YHB Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, YHB Investment Advisors, Inc. held in its portfolio 285 assets valued at $1,447,466,738 (i.e. $1.45B).
The most valuable assets in the portfolio included: APPLE INC ($90.10M), MICROSOFT CORP ($71.74M), and AMAZON COM INC ($49.99M).
The chart below shows the top 10 valuable assets, and the table below shows the top 285 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
YHB Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 331417 | 90098960 | COM |
| MICROSOFT CORP | 148341 | 71740448 | COM |
| AMAZON COM INC | 216579 | 49990857 | COM |
| ALPHABET INC | 155276 | 48601301 | CAP STK CL A |
| ALPHABET INC | 136862 | 42947243 | CAP STK CL C |
| NVIDIA CORPORATION | 218696 | 40786737 | COM |
| ISHARES TR | 572566 | 37789384 | CORE S&P MCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 73700 | 37045305 | CL B NEW |
| COSTCO WHSL CORP NEW | 42242 | 36427379 | COM |
| VISA INC | 81775 | 28679412 | COM CL A |
| THERMO FISHER SCIENTIFIC INC | 47766 | 27677977 | COM |
| J P MORGAN EXCHANGE TRADED F | 434038 | 21957986 | ULTRA SHRT ETF |
| SPDR S&P 500 ETF TR | 29745 | 20283663 | TR UNIT |
| DANAHER CORPORATION | 87938 | 20130773 | COM |
| ECOLAB INC | 76136 | 19987339 | COM |
| AMPHENOL CORP NEW | 139975 | 18916222 | CL A |
| LAM RESEARCH CORP | 109904 | 18813367 | COM NEW |
| ISHARES TR | 146382 | 17592188 | CORE S&P SCP ETF |
| STRYKER CORPORATION | 47773 | 16790824 | COM |
| SCHWAB STRATEGIC TR | 507999 | 16570942 | US LCAP GR ETF |
| JPMORGAN CHASE & CO. | 51232 | 16508020 | COM |
| ISHARES TR | 23986 | 16429160 | CORE S&P500 ETF |
| UNITED RENTALS INC | 19766 | 15997019 | COM |
| ISHARES TR | 42179 | 15751247 | RUS 1000 ETF |
| SPDR SERIES TRUST | 218718 | 15628581 | STATE STREET SPD |
| AMGEN INC | 45623 | 14932879 | COM |
| HOME DEPOT INC | 39983 | 13758318 | COM |
| INTUIT | 20696 | 13709670 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 44630 | 13562611 | SPONSORED ADS |
| ISHARES TR | 108263 | 13344528 | S&P 500 GRWT ETF |
| ISHARES TR | 144513 | 12928133 | CORE MSCI EAFE |
| ORACLE CORP | 65597 | 12785567 | COM |
| TJX COS INC NEW | 82047 | 12603240 | COM |
| INTUITIVE SURGICAL INC | 22237 | 12594147 | COM NEW |
| WALMART INC | 98286 | 10950026 | COM |
| 2023 ETF SERIES TRUST | 318518 | 10339094 | EAGLE CAPITAL SE |
| ISHARES TR | 135006 | 10109249 | US SML CAP EQT |
| GOLDMAN SACHS GROUP INC | 10444 | 9180276 | COM |
| META PLATFORMS INC | 13691 | 9037292 | CL A |
| WOODWARD INC | 29704 | 8980184 | COM |
| SCHWAB STRATEGIC TR | 318815 | 8745082 | US DIVIDEND EQ |
| AON PLC | 24535 | 8657911 | SHS CL A |
| RTX CORPORATION | 47097 | 8637526 | COM |
| ELI LILLY & CO | 8028 | 8627531 | COM |
| PALO ALTO NETWORKS INC | 46629 | 8589040 | COM |
| CUMMINS INC | 16413 | 8377919 | COM |
| ABBVIE INC | 36593 | 8361100 | COM |
| UNION PAC CORP | 35687 | 8255117 | COM |
| NEXTERA ENERGY INC | 102792 | 8252158 | COM |
| MCDONALDS CORP | 26930 | 8230754 | COM |
| SPDR INDEX SHS FDS | 178474 | 7926031 | PORTFOLIO DEVLPD |
| PIMCO ETF TR | 76955 | 7721692 | ENHAN SHRT MA AC |
| ISHARES INC | 114425 | 7691649 | CORE MSCI EMKT |
| ISHARES TR | 35748 | 7580999 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 11790 | 7393854 | S&P 500 ETF SHS |
| NETFLIX INC | 74291 | 6965524 | COM |
| INVESCO EXCHANGE TRADED FD T | 58340 | 6893454 | S&P 100 EQL WIGH |
| GE AEROSPACE | 21385 | 6587132 | COM NEW |
| SPDR GOLD TR | 16615 | 6584691 | GOLD SHS |
| ISHARES TR | 26726 | 6578872 | RUSSELL 2000 ETF |
| CARLISLE COS INC | 20478 | 6550211 | COM |
| EATON CORP PLC | 20517 | 6534870 | SHS |
| T-MOBILE US INC | 31756 | 6447738 | COM |
| PEPSICO INC | 44377 | 6368934 | COM |
| BROADCOM INC | 17400 | 6022140 | COM |
| UNITEDHEALTH GROUP INC | 18240 | 6021315 | COM |
| FORTINET INC | 74439 | 5911201 | COM |
| J P MORGAN EXCHANGE TRADED F | 115968 | 5907410 | ULTRA SHT MUNCPL |
| INVESCO QQQ TR | 9296 | 5710832 | UNIT SER 1 |
| ISHARES TR | 120568 | 5479816 | MSCI INTL QUALTY |
| SALESFORCE INC | 20221 | 5356745 | COM |
| SCHWAB STRATEGIC TR | 197478 | 5314124 | US LRG CAP ETF |
| YUM BRANDS INC | 34471 | 5214768 | COM |
| AFLAC INC | 45909 | 5062351 | COM |
| WW GRAINGER INC | 5009 | 5054331 | COM |
| JOHNSON & JOHNSON | 24355 | 5040233 | COM |
| MARRIOTT INTL INC NEW | 15713 | 4874801 | CL A |
| PROCTER AND GAMBLE CO | 33329 | 4776446 | COM |
| SHELL PLC | 63797 | 4687804 | SPON ADS |
| CHEVRON CORP NEW | 29783 | 4539297 | COM |
| SERVICENOW INC | 28933 | 4432246 | COM |
| CAPITAL ONE FINL CORP | 16464 | 3990215 | COM |
| SPDR INDEX SHS FDS | 84996 | 3978641 | PORTFOLIO EMG MK |
| MORGAN STANLEY | 22233 | 3947024 | COM NEW |
| LINDE PLC | 8934 | 3809201 | SHS |
| EXXON MOBIL CORP | 31035 | 3734786 | COM |
| GE VERNOVA INC | 5694 | 3721428 | COM |
| L3HARRIS TECHNOLOGIES INC | 12536 | 3680194 | COM |
| VANGUARD INDEX FDS | 10902 | 3655262 | TOTAL STK MKT |
| PROLOGIS INC. | 28132 | 3591331 | COM |
| CHURCH & DWIGHT CO INC | 42156 | 3534780 | COM |
| CITIGROUP INC | 29450 | 3436481 | COM NEW |
| BLACKROCK INC | 3203 | 3428299 | COM |
| VANECK ETF TRUST | 32383 | 3353620 | MRNGSTR WDE MOAT |
| DISNEY WALT CO | 28231 | 3211863 | COM |
| WELLTOWER INC | 17020 | 3159082 | COM |
| ISHARES TR | 59471 | 3144821 | ISHS 1-5YR INVS |
| HILTON WORLDWIDE HLDGS INC | 10460 | 3004635 | COM |
| AUTOZONE INC | 846 | 2869209 | COM |
| ISHARES INC | 44495 | 2849460 | MSCI EMERG MRKT |
| VANGUARD INDEX FDS | 8998 | 2832570 | LARGE CAP ETF |
| SCHWAB STRATEGIC TR | 105525 | 2767908 | US BRD MKT ETF |
| AERCAP HOLDINGS NV | 18796 | 2702113 | SHS |
| ZOETIS INC | 21169 | 2663471 | CL A |
| OREILLY AUTOMOTIVE INC | 28086 | 2561724 | COM |
| WASTE MGMT INC DEL | 11469 | 2519854 | COM |
| NEUBERGER BERMAN ETF TRUST | 47856 | 2449461 | SHORT DURATION I |
| PIMCO ETF TR | 48327 | 2437131 | SHTRM MUN BD ACT |
| WELLS FARGO CO NEW | 25701 | 2395333 | COM |
| EBAY INC. | 27499 | 2395125 | COM |
| COMCAST CORP NEW | 79717 | 2382741 | CL A |
| CHIPOTLE MEXICAN GRILL INC | 64381 | 2382097 | COM |
| CARRIER GLOBAL CORPORATION | 44915 | 2373332 | COM |
| MASTERCARD INCORPORATED | 4120 | 2352026 | CL A |
| FASTENAL CO | 56747 | 2277257 | COM |
| PAYCHEX INC | 19758 | 2216452 | COM |
| AMERICAN EXPRESS CO | 5917 | 2188997 | COM |
| ISHARES TR | 10808 | 2146685 | MSCI USA QLT FCT |
| GOLDMAN SACHS ETF TR | 16162 | 2139361 | ACTIVEBETA US LG |
| MORNINGSTAR INC | 9682 | 2103995 | COM |
| LOWES COS INC | 8683 | 2093992 | COM |
| CME GROUP INC | 7586 | 2071585 | COM |
| CASEYS GEN STORES INC | 3724 | 2058292 | COM |
| INVESCO EXCHANGE TRADED FD T | 24381 | 2002899 | BIOTECHNOLOGY |
| MCCORMICK & CO INC | 28747 | 1957958 | COM NON VTG |
| MONDELEZ INTL INC | 36280 | 1952971 | CL A |
| ELEVANCE HEALTH INC FORMERLY | 5347 | 1874391 | COM |
| OTIS WORLDWIDE CORP | 21431 | 1872005 | COM |
| J P MORGAN EXCHANGE TRADED F | 28102 | 1866816 | HEDGED EQUITY LA |
| PHILLIPS 66 | 14183 | 1830173 | COM |
| PALANTIR TECHNOLOGIES INC | 10002 | 1777856 | CL A |
| CISCO SYS INC | 22835 | 1758958 | COM |
| APOLLO GLOBAL MGMT INC | 12039 | 1742766 | COM |
| FORTIVE CORP | 31133 | 1718868 | COM |
| SELECT SECTOR SPDR TR | 11730 | 1688805 | STATE STREET TEC |
| ISHARES TR | 9755 | 1638255 | CORE S&P US GWT |
| CONOCOPHILLIPS | 16967 | 1588281 | COM |
| VERALTO CORP | 15662 | 1562704 | COM SHS |
| INTERNATIONAL BUSINESS MACHS | 5006 | 1482911 | COM |
| ISHARES TR | 27414 | 1477072 | ISHS 5-10YR INVT |
| ALCON AG | 18180 | 1442896 | ORD SHS |
| WORLD GOLD TR | 16731 | 1428325 | SPDR GLD MINIS |
| ISHARES TR | 13617 | 1319215 | S&P MC 400GR ETF |
| NIKE INC | 20664 | 1316521 | CL B |
| PIMCO ETF TR | 24962 | 1308258 | INTER MUN BD ACT |
| ISHARES TR | 9145 | 1293926 | MSCI ACWI ETF |
| ILLINOIS TOOL WKS INC | 5160 | 1270984 | COM |
| APPLIED MATLS INC | 4805 | 1234837 | COM |
| VANGUARD SCOTTSDALE FDS | 15328 | 1222067 | SHRT TRM CORP BD |
| WORKDAY INC | 5679 | 1219736 | CL A |
| PFIZER INC | 48442 | 1206197 | COM |
| TRANSDIGM GROUP INC | 906 | 1204844 | COM |
| BANK AMERICA CORP | 19777 | 1087736 | COM |
| ISHARES TR | 21340 | 1079377 | ULTRA SHORT DUR |
| THE CIGNA GROUP | 3860 | 1062388 | COM |
| COCA COLA CO | 15083 | 1054480 | COM |
| AUTOMATIC DATA PROCESSING IN | 4062 | 1044868 | COM |
| J P MORGAN EXCHANGE TRADED F | 11149 | 1034662 | ACTIVE GROWTH |
| BLACKSTONE INC | 6697 | 1032276 | COM |
| SHERWIN WILLIAMS CO | 3114 | 1009029 | COM |
| ISHARES TR | 10000 | 1003800 | 0-3 MNTH TREASRY |
| HONEYWELL INTL INC | 5129 | 1000582 | COM |
| ISHARES TR | 2102 | 994877 | RUS 1000 GRW ETF |
| LINCOLN ELEC HLDGS INC | 4062 | 973322 | COM |
| CATERPILLAR INC | 1686 | 965923 | COM |
| SELECT SECTOR SPDR TR | 21581 | 964893 | STATE STREET ENE |
| INVESCO ACTIVELY MANAGED EXC | 18740 | 941685 | ULTRA SHRT DUR |
| ISHARES TR | 17130 | 937200 | MSCI EMG MKT ETF |
| VOYA FINANCIAL INC | 12557 | 935371 | COM |
| BECTON DICKINSON & CO | 4763 | 924355 | COM |
| COLGATE PALMOLIVE CO | 11447 | 904539 | COM |
| TESLA INC | 2006 | 902138 | COM |
| ASML HOLDING N V | 836 | 894403 | N Y REGISTRY SHS |
| MERCK & CO INC | 8348 | 878710 | COM |
| QUANTA SVCS INC | 2048 | 864379 | COM |
| VANGUARD INDEX FDS | 1757 | 857173 | GROWTH ETF |
| LENNAR CORP | 8001 | 822503 | CL A |
| SCHWAB STRATEGIC TR | 26935 | 809935 | US MID-CAP ETF |
| ISHARES INC | 7700 | 795949 | MSCI EQUAL WEITE |
| SAP SE | 3231 | 784842 | SPON ADR |
| SELECT SECTOR SPDR TR | 7762 | 766617 | STATE STREET CON |
| GILEAD SCIENCES INC | 5904 | 724620 | COM |
| 3M CO | 4388 | 702551 | COM |
| MERCADOLIBRE INC | 340 | 684848 | COM |
| COGNIZANT TECHNOLOGY SOLUTIO | 8189 | 679687 | CL A |
| VANGUARD SPECIALIZED FUNDS | 3023 | 664395 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 3424 | 655901 | S&P500 EQL WGT |
| LAUDER ESTEE COS INC | 6254 | 654919 | CL A |
| INVESCO EXCH TRADED FD TR II | 14720 | 649922 | GLOBAL WATER |
| ISHARES TR | 5933 | 633051 | SHRT NAT MUN ETF |
| SCHWAB STRATEGIC TR | 21986 | 626161 | US SML CAP ETF |
| ABBOTT LABS | 4988 | 624947 | COM |
| ALCOA CORP | 11583 | 615521 | COM |
| PAYPAL HLDGS INC | 10273 | 599738 | COM |
| BRISTOL-MYERS SQUIBB CO | 11103 | 598896 | COM |
| VANGUARD INTL EQUITY INDEX F | 8111 | 596628 | ALLWRLD EX US |
| HUMANA INC | 2306 | 590636 | COM |
| VANGUARD INDEX FDS | 6616 | 585413 | REAL ESTATE ETF |
| MICRON TECHNOLOGY INC | 2049 | 584824 | COM |
| BERKLEY W R CORP | 8261 | 579261 | COM |
| ISHARES TR | 2595 | 545832 | RUS 1000 VAL ETF |
| GE HEALTHCARE TECHNOLOGIES I | 6608 | 541988 | COMMON STOCK |
| TEXAS INSTRS INC | 3120 | 541289 | COM |
| ACCENTURE PLC IRELAND | 2012 | 539820 | SHS CLASS A |
| NOVARTIS AG | 3883 | 535349 | SPONSORED ADR |
| ISHARES TR | 5564 | 534337 | MSCI EAFE ETF |
| ISHARES TR | 9188 | 523348 | CRE U S REIT ETF |
| BOOKING HOLDINGS INC | 96 | 514112 | COM |
| SPROTT ASSET MANAGEMENT LP | 11105 | 508609 | PHYSICAL GOLD AN |
| SELECT SECTOR SPDR TR | 8935 | 489370 | STATE STREET FIN |
| YUM CHINA HLDGS INC | 9393 | 448422 | COM |
| SCHWAB STRATEGIC TR | 18503 | 444806 | INTL EQTY ETF |
| SHOPIFY INC | 2730 | 439448 | CL A SUB VTG SHS |
| REGENERON PHARMACEUTICALS | 568 | 438422 | COM |
| VANGUARD STAR FDS | 5490 | 414166 | VG TL INTL STK F |
| CVS HEALTH CORP | 5200 | 412689 | COM |
| JANUS DETROIT STR TR | 8014 | 405348 | HENDRSON AAA CL |
| ADOBE INC | 1147 | 401439 | COM |
| DEERE & CO | 846 | 393872 | COM |
| EQUINIX INC | 511 | 391508 | COM |
| SELECT SECTOR SPDR TR | 2461 | 381750 | STATE STREET IND |
| VERTEX PHARMACEUTICALS INC | 841 | 381276 | COM |
| LIBERTY BROADBAND CORP | 7670 | 372762 | COM SER C |
| CHARTER COMMUNICATIONS INC N | 1780 | 371575 | CL A |
| LYONDELLBASELL INDUSTRIES N | 8487 | 367487 | SHS - A - |
| ING GROEP N.V. | 12889 | 360892 | SPONSORED ADR |
| MARTIN MARIETTA MATLS INC | 569 | 354294 | COM |
| EMERSON ELEC CO | 2663 | 353433 | COM |
| NORFOLK SOUTHN CORP | 1219 | 351950 | COM |
| QUALCOMM INC | 2037 | 348429 | COM |
| STARBUCKS CORP | 4121 | 347066 | COM |
| VANGUARD INDEX FDS | 1195 | 346813 | MID CAP ETF |
| BOOZ ALLEN HAMILTON HLDG COR | 4103 | 346129 | CL A |
| MCKESSON CORP | 419 | 343702 | COM |
| PROGRESSIVE CORP | 1485 | 338164 | COM |
| HUBBELL INC | 760 | 337524 | COM |
| ADVANCED MICRO DEVICES INC | 1565 | 335160 | COM |
| ISHARES TR | 2346 | 331161 | S&P SML 600 GWT |
| HARTFORD INSURANCE GROUP INC | 2396 | 330169 | COM |
| PHILIP MORRIS INTL INC | 2040 | 327216 | COM |
| RBC BEARINGS INC | 725 | 325112 | COM |
| EOG RES INC | 3094 | 324901 | COM |
| IDEXX LABS INC | 475 | 321352 | COM |
| LOCKHEED MARTIN CORP | 655 | 316804 | COM |
| PTC INC | 1806 | 314623 | COM |
| AMERIPRISE FINL INC | 638 | 312837 | COM |
| HCA HEALTHCARE INC | 662 | 309061 | COM |
| SOUTHERN CO | 3535 | 308252 | COM |
| CSX CORP | 8461 | 306711 | COM |
| SELECT SECTOR SPDR TR | 7125 | 304166 | STATE STREET UTI |
| VANGUARD WORLD FD | 400 | 301792 | INF TECH ETF |
| VANGUARD INTL EQUITY INDEX F | 5564 | 299121 | FTSE EMR MKT ETF |
| TRANE TECHNOLOGIES PLC | 760 | 295792 | SHS |
| SELECT SECTOR SPDR TR | 1897 | 293656 | STATE STREET HEA |
| JOHNSON CTLS INTL PLC | 2439 | 292070 | SHS |
| FEDERAL SIGNAL CORP | 2684 | 291456 | COM |
| D R HORTON INC | 2007 | 289068 | COM |
| RALLIANT CORP | 5608 | 285503 | COM |
| VANECK ETF TRUST | 10743 | 284388 | TECHNOLOGY TRUSE |
| ISHARES TR | 2064 | 282644 | RUS MD CP GR ETF |
| INVESCO EXCHANGE TRADED FD T | 4981 | 282074 | S&P500 EQL IND |
| ENTERGY CORP NEW | 2962 | 273778 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 3575 | 272522 | SHS |
| ENTERPRISE PRODS PARTNERS L | 8438 | 270507 | COM |
| SELECT SECTOR SPDR TR | 2282 | 268637 | STATE STREET COM |
| LIBERTY BROADBAND CORP | 5210 | 251539 | COM SER A |
| ISHARES TR | 1900 | 244967 | U.S. FINLS ETF |
| WASTE CONNECTIONS INC | 1391 | 244303 | COM |
| M & T BK CORP | 1211 | 243992 | COM |
| VANGUARD INDEX FDS | 937 | 241699 | SMALL CP ETF |
| HERSHEY CO | 1320 | 240214 | COM |
| KIMBERLY-CLARK CORP | 2354 | 237495 | COM |
| TORONTO DOMINION BK ONT | 2478 | 233428 | COM NEW |
| MARSH & MCLENNAN COS INC | 1256 | 233013 | COM |
| MIDDLEFIELD BANC CORP | 6666 | 230244 | COM NEW |
| TRACTOR SUPPLY CO | 4525 | 226295 | COM |
| VANGUARD INDEX FDS | 1177 | 224795 | VALUE ETF |
| AXON ENTERPRISE INC | 392 | 222629 | COM |
| KENVUE INC | 12707 | 219196 | COM |
| SCHWAB STRATEGIC TR | 6683 | 218860 | EMRG MKTEQ ETF |
| SPDR S&P MIDCAP 400 ETF TR | 355 | 214164 | UTSER1 S&PDCRP |
| AMPLIFY ETF TR | 2650 | 212981 | AMPLIFY CYBERSEC |
| CORTEVA INC | 3097 | 207592 | COM |
| PRICE T ROWE GROUP INC | 2024 | 207217 | COM |
| 3-D SYS CORP DEL | 10003 | 17705 | COM NEW |
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