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YHB Investment Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 8, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $1,585,396,906
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $108,167,861
- MICROSOFT CORP · COM · 594918104 · shares: $63,918,456
- NVIDIA CORPORATION · COM · 67066G104 · shares: $49,724,385
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $48,624,359
- AMAZON COM INC · COM · 023135106 · shares: $46,345,038
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $44,522,359
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $41,203,872
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $37,785,547
- THERMO FISHER SCIENTIFIC INC · COM · 883556102 · shares: $32,603,985
- LAM RESEARCH CORP · COM NEW · 512807306 · shares: $30,072,134
Reported holdings
314 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 15,791 shares | $3,509,392 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 16,438 shares | $3,352,037 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 5,406 shares | $3,289,335 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 111,446 shares | $3,266,472 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 5,798 shares | $3,197,423 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 8,873 shares | $3,121,965 |
| PIMCO ETF TR | SHTRM MUN BD ACT | 72201R874 | — | 59,348 shares | $2,932,385 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 9,175 shares | $2,918,751 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 32,913 shares | $2,811,099 |
| EBAY INC. | COM | 278642103 | — | 25,258 shares | $2,678,611 |
| FASTENAL CO | COM | 311900104 | — | 53,789 shares | $2,664,169 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | 81369Y803 | — | 12,841 shares | $2,513,567 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 77,941 shares | $2,452,803 |
| DISNEY WALT CO | COM | 254687106 | — | 22,937 shares | $2,406,122 |
| CISCO SYS INC | COM | 17275R102 | — | 21,869 shares | $2,353,729 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | — | 21,723 shares | $2,296,376 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 12,254 shares | $2,292,111 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 41,763 shares | $2,291,124 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 | — | 45,369 shares | $2,244,404 |
| AUTOZONE INC | COM | 053332102 | — | 793 shares | $2,244,206 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | — | 15,320 shares | $2,221,989 |
| AON PLC | SHS CL A | G0403H108 | — | 7,992 shares | $2,211,946 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 20,924 shares | $2,187,186 |
| INVESCO EXCHANGE TRADED FD T | BIOTECHNOLOGY | 46137V787 | — | 22,296 shares | $2,169,151 |
| WELLS FARGO & CO | COM | 949746101 | — | 26,045 shares | $2,084,902 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | 46654Q724 | — | 28,914 shares | $1,999,981 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 1,149 shares | $1,986,081 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 31,706 shares | $1,949,919 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 4,979 shares | $1,935,935 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 9,982 shares | $1,934,013 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 9,973 shares | $1,925,487 |
| APPLIED MATLS INC | COM | 038222105 | — | 3,717 shares | $1,900,799 |
| CME GROUP INC | COM | 12572Q105 | — | 7,017 shares | $1,838,314 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 5,855 shares | $1,780,510 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 21,591 shares | $1,774,348 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 29,594 shares | $1,711,105 |
| AERCAP HOLDINGS NV | SHS | N00985106 | — | 11,416 shares | $1,638,424 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | — | 32,513 shares | $1,615,571 |
| FORTIVE CORP | COM | 34959J108 | — | 28,830 shares | $1,580,167 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 13,822 shares | $1,515,029 |
| PAYCHEX INC | COM | 704326107 | — | 15,201 shares | $1,497,299 |
| LOWES COS INC | COM | 548661107 | — | 8,071 shares | $1,487,405 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 11,475 shares | $1,436,096 |
| QUANTA SVCS INC | COM | 74762E102 | — | 2,181 shares | $1,401,314 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 11,540 shares | $1,339,332 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | — | 13,812 shares | $1,333,999 |
| COCA COLA CO | COM | 191216100 | — | 15,465 shares | $1,331,262 |
| VERALTO CORP | COM SHS | 92338C103 | — | 13,485 shares | $1,271,859 |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | 46090A887 | — | 25,112 shares | $1,253,842 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 16,204 shares | $1,251,739 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 24,482 shares | $1,233,893 |
| MERCK & CO INC | COM | 58933Y105 | — | 8,328 shares | $1,210,142 |
| ISHARES INC | MSCI EMERG MRKT | 464286533 | — | 16,080 shares | $1,190,724 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 10,916 shares | $1,167,685 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 17,050 shares | $1,138,791 |
| PFIZER INC | COM | 717081103 | — | 39,612 shares | $1,129,735 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 17,386 shares | $1,118,290 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 34,948 shares | $1,116,589 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 6,995 shares | $1,110,561 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 12,270 shares | $1,105,650 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 4,989 shares | $1,097,260 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,792 shares | $1,096,274 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 1,011 shares | $1,094,509 |
| WORKDAY INC | CL A | 98138H101 | — | 5,704 shares | $1,086,384 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 4,062 shares | $1,074,618 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 4,168 shares | $1,072,370 |
| HUMANA INC | COM | 444859102 | — | 2,763 shares | $1,054,278 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 35,619 shares | $1,053,966 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 8,404 shares | $1,052,685 |
| LAZARD ACTIVE ETF TR | INTL DYNAMIC EQT | 52110K400 | — | 29,026 shares | $1,016,491 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 3,916 shares | $1,010,563 |
| THE CIGNA GROUP | COM | 125523100 | — | 3,696 shares | $1,004,684 |
| CATERPILLAR INC | COM | 149123101 | — | 1,236 shares | $1,002,136 |
| VOYA FINANCIAL INC | COM | 929089100 | — | 10,000 shares | $944,800 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 8,978 shares | $938,560 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 27,024 shares | $919,356 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 859 shares | $914,929 |
| EQT CORP | COM | 26884L109 | — | 18,716 shares | $908,849 |
| ALCON AG | ORD SHS | H01301128 | — | 13,540 shares | $876,715 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 5,105 shares | $859,784 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 | — | 7,700 shares | $857,318 |
| SAP SE | SPON ADR | 803054204 | — | 4,104 shares | $855,602 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 3,712 shares | $846,744 |
| COMCAST CORP NEW | CL A | 20030N101 | — | 37,906 shares | $824,835 |
| TEXAS INSTRS INC | COM | 882508104 | — | 2,895 shares | $810,861 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 9,479 shares | $808,765 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 5,384 shares | $802,445 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 3,738 shares | $777,579 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 2,381 shares | $769,706 |
| BANK OF AMER CORP | COM | 060505104 | — | 13,624 shares | $741,555 |
| TESLA INC | COM | 88160R101 | — | 2,072 shares | $735,166 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 6,667 shares | $725,636 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 15,173 shares | $718,593 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 4,737 shares | $714,624 |
| 3M CO | COM | 88579Y101 | — | 4,344 shares | $713,100 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 20,752 shares | $677,138 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 368 shares | $666,695 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 10,683 shares | $666,619 |
| MCCORMICK & CO INC | COM NON VTG | 579780206 | — | 14,273 shares | $662,267 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 7,940 shares | $658,770 |