2026 Q3 Portfolio Activity
In 2026 Q3, YHB Investment Advisors, Inc. maintained a portfolio of 330 distinct positions. The most significant new addition was SELECT SECTOR SPDR TR, now representing 0.05% of the total fund value. They heavily accumulated shares in S&P GLOBAL INC, increasing the position by 304.9%.
Position History
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Total Positions
330
Quarter
2026 Q3
Top Holding
AAPL (6.8%)
Top 10 Concentration
31.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 330
YHB Investment Advisors, Inc. Full Holdings List — 2026 Q3
| 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 | 6.82% | 6.13% |
#1
Prev: #1
|
5.2 |
—
|
-5,750 | -1.7% |
P
S
|
324,809 | $108,167,861 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.03% | 3.06% |
#2
1
Prev: #3
|
3.6 |
—
|
-3,297 | -2.6% |
P
S
|
124,622 | $63,918,456 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.14% | 2.81% |
#3
3
Prev: #6
|
2.8 |
—
|
-1,498 | -0.7% |
P
S
|
217,727 | $49,724,385 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.07% | 3.29% |
#4
2
Prev: #2
|
2.2 |
—
|
-2,423 | -1.7% |
P
S
|
141,317 | $48,624,359 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.92% | 2.87% |
#5
Prev: #5
|
2.2 |
—
|
-1,742 | -0.9% |
P
S
|
186,013 | $46,345,038 | 2011 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IJH
ISHARES TR
|
ETF | 2.81% | 2.98% |
#6
2
Prev: #4
|
1.6 |
—
|
14,399 | 2.4% |
P
S
|
618,796 | $44,522,359 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 2.60% | 2.78% |
#7
Prev: #7
|
1.5 |
—
|
-1,834 | -1.5% |
P
S
|
120,925 | $41,203,872 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.38% | 2.52% |
#8
1
Prev: #9
|
1.5 |
—
|
-605 | -1.4% |
P
S
|
41,507 | $37,785,547 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 2.06% | 1.57% |
#9
4
Prev: #13
|
1.3 |
—
|
-689 | -1.4% |
P
S
|
48,299 | $32,603,985 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.90% | 2.68% |
#10
2
Prev: #8
|
1.3 |
—
|
-5,121 | -5.3% |
P
S
|
91,541 | $30,072,134 | 2018 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
V
VISA INC
|
Financial Services | 1.87% | 1.82% |
#11
Prev: #11
|
1.2 |
—
|
94 | 0.1% |
P
S
|
82,693 | $29,714,071 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.80% | 1.92% |
#12
2
Prev: #10
|
1.2 |
—
|
-2,477 | -4.1% |
P
S
|
57,326 | $28,545,515 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IVV
ISHARES TR
|
ETF | 1.58% | 1.48% |
#13
1
Prev: #14
|
2.6 |
—
|
1,880 | 6.1% |
P
S
|
32,743 | $25,076,459 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
APH
AMPHENOL CORP
|
Technology | 1.47% | 1.60% |
#14
2
Prev: #12
|
3.6 |
—
|
134,667 | 95.3% |
P
S
|
276,033 | $23,269,582 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.39% | 1.46% |
#15
Prev: #15
|
1.1 |
—
|
655 | 1.4% |
P
S
|
48,431 | $22,093,738 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.39% | 1.40% |
#16
1
Prev: #17
|
1.1 |
—
|
-271 | -0.9% |
P
S
|
28,966 | $22,090,618 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.26% | 1.33% |
#17
1
Prev: #18
|
1.0 |
—
|
-13,860 | -3.4% |
P
S
|
397,889 | $20,041,660 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 1.26% | 1.10% |
#18
6
Prev: #24
|
1.0 |
—
|
-91 | -0.2% |
P
S
|
50,128 | $19,916,308 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
DHR
DANAHER CORP DE...
|
Healthcare | 1.25% | 1.12% |
#19
4
Prev: #23
|
1.0 |
—
|
-2,397 | -2.6% |
P
S
|
89,107 | $19,741,565 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
AMGN
AMGEN INC
|
Healthcare | 1.23% | 1.06% |
#20
6
Prev: #26
|
1.0 |
—
|
426 | 0.9% |
P
S
|
46,239 | $19,490,317 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SMLF
ISHARES TR
|
ETF | 1.21% | 1.27% |
#21
1
Prev: #20
|
1.0 |
—
|
7,706 | 3.5% |
P
S
|
229,923 | $19,212,404 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
URI
UNITED RENTALS ...
|
Industrials | 1.21% | 1.41% |
#22
6
Prev: #16
|
1.0 |
—
|
-225 | -1.2% |
P
S
|
19,195 | $19,209,972 | 2017 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.18% | 1.17% |
#23
1
Prev: #22
|
1.0 |
—
|
937 | 1.7% |
P
S
|
56,746 | $18,773,402 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
ECL
ECOLAB INC
|
Basic Materials | 1.18% | 1.25% |
#24
3
Prev: #21
|
1.0 |
—
|
-2,130 | -3.0% |
P
S
|
68,024 | $18,678,042 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IJR
ISHARES TR
|
ETF | 1.17% | 1.30% |
#25
6
Prev: #19
|
1.0 |
—
|
-501 | -0.4% |
P
S
|
135,853 | $18,481,438 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IWB
ISHARES TR
|
ETF | 1.04% | 1.07% |
#26
1
Prev: #25
|
0.9 |
—
|
-1,108 | -2.7% |
P
S
|
39,513 | $16,442,592 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 1.00% | 0.96% |
#27
1
Prev: #28
|
0.9 |
—
|
-3,743 | -0.8% |
P
S
|
439,895 | $15,805,424 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IVW
ISHARES TR
|
Warrant | 0.97% | 0.96% |
#28
1
Prev: #29
|
0.9 |
—
|
97 | 0.1% |
P
S
|
108,550 | $15,442,318 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IEFA
ISHARES TR
|
ETF | 0.94% | 0.95% |
#29
1
Prev: #30
|
0.9 |
—
|
1,241 | 0.8% |
P
S
|
154,452 | $14,963,310 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
EQWL
INVESCO EXCHANG...
|
ETF | 0.90% | 0.74% |
#30
4
Prev: #34
|
2.9 |
—
|
20,158 | 22.4% |
P
S
|
110,179 | $14,219,562 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SYK
STRYKER CORPORA...
|
Healthcare | 0.86% | 1.00% |
#31
4
Prev: #27
|
0.8 |
—
|
-478 | -1.0% |
P
S
|
49,276 | $13,570,090 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
FTNT
FORTINET INC
|
Technology | 0.78% | 0.68% |
#32
7
Prev: #39
|
0.8 |
—
|
642 | 0.9% |
P
S
|
69,248 | $12,378,772 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.75% | 0.94% |
#33
2
Prev: #31
|
0.8 |
—
|
155 | 0.4% |
P
S
|
41,898 | $11,919,469 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
EAGL
2023 ETF SERIES...
|
ETF | 0.75% | 0.72% |
#34
2
Prev: #36
|
1.3 |
—
|
no change | no change |
P
S
|
347,395 | $11,821,852 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.73% | 0.78% |
#35
2
Prev: #33
|
0.8 |
—
|
4,012 | 3.7% |
P
S
|
111,309 | $11,567,209 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.73% | 0.73% |
#36
1
Prev: #35
|
0.8 |
—
|
452 | 4.8% |
P
S
|
9,940 | $11,501,375 | 2009 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 0.68% | 0.79% |
#37
5
Prev: #32
|
0.8 |
—
|
172 | 0.2% |
P
S
|
81,593 | $10,795,570 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.67% | 0.53% |
#38
15
Prev: #53
|
0.8 |
—
|
178 | 1.2% |
P
S
|
14,745 | $10,692,868 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.67% | 0.64% |
#39
4
Prev: #43
|
0.8 |
—
|
1,091 | 4.6% |
P
S
|
24,559 | $10,553,248 | 2018 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.66% | 0.65% |
#40
Prev: #40
|
0.8 |
—
|
-377 | -0.1% |
P
S
|
320,278 | $10,418,636 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.64% | 0.64% |
#41
1
Prev: #42
|
0.8 |
—
|
442 | 1.2% |
P
S
|
37,393 | $10,175,757 | 2010 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
IEMG
ISHARES INC
|
ETF | 0.64% | 0.65% |
#42
1
Prev: #41
|
0.8 |
—
|
2,186 | 1.8% |
P
S
|
124,721 | $10,122,356 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.62% | 0.60% |
#43
2
Prev: #45
|
0.7 |
—
|
125 | 0.3% |
P
S
|
37,565 | $9,826,589 | 2013 Q1 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.61% | 0.59% |
#44
3
Prev: #47
|
0.7 |
—
|
510 | 2.2% |
P
S
|
23,672 | $9,625,745 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.58% | 0.59% |
#45
4
Prev: #49
|
0.7 |
—
|
249 | 0.1% |
P
S
|
181,758 | $9,126,079 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.57% | 0.59% |
#46
Prev: #46
|
0.7 |
—
|
-228 | -0.5% |
P
S
|
48,617 | $9,025,675 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.55% | 0.53% |
#47
4
Prev: #51
|
0.7 |
—
|
668 | 1.0% |
P
S
|
70,512 | $8,678,667 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.54% | 0.62% |
#48
4
Prev: #44
|
0.7 |
—
|
2,634 | 2.4% |
P
S
|
113,363 | $8,586,128 | 2010 Q4 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
MINT
PIMCO ETF TR
|
ETF | 0.54% | 0.53% |
#49
3
Prev: #52
|
0.7 |
—
|
2,748 | 3.3% |
P
S
|
84,953 | $8,542,044 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-08 | |||
|
WWD
WOODWARD INC
|
Industrials | 0.52% | 0.69% |
#50
12
Prev: #38
|
0.7 |
—
|
-271 | -1.1% |
P
S
|
25,209 | $8,283,261 | 2009 Q2 | 13F Filing | 2026-09-30 | 2026-10-08 |
Showing 1-50 of 330 holdings