YHB Investment Advisors
West Hartford, CTfiles as YHB Investment Advisors, Inc.
$1.6bn in 314 US stocks at the end of 30 June 2026. The top 10 are 31.0% of the money. It changed about 8.1% of the portfolio this quarter.
Value
$1.6bn
Stocks
314
Top 10 share
31.0%
Turnover
8.1%
What changed this quarter
New
Bought for the first time this quarter.
- Schwab Strategic TRFNDX0.1% of the fund
- Lazard Active ETF TRIDEQ<0.1% of the fund
- Advanced Micro DevicesAMD<0.1% of the fund
- EQTEQT<0.1% of the fund
- EA Series TrustABIG<0.1% of the fund
- Marsh & McLennan CompaniesMRSH<0.1% of the fund
- Altria GroupMO<0.1% of the fund
- Ishares TRIWR<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
- Ishares TRSOXX<0.1% of the fund
- Duke EnergyDUK<0.1% of the fund
- Vaneck ETF TrustRAAX<0.1% of the fund
- Webster FinancialWBS<0.1% of the fund
- Qnity ElectronicsQ<0.1% of the fund
- Vanguard MUN BD FDSVTEB<0.1% of the fund
- Jazz PharmaceuticalsJAZZ<0.1% of the fund
- CintasCTAS<0.1% of the fund
- Verizon CommunicationsVZ<0.1% of the fund
- DuPont de NemoursDD<0.1% of the fund
- Spdr Series TrustSPMD<0.1% of the fund
- Axon EnterpriseAXON<0.1% of the fund
- Amplify ETF TRHACK<0.1% of the fund
- Ishares TRIWS<0.1% of the fund
- Price T Rowe GroupTROW<0.1% of the fund
- WatersWAT<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIJH3.0% of the fund+6%
- NvidiaNVDA2.8% of the fund+4%
- VisaV1.8% of the fund+2%
- Thermo Fisher ScientificTMO1.6% of the fund+2%
- Ishares TRIVV1.5% of the fund+35%
- Taiwan Semiconductor ManufacturingTSM1.5% of the fund+6%
- Ishares TRSMLF1.3% of the fund+17%
- EcolabECL1.3% of the fund+2%
- JPMorgan ChaseJPM1.2% of the fund+7%
- DanaherDHR1.1% of the fund+3%
- Palo Alto NetworksPANW1.1% of the fund+5%
- StrykerSYK1.0% of the fund+4%
- WalmartWMT0.8% of the fund+8%
- Invesco Exchange Traded FD TEQWL0.7% of the fund+15%
- Eli LillyLLY0.7% of the fund+11%
- 2023 ETF Series TrustEAGL0.7% of the fund+9%
- Schwab Strategic TRSCHD0.7% of the fund+3%
- IsharesIEMG0.7% of the fund+2%
- Union PacificUNP0.6% of the fund+5%
- EatonETN0.6% of the fund+8%
- NextEra EnergyNEE0.6% of the fund+5%
- Intuitive SurgicalISRG0.6% of the fund+3%
- J P Morgan Exchange Traded FJMST0.5% of the fund+33%
- Spdr Series TrustSPYG0.5% of the fund+54%
- Pimco ETF TRMINT0.5% of the fund+5%
Cut
Sold some of their stake.
- AlphabetGOOGL3.3% of the fund-5%
- MicrosoftMSFT3.1% of the fund-14%
- Amazon.comAMZN2.9% of the fund-13%
- AlphabetGOOG2.8% of the fund-10%
- Lam ResearchLRCX2.7% of the fund-6%
- Berkshire HathawayBRK-B1.9% of the fund-19%
- J P Morgan Exchange Traded FJPST1.3% of the fund-7%
- Schwab Strategic TRSCHG1.0% of the fund-4%
- CumminsCMI0.7% of the fund-2%
- WoodwardWWD0.7% of the fund-8%
- OracleORCL0.6% of the fund-3%
- Vanguard Index FDSVOO0.4% of the fund-11%
- Invesco QQQ TRQQQ0.4% of the fund-15%
- Goldman Sachs GroupGS0.4% of the fund-45%
- PepsiCoPEP0.4% of the fund-2%
- IntuitINTU0.3% of the fund-10%
- UnitedHealth GroupUNH0.3% of the fund-33%
- ShellSHEL0.3% of the fund-7%
- Procter & GamblePG0.3% of the fund-7%
- Church & DwightCHD0.2% of the fund-3%
- Vanguard Index FDSVTI0.2% of the fund-9%
- eBayEBAY0.2% of the fund-3%
- Ishares TRIQLT0.2% of the fund-4%
- AonAON0.2% of the fund-65%
- Cisco SystemsCSCO0.2% of the fund-3%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- SalesforceCRM-100%
- Cognizant Technology SolutionsCTSH-100%
- Booz Allen Hamilton HoldingBAH-100%
- Liberty BroadbandLBRDA-100%
- AccentureACN-100%
- DuPont de NemoursDD-100%
- Fidelity Wise Origin BitcoinFBTC-100%
- Spdr Series TrustSPIB-100%
- Northrop GrummanNOC-100%
- HersheyHSY-100%
- Tractor SupplyTSCO-100%
- PayPal HoldingsPYPL-100%
Holdings
- Ishares TRIJH
- Share
- 3.0%
- Value
- $47m
- Shares
- 604,397
+6%
- Ishares TRIVV
- Share
- 1.5%
- Value
- $23m
- Shares
- 30,863
+35%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.4%
- Value
- $22m
- Shares
- 29,237
Held
- J P Morgan Exchange Traded FJPST
- Share
- 1.3%
- Value
- $21m
- Shares
- 411,749
-7%
- Ishares TRIJR
- Share
- 1.3%
- Value
- $20m
- Shares
- 136,354
Held
- Ishares TRSMLF
- Share
- 1.3%
- Value
- $20m
- Shares
- 222,217
+17%
- Ishares TRIWB
- Share
- 1.1%
- Value
- $17m
- Shares
- 40,621
Held
- Schwab Strategic TRSCHG
- Share
- 1.0%
- Value
- $15m
- Shares
- 443,638
-4%
- Ishares TRIVW
- Share
- 1.0%
- Value
- $15m
- Shares
- 108,453
Held
- Ishares TRIEFA
- Share
- 0.9%
- Value
- $15m
- Shares
- 153,211
Held
- Invesco Exchange Traded FD TEQWL
- Share
- 0.7%
- Value
- $12m
- Shares
- 90,021
+15%
- 2023 ETF Series TrustEAGL
- Share
- 0.7%
- Value
- $11m
- Shares
- 347,395
+9%
- Schwab Strategic TRSCHD
- Share
- 0.7%
- Value
- $10m
- Shares
- 320,655
+3%
- IsharesIEMG
- Share
- 0.7%
- Value
- $10m
- Shares
- 122,535
+2%
- Spdr Index SHS FDSSPDW
- Share
- 0.6%
- Value
- $9m
- Shares
- 181,509
Held
- J P Morgan Exchange Traded FJMST
- Share
- 0.5%
- Value
- $8m
- Shares
- 165,574
+33%
- Spdr Series TrustSPYG
- Share
- 0.5%
- Value
- $8m
- Shares
- 69,844
+54%
- Pimco ETF TRMINT
- Share
- 0.5%
- Value
- $8m
- Shares
- 82,205
+5%
- Ishares TRIVE
- Share
- 0.5%
- Value
- $8m
- Shares
- 36,017
Held
- Ishares TRIWM
- Share
- 0.5%
- Value
- $8m
- Shares
- 25,841
Held
- Schwab Strategic TRSCHX
- Share
- 0.4%
- Value
- $7m
- Shares
- 229,347
+6%
- Vanguard Index FDSVOO
- Share
- 0.4%
- Value
- $6m
- Shares
- 9,420
-11%
- Spdr Gold TRGLD
- Share
- 0.4%
- Value
- $6m
- Shares
- 16,270
Held
- Invesco Exch Traded FD TR IIQQQM
- Share
- 0.4%
- Value
- $6m
- Shares
- 19,750
+78%
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $6m
- Shares
- 7,955
-15%
- Ishares TRINTF
- Share
- 0.3%
- Value
- $5m
- Shares
- 129,073
+43%
- IsharesEMGF
- Share
- 0.3%
- Value
- $5m
- Shares
- 67,396
+119%
- Spdr Series TrustSPYM
- Share
- 0.3%
- Value
- $5m
- Shares
- 55,978
+6%
- ShellSHEL
- Share
- 0.3%
- Value
- $5m
- Shares
- 58,664
-7%
- Spdr Index SHS FDSSPEM
- Share
- 0.3%
- Value
- $5m
- Shares
- 87,743
Held
- Neuberger Berman ETF TrustNBSD
- Share
- 0.3%
- Value
- $5m
- Shares
- 89,929
+14%
- Ishares TRIGIB
- Share
- 0.3%
- Value
- $4m
- Shares
- 83,954
+16%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $4m
- Shares
- 9,806
-9%
- Pimco ETF TRSMMU
- Share
- 0.2%
- Value
- $3m
- Shares
- 67,612
+17%
- Ishares TRIGSB
- Share
- 0.2%
- Value
- $3m
- Shares
- 64,272
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 6.1% | $96m | 330,559 | Held |
| AlphabetGOOGL | 3.3% | $51m | 143,740 | -5% |
| MicrosoftMSFT | 3.1% | $48m | 127,919 | -14% |
| Ishares TRIJH | 3.0% | $47m | 604,397 | +6% |
| Amazon.comAMZN | 2.9% | $45m | 187,755 | -13% |
| NvidiaNVDA | 2.8% | $44m | 219,225 | +4% |
| AlphabetGOOG | 2.8% | $43m | 122,759 | -10% |
| Lam ResearchLRCX | 2.7% | $42m | 96,662 | -6% |
| Costco WholesaleCOST | 2.5% | $39m | 42,112 | Held |
| Berkshire HathawayBRK-B | 1.9% | $30m | 59,803 | -19% |
| VisaV | 1.8% | $28m | 82,599 | +2% |
| AmphenolAPH | 1.6% | $25m | 141,366 | Held |
| Thermo Fisher ScientificTMO | 1.6% | $25m | 48,988 | +2% |
| Ishares TRIVV | 1.5% | $23m | 30,863 | +35% |
| Taiwan Semiconductor ManufacturingTSM | 1.5% | $23m | 47,776 | +6% |
| United RentalsURI | 1.4% | $22m | 19,420 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.4% | $22m | 29,237 | Held |
| J P Morgan Exchange Traded FJPST | 1.3% | $21m | 411,749 | -7% |
| Ishares TRIJR | 1.3% | $20m | 136,354 | Held |
| Ishares TRSMLF | 1.3% | $20m | 222,217 | +17% |
| EcolabECL | 1.3% | $20m | 70,154 | +2% |
| JPMorgan ChaseJPM | 1.2% | $18m | 55,809 | +7% |
| DanaherDHR | 1.1% | $17m | 91,504 | +3% |
| Palo Alto NetworksPANW | 1.1% | $17m | 50,219 | +5% |
| Ishares TRIWB | 1.1% | $17m | 40,621 | Held |
| AmgenAMGN | 1.1% | $17m | 45,813 | Held |
| StrykerSYK | 1.0% | $16m | 49,754 | +4% |
| Schwab Strategic TRSCHG | 1.0% | $15m | 443,638 | -4% |
| Ishares TRIVW | 1.0% | $15m | 108,453 | Held |
| Ishares TRIEFA | 0.9% | $15m | 153,211 | Held |
| Home DepotHD | 0.9% | $15m | 41,743 | Held |
| TJX CompaniesTJX | 0.8% | $12m | 81,421 | Held |
| WalmartWMT | 0.8% | $12m | 107,297 | +8% |
| Invesco Exchange Traded FD TEQWL | 0.7% | $12m | 90,021 | +15% |
| Eli LillyLLY | 0.7% | $11m | 9,488 | +11% |
| 2023 ETF Series TrustEAGL | 0.7% | $11m | 347,395 | +9% |
| CumminsCMI | 0.7% | $11m | 15,590 | -2% |
| WoodwardWWD | 0.7% | $11m | 25,480 | -8% |
| FortinetFTNT | 0.7% | $11m | 68,606 | Held |
| Schwab Strategic TRSCHD | 0.7% | $10m | 320,655 | +3% |
| IsharesIEMG | 0.7% | $10m | 122,535 | +2% |
| Union PacificUNP | 0.6% | $10m | 36,951 | +5% |
| EatonETN | 0.6% | $10m | 23,468 | +8% |
| NextEra EnergyNEE | 0.6% | $10m | 110,729 | +5% |
| AbbVieABBV | 0.6% | $9m | 37,440 | Held |
| RTXRTX | 0.6% | $9m | 48,845 | Held |
| Intuitive SurgicalISRG | 0.6% | $9m | 23,162 | +3% |
| OracleORCL | 0.6% | $9m | 62,632 | -3% |
| Spdr Index SHS FDSSPDW | 0.6% | $9m | 181,509 | Held |
| J P Morgan Exchange Traded FJMST | 0.5% | $8m | 165,574 | +33% |
| Spdr Series TrustSPYG | 0.5% | $8m | 69,844 | +54% |
| Pimco ETF TRMINT | 0.5% | $8m | 82,205 | +5% |
| Meta PlatformsMETA | 0.5% | $8m | 14,567 | +3% |
| Ishares TRIVE | 0.5% | $8m | 36,017 | Held |
| General ElectricGE | 0.5% | $8m | 21,071 | Held |
| Carlisle CompaniesCSL | 0.5% | $8m | 21,709 | Held |
| Ishares TRIWM | 0.5% | $8m | 25,841 | Held |
| BroadcomAVGO | 0.5% | $7m | 19,251 | +7% |
| McDonald'sMCD | 0.5% | $7m | 26,517 | Held |
| W.W. GraingerGWW | 0.5% | $7m | 5,236 | Held |
| Schwab Strategic TRSCHX | 0.4% | $7m | 229,347 | +6% |
| Vanguard Index FDSVOO | 0.4% | $6m | 9,420 | -11% |
| GE VernovaGEV | 0.4% | $6m | 5,392 | Held |
| Johnson & JohnsonJNJ | 0.4% | $6m | 24,249 | Held |
| Spdr Gold TRGLD | 0.4% | $6m | 16,270 | Held |
| Invesco Exch Traded FD TR IIQQQM | 0.4% | $6m | 19,750 | +78% |
| NetflixNFLX | 0.4% | $6m | 83,281 | +3% |
| Invesco QQQ TRQQQ | 0.4% | $6m | 7,955 | -15% |
| Marriott InternationalMAR | 0.4% | $6m | 15,722 | Held |
| Goldman Sachs GroupGS | 0.4% | $6m | 5,721 | -45% |
| PepsiCoPEP | 0.4% | $6m | 42,416 | -2% |
| ServiceNowNOW | 0.4% | $6m | 56,350 | +2% |
| YUM BrandsYUM | 0.3% | $5m | 33,433 | Held |
| Ishares TRINTF | 0.3% | $5m | 129,073 | +43% |
| AflacAFL | 0.3% | $5m | 44,891 | Held |
| ChevronCVX | 0.3% | $5m | 31,704 | +2% |
| T-Mobile USTMUS | 0.3% | $5m | 31,079 | Held |
| IntuitINTU | 0.3% | $5m | 19,359 | -10% |
| IsharesEMGF | 0.3% | $5m | 67,396 | +119% |
| Spdr Series TrustSPYM | 0.3% | $5m | 55,978 | +6% |
| UnitedHealth GroupUNH | 0.3% | $5m | 11,642 | -33% |
| Morgan StanleyMS | 0.3% | $5m | 22,118 | Held |
| LindeLIN | 0.3% | $5m | 8,900 | Held |
| ShellSHEL | 0.3% | $5m | 58,664 | -7% |
| Spdr Index SHS FDSSPEM | 0.3% | $5m | 87,743 | Held |
| Neuberger Berman ETF TrustNBSD | 0.3% | $5m | 89,929 | +14% |
| Ishares TRIGIB | 0.3% | $4m | 83,954 | +16% |
| Procter & GamblePG | 0.3% | $4m | 29,925 | -7% |
| ExxonMobil HoldingsXOM | 0.3% | $4m | 31,824 | Held |
| L3harris TechnologiesLHX | 0.3% | $4m | 14,799 | +13% |
| WelltowerWELL | 0.3% | $4m | 18,819 | +3% |
| CitigroupC | 0.3% | $4m | 29,659 | Held |
| PrologisPLD | 0.3% | $4m | 29,328 | +3% |
| Caseys General StoresCASY | 0.3% | $4m | 4,966 | +16% |
| Church & DwightCHD | 0.2% | $4m | 38,912 | -3% |
| Vanguard Index FDSVTI | 0.2% | $4m | 9,806 | -9% |
| Waste ManagementWM | 0.2% | $3m | 15,434 | +29% |
| Pimco ETF TRSMMU | 0.2% | $3m | 67,612 | +17% |
| Ishares TRIGSB | 0.2% | $3m | 64,272 | +4% |
| Carrier GlobalCARR | 0.2% | $3m | 44,381 | Held |
Showing the largest 100 of 314.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 20.5% since 30 June 2025.
Where the money is
Technology22.4%
Industrials8.7%
Health care8.3%
Financial services7.9%
Media & telecom7.6%
Retail & consumer7.0%
Everyday goods4.9%
Materials1.7%
Energy0.9%
Utilities0.7%
Real estate0.6%
Other29.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.