DOSSIER · 13F-HR · Q3 2026

YHB Investment Advisors, Inc.

$1.6B in tracked AUM across 314 positions as of Q3 2026.

YI
CIK 0001469219 · last filed Sep 30, 2026
Total AUM
$1.6B
as of Q3 2026
Holdings
314
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$108M325K6.8%
02
MSFT
MICROSOFT CORP
$64M125K4.0%
03
NVDA
NVIDIA CORPORATION
$50M218K3.1%
04
GOOGL
ALPHABET INC
$49M141K3.1%
05
AMZN
AMAZON COM INC
$46M186K2.9%
06
IJH
ISHARES TR
$45M619K2.8%
07
GOOG
ALPHABET INC
$41M121K2.6%
08
COST
COSTCO WHOLESALE CORPORATION
$38M42K2.4%
09
TMO
THERMO FISHER SCIENTIFIC INC
$33M48K2.1%
10
LRCX
LAM RESEARCH CORP
$30M92K1.9%

Filing history

2026Q3Sep 30
$1.6B▲ 1.5%
314 positionsView →
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 positionsLocked
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
Showing 12 of 100