YHB Investment Advisors, Inc.
CIK: 0001469219SEC EDGAR →
Portfolio Value
$1.4T
Holdings
296
As of
Q4 2025
New Positions
12
Closed Positions
10
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 331,417 | $90.1B | 6.22% |
| 2 | MICROSOFT CORP | 148,341 | $71.7B | 4.96% |
| 3 | AMAZON COM INC | 216,579 | $50.0B | 3.45% |
| 4 | ALPHABET INC | 155,276 | $48.6B | 3.36% |
| 5 | ALPHABET INC | 136,862 | $42.9B | 2.97% |
| 6 | NVIDIA CORPORATION | 218,696 | $40.8B | 2.82% |
| 7 | ISHARES TR | 572,566 | $37.8B | 2.61% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 73,700 | $37.0B | 2.56% |
| 9 | COSTCO WHSL CORP NEW | 42,242 | $36.4B | 2.52% |
| 10 | VISA INC | 81,775 | $28.7B | 1.98% |
Quarterly Changes
New Positions (13)
Closed Positions (16)
$324.2M · 10K shares
$308.1M · 589 shares
$273.7M · 4K shares
$258.7M · 803 shares
$235.1M · 2K shares
$229.8M · 1K shares
$226.0M · 348 shares
$221.0M · 937 shares
$217.3M · 3K shares
$212.7M · 2K shares
$209.7M · 1K shares
$209.3M · 1K shares
$208.3M · 677 shares
$204.5M · 2K shares
$203.9M · 7K shares
$202.1M · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 122 | $437.9B | 30.3% |
| Technology | 32 | $327.2B | 22.6% |
| Healthcare | 27 | $135.5B | 9.4% |
| Communication Services | 10 | $120.6B | 8.3% |
| Consumer Cyclical | 20 | $114.5B | 7.9% |
| Industrials | 38 | $105.3B | 7.3% |
| Unknown | 14 | $75.9B | 5.2% |
| Consumer Defensive | 12 | $67.3B | 4.7% |
| Basic Materials | 7 | $26.3B | 1.8% |
| Energy | 7 | $17.0B | 1.2% |
| Utilities | 4 | $12.6B | 0.9% |
| Real Estate | 3 | $7.1B | 0.5% |