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YHB Investment Advisors, Inc.

13F filer · CIK 0001469219
Reported 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 free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 14, 2026214 positions
AAPLApple Inc.$95.7M6.13%0.00%+1.6%Q2 2013
GOOGLAlphabet Inc.$51.4M3.29%0.00%-5.2%Q4 2015
MSFTMicrosoft Corp$47.7M3.06%0.00%-13.8%Q2 2013
AMZNAmazon Com Inc$44.7M2.87%0.00%-13.1%Q4 2014
NVDANvidia Corp$43.9M2.81%0.00%+3.6%Q1 2021
GOOGAlphabet Inc.$43.4M2.78%Not reported-9.5%Q4 2015
LRCXLam Research Corp$41.9M2.68%0.01%-5.6%Q1 2018
COSTCostco Wholesale Corp$39.4M2.52%0.01%+1.2%Q2 2013
BRK.BBerkshire Hathaway Inc$29.9M1.92%Not reported-18.9%Q3 2020
VVisa Inc.$28.3M1.82%0.00%+2.4%Q2 2013
APHAmphenol Corp$24.9M1.60%0.01%+0.5%Q2 2013
TMOThermo Fisher Scientific Inc.$24.6M1.57%0.01%+2.5%Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd$22.8M1.46%0.00%+5.6%Q1 2021
URIUnited Rentals, Inc.$22M1.41%0.03%-1.0%Q2 2017
SPYSPDR S&P 500 ETF Trust$21.8M1.40%Not reported-0.8%Q3 2020
ECLEcolab Inc.$19.5M1.25%0.03%+2.2%Q2 2013
JPMJPMorgan Chase & Co$18.3M1.17%0.00%+6.5%Q2 2013
DHRDanaher Corp$17.4M1.12%0.01%+3.5%Q2 2013
PANWPalo Alto Networks Inc$17.1M1.10%0.01%+5.5%Q1 2022
AMGNAmgen Inc$16.6M1.06%0.01%-0.1%Q2 2013
SYKStryker Corp$15.7M1.00%0.01%+3.9%Q2 2013
HDHome Depot, Inc.$14.7M0.94%0.00%+1.1%Q2 2013
TJXTJX Companies Inc$12.3M0.79%0.01%-0.1%Q4 2014
WMTWalmart Inc.$12.2M0.78%0.00%+8.2%Q2 2013
LLYELI LILLY & Co$11.4M0.73%0.00%+11.4%Q2 2015
EAGLEgl Inc$11.2M0.72%Not reported+9.1%Q1 2024
CMICummins Inc$11.1M0.71%0.01%-2.5%Q4 2014
WWDWoodward, Inc.$10.8M0.69%0.04%-8.4%Q1 2018
FTNTFortinet, Inc.$10.5M0.68%0.01%-0.2%Q2 2023
UNPUnion Pacific Corp$10.1M0.64%0.01%+4.8%Q2 2013
ETNEaton Corp plc$10M0.64%0.01%+7.6%Q4 2018
NEENextera Energy Inc$9.72M0.62%0.01%+5.5%Q2 2013
ABBVAbbVie Inc.$9.42M0.60%0.00%+1.3%Q2 2013
RTXRTX Corp$9.27M0.59%0.00%0.0%Q2 2020
ISRGIntuitive Surgical Inc$9.21M0.59%0.01%+3.4%Q2 2013
ORCLOracle Corp$9.18M0.59%0.00%-2.6%Q2 2013
METAMeta Platforms, Inc.$8.21M0.53%Not reported+2.7%Q4 2015
GEGeneral Electric Co$7.87M0.50%0.00%-0.1%Q3 2021
CSLCarlisle Companies Inc$7.87M0.50%0.05%+1.6%Q1 2020
AVGOBroadcom Inc.$7.27M0.47%0.00%+7.2%Q4 2020
MCDMcdonalds Corp$7.17M0.46%0.00%+0.6%Q2 2013
GWWW.W. Grainger, Inc.$7.12M0.46%0.01%+1.9%Q2 2014
GEVGE Vernova Inc.$6.33M0.41%0.00%+0.2%Q2 2024
JNJJohnson & Johnson$6.16M0.39%0.00%0.0%Q2 2013
GLDSPDR Gold Trust$5.99M0.38%0.00%-1.3%Q3 2020
NFLXNetflix Inc$5.95M0.38%0.00%+3.3%Q4 2019
QQQInvesco QQQ Trust, Series 1$5.86M0.38%Not reported-14.5%Q3 2020
MARMarriott International Inc$5.83M0.37%0.01%+0.1%Q1 2016
GSGoldman Sachs Group Inc$5.79M0.37%0.00%-45.2%Q2 2013
PEPPepsico Inc$5.74M0.37%0.00%-2.3%Q2 2013
Q1 2026Reported Apr 13, 2026206 positions
AAPLApple Inc.$82.6M5.92%0.00%-1.8%Q2 2013
MSFTMicrosoft Corp$55M3.94%0.00%+0.1%Q2 2013
AMZNAmazon Com Inc$45M3.23%0.00%-0.2%Q4 2014
GOOGLAlphabet Inc.$43.6M3.13%0.00%-2.3%Q4 2015
COSTCostco Wholesale Corp$41.5M2.97%0.01%-1.5%Q2 2013
GOOGAlphabet Inc.$38.9M2.79%Not reported-0.8%Q4 2015
NVDANvidia Corp$36.9M2.65%0.00%-3.2%Q1 2021
BRK.BBerkshire Hathaway Inc$35.3M2.53%Not reported+0.1%Q3 2020
VVisa Inc.$24.4M1.75%0.00%-1.4%Q2 2013
TMOThermo Fisher Scientific Inc.$23.5M1.68%0.01%+0.1%Q2 2013
LRCXLam Research Corp$21.9M1.57%0.01%-6.9%Q1 2018
SPYSPDR S&P 500 ETF Trust$19.2M1.37%Not reported-1.0%Q3 2020
ECLEcolab Inc.$18.3M1.31%0.02%-9.8%Q2 2013
APHAmphenol Corp$17.8M1.27%0.01%+0.5%Q2 2013
DHRDanaher Corp$16.8M1.20%0.01%+0.6%Q2 2013
AMGNAmgen Inc$16.1M1.16%0.01%+0.5%Q2 2013
SYKStryker Corp$15.7M1.13%0.01%+0.2%Q2 2013
JPMJPMorgan Chase & Co$15.4M1.10%0.00%+2.3%Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd$15.3M1.10%0.00%+1.4%Q1 2021
URIUnited Rentals, Inc.$14.3M1.02%0.03%-0.8%Q2 2017
HDHome Depot, Inc.$13.6M0.97%0.00%+3.3%Q2 2013
TJXTJX Companies Inc$13M0.93%0.01%-0.6%Q4 2014
WMTWalmart Inc.$12.3M0.88%0.00%+0.9%Q2 2013
ISRGIntuitive Surgical Inc$10.3M0.74%0.01%+0.8%Q2 2013
WWDWoodward, Inc.$9.95M0.71%0.05%-6.4%Q1 2018
NEENextera Energy Inc$9.75M0.70%0.01%+2.1%Q2 2013
EAGLEgl Inc$9.69M0.69%Not reportedNot reportedQ1 2024
ORCLOracle Corp$9.46M0.68%0.00%-2.0%Q2 2013
RTXRTX Corp$9.42M0.68%0.00%+3.7%Q2 2020
INTUIntuit Inc.$9.35M0.67%0.01%+4.5%Q2 2013
GSGoldman Sachs Group Inc$8.84M0.63%0.00%0.0%Q2 2013
CMICummins Inc$8.6M0.62%0.01%-2.6%Q4 2014
UNPUnion Pacific Corp$8.56M0.61%0.01%-1.2%Q2 2013
MCDMcdonalds Corp$8.2M0.59%0.00%-2.1%Q2 2013
METAMeta Platforms, Inc.$8.11M0.58%Not reported+3.6%Q4 2015
ABBVAbbVie Inc.$8.04M0.58%0.00%+1.0%Q2 2013
LLYELI LILLY & Co$7.83M0.56%0.00%+6.1%Q2 2015
ETNEaton Corp plc$7.8M0.56%0.01%+6.3%Q4 2018
NFLXNetflix Inc$7.75M0.56%0.00%+8.5%Q4 2019
PANWPalo Alto Networks Inc$7.63M0.55%0.01%+2.1%Q1 2022
AONAon plc$7.44M0.53%0.01%-6.1%Q2 2013
CSLCarlisle Companies Inc$7.13M0.51%0.05%+4.3%Q1 2020
GLDSPDR Gold Trust$7.09M0.51%0.00%-0.8%Q3 2020
PEPPepsico Inc$6.74M0.48%0.00%-2.1%Q2 2013
TMUST-Mobile US, Inc.$6.5M0.47%0.00%-2.6%Q1 2024
CVXChevron Corp$6.43M0.46%0.00%+4.3%Q2 2013
GEGeneral Electric Co$5.98M0.43%0.00%-1.4%Q3 2021
JNJJohnson & Johnson$5.93M0.43%0.00%-0.4%Q2 2013
SHELShell plc$5.85M0.42%0.00%-1.5%Q2 2022
NOWServiceNow, Inc.$5.76M0.41%0.01%+90.5%Q2 2020
Q4 2025Reported Jan 16, 2026205 positions
AAPLApple Inc.$90.1M6.22%0.00%-2.9%Q2 2013
MSFTMicrosoft Corp$71.7M4.96%0.00%-0.7%Q2 2013
AMZNAmazon Com Inc$50M3.45%0.00%-0.4%Q4 2014
GOOGLAlphabet Inc.$48.6M3.36%0.00%-1.7%Q4 2015
GOOGAlphabet Inc.$42.9M2.97%Not reported-2.8%Q4 2015
NVDANvidia Corp$40.8M2.82%0.00%-1.4%Q1 2021
BRK.BBerkshire Hathaway Inc$37M2.56%Not reported+0.2%Q3 2020
COSTCostco Wholesale Corp$36.4M2.52%0.01%+0.4%Q2 2013
VVisa Inc.$28.7M1.98%0.00%+0.6%Q2 2013
TMOThermo Fisher Scientific Inc.$27.7M1.91%0.01%+1.8%Q2 2013
SPYSPDR S&P 500 ETF Trust$20.3M1.40%Not reported+4.6%Q3 2020
DHRDanaher Corp$20.1M1.39%0.01%+1.2%Q2 2013
ECLEcolab Inc.$20M1.38%0.03%-0.1%Q2 2013
APHAmphenol Corp$18.9M1.31%0.01%+0.4%Q2 2013
LRCXLam Research Corp$18.8M1.30%0.01%Not reportedQ1 2018
SYKStryker Corp$16.8M1.16%0.01%+0.6%Q2 2013
JPMJPMorgan Chase & Co$16.5M1.14%0.00%+2.6%Q2 2013
URIUnited Rentals, Inc.$16M1.11%0.03%+0.6%Q2 2017
AMGNAmgen Inc$14.9M1.03%0.01%+1.1%Q2 2013
HDHome Depot, Inc.$13.8M0.95%0.00%0.0%Q2 2013
INTUIntuit Inc.$13.7M0.95%0.01%-0.7%Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd$13.6M0.94%0.00%+1.5%Q1 2021
ORCLOracle Corp$12.8M0.88%0.00%-1.0%Q2 2013
TJXTJX Companies Inc$12.6M0.87%0.01%+1.1%Q4 2014
ISRGIntuitive Surgical Inc$12.6M0.87%0.01%+0.9%Q2 2013
WMTWalmart Inc.$11M0.76%0.00%+5.4%Q2 2013
EAGLEgl Inc$10.3M0.71%Not reported+2.1%Q1 2024
GSGoldman Sachs Group Inc$9.18M0.63%0.00%Not reportedQ2 2013
METAMeta Platforms, Inc.$9.04M0.62%Not reported0.0%Q4 2015
WWDWoodward, Inc.$8.98M0.62%0.05%-0.9%Q1 2018
AONAon plc$8.66M0.60%0.01%Not reportedQ2 2013
RTXRTX Corp$8.64M0.60%0.00%+0.8%Q2 2020
LLYELI LILLY & Co$8.63M0.60%0.00%+7.7%Q2 2015
PANWPalo Alto Networks Inc$8.59M0.59%0.01%+3.9%Q1 2022
CMICummins Inc$8.38M0.58%0.01%-0.4%Q4 2014
ABBVAbbVie Inc.$8.36M0.58%0.00%+1.9%Q2 2013
UNPUnion Pacific Corp$8.26M0.57%0.01%+1.2%Q2 2013
NEENextera Energy Inc$8.25M0.57%0.00%+1.1%Q2 2013
MCDMcdonalds Corp$8.23M0.57%0.00%-0.8%Q2 2013
NFLXNetflix Inc$6.97M0.48%0.00%+5.6%Q4 2019
GEGeneral Electric Co$6.59M0.46%0.00%+1.0%Q3 2021
GLDSPDR Gold Trust$6.58M0.45%0.00%0.0%Q3 2020
CSLCarlisle Companies Inc$6.55M0.45%0.05%+0.9%Q1 2020
ETNEaton Corp plc$6.53M0.45%0.01%+6.1%Q4 2018
TMUST-Mobile US, Inc.$6.45M0.45%0.00%+8.3%Q1 2024
PEPPepsico Inc$6.37M0.44%0.00%-7.6%Q2 2013
AVGOBroadcom Inc.$6.02M0.42%0.00%-6.2%Q4 2020
UNHUnitedhealth Group Inc$6.02M0.42%0.00%-4.3%Q2 2013
FTNTFortinet, Inc.$5.91M0.41%0.01%+1.5%Q2 2023
QQQInvesco QQQ Trust, Series 1$5.71M0.39%Not reported+24.8%Q3 2020
Q3 2025Reported Oct 8, 2025213 positions
AAPLApple Inc.$86.9M6.36%0.00%-0.6%Q2 2013
MSFTMicrosoft Corp$77.4M5.66%0.00%-0.7%Q2 2013
AMZNAmazon Com Inc$47.8M3.49%0.00%+0.6%Q4 2014
NVDANvidia Corp$41.4M3.03%0.00%-1.1%Q1 2021
COSTCostco Wholesale Corp$38.9M2.85%0.01%-0.8%Q2 2013
GOOGLAlphabet Inc.$38.4M2.81%0.00%-1.2%Q4 2015
BRK.BBerkshire Hathaway Inc$37M2.70%Not reported-3.6%Q3 2020
GOOGAlphabet Inc.$34.3M2.51%Not reported-1.6%Q4 2015
VVisa Inc.$27.8M2.03%0.00%-1.1%Q2 2013
TMOThermo Fisher Scientific Inc.$22.8M1.66%0.01%-0.5%Q2 2013
ECLEcolab Inc.$20.9M1.53%0.03%-0.5%Q2 2013
SPYSPDR S&P 500 ETF Trust$19M1.39%Not reported-2.4%Q3 2020
URIUnited Rentals, Inc.$18.8M1.37%0.03%-0.3%Q2 2017
ORCLOracle Corp$18.6M1.36%0.00%-1.7%Q2 2013
SYKStryker Corp$17.6M1.28%0.01%-0.6%Q2 2013
APHAmphenol Corp$17.3M1.26%0.01%+1.4%Q2 2013
DHRDanaher Corp$17.2M1.26%0.01%+2.6%Q2 2013
HDHome Depot, Inc.$16.2M1.18%0.00%+2.2%Q2 2013
JPMJPMorgan Chase & Co$15.8M1.15%0.00%+0.6%Q2 2013
INTUIntuit Inc.$14.2M1.04%0.01%+1.2%Q2 2013
AMGNAmgen Inc$12.7M0.93%0.01%+1.1%Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd$12.3M0.90%0.00%+1.0%Q1 2021
TJXTJX Companies Inc$11.7M0.86%0.01%-0.3%Q4 2014
METAMeta Platforms, Inc.$10.1M0.74%Not reported-0.8%Q4 2015
ISRGIntuitive Surgical Inc$9.86M0.72%0.01%+0.3%Q2 2013
EAGLEgl Inc$9.75M0.71%Not reportedNot reportedQ1 2024
WMTWalmart Inc.$9.61M0.70%0.00%+3.0%Q2 2013
PANWPalo Alto Networks Inc$9.14M0.67%0.01%+3.5%Q1 2022
AONAon plc$8.75M0.64%0.01%+0.1%Q2 2013
NFLXNetflix Inc$8.43M0.62%0.00%+6.5%Q4 2019
UNPUnion Pacific Corp$8.33M0.61%0.01%-1.6%Q2 2013
GSGoldman Sachs Group Inc$8.32M0.61%0.00%Not reportedQ2 2013
ABBVAbbVie Inc.$8.31M0.61%0.00%-0.9%Q2 2013
MCDMcdonalds Corp$8.25M0.60%0.00%-3.1%Q2 2013
RTXRTX Corp$7.82M0.57%0.00%-0.4%Q2 2020
NEENextera Energy Inc$7.68M0.56%0.00%-0.7%Q2 2013
WWDWoodward, Inc.$7.58M0.55%0.05%-1.2%Q1 2018
ETNEaton Corp plc$7.24M0.53%0.01%+3.8%Q4 2018
TMUST-Mobile US, Inc.$7.02M0.51%0.00%+7.3%Q1 2024
CMICummins Inc$6.96M0.51%0.01%-1.0%Q4 2014
PEPPepsico Inc$6.74M0.49%0.00%-8.4%Q2 2013
CSLCarlisle Companies Inc$6.68M0.49%0.05%+3.4%Q1 2020
UNHUnitedhealth Group Inc$6.58M0.48%0.00%-35.6%Q2 2013
GEGeneral Electric Co$6.37M0.47%0.00%0.0%Q3 2021
FTNTFortinet, Inc.$6.16M0.45%0.01%+4.1%Q2 2023
AVGOBroadcom Inc.$6.12M0.45%0.00%-1.2%Q4 2020
GLDSPDR Gold Trust$5.91M0.43%0.01%+1.2%Q3 2020
LLYELI LILLY & Co$5.68M0.42%0.00%+4.4%Q2 2015
PGPROCTER & GAMBLE Co$5.39M0.39%0.00%-3.3%Q2 2013
YUMYum Brands Inc$5.3M0.39%0.01%-1.5%Q2 2013
Premium opens every quarter this fund has filed

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