YHB Investment Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), YHB Investment Advisors, Inc. reported 299 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.4% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Amazon.com (AMZN, 3.5%). Compared with Q2 2025, it opened 12 new positions, sold out of 12, added to 91 and reduced 138. The biggest buy was a new position in iShares US Smallcap Equity F (SMLF) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0002085853-25-000030 ↗ filed Oct 8, 2025
Holdings Value
Holdings 299 stocks · $1.4B
| AAPL Apple Inc. | 6.36% | 341,453 | $86.9M | Reduce -0.6% |
| MSFT Microsoft Corp. | 5.66% | 149,357 | $77.4M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.49% | 217,536 | $47.8M | Add +0.6% |
| NVDA Nvidia Corp. | 3.03% | 221,765 | $41.4M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 2.85% | 42,065 | $38.9M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 2.81% | 157,966 | $38.4M | Reduce -1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.70% | 73,561 | $37.0M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 2.51% | 140,774 | $34.3M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 2.31% | 483,733 | $31.6M | Add +3.6% |
| V Visa Inc. Class A | 2.03% | 81,331 | $27.8M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 1.66% | 46,923 | $22.8M | Reduce -0.5% |
| ECL Ecolab Inc. | 1.53% | 76,241 | $20.9M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 28,446 | $19.0M | Reduce -2.4% |
| URI United Rentals Inc. | 1.37% | 19,649 | $18.8M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 1.37% | 157,195 | $18.7M | Reduce -24.0% |
| ORCL Oracle Corp. | 1.36% | 66,260 | $18.6M | Reduce -1.7% |
| SYK Stryker Corp. | 1.28% | 47,485 | $17.6M | Reduce -0.6% |
| APH Amphenol Corp. Class A | 1.26% | 139,418 | $17.3M | Add +1.4% |
| DHR Danaher Corp. | 1.26% | 86,887 | $17.2M | Add +2.5% |
| HD Home Depot Inc. | 1.18% | 39,990 | $16.2M | Add +2.2% |
| SCHG Schwab US Large-Cap Growth | 1.16% | 495,381 | $15.8M | Add +3.6% |
| JPM JPMorgan Chase & Co. | 1.15% | 49,956 | $15.8M | Add +0.6% |
| IWB iShares Russell 1000 ETF | 1.12% | 41,813 | $15.3M | Reduce -3.0% |
| IVV iShares Core S&P 500 ETF | 1.11% | 22,597 | $15.1M | Add +9.7% |
| JPST JPMorgan Ultra-Short Income | 1.08% | 290,951 | $14.8M | Add +75.7% |
| INTU Intuit Inc. | 1.04% | 20,848 | $14.2M | Add +1.2% |
| IVW iShares S&P 500 Growth ETF | 0.95% | 108,150 | $13.1M | Add +0.1% |
| AMGN Amgen Inc. | 0.93% | 45,125 | $12.7M | Add +1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.90% | 43,973 | $12.3M | Add +1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.86% | 81,171 | $11.7M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.81% | 126,777 | $11.1M | Add +12.0% |
| META Meta Platforms Inc. Class A | 0.74% | 13,696 | $10.1M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.72% | 22,043 | $9.9M | Add +0.3% |
| EAGL Eagle Capital Select Eqty | 0.71% | 312,008 | $9.8M | No change |
| WMT Walmart Inc. | 0.70% | 93,229 | $9.6M | Add +3.0% |
| PANW Palo Alto Networks Inc. | 0.67% | 44,864 | $9.1M | Add +3.5% |
| SCHD Schwab US DVD Equity ETF | 0.64% | 321,159 | $8.8M | Reduce -8.8% |
| AON Aon PLC Class A | 0.64% | 24,535 | $8.7M | Add +0.1% |
| NFLX Netflix Inc. | 0.62% | 7,033 | $8.4M | Add +6.5% |
| UNP Union Pacific Corp. | 0.61% | 35,257 | $8.3M | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 0.61% | 10,444 | $8.3M | No change |
| ABBV Abbvie Inc. | 0.61% | 35,903 | $8.3M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.60% | 27,137 | $8.2M | Reduce -3.1% |
| MINT PIMCO Enhanced Short Maturit | 0.58% | 78,406 | $7.9M | Add +2.9% |
| RTX RTX Corp. | 0.57% | 46,728 | $7.8M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.56% | 101,727 | $7.7M | Reduce -0.7% |
| SMLF iShares US Smallcap Equity F | 0.55% | 101,916 | $7.6M | New |
| WWD Woodward Inc. | 0.55% | 29,980 | $7.6M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 0.55% | 12,313 | $7.5M | Reduce -23.6% |
| IVE iShares S&P 500 Value ETF | 0.54% | 35,584 | $7.3M | Add +0.4% |
| ETN Eaton Corp. PLC | 0.53% | 19,340 | $7.2M | Add +3.8% |
| TMUS T-Mobile US Inc. | 0.51% | 29,315 | $7.0M | Add +7.3% |
| CMI Cummins Inc. | 0.51% | 16,470 | $7.0M | Reduce -1.0% |
| PEP Pepsico Inc. | 0.49% | 48,028 | $6.7M | Reduce -8.4% |
| CSL Carlisle Cos Inc. | 0.49% | 20,295 | $6.7M | Add +3.4% |
| UNH Unitedhealth Group Inc. | 0.48% | 19,055 | $6.6M | Reduce -35.6% |
| IEMG iShares Core MSCI Emerging | 0.48% | 98,614 | $6.5M | Add +13.4% |
| GE General Electric filed as GE AEROSPACE | 0.47% | 21,174 | $6.4M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.46% | 26,181 | $6.3M | Add +0.9% |
| FTNT Fortinet Inc. | 0.45% | 73,319 | $6.2M | Add +4.1% |
| AVGO Broadcom Inc. | 0.45% | 18,558 | $6.1M | Reduce -1.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.44% | 139,490 | $6.0M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.43% | 16,618 | $5.9M | Add +1.2% |
| LLY Eli Lilly & Co. | 0.42% | 7,451 | $5.7M | Add +4.4% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 105,882 | $5.4M | Add +6.0% |
| PG The Procter & Gamble Co. | 0.39% | 35,104 | $5.4M | Reduce -3.3% |
| YUM Yum! Brands Inc. | 0.39% | 34,856 | $5.3M | Reduce -1.5% |
| NOW ServiceNow Inc. | 0.38% | 5,714 | $5.3M | Add +0.9% |
| AFL Aflac Inc. | 0.38% | 46,372 | $5.2M | Reduce -2.3% |
| CRM Salesforce Inc. | 0.38% | 21,712 | $5.1M | Reduce -0.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.36% | 47,467 | $5.0M | Reduce -0.0% |
| IQLT iShares MSCI International Q | 0.36% | 111,463 | $4.9M | Add +8.2% |
| JNJ Johnson & Johnson | 0.36% | 26,258 | $4.9M | Reduce -2.6% |
| CVX Chevron Corp. | 0.35% | 30,504 | $4.7M | Add +1.6% |
| SHEL Shell PLC-ADR | 0.34% | 65,542 | $4.7M | Reduce -4.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.34% | 4,808 | $4.6M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 7,451 | $4.5M | Add +3.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.33% | 44,861 | $4.4M | Reduce -4.7% |
| LIN Linde PLC | 0.31% | 8,987 | $4.3M | Reduce -5.1% |
| EQWL Invesco S&P 100 Equal Weight | 0.31% | 36,861 | $4.2M | New |
| MAR Marriott International Class A | 0.30% | 15,717 | $4.1M | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 146,558 | $3.9M | Add +1.4% |
| CHD Church & Dwight Co. Inc. | 0.28% | 42,985 | $3.8M | Reduce -2.1% |
| LHX L3HARRIS Technologies Inc. | 0.27% | 12,180 | $3.7M | Add +1.0% |
| MS Morgan Stanley | 0.26% | 22,608 | $3.6M | No change |
| COF Capital One Financial Corp. | 0.26% | 16,904 | $3.6M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 10,812 | $3.5M | Reduce -2.8% |
| XOM Exxon Mobil Corp. | 0.26% | 31,173 | $3.5M | Reduce -1.7% |
| AZO AutoZone Inc. | 0.26% | 817 | $3.5M | Add +0.5% |
| GEV GE Vernova Inc. | 0.25% | 5,600 | $3.4M | Add +0.0% |
| ZTS Zoetis Inc. | 0.25% | 23,515 | $3.4M | Reduce -10.0% |
| SPEM State Street SP PTF Em ETF | 0.25% | 73,129 | $3.4M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 29,372 | $3.4M | Reduce -1.6% |
| PAYX Paychex Inc. | 0.24% | 26,231 | $3.3M | Reduce -4.0% |
| PLD Prologis Inc. | 0.23% | 27,854 | $3.2M | Reduce -0.0% |
| C Citigroup Inc. | 0.22% | 29,524 | $3.0M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 37,541 | $2.9M | Add +22.4% |
| FAST Fastenal Co. | 0.21% | 58,937 | $2.9M | Reduce -1.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 53,230 | $2.8M | Reduce -46.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 9,056 | $2.8M | Add +2.3% |
Portfolio Sells Q2 2025 → Q3 2025
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.85 |
| COST Costco Wholesale Corp. | Reduce -0.8% | 2.85% | −0.39 |
| IJR iShares Core S&P Small-Cap E | Reduce -24.0% | 1.37% | −0.38 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.25 |
| UNH Unitedhealth Group Inc. | Reduce -35.6% | 0.48% | −0.23 |
| V Visa Inc. Class A | Reduce -1.1% | 2.03% | −0.22 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -46.4% | 0.21% | −0.20 |
| RSP Invesco S&P 500 Equal Weight | Reduce -74.1% | 0.07% | −0.19 |
| SYK Stryker Corp. | Reduce -0.6% | 1.28% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 2.70% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -23.6% | 0.55% | −0.16 |
| MSFT Microsoft Corp. | Reduce -0.7% | 5.66% | −0.12 |
| MORN Morningstar Inc. | Reduce -7.9% | 0.19% | −0.10 |
| CRM Salesforce Inc. | Reduce -0.9% | 0.38% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.8% | 0.64% | −0.08 |
| BAH Booz Allen Hamilton Holdings | Reduce -42.3% | 0.08% | −0.07 |
| ECL Ecolab Inc. | Reduce -0.5% | 1.53% | −0.07 |
| PAYX Paychex Inc. | Reduce -4.0% | 0.24% | −0.06 |
| ZTS Zoetis Inc. | Reduce -10.0% | 0.25% | −0.06 |
| CARR Carrier Global Corp. | Reduce -0.7% | 0.20% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 0.39% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.74% | −0.05 |
| SGOV iShares 0-3 Month Treasury B | Reduce -41.6% | 0.06% | −0.05 |
| CHD Church & Dwight Co. Inc. | Reduce -2.1% | 0.28% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -7.6% | 0.16% | −0.05 |
| PEP Pepsico Inc. | Reduce -8.4% | 0.49% | −0.04 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.25% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -0.3% | 0.19% | −0.04 |
| NBSD Neuberger Short Duration Inc. | Sold out | 0.00% | −0.04 |
| KVUE Kenvue Inc. | Reduce -27.2% | 0.04% | −0.03 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.03 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -11.4% | 0.19% | −0.03 |
| BDX Becton Dickinson and Co. | Reduce -32.0% | 0.08% | −0.03 |
| SHEL Shell PLC-ADR | Reduce -4.9% | 0.34% | −0.03 |
| ALC Alcon Inc. | Reduce -3.7% | 0.11% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.5% | 0.18% | −0.03 |
| LIN Linde PLC | Reduce -5.1% | 0.31% | −0.03 |
| CI The Cigna Group | Reduce -10.8% | 0.08% | −0.03 |
| OTIS Otis Worldwide Corp. | Reduce -5.2% | 0.14% | −0.03 |
| MCD McDonald's Corp. | Reduce -3.1% | 0.60% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.6% | 0.61% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -13.9% | 0.16% | −0.03 |
| FTV Fortive Corp. | Reduce -5.6% | 0.13% | −0.03 |
| ACN Accenture PLC Class A | Reduce -31.4% | 0.03% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -8.9% | 0.07% | −0.02 |
| HON Honeywell International Inc. | Reduce -2.1% | 0.11% | −0.02 |
| CHTR Charter Communications Inc. Class A | Reduce -0.9% | 0.04% | −0.02 |
| CME Cme Group Inc. | Reduce -5.4% | 0.16% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.02 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| SMLF iShares US Smallcap Equity F | New | 0.55% | +0.55 |
| JPST JPMorgan Ultra-Short Income | Add +75.7% | 1.08% | +0.43 |
| EQWL Invesco S&P 100 Equal Weight | New | 0.31% | +0.31 |
| APH Amphenol Corp. Class A | Add +1.4% | 1.26% | +0.21 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.0% | 0.90% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +9.7% | 1.11% | +0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +12.0% | 0.81% | +0.08 |
| SCHG Schwab US Large-Cap Growth | Add +3.6% | 1.16% | +0.08 |
| HD Home Depot Inc. | Add +2.2% | 1.18% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +13.4% | 0.48% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +3.6% | 2.31% | +0.07 |
| ICSH iShares Ultra Short Duration | Add +275.9% | 0.08% | +0.06 |
| GLD SPDR Gold Shares | Add +1.2% | 0.43% | +0.05 |
| GE General Electric | Add +0.0% | 0.47% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +22.4% | 0.22% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.15% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +1.0% | 0.27% | +0.04 |
| JGRO JPMorgan Active Growth ETF | Add +123.7% | 0.07% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.04% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.95% | +0.04 |
| HELO JPMorgan Hedged Equity ETF | Add +61.6% | 0.10% | +0.04 |
| WELL Welltower Inc. | Add +9.9% | 0.20% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +0.9% | 0.46% | +0.03 |
| CASY Casey's General Stores Inc. | Add +23.3% | 0.13% | +0.03 |
| GLDM SPDR Gold Minishares Trust | Add +46.1% | 0.08% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +17.8% | 0.10% | +0.03 |
| WDAY Workday Inc. Class A | Add +39.8% | 0.10% | +0.03 |
| GSY Invesco Ultra Short Duration | Add +35.6% | 0.11% | +0.02 |
| FSS Federal Signal Corp. | New | 0.02% | +0.02 |
| AZO AutoZone Inc. | Add +0.5% | 0.26% | +0.02 |
| GEV GE Vernova Inc. | Add +0.0% | 0.25% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.6% | 0.33% | +0.02 |
| WMT Walmart Inc. | Add +3.0% | 0.70% | +0.02 |
| EME Emcor Group Inc. | New | 0.02% | +0.02 |
| IQLT iShares MSCI International Q | Add +8.2% | 0.36% | +0.02 |
| RDVY First Trust Rising Dividend | New | 0.02% | +0.02 |
| TROW T Rowe Price Group Inc. | New | 0.02% | +0.02 |
| RSPN Invesco S&P 500 Equal Weight | New | 0.02% | +0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +3.8% | 0.53% | +0.02 |
| VMC Vulcan Materials Co. | New | 0.02% | +0.02 |
| DUK Duke Energy Corp. | New | 0.01% | +0.01 |
| PSX Phillips 66 | Add +3.7% | 0.14% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.01% | +0.01 |
| CVX Chevron Corp. | Add +1.6% | 0.35% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +5.6% | 0.20% | +0.01 |
| BX Blackstone Inc. | Add +12.2% | 0.08% | +0.01 |
| PWR Quanta Services Inc. | Add +17.3% | 0.07% | +0.01 |
| DHI D.R. Horton Inc. | Add +24.8% | 0.03% | +0.01 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +18.9% | 0.08% | +0.01 |
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 |