Institutional Manager · CIK 0001469219
YHB Investment Advisors, Inc.
West Hartford, CT · File #028-13567
Latest AUM
$1.45B
Positions
296
Top-10 Concentration
47.5%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | LAM RESEARCH CORP | LRCX | +109,904 | +$18.8M | $0 |
| ADD | J P MORGAN EXCHANGE TRADED F | 46641Q837 | +143,087 | +$7.2M | -$40,732 |
| ADD | NETFLIX INC | NFLX | +67,258 | +$6.3M | -$7.8M |
| ADD | ISHARES TR | 464287507 | +88,833 | +$5.9M | +$358,018 |
| ADD | SERVICENOW INC | NOW | +23,219 | +$3.6M | -$4.4M |
| NEW | BLACKROCK INC | BLK | +3,203 | +$3.4M | $0 |
| REDUCE | APPLE INC | AAPL | -10,036 | -$2.7M | +$5.9M |
| ADD | INVESCO EXCHANGE TRADED FD T | IVZ | +21,479 | +$2.5M | +$128,298 |
| ADD | ISHARES TR | 46434V290 | +33,090 | +$2.5M | +$54,022 |
| NEW | NEUBERGER BERMAN ETF TRUST | 64135A887 | +47,856 | +$2.4M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025296 pos · $1.45B
- 13F HOLDINGS REPORTQ/E Sep 2025299 pos · $1.37B
- 13F HOLDINGS REPORTQ/E Jun 2025299 pos · $1.30B
- 13F HOLDINGS REPORTQ/E Mar 2025290 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Dec 2024277 pos · $1.22B
- 13F HOLDINGS REPORTQ/E Sep 2024280 pos · $1.21B
- 13F HOLDINGS REPORT (Amended)Q/E Jun 2024273 pos · $1.13B
- 13F HOLDINGS REPORTQ/E Jun 2024277 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Mar 2024955 pos · $1.15B
- 13F HOLDINGS REPORTQ/E Dec 2023283 pos · $1.08B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 331,417 | $90.1M | 8.84% |
| 2 | MICROSOFT CORP | MSFT | 148,341 | $71.7M | 7.04% |
| 3 | AMAZON COM INC | AMZN | 216,579 | $50.0M | 4.91% |
| 4 | ALPHABET INC | GOOG | 155,276 | $48.6M | 4.77% |
| 5 | ALPHABET INC | GOOG | 136,862 | $42.9M | 4.21% |
| 6 | NVIDIA CORPORATION | NVDA | 218,696 | $40.8M | 4.00% |
| 7 | ISHARES TR | 464287507 | 572,566 | $37.8M | 3.71% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 73,700 | $37.0M | 3.64% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 42,242 | $36.4M | 3.57% |
| 10 | VISA INC | V | 81,775 | $28.7M | 2.81% |
| 11 | THERMO FISHER SCIENTIFIC INC | TMO | 47,766 | $27.7M | 2.72% |
| 12 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 434,038 | $22.0M | 2.15% |
| 13 | SPDR S&P 500 ETF TR | SPY | 29,745 | $20.3M | 1.99% |
| 14 | DANAHER CORPORATION | 235851102 | 87,938 | $20.1M | 1.98% |
| 15 | ECOLAB INC | ECL | 76,136 | $20.0M | 1.96% |
| 16 | AMPHENOL CORP NEW | 032095101 | 139,975 | $18.9M | 1.86% |
| 17 | LAM RESEARCH CORP | LRCX | 109,904 | $18.8M | 1.85% |
| 18 | ISHARES TR | 464287804 | 146,382 | $17.6M | 1.73% |
| 19 | STRYKER CORPORATION | SYK | 47,773 | $16.8M | 1.65% |
| 20 | SCHWAB STRATEGIC TR | 808524300 | 507,999 | $16.6M | 1.63% |