StockDriftsStockDriftsTop 50 YHB Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.13% | 330.6K | $95.7M | +1.57%(+5.10K) | $34.79(+781.61%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.29% | 143.7K | $51.4M | -5.23%(-7.93K) | $29.75(+1081.40%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.06% | 127.9K | $47.7M | -13.83%(-20.53K) | $67.49(+644.90%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.98% | 604.4K | $46.6M | +6.13%(+34.88K) | $47.49(+64.08%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.87% | 187.8K | $44.7M | -13.14%(-28.40K) | $78.91(+248.42%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.81% | 219.2K | $43.9M | +3.55%(+7.51K) | $34.64(+536.39%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.78% | 122.8K | $43.4M | -9.54%(-12.95K) | $38.70(+805.56%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.68% | 96.7K | $41.9M | -5.55%(-5.68K) | $19.08(+1547.85%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.52% | 42.1K | $39.4M | +1.19%(+497) | $94.17(+911.90%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.92% | 59.8K | $29.9M | -18.93%(-13.96K) | $149.65(+249.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.06% | +60.42% | +9.77% | +59.39% |
| Top 20 Holdings Unweighted | +16.16% | +56.75% | +8.88% | +53.05% |
YHB Investment Advisors, Inc. reports $1.56B in US-listed equity holdings across 314 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.1%), GOOGL (3.3%) and MSFT (3.1%). The top 20 holdings account for 45.68% of reported assets. Its disclosed equity book has returned +60.42% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track YHB Investment Advisors, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from YHB Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1469219). View YHB Investment Advisors, Inc.’s 13F filings on SEC