YHB Investment Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), YHB Investment Advisors, Inc. reported 314 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Alphabet Class A (GOOGL, 3.3%) and Microsoft (MSFT, 3.1%). Compared with Q1 2026, it opened 28 new positions, sold out of 12, added to 123 and reduced 129. The biggest buy was Palo Alto Networks (PANW, shares +5%) and the biggest sale Microsoft (MSFT, shares −14%).
- Most Recent 13F
- Q3 2026
- Location
- WEST HARTFORD, CT
- CIK
- 0001469219
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0002085853-26-000719 ↗ filed Jul 14, 2026
Holdings Value
Holdings 314 stocks · $1.6B
| AAPL Apple Inc. | 6.13% | 330,559 | $95.7M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 3.29% | 143,740 | $51.4M | Reduce -5.2% |
| MSFT Microsoft Corp. | 3.06% | 127,919 | $47.7M | Reduce -13.8% |
| IJH iShares Core S&P Midcap ETF | 2.98% | 604,397 | $46.6M | Add +6.1% |
| AMZN Amazon.com Inc. | 2.87% | 187,755 | $44.7M | Reduce -13.1% |
| NVDA Nvidia Corp. | 2.81% | 219,225 | $43.9M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 2.78% | 122,759 | $43.4M | Reduce -9.5% |
| LRCX Lam Research Corp. | 2.68% | 96,662 | $41.9M | Reduce -5.5% |
| COST Costco Wholesale Corp. | 2.52% | 42,112 | $39.4M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.92% | 59,803 | $29.9M | Reduce -18.9% |
| V Visa Inc. Class A | 1.81% | 82,599 | $28.3M | Add +2.4% |
| APH Amphenol Corp. Class A | 1.60% | 141,366 | $24.9M | Add +0.5% |
| TMO Thermo Fisher Scientific Inc. | 1.57% | 48,988 | $24.6M | Add +2.5% |
| IVV iShares Core S&P 500 ETF | 1.48% | 30,863 | $23.1M | Add +35.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.46% | 47,776 | $22.8M | Add +5.6% |
| URI United Rentals Inc. | 1.41% | 19,420 | $22.0M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 29,237 | $21.8M | Reduce -0.8% |
| JPST JPMorgan Ultra-Short Income | 1.33% | 411,749 | $20.8M | Reduce -7.3% |
| IJR iShares Core S&P Small-Cap E | 1.30% | 136,354 | $20.2M | Reduce -0.2% |
| SMLF iShares US Smallcap Equity F | 1.27% | 222,217 | $19.8M | Add +17.1% |
| ECL Ecolab Inc. | 1.25% | 70,154 | $19.5M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 1.17% | 55,809 | $18.3M | Add +6.5% |
| DHR Danaher Corp. | 1.12% | 91,504 | $17.4M | Add +3.5% |
| PANW Palo Alto Networks Inc. | 1.10% | 50,219 | $17.1M | Add +5.5% |
| IWB iShares Russell 1000 ETF | 1.07% | 40,621 | $16.6M | Reduce -0.0% |
| AMGN Amgen Inc. | 1.06% | 45,813 | $16.6M | Reduce -0.1% |
| SYK Stryker Corp. | 1.00% | 49,754 | $15.7M | Add +3.9% |
| SCHG Schwab US Large-Cap Growth | 0.96% | 443,638 | $15.0M | Reduce -3.5% |
| IVW iShares S&P 500 Growth ETF | 0.96% | 108,453 | $14.9M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.95% | 153,211 | $14.8M | Reduce -0.6% |
| HD Home Depot Inc. | 0.94% | 41,743 | $14.7M | Add +1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.79% | 81,421 | $12.3M | Reduce -0.1% |
| WMT Walmart Inc. | 0.78% | 107,297 | $12.2M | Add +8.2% |
| EQWL Invesco S&P 100 Equal Weight | 0.74% | 90,021 | $11.6M | Add +14.6% |
| LLY Eli Lilly & Co. | 0.73% | 9,488 | $11.4M | Add +11.4% |
| EAGL Eagle Capital Select Eqty | 0.72% | 347,395 | $11.2M | Add +9.1% |
| CMI Cummins Inc. | 0.71% | 15,590 | $11.1M | Reduce -2.5% |
| WWD Woodward Inc. | 0.69% | 25,480 | $10.8M | Reduce -8.4% |
| FTNT Fortinet Inc. | 0.68% | 68,606 | $10.5M | Reduce -0.2% |
| SCHD Schwab US DVD Equity ETF | 0.65% | 320,655 | $10.2M | Add +2.7% |
| IEMG iShares Core MSCI Emerging | 0.65% | 122,535 | $10.2M | Add +2.1% |
| UNP Union Pacific Corp. | 0.64% | 36,951 | $10.1M | Add +4.8% |
| ETN Eaton Corp. PLC | 0.64% | 23,468 | $10.0M | Add +7.6% |
| NEE Nextera Energy Inc. | 0.62% | 110,729 | $9.7M | Add +5.5% |
| ABBV Abbvie Inc. | 0.60% | 37,440 | $9.4M | Add +1.3% |
| RTX RTX Corp. | 0.59% | 48,845 | $9.3M | Reduce -0.0% |
| ISRG Intuitive Surgical Inc. | 0.59% | 23,162 | $9.2M | Add +3.4% |
| ORCL Oracle Corp. | 0.59% | 62,632 | $9.2M | Reduce -2.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.59% | 181,509 | $9.1M | Add +1.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.54% | 165,574 | $8.4M | Add +33.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.53% | 69,844 | $8.3M | Add +53.6% |
| MINT PIMCO Enhanced Short Maturit | 0.53% | 82,205 | $8.3M | Add +4.6% |
| META Meta Platforms Inc. Class A | 0.53% | 14,567 | $8.2M | Add +2.7% |
| IVE iShares S&P 500 Value ETF | 0.52% | 36,017 | $8.2M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.50% | 21,071 | $7.9M | Reduce -0.1% |
| CSL Carlisle Cos Inc. | 0.50% | 21,709 | $7.9M | Add +1.6% |
| IWM iShares Russell 2000 ETF | 0.50% | 25,841 | $7.8M | Reduce -1.2% |
| AVGO Broadcom Inc. | 0.47% | 19,251 | $7.3M | Add +7.2% |
| MCD McDonald's Corp. | 0.46% | 26,517 | $7.2M | Add +0.6% |
| GWW WW Grainger Inc. | 0.46% | 5,236 | $7.1M | Add +1.9% |
| SCHX Schwab US Large-Cap ETF | 0.43% | 229,347 | $6.7M | Add +6.4% |
| VOO Vanguard S&P 500 ETF | 0.41% | 9,420 | $6.5M | Reduce -11.0% |
| GEV GE Vernova Inc. | 0.41% | 5,392 | $6.3M | Add +0.2% |
| JNJ Johnson & Johnson | 0.39% | 24,249 | $6.2M | Reduce -0.0% |
| GLD SPDR Gold Shares | 0.38% | 16,270 | $6.0M | Reduce -1.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.38% | 19,750 | $6.0M | Add +77.7% |
| NFLX Netflix Inc. | 0.38% | 83,281 | $5.9M | Add +3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 7,955 | $5.9M | Reduce -14.5% |
| MAR Marriott International Class A | 0.37% | 15,722 | $5.8M | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.37% | 5,721 | $5.8M | Reduce -45.2% |
| PEP Pepsico Inc. | 0.37% | 42,416 | $5.7M | Reduce -2.3% |
| NOW ServiceNow Inc. | 0.36% | 56,350 | $5.6M | Add +2.2% |
| YUM Yum! Brands Inc. | 0.34% | 33,433 | $5.3M | Reduce -0.3% |
| INTF iShares International Equity | 0.34% | 129,073 | $5.3M | Add +42.6% |
| AFL Aflac Inc. | 0.34% | 44,891 | $5.3M | Reduce -0.1% |
| CVX Chevron Corp. | 0.34% | 31,704 | $5.3M | Add +2.1% |
| TMUS T-Mobile US Inc. | 0.33% | 31,079 | $5.2M | Add +0.5% |
| INTU Intuit Inc. | 0.32% | 19,359 | $5.1M | Reduce -10.4% |
| EMGF iShares Emerging Markets Equ | 0.32% | 67,396 | $4.9M | Add +119.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.32% | 55,978 | $4.9M | Add +6.5% |
| UNH Unitedhealth Group Inc. | 0.31% | 11,642 | $4.8M | Reduce -33.1% |
| MS Morgan Stanley | 0.30% | 22,118 | $4.6M | Reduce -0.8% |
| LIN Linde PLC | 0.30% | 8,900 | $4.6M | Add +0.7% |
| SHEL Shell PLC-ADR | 0.29% | 58,664 | $4.5M | Reduce -6.7% |
| SPEM State Street SP PTF Em ETF | 0.29% | 87,743 | $4.5M | Add +1.8% |
| NBSD Neuberger Short Duration Inc. | 0.29% | 89,929 | $4.5M | Add +13.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.29% | 83,954 | $4.5M | Add +15.8% |
| PG The Procter & Gamble Co. | 0.28% | 29,925 | $4.4M | Reduce -7.4% |
| XOM Exxon Mobil Corp. | 0.28% | 31,824 | $4.4M | Add +0.4% |
| LHX L3HARRIS Technologies Inc. | 0.28% | 14,799 | $4.3M | Add +13.3% |
| WELL Welltower Inc. | 0.27% | 18,819 | $4.3M | Add +3.5% |
| C Citigroup Inc. | 0.27% | 29,659 | $4.2M | Add +0.8% |
| PLD Prologis Inc. | 0.25% | 29,328 | $4.0M | Add +3.0% |
| CASY Casey's General Stores Inc. | 0.25% | 4,966 | $3.9M | Add +16.1% |
| CHD Church & Dwight Co. Inc. | 0.24% | 38,912 | $3.8M | Reduce -2.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 9,806 | $3.6M | Reduce -8.7% |
| WM Waste Management Inc. | 0.22% | 15,434 | $3.4M | Add +29.4% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.22% | 67,612 | $3.4M | Add +17.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.22% | 64,272 | $3.4M | Add +4.3% |
| CARR Carrier Global Corp. | 0.21% | 44,381 | $3.3M | Reduce -0.2% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -13.8% | 3.06% | −0.88 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -18.9% | 1.92% | −0.62 |
| AON Aon PLC Class A | Reduce -65.3% | 0.17% | −0.36 |
| AMZN Amazon.com Inc. | Reduce -13.1% | 2.87% | −0.36 |
| INTU Intuit Inc. | Reduce -10.4% | 0.32% | −0.35 |
| JPST JPMorgan Ultra-Short Income | Reduce -7.3% | 1.33% | −0.28 |
| GS Goldman Sachs Group Inc. | Reduce -45.2% | 0.37% | −0.26 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.79% | −0.14 |
| ZTS Zoetis Inc. | Reduce -54.2% | 0.04% | −0.13 |
| SHEL Shell PLC-ADR | Reduce -6.7% | 0.29% | −0.13 |
| GLD SPDR Gold Shares | Reduce -1.3% | 0.38% | −0.12 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.37% | −0.12 |
| AMGN Amgen Inc. | Reduce -0.1% | 1.06% | −0.09 |
| ORCL Oracle Corp. | Reduce -2.6% | 0.59% | −0.09 |
| COF Capital One Financial Corp. | Reduce -39.0% | 0.13% | −0.09 |
| RTX RTX Corp. | Reduce -0.0% | 0.59% | −0.08 |
| CMCSA Comcast Corp. Class A | Reduce -37.6% | 0.07% | −0.08 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.07 |
| AER Aercap Holdings NV | Reduce -32.8% | 0.11% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -7.4% | 0.28% | −0.05 |
| CME Cme Group Inc. | Reduce -0.9% | 0.10% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.6% | 0.95% | −0.05 |
| COP Conocophillips | Reduce -3.8% | 0.10% | −0.05 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -19.1% | 0.16% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -11.0% | 0.41% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Reduce -33.1% | 0.03% | −0.04 |
| CTSH Cognizant Tech Solutions-A | Sold out | 0.00% | −0.03 |
| LYB Lyondellbasell Indu Class A | Reduce -49.4% | 0.01% | −0.03 |
| AZO AutoZone Inc. | Reduce -1.6% | 0.17% | −0.03 |
| OTIS Otis Worldwide Corp. | Reduce -13.6% | 0.08% | −0.03 |
| YUM Yum! Brands Inc. | Reduce -0.3% | 0.34% | −0.03 |
| JNJ Johnson & Johnson | Reduce -0.0% | 0.39% | −0.03 |
| PFE Pfizer Inc. | Reduce -8.0% | 0.07% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -33.1% | 0.31% | −0.03 |
| DIS The Walt Disney Co. | Reduce -3.7% | 0.16% | −0.03 |
| CHD Church & Dwight Co. Inc. | Reduce -2.9% | 0.24% | −0.03 |
| HELO JPMorgan Hedged Equity ETF | Reduce -12.3% | 0.13% | −0.03 |
| MUNI PIMCO Intermediate Municipal | Reduce -15.3% | 0.09% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -1.0% | 0.12% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.1% | 0.20% | −0.02 |
| ALC Alcon Inc. | Reduce -5.4% | 0.07% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.0% | 0.11% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -18.8% | 0.05% | −0.02 |
| WWD Woodward Inc. | Reduce -8.4% | 0.69% | −0.02 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.02 |
| LBRDA Liberty Broadband-A | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| AA Alcoa Corp. | Reduce -9.8% | 0.03% | −0.02 |
| AFL Aflac Inc. | Reduce -0.1% | 0.34% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| PANW Palo Alto Networks Inc. | Add +5.5% | 1.10% | +0.55 |
| IVV iShares Core S&P 500 ETF | Add +35.0% | 1.48% | +0.41 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.6% | 1.46% | +0.37 |
| APH Amphenol Corp. Class A | Add +0.5% | 1.60% | +0.32 |
| SMLF iShares US Smallcap Equity F | Add +17.1% | 1.27% | +0.24 |
| IJH iShares Core S&P Midcap ETF | Add +6.1% | 2.98% | +0.23 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +53.6% | 0.53% | +0.21 |
| AAPL Apple Inc. | Add +1.6% | 6.13% | +0.20 |
| QQQM Invesco Nasdaq 100 ETF | Add +77.7% | 0.38% | +0.19 |
| EMGF iShares Emerging Markets Equ | Add +119.5% | 0.32% | +0.18 |
| LLY Eli Lilly & Co. | Add +11.4% | 0.73% | +0.17 |
| NVDA Nvidia Corp. | Add +3.5% | 2.81% | +0.16 |
| FNDX Schwab Fndmntl US LRG Co. ETF | New | 0.13% | +0.13 |
| EQWL Invesco S&P 100 Equal Weight | Add +14.6% | 0.74% | +0.10 |
| JMST JPM Ultra-Short Muni Income | Add +33.1% | 0.54% | +0.09 |
| INTF iShares International Equity | Add +42.6% | 0.34% | +0.09 |
| MU Micron Technology Inc. | Add +6.8% | 0.12% | +0.09 |
| ETN Eaton Corp. PLC | Add +7.6% | 0.64% | +0.08 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.96% | +0.08 |
| GEV GE Vernova Inc. | Add +0.2% | 0.41% | +0.07 |
| V Visa Inc. Class A | Add +2.4% | 1.81% | +0.07 |
| AVGO Broadcom Inc. | Add +7.2% | 0.47% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +6.5% | 1.17% | +0.07 |
| JAAA Janus Henderson Aaa Clo ETF | Add +72.1% | 0.19% | +0.07 |
| IDEQ Lazard Intl Dynamic Eqy ETF | New | 0.06% | +0.06 |
| GWW WW Grainger Inc. | Add +1.9% | 0.46% | +0.05 |
| AMD Advanced Micro Devices | New | 0.05% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +2.1% | 0.65% | +0.05 |
| HUM Humana Inc. | Add +36.9% | 0.07% | +0.05 |
| SPGI S&P Global Inc. | Add +151.5% | 0.08% | +0.04 |
| MELI MercadoLibre Inc. | Add +76.3% | 0.12% | +0.04 |
| EQT Eqt Corp. | New | 0.04% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +6.4% | 0.43% | +0.04 |
| MA Mastercard Inc. Class A | Add +31.3% | 0.20% | +0.04 |
| ABIG Argent Large Cap ETF | New | 0.03% | +0.03 |
| XLK SS Technology Select Sector | Add +3.3% | 0.13% | +0.03 |
| UNP Union Pacific Corp. | Add +4.8% | 0.64% | +0.03 |
| CASY Casey's General Stores Inc. | Add +16.1% | 0.25% | +0.03 |
| ABBV Abbvie Inc. | Add +1.3% | 0.60% | +0.03 |
| C Citigroup Inc. | Add +0.8% | 0.27% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +6.5% | 0.32% | +0.03 |
| MRSH Marsh & McLennan Cos | New | 0.03% | +0.03 |
| WM Waste Management Inc. | Add +29.4% | 0.22% | +0.02 |
| MO Altria Group Inc. | New | 0.02% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | New | 0.02% | +0.02 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +14.4% | 0.13% | +0.02 |
| EAGL Eagle Capital Select Eqty | Add +9.1% | 0.72% | +0.02 |
| DELL Dell Technologies -C | New | 0.02% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +61.0% | 0.06% | +0.02 |
| PWR Quanta Services Inc. | Add +5.8% | 0.10% | +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 |