YHB Investment Advisors, Inc.
Long book
$1.39B
Q1 2026
Positions
298
Top-10 weight
32%
concentration
Last quarter
+12.8%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsYHB Investment Advisors, Inc. is an institutional manager, running a $1.39B US long book across 298 positions.
The portfolio is moderately concentrated (top 10 ≈ 32% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, MICROSOFT CORP, AMAZON.COM INC, ALPHABET INC-CL A, COSTCO WHOLESALE CORP.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.7%
Q2 2024
+6.1%
Q3 2024
+0.7%
Q4 2024
-3.0%
Q1 2025
+7.8%
Q2 2025
+7.3%
Q3 2025
+2.8%
Q4 2025
-3.6%
Q1 2026
+12.8%
Sector allocation
Technology 37%
Consumer discretionary 16%
Financials 11%
Industrials 10%
Healthcare 8%
Services media 7%
Other 6%
Energy 2%
Long book by quarter
What does YHB Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 325.5K | $82.6M | 5.9% | -1.8% |
| MSFT MICROSOFT CORP | Technology | 148.4K | $55.0M | 3.9% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 216.2K | $45.0M | 3.2% | -0.2% |
| GOOGL ALPHABET INC-CL A | Technology | 151.7K | $43.6M | 3.1% | -2.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 41.6K | $41.5M | 3.0% | -1.5% |
| GOOG ALPHABET INC-CL C | Technology | 135.7K | $38.9M | 2.8% | -0.8% |
| NVDA NVIDIA CORP | Technology | 211.7K | $36.9M | 2.6% | -3.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 73.8K | $35.3M | 2.5% | +0.1% |
| V VISA INC-CLASS A SHARES | Services media | 80.6K | $24.4M | 1.7% | -1.4% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 47.8K | $23.5M | 1.7% | +0.1% |
| LRCX LAM RESEARCH CORP | Industrials | 102.3K | $21.9M | 1.6% | -6.9% |
| ECL ECOLAB INC | Other | 68.7K | $18.3M | 1.3% | -9.8% |
| APH AMPHENOL CORP-CL A | Technology | 140.6K | $17.8M | 1.3% | +0.5% |
| DHR DANAHER CORP | Technology | 88.4K | $16.8M | 1.2% | +0.6% |
| AMGN AMGEN INC | Healthcare | 45.8K | $16.1M | 1.2% | +0.5% |
| SYK STRYKER CORP | Healthcare | 47.9K | $15.7M | 1.1% | +0.2% |
| JPM JPMORGAN CHASE & CO | Financials | 52.4K | $15.4M | 1.1% | +2.2% |
| URI UNITED RENTALS INC | Services media | 19.6K | $14.3M | 1.0% | -0.8% |
| HD HOME DEPOT INC | Consumer discretionary | 41.3K | $13.6M | 1.0% | +3.3% |
| TJX TJX COMPANIES INC | Consumer discretionary | 81.5K | $13.0M | 0.9% | -0.6% |
| WMT WALMART INC | Consumer discretionary | 99.1K | $12.3M | 0.9% | +0.9% |
| ISRG INTUITIVE SURGICAL INC | Healthcare | 22.4K | $10.3M | 0.7% | +0.8% |
| WWD WOODWARD INC | Industrials | 27.8K | $10.0M | 0.7% | -6.4% |
| NEE NEXTERA ENERGY INC | Utilities | 105.0K | $9.8M | 0.7% | +2.1% |
| ORCL ORACLE CORP | Technology | 64.3K | $9.5M | 0.7% | -2.0% |
| RTX RTX CORP | Industrials | 48.9K | $9.4M | 0.7% | +3.7% |
| INTU INTUIT INC | Technology | 21.6K | $9.3M | 0.7% | +4.5% |
| GS GOLDMAN SACHS GROUP INC | Financials | 10.4K | $8.8M | 0.6% | 0.0% |
| CMI CUMMINS INC | Industrials | 16.0K | $8.6M | 0.6% | -2.6% |
| UNP UNION PACIFIC CORP | Industrials | 35.3K | $8.6M | 0.6% | -1.1% |
| MCD MCDONALD'S CORP | Consumer discretionary | 26.4K | $8.2M | 0.6% | -2.1% |
| META META PLATFORMS INC-CLASS A | Technology | 14.2K | $8.1M | 0.6% | +3.6% |
| ABBV ABBVIE INC | Healthcare | 37.0K | $8.0M | 0.6% | +1.0% |
| LLY ELI LILLY & CO | Healthcare | 8.5K | $7.8M | 0.6% | +6.1% |
| ETN EATON CORP PLC | Industrials | 21.8K | $7.8M | 0.6% | +6.3% |
| NFLX NETFLIX INC | Services media | 80.6K | $7.8M | 0.6% | +8.5% |
| PANW PALO ALTO NETWORKS INC | Technology | 47.6K | $7.6M | 0.5% | +2.1% |
| AON AON PLC-CLASS A | Financials | 23.0K | $7.4M | 0.5% | -6.1% |
| CSL CARLISLE COS INC | Other | 21.4K | $7.1M | 0.5% | +4.3% |
| PEP PEPSICO INC | Consumer staples | 43.4K | $6.7M | 0.5% | -2.1% |
| TMUS T-MOBILE US INC | Communications | 30.9K | $6.5M | 0.5% | -2.6% |
| CVX CHEVRON CORP | Energy | 31.1K | $6.4M | 0.5% | +4.3% |
| GE GENERAL ELECTRIC | Industrials | 21.1K | $6.0M | 0.4% | -1.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 24.3K | $5.9M | 0.4% | -0.4% |
| NOW SERVICENOW INC | Technology | 55.1K | $5.8M | 0.4% | +90.5% |
| FTNT FORTINET INC | Technology | 68.7K | $5.6M | 0.4% | -7.7% |
| GWW WW GRAINGER INC | Consumer discretionary | 5.1K | $5.6M | 0.4% | +2.6% |
| AVGO BROADCOM INC | Technology | 18.0K | $5.6M | 0.4% | +3.2% |
| XOM EXXON MOBIL CORP | Energy | 31.7K | $5.4M | 0.4% | +2.2% |
| YUM YUM! BRANDS INC | Consumer discretionary | 33.5K | $5.2M | 0.4% | -2.8% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 298 | $1.39B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 16, 2026 | 296 | $1.45B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 8, 2025 | 299 | $1.37B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 10, 2025 | 299 | $1.30B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 290 | $1.20B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 22, 2025 | 277 | $1.22B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 22, 2024 | 280 | $1.21B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 1, 2024 | 277 | $1.16B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR/ARESTATEMENT | Aug 15, 2024 | 273 | $1.13B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 26, 2024 | 955 | $1.15B | SEC ↗ |
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