Yhb Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 14, 2026, Yhb Investment Advisors, Inc. disclosed 311 stock positions valued at approximately $1.56B as of quarter-end June 30, 2026. The largest holdings include APPLE INC, ALPHABET INC, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 311
- Portfolio Value
- $1.56B
Holdings by Sector
Yhb Investment Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 6.13% | 330,559 | +5,102 | +1.57% | $95,650,618 |
| ALPHABET INC | GOOGL | Communication Services | 3.29% | 143,740 | -7,931 | -5.23% | $51,368,536 |
| MICROSOFT CORP | MSFT | Technology | 3.06% | 127,919 | -20,527 | -13.83% | $47,716,422 |
| ISHARES TR | IJH | Other | 2.98% | 604,397 | +34,885 | +6.13% | $46,605,052 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.87% | 187,755 | -28,396 | -13.14% | $44,749,431 |
| NVIDIA CORPORATION | NVDA | Technology | 2.81% | 219,225 | +7,513 | +3.55% | $43,864,636 |
| ALPHABET INC | GOOG | Communication Services | 2.78% | 122,759 | -12,953 | -9.54% | $43,374,474 |
| LAM RESEARCH CORP | LRCX | Other | 2.68% | 96,662 | -5,683 | -5.55% | $41,886,544 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.52% | 42,112 | +497 | +1.19% | $39,394,579 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.92% | 59,803 | -13,960 | -18.93% | $29,924,856 |
| VISA INC | V | Financial Services | 1.82% | 82,599 | +1,961 | +2.43% | $28,338,887 |
| AMPHENOL CORP | APH | Technology | 1.60% | 141,366 | +726 | +0.52% | $24,925,653 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.57% | 48,988 | +1,182 | +2.47% | $24,560,749 |
| ISHARES TR | IVV | Other | 1.48% | 30,863 | +7,994 | +34.96% | $23,113,212 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.46% | 47,776 | +2,526 | +5.58% | $22,816,384 |
| UNITED RENTALS INC | URI | Industrials | 1.41% | 19,420 | -193 | -0.98% | $22,000,724 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.40% | 29,237 | -225 | -0.76% | $21,833,004 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.33% | 411,749 | -32,346 | -7.28% | $20,822,124 |
| ISHARES TR | IJR | Other | 1.30% | 136,354 | -330 | -0.24% | $20,222,678 |
| ISHARES TR | SMLF | Other | 1.27% | 222,217 | +32,382 | +17.06% | $19,808,454 |
| ECOLAB INC | ECL | Basic Materials | 1.25% | 70,154 | +1,498 | +2.18% | $19,545,592 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.17% | 55,809 | +3,426 | +6.54% | $18,268,078 |
| DANAHER CORP DEL | DHR | Healthcare | 1.12% | 91,504 | +3,075 | +3.48% | $17,429,677 |
| PALO ALTO NETWORKS INC | PANW | Technology | 1.10% | 50,219 | +2,605 | +5.47% | $17,125,642 |
| ISHARES TR | IWB | Other | 1.07% | 40,621 | -4 | -0.01% | $16,634,278 |
| AMGEN INC | AMGN | Healthcare | 1.06% | 45,813 | -23 | -0.05% | $16,589,958 |
| STRYKER CORPORATION | SYK | Healthcare | 1.00% | 49,754 | +1,875 | +3.92% | $15,664,518 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.96% | 443,638 | -16,193 | -3.52% | $15,012,702 |
| ISHARES TR | IVW | Other | 0.96% | 108,453 | +97 | +0.09% | $14,915,493 |
| ISHARES TR | IEFA | Other | 0.95% | 153,211 | -896 | -0.58% | $14,797,118 |
Showing 30 of 311 holdings in the latest reporting period.