Latest YHB Investment Advisors, Inc. Stock Portfolio

YHB Investment Advisors, Inc. Performance:

2025 Q4: -1.63%YTD: 8.36%2024: 7.75%

Performance for 2025 Q4 is -1.63%, and YTD is 8.36%, and 2024 is 7.75%.

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

In it's latest 13F Holdings report, YHB Investment Advisors, Inc. reported an equity portfolio of $1.4 Billions as of 31 Dec, 2025.

The top stock holdings of YHB Investment Advisors, Inc. are AAPL, MSFT, AMZN. The fund has invested 6.2% of it's portfolio in APPLE INC and 5% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off SCHWAB STRATEGIC TR (FNDA), TYLER TECHNOLOGIES INC (TYL) and DUPONT DE NEMOURS INC (DD) stocks. They significantly reduced their stock positions in KENVUE INC, BOOZ ALLEN HAMILTON HLDG COR (BAH) and SOUTHERN CO (SO). YHB Investment Advisors, Inc. opened new stock positions in LAM RESEARCH CORP (LRCX), BLACKROCK INC and MERCADOLIBRE INC (MELI). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), OREILLY AUTOMOTIVE INC (ORLY) and SERVICENOW INC (NOW).

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

Our best estimate is that YHB Investment Advisors, Inc. made a return of -1.63% in the last quarter. In trailing 12 months, it's portfolio return was 8.36%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lam research corp	18,813,400
blackrock inc	3,428,300
neuberger berman etf trust	2,449,460
mercadolibre inc	684,848
select sector spdr tr	468,326
select sector spdr tr	381,750
select sector spdr tr	293,656
ralliant corp	285,503

New stocks bought by YHB Investment Advisors, Inc.

Additions

Ticker	% Inc.
netflix inc	956
oreilly automotive inc	571
servicenow inc	406
select sector spdr tr	128
select sector spdr tr	100
spdr series trust	100
select sector spdr tr	92.00
invesco exchange traded fd t	58.27

Additions to existing portfolio by YHB Investment Advisors, Inc.

Reductions

Ticker	% Reduced
kenvue inc	-62.4
booz allen hamilton hldg cor	-61.84
southern co	-55.67
asml holding n v	-42.34
invesco actively managed exc	-35.35
select sector spdr tr	-34.12
honeywell intl inc	-31.27
norfolk southn corp	-29.25

YHB Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-324,182
at&t inc	-203,865
vanguard mun bd fds	-202,083
dupont de nemours inc	-273,741
first tr exchange traded fd	-217,251
descartes sys group inc	-212,677
ollies bargain outlet hldgs	-235,100
duke energy corp new	-204,470

YHB Investment Advisors, Inc. got rid off the above stocks

Sector Distribution

YHB Investment Advisors, Inc. has about 30.8% of it's holdings in Others sector.

Sector	%
Others	30.8
Technology	21.4
Healthcare	9.2
Consumer Cyclical	8.1
Communication Services	8.1
Industrials	7
Financial Services	6.7
Consumer Defensive	4.8
Basic Materials	1.8

Market Cap. Distribution

YHB Investment Advisors, Inc. has about 68.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	40.3
UNALLOCATED	30.8
LARGE-CAP	28.1

Stocks belong to which Index?

About 67.4% of the stocks held by YHB Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	67.4
Others	32.5

Top 5 Winners (%)		%
MU	micron technology inc	69.3 %
AA	alcoa corp	58.6 %
LLY	eli lilly & co	38.8 %
REGN	regeneron pharmaceuticals	37.1 %
AMD	advanced micro devices inc	31.9 %

Top 5 Winners ($)		$
GOOG	alphabet inc	10.9 M
GOOG	alphabet inc	9.8 M
AAPL	apple inc	5.8 M
TMO	thermo fisher scientific inc	4.5 M
DHR	danaher corporation	2.7 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
NOW	servicenow inc	-75.0 %
XLB	select sector spdr tr	-43.9 %
XLB	select sector spdr tr	-43.1 %
XLB	select sector spdr tr	-40.8 %

Top 5 Losers ($)		$
NFLX	netflix inc	-44.9 M
NOW	servicenow inc	-13.3 M
ORCL	oracle corp	-5.7 M
MSFT	microsoft corp	-5.1 M
URI	united rentals 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 296 stocks in it's portfolio. About 33.4% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for YHB Investment Advisors, Inc. last quarter.

Last Reported on: 16 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.04	11,583	615,521	reduced	-9.58

AAPL	apple inc	6.22	331,417	90,099,000	reduced	-2.94

AAXJ	ishares tr	0.22	59,471	3,144,820	added	11.72

AAXJ	ishares tr	0.10	27,414	1,477,070	added	29.72

AAXJ	ishares tr	0.09	9,145	1,293,930	added	2.46

AAXJ	ishares tr	0.04	5,933	633,051	reduced	-3.76

AAXJ	ishares tr	0.04	9,188	523,348	reduced	-7.27

ABBV	abbvie inc	0.58	36,593	8,361,100	added	1.92

ABT	abbott labs	0.04	4,988	624,947	reduced	-3.63

ACN	accenture plc ireland	0.04	2,012	539,820	added	24.5

ACWF	ishares tr	0.70	135,006	10,109,200	added	32.47

ACWF	ishares tr	0.38	120,568	5,479,820	added	8.17

ACWF	ishares tr	0.07	21,340	1,079,380	reduced	-0.87

ACWV	ishares inc	0.20	44,495	2,849,460	added	7.74

ACWV	ishares inc	0.06	7,700	795,949	unchanged	0.00

ADBE	adobe inc	0.03	1,147	401,439	unchanged	0.00

ADP	automatic data processing in	0.07	4,062	1,044,870	reduced	-8.12

AFK	vaneck etf trust	0.23	32,383	3,353,620	reduced	-27.81

AFL	aflac inc	0.35	45,909	5,062,350	reduced	-1.00

AIRR	first tr exchange traded fd	0.00	0.00	0.00	sold off	-100