Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
YHB Investment Advisors, Inc. (CIK 1469219) reported $1.39B across 298 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($82.6M, 5.92%), MSFT ($55.0M, 3.94%), AMZN ($45.0M, 3.23%), GOOGL ($43.6M, 3.13%), COST ($41.5M, 2.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $82.6M | 5.92% | 325,457 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $55.0M | 3.94% | 148,446 | Added |
| 3 | AMZN | AMAZON COM INC | $45.0M | 3.23% | 216,151 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $43.6M | 3.13% | 151,671 | Trimmed |
| 5 | COST | COSTCO WHOLESALE CORPORATION | $41.5M | 2.97% | 41,615 | Trimmed |
| 6 | GOOG | ALPHABET INC | $38.9M | 2.79% | 135,712 | Trimmed |
| 7 | IJH | ISHARES TR | $38.5M | 2.76% | 569,512 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $36.9M | 2.65% | 211,712 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $35.3M | 2.53% | 73,763 | Added |
| 10 | V | VISA INC | $24.4M | 1.75% | 80,638 | Trimmed |
| 11 | TMO | THERMO FISHER SCIENTIFIC INC | $23.5M | 1.68% | 47,806 | Added |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $22.5M | 1.61% | 444,095 | Added |
| 13 | LRCX | LAM RESEARCH CORP | $21.9M | 1.57% | 102,345 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $19.2M | 1.37% | 29,462 | Trimmed |
| 15 | ECL | ECOLAB INC | $18.3M | 1.31% | 68,656 | Trimmed |
| 16 | APH | AMPHENOL CORP | $17.8M | 1.27% | 140,640 | Added |
| 17 | IJR | ISHARES TR | $17.0M | 1.22% | 136,684 | Trimmed |
| 18 | DHR | DANAHER CORP DEL | $16.8M | 1.20% | 88,429 | Added |
| 19 | AMGN | AMGEN INC | $16.1M | 1.16% | 45,836 | Added |
| 20 | SYK | STRYKER CORPORATION | $15.7M | 1.13% | 47,879 | Added |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.3M | 1.10% | 45,250 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $15.4M | 1.10% | 52,383 | Added |
| 23 | IVV | ISHARES TR | $14.9M | 1.07% | 22,869 | Trimmed |
| 24 | IWB | ISHARES TR | $14.5M | 1.04% | 40,625 | Trimmed |
| 25 | SMLF | ISHARES TR | $14.3M | 1.03% | 189,835 | Added |
Source: SEC Form 13F filings · as of 2026-03-31