YHB Investment Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), YHB Investment Advisors, Inc. reported 296 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Amazon.com (AMZN, 3.5%). Compared with Q3 2025, it opened 13 new positions, sold out of 16, added to 110 and reduced 134. The biggest buy was a new position in Lam Research (LRCX) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.4B (Q4 2025)
- SEC Filing
- 0002085853-26-000038 ↗ filed Jan 16, 2026
Holdings Value
Holdings 296 stocks · $1.4B
| AAPL Apple Inc. | 6.22% | 331,417 | $90.1M | Reduce -2.9% |
| MSFT Microsoft Corp. | 4.96% | 148,341 | $71.7M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.45% | 216,579 | $50.0M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 3.36% | 155,276 | $48.6M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 2.97% | 136,862 | $42.9M | Reduce -2.8% |
| NVDA Nvidia Corp. | 2.82% | 218,696 | $40.8M | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 2.61% | 572,566 | $37.8M | Add +18.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.56% | 73,700 | $37.0M | Add +0.2% |
| COST Costco Wholesale Corp. | 2.52% | 42,242 | $36.4M | Add +0.4% |
| V Visa Inc. Class A | 1.98% | 81,775 | $28.7M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 1.91% | 47,766 | $27.7M | Add +1.8% |
| JPST JPMorgan Ultra-Short Income | 1.52% | 434,038 | $22.0M | Add +49.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 29,745 | $20.3M | Add +4.6% |
| DHR Danaher Corp. | 1.39% | 87,938 | $20.1M | Add +1.2% |
| ECL Ecolab Inc. | 1.38% | 76,136 | $20.0M | Reduce -0.1% |
| APH Amphenol Corp. Class A | 1.31% | 139,975 | $18.9M | Add +0.4% |
| LRCX Lam Research Corp. | 1.30% | 109,904 | $18.8M | New |
| IJR iShares Core S&P Small-Cap E | 1.22% | 146,382 | $17.6M | Reduce -6.9% |
| SYK Stryker Corp. | 1.16% | 47,773 | $16.8M | Add +0.6% |
| SCHG Schwab US Large-Cap Growth | 1.14% | 507,999 | $16.6M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 1.14% | 51,232 | $16.5M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 1.14% | 23,986 | $16.4M | Add +6.2% |
| URI United Rentals Inc. | 1.11% | 19,766 | $16.0M | Add +0.6% |
| IWB iShares Russell 1000 ETF | 1.09% | 42,179 | $15.8M | Add +0.9% |
| AMGN Amgen Inc. | 1.03% | 45,623 | $14.9M | Add +1.1% |
| HD Home Depot Inc. | 0.95% | 39,983 | $13.8M | Reduce -0.0% |
| INTU Intuit Inc. | 0.95% | 20,696 | $13.7M | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.94% | 44,630 | $13.6M | Add +1.5% |
| IVW iShares S&P 500 Growth ETF | 0.92% | 108,263 | $13.3M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.89% | 144,513 | $12.9M | Add +14.0% |
| ORCL Oracle Corp. | 0.88% | 65,597 | $12.8M | Reduce -1.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.87% | 82,047 | $12.6M | Add +1.1% |
| ISRG Intuitive Surgical Inc. | 0.87% | 22,237 | $12.6M | Add +0.9% |
| WMT Walmart Inc. | 0.76% | 98,286 | $11.0M | Add +5.4% |
| EAGL Eagle Capital Select Eqty | 0.71% | 318,518 | $10.3M | Add +2.1% |
| SMLF iShares US Smallcap Equity F | 0.70% | 135,006 | $10.1M | Add +32.5% |
| GS Goldman Sachs Group Inc. | 0.63% | 10,444 | $9.2M | No change |
| META Meta Platforms Inc. Class A | 0.62% | 13,691 | $9.0M | Reduce -0.0% |
| WWD Woodward Inc. | 0.62% | 29,704 | $9.0M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 0.60% | 318,815 | $8.7M | Reduce -0.7% |
| AON Aon PLC Class A | 0.60% | 24,535 | $8.7M | No change |
| RTX RTX Corp. | 0.60% | 47,097 | $8.6M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.60% | 8,028 | $8.6M | Add +7.7% |
| PANW Palo Alto Networks Inc. | 0.59% | 46,629 | $8.6M | Add +3.9% |
| CMI Cummins Inc. | 0.58% | 16,413 | $8.4M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.58% | 36,593 | $8.4M | Add +1.9% |
| UNP Union Pacific Corp. | 0.57% | 35,687 | $8.3M | Add +1.2% |
| NEE Nextera Energy Inc. | 0.57% | 102,792 | $8.3M | Add +1.1% |
| MCD McDonald's Corp. | 0.57% | 26,930 | $8.2M | Reduce -0.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.55% | 178,474 | $7.9M | Add +27.9% |
| MINT PIMCO Enhanced Short Maturit | 0.53% | 76,955 | $7.7M | Reduce -1.9% |
| IEMG iShares Core MSCI Emerging | 0.53% | 114,425 | $7.7M | Add +16.0% |
| IVE iShares S&P 500 Value ETF | 0.52% | 35,748 | $7.6M | Add +0.5% |
| VOO Vanguard S&P 500 ETF | 0.51% | 11,790 | $7.4M | Reduce -4.3% |
| NFLX Netflix Inc. | 0.48% | 74,291 | $7.0M | Add +5.6% |
| EQWL Invesco S&P 100 Equal Weight | 0.48% | 58,340 | $6.9M | Add +58.3% |
| GE General Electric filed as GE AEROSPACE | 0.46% | 21,385 | $6.6M | Add +1.0% |
| GLD SPDR Gold Shares | 0.45% | 16,615 | $6.6M | Reduce -0.0% |
| IWM iShares Russell 2000 ETF | 0.45% | 26,726 | $6.6M | Add +2.1% |
| CSL Carlisle Cos Inc. | 0.45% | 20,478 | $6.6M | Add +0.9% |
| ETN Eaton Corp. PLC | 0.45% | 20,517 | $6.5M | Add +6.1% |
| TMUS T-Mobile US Inc. | 0.45% | 31,756 | $6.4M | Add +8.3% |
| PEP Pepsico Inc. | 0.44% | 44,377 | $6.4M | Reduce -7.6% |
| AVGO Broadcom Inc. | 0.42% | 17,400 | $6.0M | Reduce -6.2% |
| UNH Unitedhealth Group Inc. | 0.42% | 18,240 | $6.0M | Reduce -4.3% |
| FTNT Fortinet Inc. | 0.41% | 74,439 | $5.9M | Add +1.5% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.41% | 115,968 | $5.9M | Add +9.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 9,296 | $5.7M | Add +24.8% |
| IQLT iShares MSCI International Q | 0.38% | 120,568 | $5.5M | Add +8.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.37% | 50,255 | $5.4M | Add +5.9% |
| CRM Salesforce Inc. | 0.37% | 20,221 | $5.4M | Reduce -6.9% |
| SCHX Schwab US Large-Cap ETF | 0.37% | 197,478 | $5.3M | Add +34.7% |
| YUM Yum! Brands Inc. | 0.36% | 34,471 | $5.2M | Reduce -1.1% |
| AFL Aflac Inc. | 0.35% | 45,909 | $5.1M | Reduce -1.0% |
| GWW WW Grainger Inc. | 0.35% | 5,009 | $5.1M | Add +4.2% |
| JNJ Johnson & Johnson | 0.35% | 24,355 | $5.0M | Reduce -7.3% |
| MAR Marriott International Class A | 0.34% | 15,713 | $4.9M | Reduce -0.0% |
| PG The Procter & Gamble Co. | 0.33% | 33,329 | $4.8M | Reduce -5.1% |
| SHEL Shell PLC-ADR | 0.32% | 63,797 | $4.7M | Reduce -2.7% |
| CVX Chevron Corp. | 0.31% | 29,783 | $4.5M | Reduce -2.4% |
| NOW ServiceNow Inc. | 0.31% | 28,933 | $4.4M | Add +1.3% |
| COF Capital One Financial Corp. | 0.28% | 16,464 | $4.0M | Reduce -2.6% |
| SPEM State Street SP PTF Em ETF | 0.27% | 84,996 | $4.0M | Add +16.2% |
| MS Morgan Stanley | 0.27% | 22,233 | $3.9M | Reduce -1.7% |
| LIN Linde PLC | 0.26% | 8,934 | $3.8M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.26% | 31,035 | $3.7M | Reduce -0.4% |
| GEV GE Vernova Inc. | 0.26% | 5,694 | $3.7M | Add +1.7% |
| LHX L3HARRIS Technologies Inc. | 0.25% | 12,536 | $3.7M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 10,902 | $3.7M | Add +0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.25% | 44,862 | $3.6M | Add +19.5% |
| PLD Prologis Inc. | 0.25% | 28,132 | $3.6M | Add +1.0% |
| CHD Church & Dwight Co. Inc. | 0.24% | 42,156 | $3.5M | Reduce -1.9% |
| C Citigroup Inc. | 0.24% | 29,450 | $3.4M | Reduce -0.3% |
| BLK BlackRock Inc. | 0.24% | 3,203 | $3.4M | New |
| MOAT Vaneck Morningstar Wide Moat | 0.23% | 32,383 | $3.4M | Reduce -27.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 28,231 | $3.2M | Reduce -3.9% |
| WELL Welltower Inc. | 0.22% | 17,020 | $3.2M | Add +9.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 59,471 | $3.1M | Add +11.7% |
| HLT Hilton Worldwide Holdings Inc. | 0.21% | 10,460 | $3.0M | Reduce -1.1% |
| AZO AutoZone Inc. | 0.20% | 846 | $2.9M | Add +3.5% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -0.7% | 4.96% | −0.70 |
| ORCL Oracle Corp. | Reduce -1.0% | 0.88% | −0.48 |
| HD Home Depot Inc. | Reduce -0.0% | 0.95% | −0.23 |
| NVDA Nvidia Corp. | Reduce -1.4% | 2.82% | −0.21 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.9% | 1.22% | −0.15 |
| ECL Ecolab Inc. | Reduce -0.1% | 1.38% | −0.15 |
| AAPL Apple Inc. | Reduce -2.9% | 6.22% | −0.13 |
| META Meta Platforms Inc. Class A | Reduce -0.0% | 0.62% | −0.11 |
| INTU Intuit Inc. | Reduce -0.7% | 0.95% | −0.09 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -27.8% | 0.23% | −0.09 |
| PAYX Paychex Inc. | Reduce -24.7% | 0.15% | −0.09 |
| ZTS Zoetis Inc. | Reduce -10.0% | 0.18% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -4.3% | 0.42% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -5.1% | 0.33% | −0.06 |
| BAH Booz Allen Hamilton Holdings | Reduce -61.8% | 0.02% | −0.05 |
| FAST Fastenal Co. | Reduce -3.7% | 0.16% | −0.05 |
| PEP Pepsico Inc. | Reduce -7.6% | 0.44% | −0.05 |
| MDLZ Mondelez International Inc. Class A | Reduce -10.1% | 0.13% | −0.05 |
| LIN Linde PLC | Reduce -0.6% | 0.26% | −0.05 |
| HON Honeywell International Inc. | Reduce -31.3% | 0.07% | −0.05 |
| MORN Morningstar Inc. | Reduce -13.7% | 0.15% | −0.04 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.9% | 0.53% | −0.04 |
| GSY Invesco Ultra Short Duration | Reduce -35.4% | 0.07% | −0.04 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -42.3% | 0.06% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -4.3% | 0.51% | −0.04 |
| AMZN Amazon.com Inc. | Reduce -0.4% | 3.45% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.7% | 0.60% | −0.04 |
| CARR Carrier Global Corp. | Reduce -1.7% | 0.16% | −0.04 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.57% | −0.03 |
| SO The Southern Co. | Reduce -55.7% | 0.02% | −0.03 |
| CVX Chevron Corp. | Reduce -2.4% | 0.31% | −0.03 |
| AVGO Broadcom Inc. | Reduce -6.2% | 0.42% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -1.9% | 0.24% | −0.03 |
| AFL Aflac Inc. | Reduce -1.0% | 0.35% | −0.03 |
| NKE Nike Inc. Class B | Reduce -12.3% | 0.09% | −0.03 |
| YUM Yum! Brands Inc. | Reduce -1.1% | 0.36% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.8% | 0.16% | −0.03 |
| KVUE Kenvue Inc. | Reduce -62.4% | 0.02% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -3.2% | 0.16% | −0.02 |
| DIS The Walt Disney Co. | Reduce -3.9% | 0.22% | −0.02 |
| SCHK Schwab 1000 Index ETF | Sold out | 0.00% | −0.02 |
| ADP Automatic Data Processing | Reduce -8.1% | 0.07% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -10.9% | 0.14% | −0.02 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -27.2% | 0.05% | −0.02 |
| EBAY eBay Inc. | Reduce -1.1% | 0.17% | −0.02 |
| VLTO Veralto Corp. | Reduce -4.0% | 0.11% | −0.02 |
| SHEL Shell PLC-ADR | Reduce -2.7% | 0.32% | −0.02 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| LRCX Lam Research Corp. | New | 1.30% | +1.30 |
| JPST JPMorgan Ultra-Short Income | Add +49.2% | 1.52% | +0.44 |
| IJH iShares Core S&P Midcap ETF | Add +18.4% | 2.61% | +0.30 |
| TMO Thermo Fisher Scientific Inc. | Add +1.8% | 1.91% | +0.25 |
| BLK BlackRock Inc. | New | 0.24% | +0.24 |
| LLY Eli Lilly & Co. | Add +7.7% | 0.60% | +0.18 |
| NBSD Neuberger Short Duration Inc. | New | 0.17% | +0.17 |
| EQWL Invesco S&P 100 Equal Weight | Add +58.3% | 0.48% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +0.9% | 0.87% | +0.15 |
| SMLF iShares US Smallcap Equity F | Add +32.5% | 0.70% | +0.14 |
| ORLY O'reilly Automotive Inc. | Add +571.1% | 0.18% | +0.14 |
| DHR Danaher Corp. | Add +1.2% | 1.39% | +0.13 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +27.9% | 0.55% | +0.11 |
| AMGN Amgen Inc. | Add +1.1% | 1.03% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Add +34.7% | 0.37% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.0% | 0.89% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +24.8% | 0.39% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +16.0% | 0.53% | +0.06 |
| WMT Walmart Inc. | Add +5.4% | 0.76% | +0.05 |
| MELI MercadoLibre Inc. | New | 0.05% | +0.05 |
| APH Amphenol Corp. Class A | Add +0.4% | 1.31% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.5% | 0.94% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +19.5% | 0.25% | +0.03 |
| HELO JPMorgan Hedged Equity ETF | Add +38.6% | 0.13% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +100.0% | 0.07% | +0.03 |
| XLY SS Consumer Disc Select Sect | New | 0.03% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +6.2% | 1.14% | +0.03 |
| XLI SS Industrial Select Sector | New | 0.03% | +0.03 |
| RTX RTX Corp. | Add +0.8% | 0.60% | +0.02 |
| SPEM State Street SP PTF Em ETF | Add +16.2% | 0.27% | +0.02 |
| MUNI PIMCO Intermediate Municipal | Add +42.6% | 0.09% | +0.02 |
| GLDM SPDR Gold Minishares Trust | Add +23.2% | 0.10% | +0.02 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +20.7% | 0.17% | +0.02 |
| XLV SS Health Care Select Sector | New | 0.02% | +0.02 |
| RAL Ralliant Corp. | New | 0.02% | +0.02 |
| TRUT Vaneck Technlogy Trusctr ETF | New | 0.02% | +0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +29.7% | 0.10% | +0.02 |
| IQLT iShares MSCI International Q | Add +8.2% | 0.38% | +0.02 |
| AMAT Applied Materials Inc. | Add +4.4% | 0.09% | +0.02 |
| TD Toronto-Dominion Bank | New | 0.02% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.02% | +0.02 |
| WELL Welltower Inc. | Add +9.4% | 0.22% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.6% | 1.40% | +0.02 |
| PLD Prologis Inc. | Add +1.0% | 0.25% | +0.01 |
| HACK Amplify Cybersecurity ETF | New | 0.01% | +0.01 |
| PBE Invesco Biotechnology & Geno | Add +0.4% | 0.14% | +0.01 |
| GWW WW Grainger Inc. | Add +4.2% | 0.35% | +0.01 |
| JMST JPM Ultra-Short Muni Income | Add +9.5% | 0.41% | +0.01 |
| TJX TJX Companies Inc. | Add +1.1% | 0.87% | +0.01 |
| CASY Casey's General Stores Inc. | Add +18.6% | 0.14% | +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 |