YHB Investment Advisors, Inc.
13F filer · CIK 1469219 · West Hartford, CT
Summary
YHB Investment Advisors, Inc. reported $1.56B across 314 positions in its 13F for 2026 Q2, filed Jul 14, 2026. The largest holdings are AAPL (6.1%), GOOGL (3.3%), MSFT (3.1%). Versus 2026 Q1, leaving options aside, it opened 29 new positions, added to 127, trimmed 127 and sold out of 13.
Reported value$1.56B
Positions314
Report period2026 Q2
FiledJul 14, 2026
New positions29
Added127
Trimmed127
Sold out13
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 6.1%Value $95.65MPrice $329.40Shares 331K +1.57%Since Jun 30 +13.84%
Weight 3.3%Value $51.37MPrice $340.92Shares 144K -5.23%Since Jun 30 -4.60%
Weight 3.1%Value $47.72MPrice $508.96Shares 128K -13.83%Since Jun 30 +36.44%
Weight 3.0%Value $46.61MPrice $72.37Shares 604K +6.13%Since Jun 30 -6.15%
Weight 2.9%Value $44.75MPrice $246.67Shares 188K -13.14%Since Jun 30 +3.50%
Weight 2.8%Value $43.86MPrice $227.21Shares 219K +3.55%Since Jun 30 +13.55%
Weight 2.8%Value $43.37MPrice $337.32Shares 123K -9.54%Since Jun 30 -4.53%
Weight 2.7%Value $41.89MPrice $323.86Shares 97K -5.55%Since Jun 30 -25.26%
Weight 2.5%Value $39.39MPrice $924.59Shares 42K +1.19%Since Jun 30 -1.16%
Weight 1.9%Value $29.92MPrice $502.35Shares 60K -18.93%Since Jun 30 +0.39%
Weight 1.8%Value $28.34MPrice $365.88Shares 83K +2.43%Since Jun 30 +6.64%
Weight 1.6%Value $24.93MPrice $84.34Shares 141K +0.52%Since Jun 30 -52.17%
Weight 1.6%Value $24.56MPrice $679.61Shares 49K +2.47%Since Jun 30 +35.55%
Weight 1.5%Value $23.11MPrice $767.52Shares 31K +34.96%Since Jun 30 +2.49%
Weight 1.5%Value $22.82MPrice $456.94Shares 48K +5.58%Since Jun 30 -4.32%
Weight 1.4%Value $22.00MPrice $1015Shares 19K -0.98%Since Jun 30 -10.45%
Weight 1.4%Value $21.83MPrice $764.20Shares 29K -0.76%Since Jun 30 +2.34%
Weight 1.3%Value $20.82MPrice $50.38Shares 412K -7.28%Since Jun 30 -0.38%
Weight 1.3%Value $20.22MPrice $136.91Shares 136K -0.24%Since Jun 30 -7.69%
Weight 1.3%Value $19.81MPrice $83.95Shares 222K +17.06%Since Jun 30 -5.82%
Weight 1.3%Value $19.55MPrice $277.87Shares 70K +2.18%Since Jun 30 -0.27%
Weight 1.2%Value $18.27MPrice $334.98Shares 56K +6.54%Since Jun 30 +2.34%
Weight 1.1%Value $17.43MPrice $226.11Shares 92K +3.48%Since Jun 30 +18.71%
Weight 1.1%Value $17.13MPrice $388.41Shares 50K +5.47%Since Jun 30 +13.90%
Weight 1.1%Value $16.63MPrice $417.26Shares 41K -0.01%Since Jun 30 +1.90%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 6.1% | $95.65M | +13.84% | +1.57% | Add | |
| 3.3% | $51.37M | -4.60% | -5.23% | Trim | |
| 3.1% | $47.72M | +36.44% | -13.83% | Trim | |
| 3.0% | $46.61M | -6.15% | +6.13% | Add | |
| 2.9% | $44.75M | +3.50% | -13.14% | Trim | |
| 2.8% | $43.86M | +13.55% | +3.55% | Add | |
| 2.8% | $43.37M | -4.53% | -9.54% | Trim | |
| 2.7% | $41.89M | -25.26% | -5.55% | Trim | |
| 2.5% | $39.39M | -1.16% | +1.19% | Add | |
 BRK.BBERKSHIRE HATHAWAY INC DEL | 1.9% | $29.92M | +0.39% | -18.93% | Trim |
| 1.8% | $28.34M | +6.64% | +2.43% | Add | |
| 1.6% | $24.93M | -52.17% | +0.52% | Add | |
| 1.6% | $24.56M | +35.55% | +2.47% | Add | |
| 1.5% | $23.11M | +2.49% | +34.96% | Add | |
| 1.5% | $22.82M | -4.32% | +5.58% | Add | |
| 1.4% | $22.00M | -10.45% | -0.98% | Trim | |
| 1.4% | $21.83M | +2.34% | -0.76% | Trim | |
| 1.3% | $20.82M | -0.38% | -7.28% | Trim | |
| 1.3% | $20.22M | -7.69% | -0.24% | Trim | |
| 1.3% | $19.81M | -5.82% | +17.06% | Add | |
| 1.3% | $19.55M | -0.27% | +2.18% | Add | |
| 1.2% | $18.27M | +2.34% | +6.54% | Add | |
| 1.1% | $17.43M | +18.71% | +3.48% | Add | |
| 1.1% | $17.13M | +13.90% | +5.47% | Add | |
| 1.1% | $16.63M | +1.90% | -0.01% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
BRK.BBERKSHIRE HATHAWAY INC DEL≈ $6.69MTrimSource: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.