§ 13F · FUND PROFILE
YHB Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1295.4T (13F)Positions · 299Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$27.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 331K | $90.1T | 6.2% | −3% |
| 2 | MSFT | MICROSOFT CORP | 148K | $71.7T | 5.0% | −1% |
| 3 | AMZN | AMAZON COM INC | 217K | $50.0T | 3.5% | ±0% |
| 4 | GOOGL | ALPHABET INC | 155K | $48.6T | 3.4% | −2% |
| 5 | GOOG | ALPHABET INC | 137K | $42.9T | 3.0% | −3% |
| 6 | NVDA | NVIDIA CORPORATION | 219K | $40.8T | 2.8% | −1% |
| 7 | IJH | ISHARES TR | 573K | $37.8T | 2.6% | +18% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 74K | $37.0T | 2.6% | ±0% |
| 9 | COST | COSTCO WHSL CORP NEW | 42K | $36.4T | 2.5% | ±0% |
| 10 | V | VISA INC | 82K | $28.7T | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YHB SIGNAL
AC read
YHB Investment Advisors, Inc. is a Other fund managing $1295379.7 trillion in assets. The fund runs a broad portfolio of 299 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed