YHB Investment Advisors, Inc. holds a diversified book of 314 stocks worth $1.6B as of Q2 2026 (disclosed Jul 14, 2026, a ~45-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.
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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.
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.
71% 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
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 |
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 ~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.