YHB Investment Advisors, Inc.
13F filer · CIK 0001469219Reported Jul 14, 2026
Net seller this quarter
13F portfolio value$1.56BU.S. long equity reported on 13F
Positions21419 new · 12 closed
Net flow last quarter-$28.4MBuys minus sells
Top 10 positions weight29.9%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Jul 14, 2026214 positions | |||||
| $95.7M | 6.13% | 0.00% | +1.6% | Q2 2013 | |
| $51.4M | 3.29% | 0.00% | -5.2% | Q4 2015 | |
| $47.7M | 3.06% | 0.00% | -13.8% | Q2 2013 | |
| $44.7M | 2.87% | 0.00% | -13.1% | Q4 2014 | |
| $43.9M | 2.81% | 0.00% | +3.6% | Q1 2021 | |
| $43.4M | 2.78% | Not reported | -9.5% | Q4 2015 | |
| $41.9M | 2.68% | 0.01% | -5.6% | Q1 2018 | |
| $39.4M | 2.52% | 0.01% | +1.2% | Q2 2013 | |
| $29.9M | 1.92% | Not reported | -18.9% | Q3 2020 | |
| $28.3M | 1.82% | 0.00% | +2.4% | Q2 2013 | |
| $24.9M | 1.60% | 0.01% | +0.5% | Q2 2013 | |
| $24.6M | 1.57% | 0.01% | +2.5% | Q2 2013 | |
| $22.8M | 1.46% | 0.00% | +5.6% | Q1 2021 | |
| $22M | 1.41% | 0.03% | -1.0% | Q2 2017 | |
| $21.8M | 1.40% | Not reported | -0.8% | Q3 2020 | |
| $19.5M | 1.25% | 0.03% | +2.2% | Q2 2013 | |
| $18.3M | 1.17% | 0.00% | +6.5% | Q2 2013 | |
| $17.4M | 1.12% | 0.01% | +3.5% | Q2 2013 | |
| $17.1M | 1.10% | 0.01% | +5.5% | Q1 2022 | |
| $16.6M | 1.06% | 0.01% | -0.1% | Q2 2013 | |
| $15.7M | 1.00% | 0.01% | +3.9% | Q2 2013 | |
| $14.7M | 0.94% | 0.00% | +1.1% | Q2 2013 | |
| $12.3M | 0.79% | 0.01% | -0.1% | Q4 2014 | |
| $12.2M | 0.78% | 0.00% | +8.2% | Q2 2013 | |
| $11.4M | 0.73% | 0.00% | +11.4% | Q2 2015 | |
| $11.2M | 0.72% | Not reported | +9.1% | Q1 2024 | |
| $11.1M | 0.71% | 0.01% | -2.5% | Q4 2014 | |
| $10.8M | 0.69% | 0.04% | -8.4% | Q1 2018 | |
| $10.5M | 0.68% | 0.01% | -0.2% | Q2 2023 | |
| $10.1M | 0.64% | 0.01% | +4.8% | Q2 2013 | |
| $10M | 0.64% | 0.01% | +7.6% | Q4 2018 | |
| $9.72M | 0.62% | 0.01% | +5.5% | Q2 2013 | |
| $9.42M | 0.60% | 0.00% | +1.3% | Q2 2013 | |
| $9.27M | 0.59% | 0.00% | 0.0% | Q2 2020 | |
| $9.21M | 0.59% | 0.01% | +3.4% | Q2 2013 | |
| $9.18M | 0.59% | 0.00% | -2.6% | Q2 2013 | |
| $8.21M | 0.53% | Not reported | +2.7% | Q4 2015 | |
| $7.87M | 0.50% | 0.00% | -0.1% | Q3 2021 | |
| $7.87M | 0.50% | 0.05% | +1.6% | Q1 2020 | |
| $7.27M | 0.47% | 0.00% | +7.2% | Q4 2020 | |
| $7.17M | 0.46% | 0.00% | +0.6% | Q2 2013 | |
| $7.12M | 0.46% | 0.01% | +1.9% | Q2 2014 | |
| $6.33M | 0.41% | 0.00% | +0.2% | Q2 2024 | |
| $6.16M | 0.39% | 0.00% | 0.0% | Q2 2013 | |
| $5.99M | 0.38% | 0.00% | -1.3% | Q3 2020 | |
| $5.95M | 0.38% | 0.00% | +3.3% | Q4 2019 | |
| $5.86M | 0.38% | Not reported | -14.5% | Q3 2020 | |
| $5.83M | 0.37% | 0.01% | +0.1% | Q1 2016 | |
| $5.79M | 0.37% | 0.00% | -45.2% | Q2 2013 | |
| $5.74M | 0.37% | 0.00% | -2.3% | Q2 2013 | |
| Q1 2026Reported Apr 13, 2026206 positions | |||||
| $82.6M | 5.92% | 0.00% | -1.8% | Q2 2013 | |
| $55M | 3.94% | 0.00% | +0.1% | Q2 2013 | |
| $45M | 3.23% | 0.00% | -0.2% | Q4 2014 | |
| $43.6M | 3.13% | 0.00% | -2.3% | Q4 2015 | |
| $41.5M | 2.97% | 0.01% | -1.5% | Q2 2013 | |
| $38.9M | 2.79% | Not reported | -0.8% | Q4 2015 | |
| $36.9M | 2.65% | 0.00% | -3.2% | Q1 2021 | |
| $35.3M | 2.53% | Not reported | +0.1% | Q3 2020 | |
| $24.4M | 1.75% | 0.00% | -1.4% | Q2 2013 | |
| $23.5M | 1.68% | 0.01% | +0.1% | Q2 2013 | |
| $21.9M | 1.57% | 0.01% | -6.9% | Q1 2018 | |
| $19.2M | 1.37% | Not reported | -1.0% | Q3 2020 | |
| $18.3M | 1.31% | 0.02% | -9.8% | Q2 2013 | |
| $17.8M | 1.27% | 0.01% | +0.5% | Q2 2013 | |
| $16.8M | 1.20% | 0.01% | +0.6% | Q2 2013 | |
| $16.1M | 1.16% | 0.01% | +0.5% | Q2 2013 | |
| $15.7M | 1.13% | 0.01% | +0.2% | Q2 2013 | |
| $15.4M | 1.10% | 0.00% | +2.3% | Q2 2013 | |
| $15.3M | 1.10% | 0.00% | +1.4% | Q1 2021 | |
| $14.3M | 1.02% | 0.03% | -0.8% | Q2 2017 | |
| $13.6M | 0.97% | 0.00% | +3.3% | Q2 2013 | |
| $13M | 0.93% | 0.01% | -0.6% | Q4 2014 | |
| $12.3M | 0.88% | 0.00% | +0.9% | Q2 2013 | |
| $10.3M | 0.74% | 0.01% | +0.8% | Q2 2013 | |
| $9.95M | 0.71% | 0.05% | -6.4% | Q1 2018 | |
| $9.75M | 0.70% | 0.01% | +2.1% | Q2 2013 | |
| $9.69M | 0.69% | Not reported | Not reported | Q1 2024 | |
| $9.46M | 0.68% | 0.00% | -2.0% | Q2 2013 | |
| $9.42M | 0.68% | 0.00% | +3.7% | Q2 2020 | |
| $9.35M | 0.67% | 0.01% | +4.5% | Q2 2013 | |
| $8.84M | 0.63% | 0.00% | 0.0% | Q2 2013 | |
| $8.6M | 0.62% | 0.01% | -2.6% | Q4 2014 | |
| $8.56M | 0.61% | 0.01% | -1.2% | Q2 2013 | |
| $8.2M | 0.59% | 0.00% | -2.1% | Q2 2013 | |
| $8.11M | 0.58% | Not reported | +3.6% | Q4 2015 | |
| $8.04M | 0.58% | 0.00% | +1.0% | Q2 2013 | |
| $7.83M | 0.56% | 0.00% | +6.1% | Q2 2015 | |
| $7.8M | 0.56% | 0.01% | +6.3% | Q4 2018 | |
| $7.75M | 0.56% | 0.00% | +8.5% | Q4 2019 | |
| $7.63M | 0.55% | 0.01% | +2.1% | Q1 2022 | |
| $7.44M | 0.53% | 0.01% | -6.1% | Q2 2013 | |
| $7.13M | 0.51% | 0.05% | +4.3% | Q1 2020 | |
| $7.09M | 0.51% | 0.00% | -0.8% | Q3 2020 | |
| $6.74M | 0.48% | 0.00% | -2.1% | Q2 2013 | |
| $6.5M | 0.47% | 0.00% | -2.6% | Q1 2024 | |
| $6.43M | 0.46% | 0.00% | +4.3% | Q2 2013 | |
| $5.98M | 0.43% | 0.00% | -1.4% | Q3 2021 | |
| $5.93M | 0.43% | 0.00% | -0.4% | Q2 2013 | |
| $5.85M | 0.42% | 0.00% | -1.5% | Q2 2022 | |
| $5.76M | 0.41% | 0.01% | +90.5% | Q2 2020 | |
| Q4 2025Reported Jan 16, 2026205 positions | |||||
| $90.1M | 6.22% | 0.00% | -2.9% | Q2 2013 | |
| $71.7M | 4.96% | 0.00% | -0.7% | Q2 2013 | |
| $50M | 3.45% | 0.00% | -0.4% | Q4 2014 | |
| $48.6M | 3.36% | 0.00% | -1.7% | Q4 2015 | |
| $42.9M | 2.97% | Not reported | -2.8% | Q4 2015 | |
| $40.8M | 2.82% | 0.00% | -1.4% | Q1 2021 | |
| $37M | 2.56% | Not reported | +0.2% | Q3 2020 | |
| $36.4M | 2.52% | 0.01% | +0.4% | Q2 2013 | |
| $28.7M | 1.98% | 0.00% | +0.6% | Q2 2013 | |
| $27.7M | 1.91% | 0.01% | +1.8% | Q2 2013 | |
| $20.3M | 1.40% | Not reported | +4.6% | Q3 2020 | |
| $20.1M | 1.39% | 0.01% | +1.2% | Q2 2013 | |
| $20M | 1.38% | 0.03% | -0.1% | Q2 2013 | |
| $18.9M | 1.31% | 0.01% | +0.4% | Q2 2013 | |
| $18.8M | 1.30% | 0.01% | Not reported | Q1 2018 | |
| $16.8M | 1.16% | 0.01% | +0.6% | Q2 2013 | |
| $16.5M | 1.14% | 0.00% | +2.6% | Q2 2013 | |
| $16M | 1.11% | 0.03% | +0.6% | Q2 2017 | |
| $14.9M | 1.03% | 0.01% | +1.1% | Q2 2013 | |
| $13.8M | 0.95% | 0.00% | 0.0% | Q2 2013 | |
| $13.7M | 0.95% | 0.01% | -0.7% | Q2 2013 | |
| $13.6M | 0.94% | 0.00% | +1.5% | Q1 2021 | |
| $12.8M | 0.88% | 0.00% | -1.0% | Q2 2013 | |
| $12.6M | 0.87% | 0.01% | +1.1% | Q4 2014 | |
| $12.6M | 0.87% | 0.01% | +0.9% | Q2 2013 | |
| $11M | 0.76% | 0.00% | +5.4% | Q2 2013 | |
| $10.3M | 0.71% | Not reported | +2.1% | Q1 2024 | |
| $9.18M | 0.63% | 0.00% | Not reported | Q2 2013 | |
| $9.04M | 0.62% | Not reported | 0.0% | Q4 2015 | |
| $8.98M | 0.62% | 0.05% | -0.9% | Q1 2018 | |
| $8.66M | 0.60% | 0.01% | Not reported | Q2 2013 | |
| $8.64M | 0.60% | 0.00% | +0.8% | Q2 2020 | |
| $8.63M | 0.60% | 0.00% | +7.7% | Q2 2015 | |
| $8.59M | 0.59% | 0.01% | +3.9% | Q1 2022 | |
| $8.38M | 0.58% | 0.01% | -0.4% | Q4 2014 | |
| $8.36M | 0.58% | 0.00% | +1.9% | Q2 2013 | |
| $8.26M | 0.57% | 0.01% | +1.2% | Q2 2013 | |
| $8.25M | 0.57% | 0.00% | +1.1% | Q2 2013 | |
| $8.23M | 0.57% | 0.00% | -0.8% | Q2 2013 | |
| $6.97M | 0.48% | 0.00% | +5.6% | Q4 2019 | |
| $6.59M | 0.46% | 0.00% | +1.0% | Q3 2021 | |
| $6.58M | 0.45% | 0.00% | 0.0% | Q3 2020 | |
| $6.55M | 0.45% | 0.05% | +0.9% | Q1 2020 | |
| $6.53M | 0.45% | 0.01% | +6.1% | Q4 2018 | |
| $6.45M | 0.45% | 0.00% | +8.3% | Q1 2024 | |
| $6.37M | 0.44% | 0.00% | -7.6% | Q2 2013 | |
| $6.02M | 0.42% | 0.00% | -6.2% | Q4 2020 | |
| $6.02M | 0.42% | 0.00% | -4.3% | Q2 2013 | |
| $5.91M | 0.41% | 0.01% | +1.5% | Q2 2023 | |
| $5.71M | 0.39% | Not reported | +24.8% | Q3 2020 | |
| Q3 2025Reported Oct 8, 2025213 positions | |||||
| $86.9M | 6.36% | 0.00% | -0.6% | Q2 2013 | |
| $77.4M | 5.66% | 0.00% | -0.7% | Q2 2013 | |
| $47.8M | 3.49% | 0.00% | +0.6% | Q4 2014 | |
| $41.4M | 3.03% | 0.00% | -1.1% | Q1 2021 | |
| $38.9M | 2.85% | 0.01% | -0.8% | Q2 2013 | |
| $38.4M | 2.81% | 0.00% | -1.2% | Q4 2015 | |
| $37M | 2.70% | Not reported | -3.6% | Q3 2020 | |
| $34.3M | 2.51% | Not reported | -1.6% | Q4 2015 | |
| $27.8M | 2.03% | 0.00% | -1.1% | Q2 2013 | |
| $22.8M | 1.66% | 0.01% | -0.5% | Q2 2013 | |
| $20.9M | 1.53% | 0.03% | -0.5% | Q2 2013 | |
| $19M | 1.39% | Not reported | -2.4% | Q3 2020 | |
| $18.8M | 1.37% | 0.03% | -0.3% | Q2 2017 | |
| $18.6M | 1.36% | 0.00% | -1.7% | Q2 2013 | |
| $17.6M | 1.28% | 0.01% | -0.6% | Q2 2013 | |
| $17.3M | 1.26% | 0.01% | +1.4% | Q2 2013 | |
| $17.2M | 1.26% | 0.01% | +2.6% | Q2 2013 | |
| $16.2M | 1.18% | 0.00% | +2.2% | Q2 2013 | |
| $15.8M | 1.15% | 0.00% | +0.6% | Q2 2013 | |
| $14.2M | 1.04% | 0.01% | +1.2% | Q2 2013 | |
| $12.7M | 0.93% | 0.01% | +1.1% | Q2 2013 | |
| $12.3M | 0.90% | 0.00% | +1.0% | Q1 2021 | |
| $11.7M | 0.86% | 0.01% | -0.3% | Q4 2014 | |
| $10.1M | 0.74% | Not reported | -0.8% | Q4 2015 | |
| $9.86M | 0.72% | 0.01% | +0.3% | Q2 2013 | |
| $9.75M | 0.71% | Not reported | Not reported | Q1 2024 | |
| $9.61M | 0.70% | 0.00% | +3.0% | Q2 2013 | |
| $9.14M | 0.67% | 0.01% | +3.5% | Q1 2022 | |
| $8.75M | 0.64% | 0.01% | +0.1% | Q2 2013 | |
| $8.43M | 0.62% | 0.00% | +6.5% | Q4 2019 | |
| $8.33M | 0.61% | 0.01% | -1.6% | Q2 2013 | |
| $8.32M | 0.61% | 0.00% | Not reported | Q2 2013 | |
| $8.31M | 0.61% | 0.00% | -0.9% | Q2 2013 | |
| $8.25M | 0.60% | 0.00% | -3.1% | Q2 2013 | |
| $7.82M | 0.57% | 0.00% | -0.4% | Q2 2020 | |
| $7.68M | 0.56% | 0.00% | -0.7% | Q2 2013 | |
| $7.58M | 0.55% | 0.05% | -1.2% | Q1 2018 | |
| $7.24M | 0.53% | 0.01% | +3.8% | Q4 2018 | |
| $7.02M | 0.51% | 0.00% | +7.3% | Q1 2024 | |
| $6.96M | 0.51% | 0.01% | -1.0% | Q4 2014 | |
| $6.74M | 0.49% | 0.00% | -8.4% | Q2 2013 | |
| $6.68M | 0.49% | 0.05% | +3.4% | Q1 2020 | |
| $6.58M | 0.48% | 0.00% | -35.6% | Q2 2013 | |
| $6.37M | 0.47% | 0.00% | 0.0% | Q3 2021 | |
| $6.16M | 0.45% | 0.01% | +4.1% | Q2 2023 | |
| $6.12M | 0.45% | 0.00% | -1.2% | Q4 2020 | |
| $5.91M | 0.43% | 0.01% | +1.2% | Q3 2020 | |
| $5.68M | 0.42% | 0.00% | +4.4% | Q2 2015 | |
| $5.39M | 0.39% | 0.00% | -3.3% | Q2 2013 | |
| $5.3M | 0.39% | 0.01% | -1.5% | Q2 2013 | |
Premium opens every quarter this fund has filed