Holders — by stockHoldings — by fund
YHB Investment Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001469219
$1.56B
disclosed book value
314
positions
6.1%
largest position share
Positions, as of 2026-06-30
top 100 of 314 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 330,559 | $95.7M | 6.1% |
| 2 | GOOGLALPHABET INC | 143,740 | $51.4M | 3.3% |
| 3 | MSFTMICROSOFT CORP | 127,919 | $47.7M | 3.1% |
| 4 | IJHISHARES TR | 604,397 | $46.6M | 3% |
| 5 | AMZNAMAZON COM INC | 187,755 | $44.7M | 2.9% |
| 6 | NVDANVIDIA CORPORATION | 219,225 | $43.9M | 2.8% |
| 7 | GOOGALPHABET INC | 122,759 | $43.4M | 2.8% |
| 8 | LRCXLAM RESEARCH CORP | 96,662 | $41.9M | 2.7% |
| 9 | COSTCOSTCO WHOLESALE CORPORATION | 42,112 | $39.4M | 2.5% |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 59,803 | $29.9M | 1.9% |
| 11 | VVISA INC | 82,599 | $28.3M | 1.8% |
| 12 | APHAMPHENOL CORP | 141,366 | $24.9M | 1.6% |
| 13 | TMOTHERMO FISHER SCIENTIFIC INC | 48,988 | $24.6M | 1.6% |
| 14 | IVVISHARES TR | 30,863 | $23.1M | 1.5% |
| 15 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 47,776 | $22.8M | 1.5% |
| 16 | URIUNITED RENTALS INC | 19,420 | $22.0M | 1.4% |
| 17 | SPYSTATE STR SPDR S&P 500 ETF T | 29,237 | $21.8M | 1.4% |
| 18 | JPSTJ P MORGAN EXCHANGE TRADED F | 411,749 | $20.8M | 1.3% |
| 19 | IJRISHARES TR | 136,354 | $20.2M | 1.3% |
| 20 | SMLFISHARES TR | 222,217 | $19.8M | 1.3% |
| 21 | ECLECOLAB INC | 70,154 | $19.5M | 1.3% |
| 22 | JPMJPMORGAN CHASE & CO | 55,809 | $18.3M | 1.2% |
| 23 | DHRDANAHER CORP DEL | 91,504 | $17.4M | 1.1% |
| 24 | PANWPALO ALTO NETWORKS INC | 50,219 | $17.1M | 1.1% |
| 25 | IWBISHARES TR | 40,621 | $16.6M | 1.1% |
| 26 | AMGNAMGEN INC | 45,813 | $16.6M | 1.1% |
| 27 | SYKSTRYKER CORPORATION | 49,754 | $15.7M | 1% |
| 28 | SCHGSCHWAB STRATEGIC TR | 443,638 | $15.0M | 1% |
| 29 | IVWISHARES TR | 108,453 | $14.9M | 1% |
| 30 | IEFAISHARES TR | 153,211 | $14.8M | 0.9% |
| 31 | HDHOME DEPOT INC | 41,743 | $14.7M | 0.9% |
| 32 | TJXTJX COS INC NEW | 81,421 | $12.3M | 0.8% |
| 33 | WMTWALMART INC | 107,297 | $12.2M | 0.8% |
| 34 | EQWLINVESCO EXCHANGE TRADED FD T | 90,021 | $11.6M | 0.7% |
| 35 | LLYELI LILLY & CO | 9,488 | $11.4M | 0.7% |
| 36 | EAGL2023 ETF SERIES TRUST | 347,395 | $11.2M | 0.7% |
| 37 | CMICUMMINS INC | 15,590 | $11.1M | 0.7% |
| 38 | WWDWOODWARD INC | 25,480 | $10.8M | 0.7% |
| 39 | FTNTFORTINET INC | 68,606 | $10.5M | 0.7% |
| 40 | SCHDSCHWAB STRATEGIC TR | 320,655 | $10.2M | 0.7% |
| 41 | IEMGISHARES INC | 122,535 | $10.2M | 0.7% |
| 42 | UNPUNION PAC CORP | 36,951 | $10.1M | 0.6% |
| 43 | ETNEATON CORP PLC | 23,468 | $10.0M | 0.6% |
| 44 | NEENEXTERA ENERGY INC | 110,729 | $9.7M | 0.6% |
| 45 | ABBVABBVIE INC | 37,440 | $9.4M | 0.6% |
| 46 | RTXRTX CORPORATION | 48,845 | $9.3M | 0.6% |
| 47 | ISRGINTUITIVE SURGICAL INC | 23,162 | $9.2M | 0.6% |
| 48 | ORCLORACLE CORP | 62,632 | $9.2M | 0.6% |
| 49 | SPDWSPDR INDEX SHS FDS | 181,509 | $9.1M | 0.6% |
| 50 | JMSTJ P MORGAN EXCHANGE TRADED F | 165,574 | $8.4M | 0.5% |
| 51 | SPYGSPDR SERIES TRUST | 69,844 | $8.3M | 0.5% |
| 52 | MINTPIMCO ETF TR | 82,205 | $8.3M | 0.5% |
| 53 | METAMETA PLATFORMS INC | 14,567 | $8.2M | 0.5% |
| 54 | IVEISHARES TR | 36,017 | $8.2M | 0.5% |
| 55 | GEGE AEROSPACE | 21,071 | $7.9M | 0.5% |
| 56 | CSLCARLISLE COS INC | 21,709 | $7.9M | 0.5% |
| 57 | IWMISHARES TR | 25,841 | $7.8M | 0.5% |
| 58 | AVGOBROADCOM INC | 19,251 | $7.3M | 0.5% |
| 59 | MCDMCDONALDS CORP | 26,517 | $7.2M | 0.5% |
| 60 | GWWWW GRAINGER INC | 5,236 | $7.1M | 0.5% |
| 61 | SCHXSCHWAB STRATEGIC TR | 229,347 | $6.7M | 0.4% |
| 62 | VOOVANGUARD INDEX FDS | 9,420 | $6.5M | 0.4% |
| 63 | GEVGE VERNOVA INC | 5,392 | $6.3M | 0.4% |
| 64 | JNJJOHNSON & JOHNSON | 24,249 | $6.2M | 0.4% |
| 65 | GLDSPDR GOLD TR | 16,270 | $6.0M | 0.4% |
| 66 | QQQMINVESCO EXCH TRADED FD TR II | 19,750 | $6.0M | 0.4% |
| 67 | NFLXNETFLIX INC. | 83,281 | $5.9M | 0.4% |
| 68 | QQQINVESCO QQQ TR | 7,955 | $5.9M | 0.4% |
| 69 | MARMARRIOTT INTL INC NEW | 15,722 | $5.8M | 0.4% |
| 70 | GSGOLDMAN SACHS GROUP INC | 5,721 | $5.8M | 0.4% |
| 71 | PEPPEPSICO INC | 42,416 | $5.7M | 0.4% |
| 72 | NOWSERVICENOW INC | 56,350 | $5.6M | 0.4% |
| 73 | YUMYUM BRANDS INC | 33,433 | $5.3M | 0.3% |
| 74 | INTFISHARES TR | 129,073 | $5.3M | 0.3% |
| 75 | AFLAFLAC INC | 44,891 | $5.3M | 0.3% |
| 76 | CVXCHEVRON CORPORATION | 31,704 | $5.3M | 0.3% |
| 77 | TMUST-MOBILE US INC | 31,079 | $5.2M | 0.3% |
| 78 | INTUINTUIT | 19,359 | $5.1M | 0.3% |
| 79 | EMGFISHARES INC | 67,396 | $4.9M | 0.3% |
| 80 | SPYMSPDR SERIES TRUST | 55,978 | $4.9M | 0.3% |
| 81 | UNHUNITEDHEALTH GROUP INC | 11,642 | $4.8M | 0.3% |
| 82 | MSMORGAN STANLEY | 22,118 | $4.6M | 0.3% |
| 83 | LINLINDE PLC | 8,900 | $4.6M | 0.3% |
| 84 | SHELSHELL PLC | 58,664 | $4.5M | 0.3% |
| 85 | SPEMSPDR INDEX SHS FDS | 87,743 | $4.5M | 0.3% |
| 86 | NBSDNEUBERGER BERMAN ETF TRUST | 89,929 | $4.5M | 0.3% |
| 87 | IGIBISHARES TR | 83,954 | $4.5M | 0.3% |
| 88 | PGPROCTER & GAMBLE CO | 29,925 | $4.4M | 0.3% |
| 89 | XOMEXXON MOBIL CORP | 31,824 | $4.4M | 0.3% |
| 90 | LHXL3HARRIS TECHNOLOGIES INC | 14,799 | $4.3M | 0.3% |
| 91 | WELLWELLTOWER INC | 18,819 | $4.3M | 0.3% |
| 92 | CCITIGROUP INC | 29,659 | $4.2M | 0.3% |
| 93 | PLDPROLOGIS INC. | 29,328 | $4.0M | 0.3% |
| 94 | CASYCASEYS GEN STORES INC | 4,966 | $3.9M | 0.3% |
| 95 | CHDCHURCH & DWIGHT CO INC | 38,912 | $3.8M | 0.2% |
| 96 | VTIVANGUARD INDEX FDS | 9,806 | $3.6M | 0.2% |
| 97 | WMWASTE MGMT INC DEL | 15,434 | $3.4M | 0.2% |
| 98 | SMMUPIMCO ETF TR | 67,612 | $3.4M | 0.2% |
| 99 | IGSBISHARES TR | 64,272 | $3.4M | 0.2% |
| 100 | CARRCARRIER GLOBAL CORPORATION | 44,381 | $3.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.