Yhb Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 8, 2026, Yhb Investment Advisors, Inc. disclosed 314 stock positions valued at approximately $1.59B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, MICROSOFT CORP, and NVIDIA CORPORATION.
- Report Period
- September 30, 2026
- No. of Stocks
- 314
- Portfolio Value
- $1.59B
Holdings by Sector
Yhb Investment Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.82% | 324,809 | -5,750 | -1.74% | $108,167,861 |
| MICROSOFT CORP | MSFT | Technology | 4.03% | 124,622 | -3,297 | -2.58% | $63,918,456 |
| NVIDIA CORPORATION | NVDA | Technology | 3.14% | 217,727 | -1,498 | -0.68% | $49,724,385 |
| ALPHABET INC | GOOGL | Communication Services | 3.07% | 141,317 | -2,423 | -1.69% | $48,624,359 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.92% | 186,013 | -1,742 | -0.93% | $46,345,038 |
| ISHARES TR | IJH | Other | 2.81% | 618,796 | +14,399 | +2.38% | $44,522,359 |
| ALPHABET INC | GOOG | Communication Services | 2.60% | 120,925 | -1,834 | -1.49% | $41,203,872 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.38% | 41,507 | -605 | -1.44% | $37,785,547 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.06% | 48,299 | -689 | -1.41% | $32,603,985 |
| LAM RESEARCH CORP | LRCX | Technology | 1.90% | 91,541 | -5,121 | -5.30% | $30,072,134 |
| VISA INC | V | Financial Services | 1.87% | 82,693 | +94 | +0.11% | $29,714,071 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.80% | 57,326 | -2,477 | -4.14% | $28,545,515 |
| ISHARES TR | IVV | Other | 1.58% | 32,743 | +1,880 | +6.09% | $25,076,459 |
| AMPHENOL CORP | APH | Technology | 1.47% | 276,033 | +134,667 | +95.26% | $23,269,582 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.39% | 48,431 | +655 | +1.37% | $22,093,738 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.39% | 28,966 | -271 | -0.93% | $22,090,618 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.26% | 397,889 | -13,860 | -3.37% | $20,041,660 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.26% | 50,128 | -91 | -0.18% | $19,916,308 |
| DANAHER CORP DEL | DHR | Healthcare | 1.25% | 89,107 | -2,397 | -2.62% | $19,741,565 |
| AMGEN INC | AMGN | Healthcare | 1.23% | 46,239 | +426 | +0.93% | $19,490,317 |
| ISHARES TR | SMLF | Other | 1.21% | 229,923 | +7,706 | +3.47% | $19,212,404 |
| UNITED RENTALS INC | URI | Industrials | 1.21% | 19,195 | -225 | -1.16% | $19,209,972 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.18% | 56,746 | +937 | +1.68% | $18,773,402 |
| ECOLAB INC | ECL | Basic Materials | 1.18% | 68,024 | -2,130 | -3.04% | $18,678,042 |
| ISHARES TR | IJR | Other | 1.17% | 135,853 | -501 | -0.37% | $18,481,438 |
| ISHARES TR | IWB | Other | 1.04% | 39,513 | -1,108 | -2.73% | $16,442,592 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.00% | 439,895 | -3,743 | -0.84% | $15,805,424 |
| ISHARES TR | IVW | Other | 0.97% | 108,550 | +97 | +0.09% | $15,442,318 |
| ISHARES TR | IEFA | Other | 0.94% | 154,452 | +1,241 | +0.81% | $14,963,310 |
| INVESCO EXCHANGE TRADED FD T | EQWL | Other | 0.90% | 110,179 | +20,158 | +22.39% | $14,219,562 |
Showing 30 of 314 holdings in the latest reporting period.