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 $1.56B across 314 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($95.7M, 6.13%), GOOGL ($51.4M, 3.29%), MSFT ($47.7M, 3.06%), IJH ($46.6M, 2.98%), AMZN ($44.7M, 2.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $95.7M | 6.13% | 330,559 | Added |
| 2 | GOOGL | ALPHABET INC | $51.4M | 3.29% | 143,740 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $47.7M | 3.06% | 127,919 | Trimmed |
| 4 | IJH | ISHARES TR | $46.6M | 2.98% | 604,397 | Added |
| 5 | AMZN | AMAZON COM INC | $44.7M | 2.87% | 187,755 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $43.9M | 2.81% | 219,225 | Added |
| 7 | GOOG | ALPHABET INC | $43.4M | 2.78% | 122,759 | Trimmed |
| 8 | LRCX | LAM RESEARCH CORP | $41.9M | 2.68% | 96,662 | Trimmed |
| 9 | COST | COSTCO WHOLESALE CORPORATION | $39.4M | 2.52% | 42,112 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.9M | 1.92% | 59,803 | Trimmed |
| 11 | V | VISA INC | $28.3M | 1.82% | 82,599 | Added |
| 12 | APH | AMPHENOL CORP | $24.9M | 1.60% | 141,366 | Added |
| 13 | TMO | THERMO FISHER SCIENTIFIC INC | $24.6M | 1.57% | 48,988 | Added |
| 14 | IVV | ISHARES TR | $23.1M | 1.48% | 30,863 | Added |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.8M | 1.46% | 47,776 | Added |
| 16 | URI | UNITED RENTALS INC | $22.0M | 1.41% | 19,420 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $21.8M | 1.40% | 29,237 | Trimmed |
| 18 | JPST | J P MORGAN EXCHANGE TRADED F | $20.8M | 1.33% | 411,749 | Trimmed |
| 19 | IJR | ISHARES TR | $20.2M | 1.30% | 136,354 | Trimmed |
| 20 | SMLF | ISHARES TR | $19.8M | 1.27% | 222,217 | Added |
| 21 | ECL | ECOLAB INC | $19.5M | 1.25% | 70,154 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $18.3M | 1.17% | 55,809 | Added |
| 23 | DHR | DANAHER CORP DEL | $17.4M | 1.12% | 91,504 | Added |
| 24 | PANW | PALO ALTO NETWORKS INC | $17.1M | 1.10% | 50,219 | Added |
| 25 | IWB | ISHARES TR | $16.6M | 1.07% | 40,621 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30