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Filers›Asset Manager›YHB Investment Advisors, Inc.
DOSSIER · 13F-HR · Q1 2026

YHB Investment Advisors, Inc.

YHB Investment's asset manager based in Greenwich, CT — $1.4B in tracked AUM across 298 positions as of Q1 2026.

YI
YHB Investment·Greenwich, CT·Asset Manager
CIK 0001469219 · last filed Mar 31, 2026
Total AUM
$1.4B
▼ 15.1%
vs prior
Holdings
298
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$83M325K5.9%
02
MSFT
MICROSOFT CORP
$55M148K3.9%
03
AMZN
AMAZON COM INC
$45M216K3.2%
04
GOOGL
ALPHABET INC
$44M152K3.1%
05
COST
COSTCO WHOLESALE CORPORATION
$41M42K3.0%
06
GOOG
ALPHABET INC
$39M136K2.8%
07
IJH
ISHARES TR
$38M570K2.8%
08
NVDA
NVIDIA CORPORATION
$37M212K2.6%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$35M74K2.5%
10
V
VISA INC
$24M81K1.7%

Filing history

Filing history loading…
AI Agent · grounded in YHB
haiku-4-5 · 298 positions indexed
Sector mix
  • Tech8%
  • Financials42%
  • Cons. Disc.27%
  • Communications13%
  • Industrials7%
  • Energy5%
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