5% | 0.11% | +0.07 |
| JPST JPMorgan Ultra-Short Income | Add +20.0% | 0.65% | +0.06 |
| HELO JPMorgan Hedged Equity ETF | New | 0.06% | +0.06 |
| CI The Cigna Group | Add +98.5% | 0.11% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +45.4% | 0.16% | +0.05 |
| IQLT iShares MSCI International Q | Add +15.5% | 0.34% | +0.05 |
| SCHX Schwab US Large-Cap ETF | Add +18.3% | 0.27% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +10.1% | 0.40% | +0.05 |
| WMT Walmart Inc. | Add +3.9% | 0.68% | +0.04 |
| COF Capital One Financial Corp. | Add +8.5% | 0.28% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +4.0% | 0.35% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +13.1% | 0.10% | +0.04 |
| SGOV iShares 0-3 Month Treasury B | Add +67.2% | 0.11% | +0.04 |
| XLP SS Consumer Staples Sel Sect | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +14.7% | 0.26% | +0.04 |
| NBSD Neuberger Short Duration Inc. | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 1.39% | +0.04 |
| BX Blackstone Inc. | Add +128.7% | 0.06% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.03% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +16.2% | 0.40% | +0.03 |
| CASY Casey's General Stores Inc. | Add +31.3% | 0.10% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +7.1% | 0.43% | +0.03 |
| FTNT Fortinet Inc. | Add +3.1% | 0.57% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.0% | 0.31% | +0.02 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.02% | +0.02 |
| CSL Carlisle Cos Inc. | Add +2.6% | 0.57% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +1.0% | 0.92% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +0.9% | 0.71% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +2.2% | 0.44% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| IDXX Idexx Laboratories Inc. | New | 0.02% | +0.02 |
| IHI iShares U.S. Medical Devices | New | 0.02% | +0.02 |
| VGT Vanguard Info Tech ETF | New | 0.02% | +0.02 |
| C Citigroup Inc. | Add +0.0% | 0.19% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| 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 |