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Latest YHB Investment Advisors, Inc. Stock Portfolio

$1.59Billion | No. of Holdings #313

YHB Investment Advisors, Inc. Performance

2026 Q3-0.10%
YTD+6.67%
2025+13.17%

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

On 2026-10-08, 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 Sep, 2026. <br><br> The top stock holdings of YHB Investment Advisors, Inc. are AAPL, MSFT, NVDA. The fund has invested 6.8% of it's portfolio in APPLE INC and 4% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), SPDR SERIES TRUST (BIL) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), ISHARES INC (ACWV) and SAP SE (SAP). YHB Investment Advisors, Inc. opened new stock positions in EXXONMOBIL HOLDINGS CORP, SELECT SECTOR SPDR TR (XLB) and BUNGE GLOBAL SA (BG). The fund showed a lot of confidence in some stocks as they added substantially to S&P GLOBAL INC (SPGI), SELECT SECTOR SPDR TR (XLB) and VANGUARD MUN BD FDS (VTEB).
YHB Investment Advisors, Inc. Equity Portfolio Value
Last Reported on: 08 Oct, 2026
$1.59Billion
  as of Oct 08, 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 -0.1% in the last quarter. In trailing 12 months, it's portfolio return was 9.22%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp5,159,790
select sector spdr tr725,636
space exploration techn corp714,624
bunge global sa479,564
honeywell intl inc426,943
first tr exch traded fd iii391,263
marathon pete corp362,600
mobility global inc342,691
New stocks bought by YHB Investment Advisors, Inc.

Additions

Ticker% Inc.
s&p global inc304
select sector spdr tr304
vanguard mun bd fds201
select sector spdr tr141
vanguard index fds96.56
amphenol corp95.26
charter communications inc71.86
eqt corp59.71
Additions to existing portfolio by YHB Investment Advisors, Inc.

Reductions

Ticker% Reduced
micron technology inc-48.56
ishares inc-41.13
sap se-39.79
chipotle mexican grill inc-38.53
blackstone inc-35.29
workday inc-32.39
sherwin williams co-26.19
conocophillips-26.18
YHB Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
nuveen mun high income oppor-868,991
spdr series trust-1,065,930
exxon mobil corp-4,350,950
spdr series trust-1,000,250
ishares tr-986,566
liberty broadband corp-255,104
berkley w r corp-287,903
webster finl corp-266,706
YHB Investment Advisors, Inc. got rid off the above stocks

Sector Distribution

YHB Investment Advisors, Inc. has about 34.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Consumer Defensive
  • Basic Materials
Sector%
Others34.4
Technology22.1
Healthcare8.8
Communication Services7.2
Industrials7.1
Consumer Cyclical6.7
Financial Services5.7
Consumer Defensive4.3
Basic Materials1.6

Market Cap. Distribution

YHB Investment Advisors, Inc. has about 65.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP44.2
UNALLOCATED34.5
LARGE-CAP21

Stocks belong to which Index?

About 63.5% 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 50063.5
Others36.4
Top 5 Winners (%)%
PLTR
palantir technologies inc
59.8 %
PSX
phillips 66
50.1 %
WDAY
workday inc
46.6 %
MSFT
microsoft corp
37.0 %
NOW
servicenow inc
34.9 %
Top 5 Winners ($)$
MSFT
microsoft corp
17.7 M
AAPL
apple inc
14.3 M
TMO
thermo fisher scientific inc
8.4 M
NVDA
nvidia corporation
6.2 M
PANW
palo alto networks inc
2.8 M
Top 5 Losers (%)%
APH
amphenol corp
-45.2 %
AMAT
applied matls inc
-28.0 %
VRT
vertiv holdings co
-27.7 %
CMI
cummins inc
-27.2 %
CARR
carrier global corporation
-24.5 %
Top 5 Losers ($)$
APH
amphenol corp
-19.2 M
LRCX
lam research corp
-9.9 M
IJR
ishares tr
-3.2 M
CMI
cummins inc
-3.0 M
HD
home depot inc
-2.9 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 313 stocks in it's portfolio. About 31.7% of the portfolio is in top 10 stocks. APH proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for YHB Investment Advisors, Inc. last quarter.

$1.59BTotal Value
331Positions
08 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of YHB Investment Advisors, Inc., last reported on 08 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.31%98,256
$4.95M
0.31%
increased 17.04 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.3%93,689
$4.80M
0.3%
increased 45.77 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.07%6,995
$1.11M
0.07%
decreased 1.76 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.06%8,978
$938.6K
0.06%
increased 0.62 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.02%5,206
$320.6K
0.02%
decreased 7.12 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
1.21%229,923
$19.21M
1.21%
increased 3.47 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.43%162,997
$6.77M
0.43%
increased 26.28 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.14%45,369
$2.24M
0.14%
decreased 17.48 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
YHB Investment Advisors, Inc.'s holding in Ishares Tr over time
0.08%24,482
$1.23M
0.08%
increased 0.11 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
YHB Investment Advisors, Inc.'s holding in Ishares Inc over time
0.07%16,080
$1.19M
0.07%
decreased 41.13 percentreduced
ACWV
Ishares Inc

Ishares Inc

ACWV
YHB Investment Advisors, Inc.'s holding in Ishares Inc over time
0.05%7,700
$857.3K
0.05%
unchanged 0 percentunchanged
AER
Aercap Holdings Nv

Aercap Holdings Nv

AER
YHB Investment Advisors, Inc.'s holding in Aercap Holdings Nv over time
0.1%11,416
$1.64M
0.1%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
YHB Investment Advisors, Inc.'s holding in Vaneck Etf Trust over time
0.14%21,723
$2.30M
0.14%
decreased 11.1 percentreduced