2026 Q2 Portfolio Activity
In 2026 Q2, YHB Investment Advisors, Inc. maintained a portfolio of 327 distinct positions. The most significant new addition was SCHWAB STRATEGIC TR, now representing 0.13% of the total fund value. They heavily accumulated shares in PALO ALTO NETWORKS INC, increasing the position by 5.5%. The fund also reduced its exposure to AON PLC by 65.3%.
Position History
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Total Positions
327
Quarter
2026 Q2
Top Holding
AAPL (6.1%)
Top 10 Concentration
31.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 327
YHB Investment Advisors, Inc. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 6.13% | 5.92% |
#1
Prev: #1
|
5.0 |
—
|
5,102 | 1.6% |
P
S
|
330,559 | $95,650,618 |
$85.95
+294.8%
|
2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | ||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.29% | 3.13% |
#2
2
Prev: #4
|
3.3 |
—
|
-7,931 | -5.2% |
P
S
|
143,740 | $51,368,536 | 2015 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.06% | 3.94% |
#3
1
Prev: #2
|
2.7 |
—
|
-20,527 | -13.8% |
P
S
|
127,919 | $47,716,422 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IJH
ISHARES TR
|
ETF | 2.98% | 2.76% |
#4
3
Prev: #7
|
3.7 |
—
|
34,885 | 6.1% |
P
S
|
604,397 | $46,605,052 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.87% | 3.23% |
#5
2
Prev: #3
|
2.1 |
—
|
-28,396 | -13.1% |
P
S
|
187,755 | $44,749,431 | 2011 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.81% | 2.65% |
#6
2
Prev: #8
|
1.6 |
—
|
7,513 | 3.5% |
P
S
|
219,225 | $43,864,636 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.78% | 2.79% |
#7
1
Prev: #6
|
1.6 |
—
|
-12,953 | -9.5% |
P
S
|
122,759 | $43,374,474 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 2.68% | 1.57% |
#8
5
Prev: #13
|
1.6 |
—
|
-5,683 | -5.6% |
P
S
|
96,662 | $41,886,544 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.52% | 2.97% |
#9
4
Prev: #5
|
1.5 |
—
|
497 | 1.2% |
P
S
|
42,112 | $39,394,579 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.92% | 2.53% |
#10
1
Prev: #9
|
1.3 |
—
|
-13,960 | -18.9% |
P
S
|
59,803 | $29,924,856 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
V
VISA INC
|
Financial Services | 1.82% | 1.75% |
#11
1
Prev: #10
|
1.2 |
—
|
1,961 | 2.4% |
P
S
|
82,599 | $28,338,887 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
APH
AMPHENOL CORP
|
Technology | 1.60% | 1.27% |
#12
4
Prev: #16
|
1.1 |
—
|
726 | 0.5% |
P
S
|
141,366 | $24,925,653 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.57% | 1.68% |
#13
2
Prev: #11
|
1.1 |
—
|
1,182 | 2.5% |
P
S
|
48,988 | $24,560,749 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.48% | 1.07% |
#14
9
Prev: #23
|
3.1 |
—
|
7,994 | 35.0% |
P
S
|
30,863 | $23,113,212 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.46% | 1.10% |
#15
7
Prev: #22
|
2.6 |
—
|
2,526 | 5.6% |
P
S
|
47,776 | $22,816,384 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.41% | 1.02% |
#16
10
Prev: #26
|
1.1 |
—
|
-193 | -1.0% |
P
S
|
19,420 | $22,000,724 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.40% | 1.37% |
#17
3
Prev: #14
|
1.1 |
—
|
-225 | -0.8% |
P
S
|
29,237 | $21,833,004 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.33% | 1.61% |
#18
6
Prev: #12
|
1.0 |
—
|
-32,346 | -7.3% |
P
S
|
411,749 | $20,822,124 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IJR
ISHARES TR
|
ETF | 1.30% | 1.22% |
#19
2
Prev: #17
|
1.0 |
—
|
-330 | -0.2% |
P
S
|
136,354 | $20,222,678 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SMLF
ISHARES TR
|
ETF | 1.27% | 1.03% |
#20
5
Prev: #25
|
2.5 |
—
|
32,382 | 17.1% |
P
S
|
222,217 | $19,808,454 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.25% | 1.31% |
#21
6
Prev: #15
|
1.0 |
—
|
1,498 | 2.2% |
P
S
|
70,154 | $19,545,592 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.17% | 1.10% |
#22
1
Prev: #21
|
2.5 |
—
|
3,426 | 6.5% |
P
S
|
55,809 | $18,268,078 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.12% | 1.20% |
#23
5
Prev: #18
|
0.9 |
—
|
3,075 | 3.5% |
P
S
|
91,504 | $17,429,677 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.10% | 0.55% |
#24
30
Prev: #54
|
2.4 |
—
|
2,605 | 5.5% |
P
S
|
50,219 | $17,125,642 | 2022 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IWB
ISHARES TR
|
ETF | 1.07% | 1.04% |
#25
1
Prev: #24
|
0.9 |
—
|
-4 | -0.0% |
P
S
|
40,621 | $16,634,278 | 2022 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.06% | 1.16% |
#26
7
Prev: #19
|
0.9 |
—
|
-23 | -0.1% |
P
S
|
45,813 | $16,589,958 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 1.00% | 1.13% |
#27
7
Prev: #20
|
0.9 |
—
|
1,875 | 3.9% |
P
S
|
49,754 | $15,664,518 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 0.96% | 0.96% |
#28
1
Prev: #29
|
0.9 |
—
|
-16,193 | -3.5% |
P
S
|
443,638 | $15,012,702 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IVW
ISHARES TR
|
Warrant | 0.96% | 0.88% |
#29
3
Prev: #32
|
0.9 |
—
|
97 | 0.1% |
P
S
|
108,453 | $14,915,493 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IEFA
ISHARES TR
|
ETF | 0.95% | 1.00% |
#30
3
Prev: #27
|
0.9 |
—
|
-896 | -0.6% |
P
S
|
153,211 | $14,797,118 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.94% | 0.97% |
#31
3
Prev: #28
|
0.9 |
—
|
444 | 1.1% |
P
S
|
41,743 | $14,721,783 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.79% | 0.93% |
#32
2
Prev: #30
|
0.8 |
—
|
-111 | -0.1% |
P
S
|
81,421 | $12,335,282 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.78% | 0.88% |
#33
2
Prev: #31
|
2.3 |
—
|
8,168 | 8.2% |
P
S
|
107,297 | $12,152,478 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
EQWL
INVESCO EXCHANG...
|
ETF | 0.74% | 0.65% |
#34
7
Prev: #41
|
2.3 |
—
|
11,495 | 14.6% |
P
S
|
90,021 | $11,614,509 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.73% | 0.56% |
#35
16
Prev: #51
|
2.3 |
—
|
972 | 11.4% |
P
S
|
9,488 | $11,380,192 | 2009 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
EAGL
2023 ETF SERIES...
|
ETF | 0.72% | 0.69% |
#36
Prev: #36
|
2.3 |
—
|
28,877 | 9.1% |
P
S
|
347,395 | $11,175,697 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
CMI
CUMMINS INC
|
Industrials | 0.71% | 0.62% |
#37
6
Prev: #43
|
0.8 |
—
|
-398 | -2.5% |
P
S
|
15,590 | $11,118,944 | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
WWD
WOODWARD INC
|
Industrials | 0.69% | 0.71% |
#38
4
Prev: #34
|
0.8 |
—
|
-2,330 | -8.4% |
P
S
|
25,480 | $10,839,998 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
FTNT
FORTINET INC
|
Technology | 0.68% | 0.40% |
#39
30
Prev: #69
|
0.8 |
—
|
-128 | -0.2% |
P
S
|
68,606 | $10,539,254 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.65% | 0.69% |
#40
3
Prev: #37
|
0.8 |
—
|
8,457 | 2.7% |
P
S
|
320,655 | $10,167,975 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
IEMG
ISHARES INC
|
ETF | 0.65% | 0.60% |
#41
4
Prev: #45
|
0.8 |
—
|
2,506 | 2.1% |
P
S
|
122,535 | $10,150,799 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.64% | 0.61% |
#42
2
Prev: #44
|
0.8 |
—
|
1,674 | 4.7% |
P
S
|
36,951 | $10,050,672 | 2010 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.64% | 0.56% |
#43
9
Prev: #52
|
2.3 |
—
|
1,658 | 7.6% |
P
S
|
23,468 | $10,000,184 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.62% | 0.70% |
#44
9
Prev: #35
|
2.2 |
—
|
5,734 | 5.5% |
P
S
|
110,729 | $9,718,683 | 2010 Q4 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.60% | 0.58% |
#45
4
Prev: #49
|
0.7 |
—
|
489 | 1.3% |
P
S
|
37,440 | $9,421,364 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.59% | 0.68% |
#46
7
Prev: #39
|
0.7 |
—
|
-9 | -0.0% |
P
S
|
48,845 | $9,267,302 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.59% | 0.74% |
#47
14
Prev: #33
|
0.7 |
—
|
751 | 3.4% |
P
S
|
23,162 | $9,211,064 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.59% | 0.68% |
#48
10
Prev: #38
|
0.7 |
—
|
-1,684 | -2.6% |
P
S
|
62,632 | $9,178,744 | 2009 Q2 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.59% | 0.58% |
#49
2
Prev: #47
|
0.7 |
—
|
2,778 | 1.6% |
P
S
|
181,509 | $9,146,249 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.54% | 0.45% |
#50
13
Prev: #63
|
2.7 |
—
|
41,202 | 33.1% |
P
S
|
165,574 | $8,444,274 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-07-14 |
Showing 1-50 of 327 holdings