Yhb Investment Advisors, Inc. Portfolio Stock Holdings
Yhb Investment Advisors, Inc. disclosed 314 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, ALPHABET INC, and MICROSOFT CORP. The filing reflects positions held as of June 30, 2026 and was filed on July 14, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 314
- Portfolio Value
- $1.6B
Holdings by Sector
Yhb Investment Advisors, Inc. Portfolio Holdings in Q2 2026
309 holdings in the latest reporting period.
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| 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 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.94% | 41,743 | +444 | +1.08% | $14,721,783 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.79% | 81,421 | -111 | -0.14% | $12,335,282 |
| WALMART INC | WMT | Consumer Defensive | 0.78% | 107,297 | +8,168 | +8.24% | $12,152,478 |
| INVESCO EXCHANGE TRADED FD T | EQWL | Other | 0.74% | 90,021 | +11,495 | +14.64% | $11,614,509 |
| ELI LILLY & CO | LLY | Healthcare | 0.73% | 9,488 | +972 | +11.41% | $11,380,192 |
| 2023 ETF SERIES TRUST | EAGL | Other | 0.72% | 347,395 | +28,877 | +9.07% | $11,175,697 |
| CUMMINS INC | CMI | Industrials | 0.71% | 15,590 | -398 | -2.49% | $11,118,944 |
| WOODWARD INC | WWD | Industrials | 0.69% | 25,480 | -2,330 | -8.38% | $10,839,998 |
| FORTINET INC | FTNT | Technology | 0.68% | 68,606 | -128 | -0.19% | $10,539,254 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.65% | 320,655 | +8,457 | +2.71% | $10,167,975 |
| ISHARES INC | IEMG | Other | 0.65% | 122,535 | +2,506 | +2.09% | $10,150,799 |
| UNION PAC CORP | UNP | Industrials | 0.64% | 36,951 | +1,674 | +4.75% | $10,050,672 |
| EATON CORP PLC | ETN | Other | 0.64% | 23,468 | +1,658 | +7.60% | $10,000,184 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.62% | 110,729 | +5,734 | +5.46% | $9,718,683 |
| ABBVIE INC | ABBV | Healthcare | 0.60% | 37,440 | +489 | +1.32% | $9,421,364 |
| RTX CORPORATION | RTX | Industrials | 0.59% | 48,845 | -9 | -0.02% | $9,267,302 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.59% | 23,162 | +751 | +3.35% | $9,211,064 |
| ORACLE CORP | ORCL | Technology | 0.59% | 62,632 | -1,684 | -2.62% | $9,178,744 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.59% | 181,509 | +2,778 | +1.55% | $9,146,249 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.54% | 165,574 | +41,202 | +33.13% | $8,444,274 |
| SPDR SERIES TRUST | SPYG | Other | 0.53% | 69,844 | +24,383 | +53.63% | $8,310,785 |
| PIMCO ETF TR | MINT | Other | 0.53% | 82,205 | +3,608 | +4.59% | $8,287,041 |
| META PLATFORMS INC | META | Communication Services | 0.53% | 14,567 | +386 | +2.72% | $8,205,514 |
| ISHARES TR | IVE | Other | 0.52% | 36,017 | +138 | +0.38% | $8,177,911 |
| GE AEROSPACE | GE | Industrials | 0.50% | 21,071 | -15 | -0.07% | $7,874,947 |
| CARLISLE COS INC | CSL | Industrials | 0.50% | 21,709 | +347 | +1.62% | $7,874,940 |
| ISHARES TR | IWM | Other | 0.50% | 25,841 | -302 | -1.16% | $7,763,928 |
| BROADCOM INC | AVGO | Technology | 0.47% | 19,251 | +1,288 | +7.17% | $7,272,080 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.46% | 26,517 | +148 | +0.56% | $7,167,750 |
| WW GRAINGER INC | GWW | Industrials | 0.46% | 5,236 | +98 | +1.91% | $7,123,054 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.43% | 229,347 | +13,833 | +6.42% | $6,749,686 |
| VANGUARD INDEX FDS | VOO | Other | 0.41% | 9,420 | -1,163 | -10.99% | $6,469,445 |
| GE VERNOVA INC | GEV | Utilities | 0.41% | 5,392 | +11 | +0.20% | $6,334,845 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.39% | 24,249 | -10 | -0.04% | $6,158,524 |
| SPDR GOLD TR | GLD | Other | 0.38% | 16,270 | -215 | -1.30% | $5,993,543 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.38% | 19,750 | +8,636 | +77.70% | $5,983,658 |
| NETFLIX INC. | NFLX | Communication Services | 0.38% | 83,281 | +2,665 | +3.31% | $5,946,263 |
| INVESCO QQQ TR | QQQ | Other | 0.38% | 7,955 | -1,351 | -14.52% | $5,858,311 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.37% | 15,722 | +9 | +0.06% | $5,826,416 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.37% | 5,721 | -4,726 | -45.24% | $5,786,048 |
| PEPSICO INC | PEP | Consumer Defensive | 0.37% | 42,416 | -1,018 | -2.34% | $5,743,151 |
| SERVICENOW INC | NOW | Technology | 0.36% | 56,350 | +1,234 | +2.24% | $5,594,428 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.34% | 33,433 | -85 | -0.25% | $5,344,527 |
| ISHARES TR | INTF | Other | 0.34% | 129,073 | +38,558 | +42.60% | $5,286,830 |
| AFLAC INC | AFL | Financial Services | 0.34% | 44,891 | -67 | -0.15% | $5,263,619 |
| CHEVRON CORPORATION | CVX | Energy | 0.34% | 31,704 | +648 | +2.09% | $5,255,336 |
| T-MOBILE US INC | TMUS | Communication Services | 0.33% | 31,079 | +143 | +0.46% | $5,212,881 |
| INTUIT | INTU | Technology | 0.32% | 19,359 | -2,258 | -10.45% | $5,052,699 |
| ISHARES INC | EMGF | Other | 0.32% | 67,396 | +36,685 | +119.45% | $4,937,431 |
| SPDR SERIES TRUST | SPLG | Other | 0.32% | 55,978 | +3,391 | +6.45% | $4,919,347 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.31% | 11,642 | -5,767 | -33.13% | $4,838,764 |
| MORGAN STANLEY | MS | Financial Services | 0.30% | 22,118 | -175 | -0.78% | $4,623,547 |
| LINDE PLC | LIN | Other | 0.30% | 8,900 | +59 | +0.67% | $4,618,316 |
| SHELL PLC | SHEL | Energy | 0.29% | 58,664 | -4,189 | -6.66% | $4,548,807 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.29% | 87,743 | +1,561 | +1.81% | $4,543,345 |
| NEUBERGER BERMAN ETF TRUST | NBSD | Other | 0.29% | 89,929 | +10,728 | +13.55% | $4,541,954 |
| ISHARES TR | IGIB | Other | 0.29% | 83,954 | +11,450 | +15.79% | $4,463,842 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.28% | 29,925 | -2,396 | -7.41% | $4,388,134 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 31,824 | +114 | +0.36% | $4,350,949 |
| L3HARRIS TECHNOLOGIES INC | LHX | Industrials | 0.28% | 14,799 | +1,737 | +13.30% | $4,300,441 |
| WELLTOWER INC | WELL | Real Estate | 0.27% | 18,819 | +635 | +3.49% | $4,271,348 |
| CITIGROUP INC | C | Financial Services | 0.27% | 29,659 | +237 | +0.81% | $4,151,023 |
| PROLOGIS INC. | PLD | Real Estate | 0.25% | 29,328 | +861 | +3.02% | $3,973,064 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.25% | 4,966 | +690 | +16.14% | $3,946,927 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 0.24% | 38,912 | -1,164 | -2.90% | $3,769,771 |
| VANGUARD INDEX FDS | VTI | Other | 0.23% | 9,806 | -939 | -8.74% | $3,628,788 |
| WASTE MGMT INC DEL | WM | Industrials | 0.22% | 15,434 | +3,509 | +29.43% | $3,439,930 |
| PIMCO ETF TR | SMMU | Other | 0.22% | 67,612 | +9,925 | +17.20% | $3,414,406 |
| ISHARES TR | IGSB | Other | 0.22% | 64,272 | +2,679 | +4.35% | $3,368,488 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.21% | 44,381 | -97 | -0.22% | $3,255,354 |