DOSSIER · 13F-HR · Q2 2026

YHB Investment Advisors, Inc.

$1.6B in tracked AUM across 314 positions as of Q2 2026.

YI
CIK 0001469219 · last filed Jun 30, 2026
Total AUM
$1.6B
as of Q2 2026
Holdings
314
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
1. Portfolio Overview

YHB Investment Advisors, Inc. has reported a period of significant expansion and structural reorganization for the quarter ending December 31, 2025. The firm’s total assets under management (AUM) surged by 180.7%, growing from approximately $515.75 million to $1.45 billion. This near-tripling of assets suggests a substantial influx of new capital, likely driven by strong market performance in existing positions and/or significant net new client inflows.

The...

2. Key Holdings

The top holdings reveal a distinct "quality and growth" bias, heavily weighted toward the largest U.S. technology and consumer discretionary giants.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$96M331K6.1%
02
GOOGL
ALPHABET INC
$51M144K3.3%
03
MSFT
MICROSOFT CORP
$48M128K3.1%
04
IJH
ISHARES TR
$47M604K3.0%
05
AMZN
AMAZON COM INC
$45M188K2.9%
06
NVDA
NVIDIA CORPORATION
$44M219K2.8%
07
GOOG
ALPHABET INC
$43M123K2.8%
08
LRCX
LAM RESEARCH CORP
$42M97K2.7%
09
COST
COSTCO WHOLESALE CORPORATION
$39M42K2.5%
10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$30M60K1.9%

Filing history

2026Q2Jun 30
$1.6B 11.9%
314 positionsView →
2026Q1Mar 31
$1.4B 3.6%
298 positionsView →
2025Q4Dec 31
$1.4B 5.9%
296 positionsView →
2025Q3Sep 30
$1.4B 5.6%
299 positionsView →
2025Q2Jun 30
$1.3B 8.2%
299 positionsLocked
2025Q1Mar 31
$1.2B 1.7%
290 positionsLocked
2024Q4Dec 31
$1.2B 0.8%
277 positionsLocked
2024Q3Sep 30
$1.2B 3.9%
280 positionsLocked
2024Q2Jun 30
$1.2B 0.7%
277 positionsLocked
2024Q1Mar 31
$1.2B 11.8%
955 positionsLocked
2023Q4Dec 31
$1.0B 4.7%
264 positionsLocked
2023Q3Sep 30
$1.1B 1.0%
283 positionsLocked
Showing 12 of 100