§ 13F · FUND PROFILE
YHB Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 299Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 325K | $83M | 5.9% | −2% |
| 2 | MSFT | MICROSOFT CORP | 148K | $55M | 3.9% | ±0% |
| 3 | AMZN | AMAZON COM INC | 216K | $45M | 3.2% | ±0% |
| 4 | GOOGL | ALPHABET INC | 152K | $44M | 3.1% | −2% |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 42K | $41M | 3.0% | −1% |
| 6 | GOOG | ALPHABET INC | 136K | $39M | 2.8% | −1% |
| 7 | IJH | ISHARES TR | 570K | $38M | 2.8% | −1% |
| 8 | NVDA | NVIDIA CORPORATION | 212K | $37M | 2.6% | −3% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 74K | $35M | 2.5% | ±0% |
| 10 | V | VISA INC | 81K | $24M | 1.7% | −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 $1.4 billion in assets. The fund runs a broad portfolio of 299 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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