YHB Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), YHB Investment Advisors, Inc. reported 298 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Amazon.com (AMZN, 3.2%). Compared with Q4 2025, it opened 16 new positions, sold out of 14, added to 104 and reduced 140. The biggest buy was iShares US Smallcap Equity F (SMLF, shares +41%) and the biggest sale Salesforce (CRM, shares −86%).
- Most Recent 13F
- Q2 2026
- Location
- West Hartford, CT
- CIK
- 0001469219
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0002085853-26-000346 ↗ filed Apr 13, 2026
Holdings Value
Holdings 298 stocks · $1.4B
| AAPL Apple Inc. | 5.92% | 325,457 | $82.6M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.94% | 148,446 | $55.0M | Add +0.1% |
| AMZN Amazon.com Inc. | 3.23% | 216,151 | $45.0M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 3.13% | 151,671 | $43.6M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 2.97% | 41,615 | $41.5M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 2.79% | 135,712 | $38.9M | Reduce -0.8% |
| IJH iShares Core S&P Midcap ETF | 2.76% | 569,512 | $38.5M | Reduce -0.5% |
| NVDA Nvidia Corp. | 2.65% | 211,712 | $36.9M | Reduce -3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.53% | 73,763 | $35.3M | Add +0.1% |
| V Visa Inc. Class A | 1.75% | 80,638 | $24.4M | Reduce -1.4% |
| TMO Thermo Fisher Scientific Inc. | 1.68% | 47,806 | $23.5M | Add +0.1% |
| JPST JPMorgan Ultra-Short Income | 1.61% | 444,095 | $22.5M | Add +2.3% |
| LRCX Lam Research Corp. | 1.57% | 102,345 | $21.9M | Reduce -6.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 29,462 | $19.2M | Reduce -0.9% |
| ECL Ecolab Inc. | 1.31% | 68,656 | $18.3M | Reduce -9.8% |
| APH Amphenol Corp. Class A | 1.27% | 140,640 | $17.8M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 1.22% | 136,684 | $17.0M | Reduce -6.6% |
| DHR Danaher Corp. | 1.20% | 88,429 | $16.8M | Add +0.6% |
| AMGN Amgen Inc. | 1.16% | 45,836 | $16.1M | Add +0.5% |
| SYK Stryker Corp. | 1.13% | 47,879 | $15.7M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 1.10% | 52,383 | $15.4M | Add +2.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.10% | 45,250 | $15.3M | Add +1.4% |
| IVV iShares Core S&P 500 ETF | 1.07% | 22,869 | $14.9M | Reduce -4.7% |
| IWB iShares Russell 1000 ETF | 1.04% | 40,625 | $14.5M | Reduce -3.7% |
| SMLF iShares US Smallcap Equity F | 1.03% | 189,835 | $14.3M | Add +40.6% |
| URI United Rentals Inc. | 1.02% | 19,613 | $14.3M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.00% | 154,107 | $14.0M | Add +6.6% |
| HD Home Depot Inc. | 0.97% | 41,299 | $13.6M | Add +3.3% |
| SCHG Schwab US Large-Cap Growth | 0.96% | 459,831 | $13.4M | Reduce -9.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.93% | 81,532 | $13.0M | Reduce -0.6% |
| WMT Walmart Inc. | 0.88% | 99,129 | $12.3M | Add +0.9% |
| IVW iShares S&P 500 Growth ETF | 0.88% | 108,356 | $12.3M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.74% | 22,411 | $10.3M | Add +0.8% |
| WWD Woodward Inc. | 0.71% | 27,810 | $10.0M | Reduce -6.4% |
| NEE Nextera Energy Inc. | 0.70% | 104,995 | $9.8M | Add +2.1% |
| EAGL Eagle Capital Select Eqty | 0.69% | 318,518 | $9.7M | No change |
| SCHD Schwab US DVD Equity ETF | 0.69% | 312,198 | $9.6M | Reduce -2.1% |
| ORCL Oracle Corp. | 0.68% | 64,316 | $9.5M | Reduce -1.9% |
| RTX RTX Corp. | 0.68% | 48,854 | $9.4M | Add +3.7% |
| INTU Intuit Inc. | 0.67% | 21,617 | $9.3M | Add +4.5% |
| EQWL Invesco S&P 100 Equal Weight | 0.65% | 78,526 | $9.0M | Add +34.6% |
| GS Goldman Sachs Group Inc. | 0.63% | 10,447 | $8.8M | Add +0.0% |
| CMI Cummins Inc. | 0.62% | 15,988 | $8.6M | Reduce -2.6% |
| UNP Union Pacific Corp. | 0.61% | 35,277 | $8.6M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 0.60% | 120,029 | $8.4M | Add +4.9% |
| MCD McDonald's Corp. | 0.59% | 26,369 | $8.2M | Reduce -2.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.58% | 178,731 | $8.2M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.58% | 14,181 | $8.1M | Add +3.6% |
| ABBV Abbvie Inc. | 0.58% | 36,951 | $8.0M | Add +1.0% |
| MINT PIMCO Enhanced Short Maturit | 0.57% | 78,597 | $7.9M | Add +2.1% |
| LLY Eli Lilly & Co. | 0.56% | 8,516 | $7.8M | Add +6.1% |
| ETN Eaton Corp. PLC | 0.56% | 21,810 | $7.8M | Add +6.3% |
| NFLX Netflix Inc. | 0.56% | 80,616 | $7.8M | Add +8.5% |
| PANW Palo Alto Networks Inc. | 0.55% | 47,614 | $7.6M | Add +2.1% |
| IVE iShares S&P 500 Value ETF | 0.54% | 35,879 | $7.6M | Add +0.4% |
| AON Aon PLC Class A | 0.53% | 23,048 | $7.4M | Reduce -6.1% |
| CSL Carlisle Cos Inc. | 0.51% | 21,362 | $7.1M | Add +4.3% |
| GLD SPDR Gold Shares | 0.51% | 16,485 | $7.1M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.48% | 43,434 | $6.7M | Reduce -2.1% |
| TMUS T-Mobile US Inc. | 0.47% | 30,936 | $6.5M | Reduce -2.6% |
| IWM iShares Russell 2000 ETF | 0.46% | 26,143 | $6.5M | Reduce -2.2% |
| CVX Chevron Corp. | 0.46% | 31,056 | $6.4M | Add +4.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.45% | 124,372 | $6.3M | Add +7.3% |
| VOO Vanguard S&P 500 ETF | 0.45% | 10,583 | $6.3M | Reduce -10.2% |
| GE General Electric filed as GE AEROSPACE | 0.43% | 21,086 | $6.0M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.43% | 24,259 | $5.9M | Reduce -0.4% |
| SHEL Shell PLC-ADR | 0.42% | 62,853 | $5.8M | Reduce -1.5% |
| NOW ServiceNow Inc. | 0.41% | 55,116 | $5.8M | Add +90.5% |
| FTNT Fortinet Inc. | 0.40% | 68,734 | $5.6M | Reduce -7.7% |
| GWW WW Grainger Inc. | 0.40% | 5,138 | $5.6M | Add +2.6% |
| AVGO Broadcom Inc. | 0.40% | 17,963 | $5.6M | Add +3.2% |
| SCHX Schwab US Large-Cap ETF | 0.40% | 215,514 | $5.5M | Add +9.1% |
| XOM Exxon Mobil Corp. | 0.39% | 31,710 | $5.4M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 9,306 | $5.4M | Add +0.1% |
| YUM Yum! Brands Inc. | 0.37% | 33,518 | $5.2M | Reduce -2.8% |
| MAR Marriott International Class A | 0.37% | 15,713 | $5.1M | No change |
| AFL Aflac Inc. | 0.35% | 44,958 | $4.9M | Reduce -2.1% |
| UNH Unitedhealth Group Inc. | 0.34% | 17,409 | $4.7M | Reduce -4.6% |
| GEV GE Vernova Inc. | 0.34% | 5,381 | $4.7M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.33% | 32,321 | $4.7M | Reduce -3.0% |
| LHX L3HARRIS Technologies Inc. | 0.32% | 13,062 | $4.5M | Add +4.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.32% | 45,461 | $4.5M | Reduce -9.5% |
| LIN Linde PLC | 0.31% | 8,841 | $4.4M | Reduce -1.0% |
| SPEM State Street SP PTF Em ETF | 0.29% | 86,182 | $4.0M | Add +1.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.29% | 52,587 | $4.0M | Add +17.2% |
| NBSD Neuberger Short Duration Inc. | 0.29% | 79,201 | $4.0M | Add +65.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.28% | 72,504 | $3.9M | Add +164.5% |
| PLD Prologis Inc. | 0.27% | 28,467 | $3.8M | Add +1.2% |
| CHD Church & Dwight Co. Inc. | 0.27% | 40,076 | $3.7M | Reduce -4.9% |
| MS Morgan Stanley | 0.26% | 22,293 | $3.7M | Add +0.3% |
| WELL Welltower Inc. | 0.26% | 18,184 | $3.6M | Add +6.8% |
| INTF iShares International Equity | 0.25% | 90,515 | $3.5M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 10,745 | $3.4M | Reduce -1.4% |
| C Citigroup Inc. | 0.24% | 29,422 | $3.3M | Reduce -0.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.23% | 61,593 | $3.2M | Add +3.6% |
| CASY Casey's General Stores Inc. | 0.22% | 4,276 | $3.1M | Add +14.8% |
| BLK BlackRock Inc. | 0.22% | 3,225 | $3.1M | Add +0.7% |
| COF Capital One Financial Corp. | 0.22% | 16,455 | $3.0M | Reduce -0.1% |
| MOAT Vaneck Morningstar Wide Moat | 0.21% | 30,184 | $2.9M | Reduce -6.8% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.21% | 57,687 | $2.9M | Add +19.4% |
Portfolio Sells Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Reduce -85.6% | 0.04% | −0.33 |
| AAPL Apple Inc. | Reduce -1.8% | 5.92% | −0.30 |
| V Visa Inc. Class A | Reduce -1.4% | 1.75% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -2.3% | 3.13% | −0.23 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 3.23% | −0.23 |
| ORCL Oracle Corp. | Reduce -1.9% | 0.68% | −0.20 |
| IQLT iShares MSCI International Q | Reduce -52.5% | 0.19% | −0.19 |
| SCHG Schwab US Large-Cap Growth | Reduce -9.5% | 0.96% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 2.79% | −0.18 |
| NVDA Nvidia Corp. | Reduce -3.2% | 2.65% | −0.17 |
| MORN Morningstar Inc. | Reduce -74.1% | 0.03% | −0.12 |
| URI United Rentals Inc. | Reduce -0.8% | 1.02% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -4.6% | 0.34% | −0.08 |
| ECL Ecolab Inc. | Reduce -9.8% | 1.31% | −0.07 |
| AON Aon PLC Class A | Reduce -6.1% | 0.53% | −0.06 |
| IVV iShares Core S&P 500 ETF | Reduce -4.7% | 1.07% | −0.06 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -31.4% | 0.07% | −0.06 |
| COF Capital One Financial Corp. | Reduce -0.1% | 0.22% | −0.06 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -32.8% | 0.14% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -10.2% | 0.45% | −0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -9.5% | 0.32% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -3.7% | 1.04% | −0.05 |
| BX Blackstone Inc. | Reduce -36.3% | 0.04% | −0.04 |
| PAYX Paychex Inc. | Reduce -9.9% | 0.12% | −0.04 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.03 |
| DIS The Walt Disney Co. | Reduce -1.8% | 0.19% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -9.0% | 0.13% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.9% | 1.37% | −0.03 |
| PYPL PayPal Holdings Inc. | Reduce -56.0% | 0.01% | −0.03 |
| BAC Bank of America Corp. | Reduce -29.1% | 0.05% | −0.03 |
| GE General Electric | Reduce -1.4% | 0.43% | −0.03 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -13.6% | 0.07% | −0.02 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -6.8% | 0.21% | −0.02 |
| PTC PTC Inc. | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.02 |
| XLK SS Technology Select Sector | Reduce -13.7% | 0.10% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -46.9% | 0.04% | −0.02 |
| TRUT Vaneck Technlogy Trusctr ETF | Sold out | 0.00% | −0.02 |
| AER Aercap Holdings NV | Reduce -9.6% | 0.17% | −0.02 |
| ACN Accenture PLC Class A | Reduce -34.9% | 0.02% | −0.02 |
| ELV Elevance Health Inc. | Reduce -0.9% | 0.11% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -11.7% | 0.05% | −0.02 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.02 |
| MBCN Middlefield Banc Corp. | Sold out | 0.00% | −0.02 |
| QUS SS SPDR MSCI U Stratfact ETF | Sold out | 0.00% | −0.02 |
| HUM Humana Inc. | Reduce -11.9% | 0.03% | −0.02 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.02 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| SMLF iShares US Smallcap Equity F | Add +40.6% | 1.03% | +0.33 |
| INTF iShares International Equity | New | 0.25% | +0.25 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.19% | +0.19 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +164.5% | 0.28% | +0.17 |
| EQWL Invesco S&P 100 Equal Weight | Add +34.6% | 0.65% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.4% | 1.10% | +0.16 |
| CVX Chevron Corp. | Add +4.3% | 0.46% | +0.15 |
| EMGF iShares Emerging Markets Equ | New | 0.13% | +0.13 |
| NEE Nextera Energy Inc. | Add +2.1% | 0.70% | +0.13 |
| XOM Exxon Mobil Corp. | Add +2.2% | 0.39% | +0.13 |
| WMT Walmart Inc. | Add +0.9% | 0.88% | +0.13 |
| AMGN Amgen Inc. | Add +0.5% | 1.16% | +0.12 |
| NBSD Neuberger Short Duration Inc. | Add +65.5% | 0.29% | +0.12 |
| ETN Eaton Corp. PLC | Add +6.3% | 0.56% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.6% | 1.00% | +0.11 |
| NOW ServiceNow Inc. | Add +90.5% | 0.41% | +0.11 |
| JPST JPMorgan Ultra-Short Income | Add +2.3% | 1.61% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | Add +316.2% | 0.12% | +0.09 |
| CASY Casey's General Stores Inc. | Add +14.8% | 0.22% | +0.08 |
| RTX RTX Corp. | Add +3.7% | 0.68% | +0.08 |
| NFLX Netflix Inc. | Add +8.5% | 0.56% | +0.07 |
| LHX L3HARRIS Technologies Inc. | Add +4.2% | 0.32% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +4.9% | 0.60% | +0.07 |
| PSX Phillips 66 | Add +1.1% | 0.19% | +0.06 |
| CSL Carlisle Cos Inc. | Add +4.3% | 0.51% | +0.06 |
| GWW WW Grainger Inc. | Add +2.6% | 0.40% | +0.05 |
| JMST JPM Ultra-Short Muni Income | Add +7.3% | 0.45% | +0.05 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +54.2% | 0.11% | +0.04 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +19.4% | 0.21% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +17.2% | 0.29% | +0.04 |
| NMZ Nuveen Muni Hi Inc. Opport | New | 0.04% | +0.04 |
| WELL Welltower Inc. | Add +6.8% | 0.26% | +0.04 |
| AJG Arthur J Gallagher & Co. | New | 0.04% | +0.04 |
| SPGI S&P Global Inc. | New | 0.04% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +0.1% | 0.58% | +0.04 |
| XLE SS Energy Select Sector | Add +8.2% | 0.10% | +0.04 |
| MINT PIMCO Enhanced Short Maturit | Add +2.1% | 0.57% | +0.03 |
| MELI MercadoLibre Inc. | Add +87.1% | 0.08% | +0.03 |
| ORLY O'reilly Automotive Inc. | Add +12.0% | 0.21% | +0.03 |
| SCHX Schwab US Large-Cap ETF | Add +9.1% | 0.40% | +0.03 |
| HELO JPMorgan Hedged Equity ETF | Add +20.8% | 0.16% | +0.03 |
| GLDM SPDR Gold Minishares Trust | Add +11.1% | 0.12% | +0.02 |
| HD Home Depot Inc. | Add +3.3% | 0.97% | +0.02 |
| PWR Quanta Services Inc. | Add +2.8% | 0.08% | +0.02 |
| WM Waste Management Inc. | Add +4.0% | 0.20% | +0.02 |
| GSY Invesco Ultra Short Duration | Add +29.5% | 0.09% | +0.02 |
| PLD Prologis Inc. | Add +1.2% | 0.27% | +0.02 |
| SAP Sap SE-Sponsored ADR | Add +90.9% | 0.08% | +0.02 |
| MUNI PIMCO Intermediate Municipal | Add +19.3% | 0.11% | +0.02 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.02% | +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 |