Yhb Investment Advisors, Inc. Portfolio Stock Holdings
Yhb Investment Advisors, Inc. disclosed 298 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, MICROSOFT CORP, and AMAZON COM INC. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 298
- Portfolio Value
- $1.4B
Holdings by Sector
Yhb Investment Advisors, Inc. Portfolio Holdings in Q1 2026
298 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.92% | 325,457 | -5,960 | -1.80% | $82,597,857 |
| MICROSOFT CORP | MSFT | Technology | 3.94% | 148,446 | +105 | +0.07% | $54,950,078 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.23% | 216,151 | -428 | -0.20% | $45,017,685 |
| ALPHABET INC | GOOGL | Communication Services | 3.13% | 151,671 | -3,605 | -2.32% | $43,614,509 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 2.97% | 41,615 | -627 | -1.48% | $41,466,375 |
| ALPHABET INC | GOOG | Communication Services | 2.79% | 135,712 | -1,150 | -0.84% | $38,930,220 |
| ISHARES TR | IJH | Other | 2.76% | 569,512 | -3,054 | -0.53% | $38,459,151 |
| NVIDIA CORPORATION | NVDA | Technology | 2.65% | 211,712 | -6,984 | -3.19% | $36,922,653 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.53% | 73,763 | +63 | +0.09% | $35,347,261 |
| VISA INC | V | Financial Services | 1.75% | 80,638 | -1,137 | -1.39% | $24,372,025 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.68% | 47,806 | +40 | +0.08% | $23,498,019 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.61% | 444,095 | +10,057 | +2.32% | $22,475,659 |
| LAM RESEARCH CORP | LRCX | Other | 1.57% | 102,345 | -7,559 | -6.88% | $21,867,033 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.37% | 29,462 | -283 | -0.95% | $19,160,441 |
| ECOLAB INC | ECL | Basic Materials | 1.31% | 68,656 | -7,480 | -9.82% | $18,263,831 |
| AMPHENOL CORP | APH | Technology | 1.27% | 140,640 | +665 | +0.48% | $17,769,864 |
| ISHARES TR | IJR | Other | 1.22% | 136,684 | -9,698 | -6.63% | $16,991,189 |
| DANAHER CORP DEL | DHR | Healthcare | 1.20% | 88,429 | +491 | +0.56% | $16,766,182 |
| AMGEN INC | AMGN | Healthcare | 1.16% | 45,836 | +213 | +0.47% | $16,127,486 |
| STRYKER CORPORATION | SYK | Healthcare | 1.13% | 47,879 | +106 | +0.22% | $15,732,528 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.10% | 52,383 | +1,151 | +2.25% | $15,408,895 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.10% | 45,250 | +620 | +1.39% | $15,292,238 |
| ISHARES TR | IVV | Other | 1.07% | 22,869 | -1,117 | -4.66% | $14,938,446 |
| ISHARES TR | IWB | Other | 1.04% | 40,625 | -1,554 | -3.68% | $14,485,205 |
| ISHARES TR | SMLF | Other | 1.03% | 189,835 | +54,829 | +40.61% | $14,330,644 |
| UNITED RENTALS INC | URI | Industrials | 1.02% | 19,613 | -153 | -0.77% | $14,289,247 |
| ISHARES TR | IEFA | Other | 1.00% | 154,107 | +9,594 | +6.64% | $13,951,307 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.97% | 41,299 | +1,316 | +3.29% | $13,582,742 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.96% | 459,831 | -48,168 | -9.48% | $13,394,865 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.93% | 81,532 | -515 | -0.63% | $13,020,660 |
| WALMART INC | WMT | Consumer Defensive | 0.88% | 99,129 | +843 | +0.86% | $12,319,723 |
| ISHARES TR | IVW | Other | 0.88% | 108,356 | +93 | +0.09% | $12,256,093 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.74% | 22,411 | +174 | +0.78% | $10,331,247 |
| WOODWARD INC | WWD | Industrials | 0.71% | 27,810 | -1,894 | -6.38% | $9,953,576 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.70% | 104,995 | +2,203 | +2.14% | $9,751,933 |
| 2023 ETF SERIES TRUST | EAGL | Other | 0.69% | 318,518 | - | - | $9,689,318 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.69% | 312,198 | -6,617 | -2.08% | $9,578,235 |
| ORACLE CORP | ORCL | Technology | 0.68% | 64,316 | -1,281 | -1.95% | $9,461,542 |
| RTX CORPORATION | RTX | Industrials | 0.68% | 48,854 | +1,757 | +3.73% | $9,423,869 |
| INTUIT | INTU | Technology | 0.67% | 21,617 | +921 | +4.45% | $9,346,758 |
| INVESCO EXCHANGE TRADED FD T | EQWL | Other | 0.65% | 78,526 | +20,186 | +34.60% | $9,049,336 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.63% | 10,447 | +3 | +0.03% | $8,838,058 |
| CUMMINS INC | CMI | Industrials | 0.62% | 15,988 | -425 | -2.59% | $8,601,864 |
| UNION PAC CORP | UNP | Industrials | 0.61% | 35,277 | -410 | -1.15% | $8,558,906 |
| ISHARES INC | IEMG | Other | 0.60% | 120,029 | +5,604 | +4.90% | $8,372,023 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.59% | 26,369 | -561 | -2.08% | $8,195,301 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.58% | 178,731 | +257 | +0.14% | $8,159,071 |
| META PLATFORMS INC | META | Communication Services | 0.58% | 14,181 | +490 | +3.58% | $8,113,376 |
| ABBVIE INC | ABBV | Healthcare | 0.58% | 36,951 | +358 | +0.98% | $8,036,440 |
| PIMCO ETF TR | MINT | Other | 0.57% | 78,597 | +1,642 | +2.13% | $7,904,490 |
| ELI LILLY & CO | LLY | Healthcare | 0.56% | 8,516 | +488 | +6.08% | $7,832,761 |
| EATON CORP PLC | ETN | Other | 0.56% | 21,810 | +1,293 | +6.30% | $7,800,783 |
| NETFLIX INC. | NFLX | Communication Services | 0.56% | 80,616 | +6,325 | +8.51% | $7,751,228 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.55% | 47,614 | +985 | +2.11% | $7,633,457 |
| ISHARES TR | IVE | Other | 0.54% | 35,879 | +131 | +0.37% | $7,575,771 |
| AON PLC | AON | Financial Services | 0.53% | 23,048 | -1,487 | -6.06% | $7,439,433 |
| CARLISLE COS INC | CSL | Industrials | 0.51% | 21,362 | +884 | +4.32% | $7,126,790 |
| SPDR GOLD TR | GLD | Other | 0.51% | 16,485 | -130 | -0.78% | $7,093,331 |
| PEPSICO INC | PEP | Consumer Defensive | 0.48% | 43,434 | -943 | -2.12% | $6,744,805 |
| T-MOBILE US INC | TMUS | Communication Services | 0.47% | 30,936 | -820 | -2.58% | $6,497,488 |
| ISHARES TR | IWM | Other | 0.46% | 26,143 | -583 | -2.18% | $6,483,464 |
| CHEVRON CORPORATION | CVX | Energy | 0.46% | 31,056 | +1,273 | +4.27% | $6,425,572 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.45% | 124,372 | +8,404 | +7.25% | $6,340,485 |
| VANGUARD INDEX FDS | VOO | Other | 0.45% | 10,583 | -1,207 | -10.24% | $6,323,957 |
| GE AEROSPACE | GE | Industrials | 0.43% | 21,086 | -299 | -1.40% | $5,983,501 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.43% | 24,259 | -96 | -0.39% | $5,929,943 |
| SHELL PLC | SHEL | Energy | 0.42% | 62,853 | -944 | -1.48% | $5,845,329 |
| SERVICENOW INC | NOW | Technology | 0.41% | 55,116 | +26,183 | +90.50% | $5,762,378 |
| FORTINET INC | FTNT | Technology | 0.40% | 68,734 | -5,705 | -7.66% | $5,616,942 |
| WW GRAINGER INC | GWW | Industrials | 0.40% | 5,138 | +129 | +2.58% | $5,604,582 |
| BROADCOM INC | AVGO | Technology | 0.40% | 17,963 | +563 | +3.24% | $5,559,735 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.40% | 215,514 | +18,036 | +9.13% | $5,525,790 |
| EXXON MOBIL CORP | XOM | Energy | 0.39% | 31,710 | +675 | +2.17% | $5,379,836 |
| INVESCO QQQ TR | QQQ | Other | 0.39% | 9,306 | +10 | +0.11% | $5,371,432 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.37% | 33,518 | -953 | -2.76% | $5,211,309 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.37% | 15,713 | - | - | $5,139,251 |
| AFLAC INC | AFL | Financial Services | 0.35% | 44,958 | -951 | -2.07% | $4,931,798 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.34% | 17,409 | -831 | -4.56% | $4,710,701 |
| GE VERNOVA INC | GEV | Utilities | 0.34% | 5,381 | -313 | -5.50% | $4,697,075 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.33% | 32,321 | -1,008 | -3.02% | $4,668,377 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.32% | 13,062 | +526 | +4.20% | $4,508,349 |
| SPDR SERIES TRUST | SPYG | Other | 0.32% | 45,461 | -4,794 | -9.54% | $4,451,126 |
| LINDE PLC | LIN | Other | 0.31% | 8,841 | -93 | -1.04% | $4,382,775 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.29% | 86,182 | +1,186 | +1.40% | $4,042,776 |
| SPDR SERIES TRUST | SPLG | Other | 0.29% | 52,587 | +7,725 | +17.22% | $4,025,009 |
| NEUBERGER BERMAN ETF TRUST | NBSD | Other | 0.29% | 79,201 | +31,345 | +65.50% | $4,016,283 |
| ISHARES TR | IGIB | Other | 0.28% | 72,504 | +45,090 | +164.48% | $3,858,670 |
| PROLOGIS INC. | PLD | Real Estate | 0.27% | 28,467 | +335 | +1.19% | $3,762,768 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.27% | 40,076 | -2,080 | -4.93% | $3,739,870 |
| MORGAN STANLEY | MS | Financial Services | 0.26% | 22,293 | +60 | +0.27% | $3,668,759 |
| WELLTOWER INC | WELL | Real Estate | 0.26% | 18,184 | +1,164 | +6.84% | $3,595,159 |
| ISHARES TR | INTF | Other | 0.25% | 90,515 | +90,515 | +100.00% | $3,526,464 |
| VANGUARD INDEX FDS | VTI | Other | 0.25% | 10,745 | -157 | -1.44% | $3,447,182 |
| CITIGROUP INC | C | Financial Services | 0.24% | 29,422 | -28 | -0.10% | $3,336,708 |
| ISHARES TR | IGSB | Other | 0.23% | 61,593 | +2,122 | +3.57% | $3,237,331 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.22% | 4,276 | +552 | +14.82% | $3,112,329 |
| BLACKROCK INC | BLK | Other | 0.22% | 3,225 | +22 | +0.69% | $3,101,515 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.22% | 16,455 | -9 | -0.05% | $3,001,886 |
| VANECK ETF TRUST | MOAT | Other | 0.21% | 30,184 | -2,199 | -6.79% | $2,918,828 |
| PIMCO ETF TR | SMMU | Other | 0.21% | 57,687 | +9,360 | +19.37% | $2,910,309 |