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Latest YHB Investment Advisors, Inc. Stock Portfolio

$1.56Billion | No. of Holdings #314

YHB Investment Advisors, Inc. Performance

2026 Q2+10.95%
YTD+6.78%
2025+13.17%

About YHB Investment Advisors, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, YHB Investment Advisors, Inc. reported an equity portfolio of $1.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of YHB Investment Advisors, Inc. are AAPL, GOOG, MSFT. The fund has invested 6.1% of it's portfolio in APPLE INC and 3.3% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), SALESFORCE INC (CRM) and COGNIZANT TECHNOLOGY SOLUTIO (CTSH) stocks. They significantly reduced their stock positions in AON PLC (AON), ZOETIS INC (ZTS) and LYONDELLBASELL INDUSTRIES NV (LYB). YHB Investment Advisors, Inc. opened new stock positions in SCHWAB STRATEGIC TR (FNDA), LAZARD ACTIVE ETF TR and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and ISHARES TR (IJR).
YHB Investment Advisors, Inc. Equity Portfolio Value
Last Reported on: 14 Jul, 2026
$1.56Billion
  as of Jul 14, 2026

YHB Investment Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that YHB Investment Advisors, Inc. made a return of 10.95% in the last quarter. In trailing 12 months, it's portfolio return was 16.51%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
schwab strategic tr2,021,500
lazard active etf tr983,714
advanced micro devices inc825,473
eqt corp623,099
ea series trust511,054
marsh & mclennan cos inc393,675
altria group inc351,044
ishares tr340,006
New stocks bought by YHB Investment Advisors, Inc.

Additions

Ticker% Inc.
vanguard world fd700
vanguard index fds499
ishares tr304
vanguard index fds300
s&p global inc151
ishares inc119
invesco exch traded fd tr ii77.7
mercadolibre inc76.26
Additions to existing portfolio by YHB Investment Advisors, Inc.

Reductions

Ticker% Reduced
aon plc-65.32
zoetis inc-54.17
lyondellbasell industries nv-49.43
goldman sachs group inc-45.24
capital one finl corp-38.96
comcast corp new-37.61
unitedhealth group inc-33.13
nike inc-33.07
YHB Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
cognizant technology solutio-487,364
spdr series trust-215,293
liberty broadband corp-261,646
honeywell intl inc-1,028,620
paypal hldgs inc-204,666
tractor supply co-204,983
fidelity wise origin bitcoin-218,234
booz allen hamilton hldg cor-265,536
YHB Investment Advisors, Inc. got rid off the above stocks

Sector Distribution

YHB Investment Advisors, Inc. has about 34% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Industrials
  • Communication Services
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Basic Materials
Sector%
Others34
Technology20.8
Healthcare8.2
Industrials8.1
Communication Services7.5
Consumer Cyclical7.4
Financial Services5.6
Consumer Defensive4.6
Basic Materials1.7

Market Cap. Distribution

YHB Investment Advisors, Inc. has about 65.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP40.8
UNALLOCATED34
LARGE-CAP24.9

Stocks belong to which Index?

About 63.8% of the stocks held by YHB Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50063.8
Others36.1
Top 5 Winners (%)%
MU
micron technology inc
217.3 %
PANW
palo alto networks inc
106.7 %
AMAT
applied matls inc
105.4 %
LRCX
lam research corp
100.0 %
HUM
humana inc
95.2 %
Top 5 Winners ($)$
LRCX
lam research corp
21.9 M
AAPL
apple inc
11.7 M
GOOG
alphabet inc
10.3 M
PANW
palo alto networks inc
8.8 M
GOOG
alphabet inc
8.6 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-61.6 %
IJR
ishares tr
-60.3 %
INTU
intuit
-37.6 %
Top 5 Losers ($)$
INTU
intuit
-3.5 M
COST
costco wholesale corporation
-2.6 M
VB
vanguard index fds
-2.1 M
NFLX
netflix inc.
-2.0 M
IJR
ishares tr
-1.6 M

YHB Investment Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of YHB Investment Advisors, Inc.

YHB Investment Advisors, Inc. has 314 stocks in it's portfolio. About 31% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. LRCX was the most profitable stock for YHB Investment Advisors, Inc. last quarter.

$1.56BTotal Value
327Positions
14 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of YHB Investment Advisors, Inc., last reported on 14 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.29%83,954
$4.46M
0.29%
increased 15.79 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.22%64,272
$3.37M
0.22%
increased 4.35 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.07%7,120
$1.12M
0.07%
decreased 5.63 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.06%8,923
$950.0K
0.06%
increased 49.26 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.02%5,605
$372.5K
0.02%
decreased 4.56 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
1.27%222,217
$19.81M
1.27%
increased 17.06 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.34%129,073
$5.29M
0.34%
increased 42.6 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.17%54,978
$2.72M
0.17%
decreased 3.9 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.08%24,456
$1.24M
0.08%
increased 14.48 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
YHB Investment Advisors, Inc.'s holding in Ishares Inc over time
0.13%27,316
$2.06M
0.13%
decreased 8.66 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
YHB Investment Advisors, Inc.'s holding in Ishares Inc over time
0.06%7,700
$879.3K
0.06%
unchanged 0 percentunchanged
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
YHB Investment Advisors, Inc.'s holding in Aercap Holdings Nv over time
0.11%11,416
$1.66M
0.11%
decreased 32.84 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
YHB Investment Advisors, Inc.'s holding in Vaneck Etf Trust over time
0.16%24,434
$2.54M
0.16%
decreased 19.05 percentreduced