# YHB Investment Advisors, Inc.

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1469219. Source: https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/

- Reported value: $1.6B
- Positions: 314
- Weight of the ten largest: 31.7%
- Filed: 2026-10-08

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $108.2M | 324,809 | 6.8% | 32 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $63.9M | 124,622 | 4.0% | 32 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $49.7M | 217,727 | 3.1% | 23 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $48.6M | 141,317 | 3.1% | 32 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $46.3M | 186,013 | 2.9% | 32 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $44.5M | 618,796 | 2.8% | 25 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $41.2M | 120,925 | 2.6% | 32 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $37.8M | 41,507 | 2.4% | 32 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $32.6M | 48,299 | 2.1% | 32 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $30.1M | 91,541 | 1.9% | 4 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $29.7M | 82,693 | 1.9% | 32 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $28.5M | 57,326 | 1.8% | 25 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $25.1M | 32,743 | 1.6% | 25 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $23.3M | 276,033 | 1.5% | 32 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $22.1M | 48,431 | 1.4% | 23 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $22.1M | 28,966 | 1.4% | 25 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $20.0M | 397,889 | 1.3% | 25 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $19.9M | 50,128 | 1.3% | 15 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $19.7M | 89,107 | 1.2% | 32 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $19.5M | 46,239 | 1.2% | 32 |
| ISHARES TR | [SMLF](https://holderbook.com/stocks/SMLF/) | $19.2M | 229,923 | 1.2% | 5 |
| UNITED RENTALS INC | [URI](https://holderbook.com/stocks/URI/) | $19.2M | 19,195 | 1.2% | 32 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $18.8M | 56,746 | 1.2% | 32 |
| ECOLAB INC | [ECL](https://holderbook.com/stocks/ECL/) | $18.7M | 68,024 | 1.2% | 32 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $18.5M | 135,853 | 1.2% | 25 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $16.4M | 39,513 | 1.0% | 17 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $15.8M | 439,895 | 1.0% | 25 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $15.4M | 108,550 | 1.0% | 25 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $15.0M | 154,452 | 0.9% | 25 |
| INVESCO EXCHANGE TRADED FD T | [EQWL](https://holderbook.com/stocks/EQWL/) | $14.2M | 110,179 | 0.9% | 5 |
| STRYKER CORPORATION | [SYK](https://holderbook.com/stocks/SYK/) | $13.6M | 49,276 | 0.9% | 32 |
| FORTINET INC | [FTNT](https://holderbook.com/stocks/FTNT/) | $12.4M | 69,248 | 0.8% | 14 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $11.9M | 41,898 | 0.8% | 32 |
| 2023 ETF SERIES TRUST | [EAGL](https://holderbook.com/stocks/EAGL/) | $11.8M | 347,395 | 0.7% | 11 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $11.6M | 111,309 | 0.7% | 32 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $11.5M | 9,940 | 0.7% | 25 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $10.8M | 81,593 | 0.7% | 32 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $10.7M | 14,745 | 0.7% | 32 |
| EATON CORP PLC | [ETN](https://holderbook.com/stocks/ETN/) | $10.6M | 24,559 | 0.7% | 12 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $10.4M | 320,278 | 0.7% | 25 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $10.2M | 37,393 | 0.6% | 32 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $10.1M | 124,721 | 0.6% | 25 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $9.8M | 37,565 | 0.6% | 32 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $9.6M | 23,672 | 0.6% | 32 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $9.1M | 181,758 | 0.6% | 25 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $9.0M | 48,617 | 0.6% | 26 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $8.7M | 70,512 | 0.5% | 25 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $8.6M | 113,363 | 0.5% | 32 |
| PIMCO ETF TR | [MINT](https://holderbook.com/stocks/MINT/) | $8.5M | 84,953 | 0.5% | 25 |
| WOODWARD INC | [WWD](https://holderbook.com/stocks/WWD/) | $8.3M | 25,209 | 0.5% | 32 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $8.3M | 163,460 | 0.5% | 25 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $8.3M | 36,157 | 0.5% | 18 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $8.1M | 58,859 | 0.5% | 32 |
| CUMMINS INC | [CMI](https://holderbook.com/stocks/CMI/) | $7.8M | 15,146 | 0.5% | 32 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $7.6M | 254,760 | 0.5% | 25 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $7.6M | 56,476 | 0.5% | 26 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $7.3M | 26,196 | 0.5% | 25 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $7.2M | 20,538 | 0.5% | 24 |
| CARLISLE COS INC | [CSL](https://holderbook.com/stocks/CSL/) | $7.0M | 21,757 | 0.4% | 27 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $6.8M | 22,352 | 0.4% | 3 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $6.8M | 5,455 | 0.4% | 26 |
| ISHARES TR | [INTF](https://holderbook.com/stocks/INTF/) | $6.8M | 162,997 | 0.4% | 3 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $6.6M | 21,150 | 0.4% | 21 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $6.6M | 32,327 | 0.4% | 32 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $6.6M | 9,383 | 0.4% | 25 |
| ISHARES INC | [EMGF](https://holderbook.com/stocks/EMGF/) | $6.5M | 91,374 | 0.4% | 3 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $6.4M | 24,315 | 0.4% | 32 |
| NEUBERGER BERMAN ETF TRUST | [NBSD](https://holderbook.com/stocks/NBSD/) | $6.3M | 125,495 | 0.4% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $6.1M | 8,306 | 0.4% | 25 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $6.1M | 16,065 | 0.4% | 25 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $6.1M | 26,260 | 0.4% | 32 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $5.7M | 81,522 | 0.4% | 28 |
| MARRIOTT INTL INC NEW | [MAR](https://holderbook.com/stocks/MAR/) | $5.6M | 15,722 | 0.4% | 32 |
| SHELL PLC | [SHEL](https://holderbook.com/stocks/SHEL/) | $5.6M | 58,826 | 0.4% | 18 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $5.3M | 5,574 | 0.3% | 10 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $5.3M | 59,013 | 0.3% | 16 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $5.2M | 31,704 | 0.3% | 1 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $5.1M | 5,716 | 0.3% | 32 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $5.0M | 12,790 | 0.3% | 3 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $5.0M | 30,862 | 0.3% | 11 |
| ISHARES TR | [IGIB](https://holderbook.com/stocks/IGIB/) | $4.9M | 98,256 | 0.3% | 12 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $4.8M | 43,376 | 0.3% | 32 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $4.8M | 93,689 | 0.3% | 25 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $4.7M | 16,993 | 0.3% | 32 |
| SPDR INDEX SHS FDS | [SPEM](https://holderbook.com/stocks/SPEM/) | $4.5M | 87,861 | 0.3% | 25 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $4.5M | 35,475 | 0.3% | 32 |
| YUM BRANDS INC | [YUM](https://holderbook.com/stocks/YUM/) | $4.5M | 32,697 | 0.3% | 32 |
| WELLTOWER INC | [WELL](https://holderbook.com/stocks/WELL/) | $4.4M | 18,936 | 0.3% | 7 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $4.3M | 9,161 | 0.3% | 15 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $4.3M | 29,565 | 0.3% | 32 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.3M | 11,425 | 0.3% | 25 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $4.2M | 11,412 | 0.3% | 32 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $4.1M | 22,059 | 0.3% | 32 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $3.8M | 29,465 | 0.2% | 32 |
| L3HARRIS TECHNOLOGIES INC | [LHX](https://holderbook.com/stocks/LHX/) | $3.8M | 16,154 | 0.2% | 28 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $3.8M | 29,439 | 0.2% | 32 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $3.7M | 73,497 | 0.2% | 7 |
| CHURCH & DWIGHT CO INC | [CHD](https://holderbook.com/stocks/CHD/) | $3.6M | 38,366 | 0.2% | 32 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $3.5M | 13,829 | 0.2% | 32 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $3.5M | 3,317 | 0.2% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.9% | +14.8% | -3.0% | 100% |
| Q1 2026 | -3.9% | -4.6% | +0.7% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.1% | 100% |
| Q3 2025 | +7.0% | +7.8% | -0.8% | 100% |
| Q2 2025 | +7.4% | +10.5% | -3.1% | 100% |
| Q1 2025 | -3.3% | -4.6% | +1.2% | 100% |
| Q4 2024 | +0.4% | +2.1% | -1.8% | 100% |
| Q3 2024 | +5.8% | +5.4% | +0.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $1.6B | 314 |
| Q2 2026 | $1.6B | 314 |
| Q1 2026 | $1.4B | 298 |
| Q4 2025 | $1.4B | 296 |
| Q3 2025 | $1.4B | 299 |
| Q2 2025 | $1.3B | 299 |
| Q1 2025 | $1.2B | 290 |
| Q4 2024 | $1.2B | 277 |
| Q3 2024 | $1.2B | 280 |
| Q2 2024 | $1.2B | 276 |
| Q1 2024 | $1.1B | 272 |
| Q4 2023 | $1.0B | 263 |