YHB Investment Advisors, Inc. holds a diversified book of 314 stocks worth $1.6B as of Q2 2026 (disclosed Jul 14, 2026, a ~14-day 13F lag). This quarter they opened Schwab FNDMNTL US LRG Co ETF and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
72% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as YHB Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $657.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $623.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $449.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $193.7B |
| UBS Group AG | 80 / 80 | $176.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $119.4B |
| LPL Financial LLC | 80 / 80 | $107.9B |
| HighTower Advisors, LLC | 80 / 80 | $34.2B |
Ranked by the share of each fund's own book sitting in the names it shares with YHB Investment Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $95.7M | 330.6K | 6.1% | ▲+1.6% Added · +5K sh | |
| 2 | Alphabet Inc CAP STK CL A | $51.4M | 143.7K | 3.3% | ▼−5.2% Reduced · −8K sh | |
| 3 | Microsoft Corp COM | $47.7M | 127.9K | 3.1% | ▼−14% Reduced · −21K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $46.6M | 604.4K | 3.0% | ▲+6.1% Added · +35K sh | |
| 5 | Amazon Com Inc COM | $44.7M | 187.8K | 2.9% | ▼−13% Reduced · −28K sh | |
| 6 | Nvidia Corporation COM | $43.9M | 219.2K | 2.8% | ▲+3.5% Added · +8K sh | |
| 7 | Alphabet Inc CAP STK CL C | $43.4M | 122.8K | 2.8% | ▼−9.5% Reduced · −13K sh | |
| 8 | Lam Research Corp COM NEW | $41.9M | 96.7K | 2.7% | ▼−5.5% Reduced · −6K sh | |
| 9 | Costco Wholesale Corporation COM | $39.4M | 42.1K | 2.5% | ▲+1.2% Added · +497 sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $29.9M | 59.8K | 1.9% | ▼−19% Reduced · −14K sh | |
| 11 | Visa Inc COM CL A | $28.3M | 82.6K | 1.8% | ▲+2.4% Added · +2K sh | |
| 12 | Amphenol Corp CL A | $24.9M | 141.4K | 1.6% | ▲+0.5% Added · +726 sh | |
| 13 | Thermo Fisher Scientific Inc COM | $24.6M | 49.0K | 1.6% | ▲+2.5% Added · +1K sh | |
| 14 | Ishares TR CORE S&P500 ETF | $23.1M | 30.9K | 1.5% | ▲+35% Added · +8K sh | |
| 15 | Taiwan Semiconductor Manufac SPONSORED ADS | $22.8M | 47.8K | 1.5% | ▲+5.6% Added · +3K sh | |
| 16 | United Rentals Inc COM | $22.0M | 19.4K | 1.4% | ▼−1.0% Reduced · −193 sh | |
| 17 | State STR SPDR S&P 500 ETF T TR UNIT | $21.8M | 29.2K | 1.4% | ▼−0.8% Reduced · −225 sh | |
| 18 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $20.8M | 411.7K | 1.3% | ▼−7.3% Reduced · −32K sh | |
| 19 | Ishares TR CORE S&P SCP ETF | $20.2M | 136.4K | 1.3% | ▼−0.2% Reduced · −330 sh | |
| 20 | Ishares TR US SML CAP EQT | $19.8M | 222.2K | 1.3% | ▲+17% Added · +32K sh | |
| 21 | Ecolab Inc COM | $19.5M | 70.2K | 1.3% | ▲+2.2% Added · +1K sh | |
| 22 | JPMorgan Chase & Co COM | $18.3M | 55.8K | 1.2% | ▲+6.5% Added · +3K sh | |
| 23 | Danaher Corp Del COM | $17.4M | 91.5K | 1.1% | ▲+3.5% Added · +3K sh | |
| 24 | Palo Alto Networks Inc COM | $17.1M | 50.2K | 1.1% | ▲+5.5% Added · +3K sh | |
| 25 | Ishares TR RUS 1000 ETF | $16.6M | 40.6K | 1.1% | ▼~0% Reduced · −4 sh | |
| 26 | Amgen Inc COM | $16.6M | 45.8K | 1.1% | ▼−0.1% Reduced · −23 sh | |
| 27 | Stryker Corporation COM | $15.7M | 49.8K | 1.0% | ▲+3.9% Added · +2K sh | |
| 28 | Schwab Strategic TR US LCAP GR ETF | $15.0M | 443.6K | 1.0% | ▼−3.5% Reduced · −16K sh | |
| 29 | Ishares TR S&P 500 GRWT ETF | $14.9M | 108.5K | 1.0% | ▲+0.1% Added · +97 sh | |
| 30 | Ishares TR CORE MSCI EAFE | $14.8M | 153.2K | 0.9% | ▼−0.6% Reduced · −896 sh | |
| 31 | Home Depot Inc COM | $14.7M | 41.7K | 0.9% | ▲+1.1% Added · +444 sh | |
| 32 | TJX Cos Inc New COM | $12.3M | 81.4K | 0.8% | ▼−0.1% Reduced · −111 sh | |
| 33 | Walmart Inc COM | $12.2M | 107.3K | 0.8% | ▲+8.2% Added · +8K sh | |
| 34 | Invesco Exchange Traded FD T S&P 100 EQL WIGH | $11.6M | 90.0K | 0.7% | ▲+15% Added · +11K sh | |
| 35 | Eli Lilly & Co COM | $11.4M | 9.5K | 0.7% | ▲+11% Added · +972 sh | |
| 36 | 2023 ETF Series Trust EAGL CAP SEL ETF | $11.2M | 347.4K | 0.7% | ▲+9.1% Added · +29K sh | |
| 37 | Cummins Inc COM | $11.1M | 15.6K | 0.7% | ▼−2.5% Reduced · −398 sh | |
| 38 | Woodward Inc COM | $10.8M | 25.5K | 0.7% | ▼−8.4% Reduced · −2K sh | |
| 39 | Fortinet Inc COM | $10.5M | 68.6K | 0.7% | ▼−0.2% Reduced · −128 sh | |
| 40 | Schwab Strategic TR US DIVIDEND EQ | $10.2M | 320.7K | 0.7% | ▲+2.7% Added · +8K sh | |
| 41 | Ishares Inc CORE MSCI EMKT | $10.2M | 122.5K | 0.7% | ▲+2.1% Added · +3K sh | |
| 42 | Union Pac Corp COM | $10.1M | 37.0K | 0.6% | ▲+4.7% Added · +2K sh | |
| 43 | Eaton Corp PLC SHS | $10.0M | 23.5K | 0.6% | ▲+7.6% Added · +2K sh | |
| 44 | NextEra Energy Inc COM | $9.7M | 110.7K | 0.6% | ▲+5.5% Added · +6K sh | |
| 45 | Abbvie Inc COM | $9.4M | 37.4K | 0.6% | ▲+1.3% Added · +489 sh | |
| 46 | RTX Corporation COM | $9.3M | 48.8K | 0.6% | ▼~0% Reduced · −9 sh | |
| 47 | Intuitive Surgical Inc COM NEW | $9.2M | 23.2K | 0.6% | ▲+3.4% Added · +751 sh | |
| 48 | Oracle Corp COM | $9.2M | 62.6K | 0.6% | ▼−2.6% Reduced · −2K sh | |
| 49 | SPDR Index SHS FDS ST STR PO EX ETF | $9.1M | 181.5K | 0.6% | ▲+1.6% Added · +3K sh | |
| 50 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $8.4M | 165.6K | 0.5% | ▲+33% Added · +41K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1469219/holdings"
Use Arkolith to show YHB Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 14, 2026 | 314 | $1.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 298 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 296 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 299 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 299 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 290 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 277 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 280 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.