Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $95.7M | 6.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $51.4M | 3.3% |
| Microsoft Corp.COM | COM | $47.7M | 3.1% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $46.6M | 3.0% |
| Amazon Com Inc.COM | COM | $44.7M | 2.9% |
| Nvidia CorporationCOM | COM | $43.9M | 2.8% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $43.4M | 2.8% |
| Lam Research Corp.COM NEW | COM NEW | $41.9M | 2.7% |
| Costco Wholesale CorporationCOM | COM | $39.4M | 2.5% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $29.9M | 1.9% |
| Visa Inc.COM CL A | COM CL A | $28.3M | 1.8% |
| Amphenol Corp.CL A | CL A | $24.9M | 1.6% |
| Thermo Fisher Scientific Inc.COM | COM | $24.6M | 1.6% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $23.1M | 1.5% |
| Taiwan Semiconductor ManufacSPONSORED ADS | SPONSORED ADS | $22.8M | 1.5% |
| United Rentals Inc.COM | COM | $22M | 1.4% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $21.8M | 1.4% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $20.8M | 1.3% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $20.2M | 1.3% |
| iShares TRUS SML CAP EQT | US SML CAP EQT | $19.8M | 1.3% |
| Ecolab Inc.COM | COM | $19.5M | 1.3% |
| JPMORGAN Chase & COCOM | COM | $18.3M | 1.2% |
| Danaher Corp. DelCOM | COM | $17.4M | 1.1% |
| Palo Alto Networks Inc.COM | COM | $17.1M | 1.1% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $16.6M | 1.1% |
| Amgen Inc.COM | COM | $16.6M | 1.1% |
| Stryker CorporationCOM | COM | $15.7M | 1.0% |
| Schwab Strategic TRUS LCAP GR ETF | US LCAP GR ETF | $15M | 1.0% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $14.9M | 1.0% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $14.8M | 0.9% |
| Home Depot Inc.COM | COM | $14.7M | 0.9% |
| TJX Cos Inc. NewCOM | COM | $12.3M | 0.8% |
| Walmart Inc.COM | COM | $12.2M | 0.8% |
| Invesco Exchange Traded FD TS&P 100 EQL WIGH | S&P 100 EQL WIGH | $11.6M | 0.7% |
| Eli Lilly & COCOM | COM | $11.4M | 0.7% |
| 2023 ETF Series TrustEAGL CAP SEL ETF | EAGL CAP SEL ETF | $11.2M | 0.7% |
| Cummins Inc.COM | COM | $11.1M | 0.7% |
| Woodward Inc.COM | COM | $10.8M | 0.7% |
| Fortinet Inc.COM | COM | $10.5M | 0.7% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $10.2M | 0.7% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $10.2M | 0.7% |
| Union Pac Corp.COM | COM | $10.1M | 0.6% |
| Eaton Corp. PLCSHS | SHS | $10M | 0.6% |
| Nextera Energy Inc.COM | COM | $9.72M | 0.6% |
| Abbvie Inc.COM | COM | $9.42M | 0.6% |
| Rtx CorporationCOM | COM | $9.27M | 0.6% |
| Intuitive Surgical Inc.COM NEW | COM NEW | $9.21M | 0.6% |
| Oracle Corp.COM | COM | $9.18M | 0.6% |
| SPDR Index Shs FdsST STR PO EX ETF | ST STR PO EX ETF | $9.15M | 0.6% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $8.44M | 0.5% |
Apple Inc.COM$95.7M
- Class
- COM
- Share
- 6.1%
Alphabet Inc.CAP STK CL A$51.4M
- Class
- CAP STK CL A
- Share
- 3.3%
Microsoft Corp.COM$47.7M
- Class
- COM
- Share
- 3.1%
iShares TRCORE S&P MCP ETF$46.6M
- Class
- CORE S&P MCP ETF
- Share
- 3.0%
Amazon Com Inc.COM$44.7M
- Class
- COM
- Share
- 2.9%
Nvidia CorporationCOM$43.9M
- Class
- COM
- Share
- 2.8%
Alphabet Inc.CAP STK CL C$43.4M
- Class
- CAP STK CL C
- Share
- 2.8%
Lam Research Corp.COM NEW$41.9M
- Class
- COM NEW
- Share
- 2.7%
Costco Wholesale CorporationCOM$39.4M
- Class
- COM
- Share
- 2.5%
Berkshire Hathaway Inc. DelCL B NEW$29.9M
- Class
- CL B NEW
- Share
- 1.9%
Visa Inc.COM CL A$28.3M
- Class
- COM CL A
- Share
- 1.8%
Amphenol Corp.CL A$24.9M
- Class
- CL A
- Share
- 1.6%
Thermo Fisher Scientific Inc.COM$24.6M
- Class
- COM
- Share
- 1.6%
iShares TRCORE S&P500 ETF$23.1M
- Class
- CORE S&P500 ETF
- Share
- 1.5%
Taiwan Semiconductor ManufacSPONSORED ADS$22.8M
- Class
- SPONSORED ADS
- Share
- 1.5%
United Rentals Inc.COM$22M
- Class
- COM
- Share
- 1.4%
State Str SPDR S&P 500 ETF TTR UNIT$21.8M
- Class
- TR UNIT
- Share
- 1.4%
J P Morgan Exchange Traded FULTRA SHRT ETF$20.8M
- Class
- ULTRA SHRT ETF
- Share
- 1.3%
iShares TRCORE S&P SCP ETF$20.2M
- Class
- CORE S&P SCP ETF
- Share
- 1.3%
iShares TRUS SML CAP EQT$19.8M
- Class
- US SML CAP EQT
- Share
- 1.3%
Ecolab Inc.COM$19.5M
- Class
- COM
- Share
- 1.3%
JPMORGAN Chase & COCOM$18.3M
- Class
- COM
- Share
- 1.2%
Danaher Corp. DelCOM$17.4M
- Class
- COM
- Share
- 1.1%
Palo Alto Networks Inc.COM$17.1M
- Class
- COM
- Share
- 1.1%
iShares TRRUS 1000 ETF$16.6M
- Class
- RUS 1000 ETF
- Share
- 1.1%
Amgen Inc.COM$16.6M
- Class
- COM
- Share
- 1.1%
Stryker CorporationCOM$15.7M
- Class
- COM
- Share
- 1.0%
Schwab Strategic TRUS LCAP GR ETF$15M
- Class
- US LCAP GR ETF
- Share
- 1.0%
iShares TRS&P 500 GRWT ETF$14.9M
- Class
- S&P 500 GRWT ETF
- Share
- 1.0%
iShares TRCORE MSCI EAFE$14.8M
- Class
- CORE MSCI EAFE
- Share
- 0.9%
Home Depot Inc.COM$14.7M
- Class
- COM
- Share
- 0.9%
TJX Cos Inc. NewCOM$12.3M
- Class
- COM
- Share
- 0.8%
Walmart Inc.COM$12.2M
- Class
- COM
- Share
- 0.8%
Invesco Exchange Traded FD TS&P 100 EQL WIGH$11.6M
- Class
- S&P 100 EQL WIGH
- Share
- 0.7%
Eli Lilly & COCOM$11.4M
- Class
- COM
- Share
- 0.7%
2023 ETF Series TrustEAGL CAP SEL ETF$11.2M
- Class
- EAGL CAP SEL ETF
- Share
- 0.7%
Cummins Inc.COM$11.1M
- Class
- COM
- Share
- 0.7%
Woodward Inc.COM$10.8M
- Class
- COM
- Share
- 0.7%
Fortinet Inc.COM$10.5M
- Class
- COM
- Share
- 0.7%
Schwab Strategic TRUS DIVIDEND EQ$10.2M
- Class
- US DIVIDEND EQ
- Share
- 0.7%
iShares Inc.CORE MSCI EMKT$10.2M
- Class
- CORE MSCI EMKT
- Share
- 0.7%
Union Pac Corp.COM$10.1M
- Class
- COM
- Share
- 0.6%
Eaton Corp. PLCSHS$10M
- Class
- SHS
- Share
- 0.6%
Nextera Energy Inc.COM$9.72M
- Class
- COM
- Share
- 0.6%
Abbvie Inc.COM$9.42M
- Class
- COM
- Share
- 0.6%
Rtx CorporationCOM$9.27M
- Class
- COM
- Share
- 0.6%
Intuitive Surgical Inc.COM NEW$9.21M
- Class
- COM NEW
- Share
- 0.6%
Oracle Corp.COM$9.18M
- Class
- COM
- Share
- 0.6%
SPDR Index Shs FdsST STR PO EX ETF$9.15M
- Class
- ST STR PO EX ETF
- Share
- 0.6%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$8.44M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 314 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1469219
- File number
- 028-13567
- Options
- 0 call, 0 put
- In the 25 largest
- 51.4%
- Prior quarter
- $1.39B at 31 March 2026
- Positions opened
- 29
- Positions closed
- 13
Common questions
What are Yhb Investment Advisors’ 13F holdings worth?
$1.56 billion across 314 positions for the quarter ended 30 June 2026.
What is Yhb Investment Advisors’ largest 13F holding?
APPLE INC (COM) was the largest position at $95.7 million, or 6.1% of reported 13F value, as of 30 June 2026.
How concentrated is Yhb Investment Advisors’ 13F portfolio?
The ten largest positions accounted for 31.0% of reported value and the twenty-five largest for 51.4%, across 314 positions as of 30 June 2026.
Does Form 13F show everything Yhb Investment Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Yhb Investment Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.