13F filer

YHB Investment Advisors

As of Sep 30, 2026 Filed Oct 8, 2026 CIK 1469219 SEC filings ↗
13F Value
$1.59B
Positions
314
Top Position
AAPL6.8%
Top 5
20.0%

Latest filing changes

vs Jun 30, 2026
Holdings314
# Trend (4Q)
1 AAPL 6.8% $108.2M -1.7% 324.8K 6.1% Common Stock
2 MSFT 4.0% $63.9M -2.6% 124.6K 3.1% Common Stock
3 NVDA 3.1% $49.7M -0.7% 217.7K 2.8% Common Stock
4 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 141,317 reported quantity $48,624,359 reported value
3.1% $48.6M -1.7% 141.3K 3.3% Common Stock
5 AMZN 2.9% $46.3M -0.9% 186.0K 2.9% Common Stock
6 IJH 2.8% $44.5M +2.4% 618.8K 3.0% ETF
7 GOOG 2.6% $41.2M -1.5% 120.9K 2.8% Common Stock
8 COST 2.4% $37.8M -1.4% 41.5K 2.5% Common Stock
9 TMO 2.1% $32.6M -1.4% 48.3K 1.6% Common Stock
10 LRCX
Filing details
  • 512807306 Sep 30, 2026 91,541 reported quantity $30,072,134 reported value
1.9% $30.1M -5.3% 91.5K 2.7% Common Stock
11 V 1.9% $29.7M +0.1% 82.7K 1.8% Common Stock
12 BRK.B
Filing details
  • 084670702 Sep 30, 2026 57,326 reported quantity $28,545,515 reported value
1.8% $28.5M -4.1% 57.3K 1.9% Common Stock
13 IVV 1.6% $25.1M +6.1% 32.7K 1.5% ETF
14 APH 1.5% $23.3M -2.4% 276.0K 1.6% Common Stock
15 TSM 1.4% $22.1M +1.4% 48.4K 1.5% ADR
16 SPY 1.4% $22.1M -0.9% 29.0K 1.4% ETF
17 JPST 1.3% $20.0M -3.4% 397.9K 1.3% ETF
18 PANW 1.3% $19.9M -0.2% 50.1K 1.1% Common Stock
19 DHR 1.2% $19.7M -2.6% 89.1K 1.1% Common Stock
20 AMGN 1.2% $19.5M +0.9% 46.2K 1.1% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing16
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.