Latest YHB Investment Advisors, Inc. Stock Portfolio

YHB Investment Advisors, Inc. Performance:

2026 Q1: -3.76%YTD: -3.76%2025: 13.17%

Performance for 2026 Q1 is -3.76%, and YTD is -3.76%, and 2025 is 13.17%.

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

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, YHB Investment Advisors, Inc. reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of YHB Investment Advisors, Inc. are AAPL, MSFT, AMZN. The fund has invested 5.9% of it's portfolio in APPLE INC and 3.9% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB), MARTIN MARIETTA MATLS INC (MLM) and ADVANCED MICRO DEVICES INC (AMD) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), MORNINGSTAR INC (MORN) and PAYPAL HLDGS INC (PYPL). YHB Investment Advisors, Inc. opened new stock positions in ISHARES TR (ACWF), INVESCO EXCH TRADED FD TR II (BAB) and ISHARES INC (EMGF). The fund showed a lot of confidence in some stocks as they added substantially to JANUS DETROIT STR TR (JAAA), ISHARES TR (AAXJ) and SAP SE (SAP).

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

Our best estimate is that YHB Investment Advisors, Inc. made a return of -3.76% in the last quarter. In trailing 12 months, it's portfolio return was 12.55%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	3,526,460
invesco exch traded fd tr ii	2,640,910
ishares inc	1,855,870
nuveen mun high income oppor	550,711
gallagher arthur j & co	545,998
s&p global inc	534,227
fidelity covington trust	289,944
pnc finl svcs group inc	285,083

New stocks bought by YHB Investment Advisors, Inc.

Additions

Ticker	% Inc.
janus detroit str tr	316
ishares tr	164
sap se	90.93
servicenow inc	90.5
mercadolibre inc	87.06
neuberger berman etf trust	65.5
spdr series trust	54.23
ishares tr	44.95

Additions to existing portfolio by YHB Investment Advisors, Inc.

Reductions

Ticker	% Reduced
salesforce inc	-85.64
morningstar inc	-74.13
paypal hldgs inc	-55.95
ishares tr	-52.55
asml hldg nv	-46.89
rbc bearings inc	-41.38
blackstone inc	-36.28
ishares tr	-36.08

YHB Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
kenvue inc	-219,196
vaneck etf trust	-284,388
3-d sys corp del	-17,705
middlefield banc corp	-230,244
select sector spdr tr	-468,326
amplify etf tr	-212,981
price t rowe group inc	-207,217
select sector spdr tr	-293,656

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

Sector Distribution

YHB Investment Advisors, Inc. has about 32.7% of it's holdings in Others sector.

Sector	%
Others	32.7
Technology	19.3
Healthcare	8.7
Consumer Cyclical	8.1
Communication Services	7.7
Industrials	7.6
Financial Services	6.1
Consumer Defensive	5.4
Basic Materials	1.8
Energy	1.2

Market Cap. Distribution

YHB Investment Advisors, Inc. has about 67% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	41.6
UNALLOCATED	32.7
LARGE-CAP	25.4

Stocks belong to which Index?

About 65.3% of the stocks held by YHB Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	65.3
Others	34.7

Top 5 Winners (%)		%
LYB	lyondellbasell industries nv	86.0 %
PSX	phillips 66	40.9 %
XOM	exxon mobil corp	40.4 %
COP	conocophillips	40.0 %
XLB	select sector spdr tr	35.1 %

Top 5 Winners ($)		$
COST	costco wholesale corporation	5.6 M
LRCX	lam research corp	4.5 M
CVX	chevron corporation	1.7 M
WWD	woodward inc	1.6 M
XOM	exxon mobil corp	1.5 M

Top 5 Losers (%)		%
WDAY	workday inc	-38.2 %
INTU	intuit	-34.2 %
EL	lauder estee cos inc	-30.7 %
ADBE	adobe inc	-30.6 %
HUM	humana inc	-30.4 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-16.8 M
AAPL	apple inc	-5.9 M
AMZN	amazon com inc	-4.9 M
INTU	intuit	-4.9 M
TMO	thermo fisher scientific inc	-4.2 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 298 stocks in it's portfolio. About 31.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for YHB Investment Advisors, Inc. last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.05	10,275	681,541	reduced	-11.29

AAPL	apple inc	5.92	325,457	82,597,900	reduced	-1.8

AAXJ	ishares tr	0.28	72,504	3,858,670	added	164

AAXJ	ishares tr	0.23	61,593	3,237,330	added	3.57

AAXJ	ishares tr	0.07	7,545	1,044,000	reduced	-17.5

AAXJ	ishares tr	0.05	5,978	636,657	added	0.76

AAXJ	ishares tr	0.03	5,873	347,623	reduced	-36.08

ABBV	abbvie inc	0.58	36,951	8,036,440	added	0.98

ABT	abbott laboratories	0.04	4,920	505,136	reduced	-1.36

ACN	accenture plc ireland	0.02	1,310	259,760	reduced	-34.89

ACWF	ishares tr	1.03	189,835	14,330,600	added	40.61

ACWF	ishares tr	0.25	90,515	3,526,460	new

ACWF	ishares tr	0.19	57,210	2,644,820	reduced	-52.55

ACWF	ishares tr	0.08	21,363	1,081,400	added	0.11

ACWV	ishares inc	0.14	29,906	1,935,820	reduced	-32.79

ACWV	ishares inc	0.06	7,700	783,629	unchanged	0.00

ADBE	adobe inc	0.02	1,147	278,813	unchanged	0.00

ADP	automatic data processing in	0.06	3,986	809,875	reduced	-1.87

AER	aercap holdings nv	0.17	16,997	2,331,650	reduced	-9.57

AFK	vaneck etf trust	0.21	30,184	2,918,830	reduced	-6.79