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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) |
|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | ST STR SVC ETF | 81369Y852 | — | 5,868 shares | $651,172 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 23,471 shares | $644,757 |
| LENNAR CORP | CL A | 526057104 | — | 7,877 shares | $642,684 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 10,452 shares | $638,931 |
| INVESCO EXCH TRADED FD TR II | GLOBAL WATER | 46138E651 | — | 14,720 shares | $636,415 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 3,419 shares | $612,001 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 2,462 shares | $610,404 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 6,686 shares | $599,309 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 6,386 shares | $592,429 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,467 shares | $575,576 |
| CHARTER COMMUNICATIONS INC | CL A | 16119P108 | — | 5,173 shares | $573,686 |
| DEERE & CO | COM | 244199105 | — | 838 shares | $562,759 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 3,325 shares | $555,209 |
| EQUINIX INC | COM | 29444U700 | — | 546 shares | $552,323 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 5,282 shares | $548,776 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 6,330 shares | $537,826 |
| EA SERIES TRUST | ARGE LAR CAP ETF | 02072Q747 | — | 14,775 shares | $521,054 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 3,467 shares | $515,370 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 1,124 shares | $508,026 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 3,503 shares | $499,423 |
| ZOETIS INC | CL A | 98978V103 | — | 6,922 shares | $483,363 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 4,484 shares | $479,564 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 6,080 shares | $476,794 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,487 shares | $474,569 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 8,828 shares | $471,415 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD AN | 85208R101 | — | 11,105 shares | $461,302 |
| ING GROEP N.V. | SPONSORED ADR | 456837103 | — | 12,889 shares | $457,560 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 2,117 shares | $457,441 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 3,039 shares | $445,153 |
| YUM CHINA HLDGS INC | COM | 98850P109 | — | 10,694 shares | $439,523 |
| CVS HEALTH CORP | COM | 126650100 | — | 5,054 shares | $433,096 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 568 shares | $430,697 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 6,574 shares | $429,751 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 817 shares | $427,136 |
| HONEYWELL INTL INC | COM | 438516205 | — | 2,024 shares | $426,943 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 818 shares | $416,567 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 759 shares | $408,304 |
| EMERSON ELEC CO | COM | 291011104 | — | 2,613 shares | $405,276 |
| ALCOA CORP | COM | 013872106 | — | 9,569 shares | $401,898 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 4,029 shares | $398,186 |
| MORNINGSTAR INC | COM | 617700109 | — | 2,090 shares | $397,184 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 3,152 shares | $396,159 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 | — | 22,948 shares | $391,263 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 2,359 shares | $384,305 |
| NIKE INC | CL B | 654106103 | — | 10,836 shares | $383,597 |
| NORFOLK SOUTHN CORP | COM | 655844108 | — | 1,229 shares | $379,607 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 2,346 shares | $376,134 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 1,418 shares | $375,628 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 2,178 shares | $371,850 |
| CSX CORP | COM | 126408103 | — | 7,933 shares | $368,964 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 6,975 shares | $368,699 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | — | 5,785 shares | $365,670 |
| MARATHON PETE CORP | COM | 56585A102 | — | 917 shares | $362,600 |
| QUALCOMM INC | COM | 747525103 | — | 1,935 shares | $356,117 |
| VANECK ETF TRUST | REAL ASSETS ETF | 92189F130 | — | 8,640 shares | $344,131 |
| MOBILITY GLOBAL INC | COM SHS | 60744M106 | — | 19,982 shares | $342,691 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 1,403 shares | $338,558 |
| HUBBELL INC | COM | 443510607 | — | 737 shares | $334,303 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 4,862 shares | $327,407 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 5,506 shares | $326,561 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 3,052 shares | $325,679 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 46137V324 | — | 5,601 shares | $324,410 |
| SALESFORCE INC | COM | 79466L302 | — | 1,406 shares | $322,775 |
| ISHARES TR | U.S. FINLS ETF | 464287788 | — | 2,554 shares | $320,936 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 3,233 shares | $320,908 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | — | 5,206 shares | $320,585 |
| SELECT SECTOR SPDR TR | ST STR STAPL ETF | 81369Y308 | — | 3,891 shares | $313,615 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 | — | 8,656 shares | $308,227 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 1,381 shares | $306,941 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 1,979 shares | $306,686 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 7,716 shares | $304,319 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | — | 2,576 shares | $302,757 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 2,463 shares | $301,373 |
| FEDERAL SIGNAL CORP | COM | 313855108 | — | 2,710 shares | $300,241 |
| MCKESSON CORP | COM | 58155Q103 | — | 347 shares | $296,272 |
| PROGRESSIVE CORP | COM | 743315103 | — | 1,415 shares | $293,344 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 4,004 shares | $290,851 |
| STARBUCKS CORP | COM | 855244109 | — | 3,047 shares | $286,296 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 2,064 shares | $284,172 |
| BLACKSTONE INC | COM | 09260D107 | — | 2,530 shares | $283,588 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 662 shares | $282,502 |
| RALLIANT CORP | COM | 750940108 | — | 4,066 shares | $281,245 |
| SOUTHERN CO | COM | 842587107 | — | 3,390 shares | $280,997 |
| D R HORTON INC | COM | 23331A109 | — | 2,047 shares | $279,723 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 7,666 shares | $279,426 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 1,364 shares | $277,697 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,383 shares | $271,726 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 5,911 shares | $271,138 |
| EOG RES INC | COM | 26875P101 | — | 1,965 shares | $270,698 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 469 shares | $266,692 |
| CINTAS CORP | COM | 172908105 | — | 1,358 shares | $264,891 |
| ADOBE INC | COM | 00724F101 | — | 1,102 shares | $264,414 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 940 shares | $248,865 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 032108664 | — | 2,020 shares | $244,905 |
| M & T BK CORP | COM | 55261F104 | — | 1,122 shares | $244,147 |
| CORTEVA INC | COM | 22052L104 | — | 3,068 shares | $238,230 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 478 shares | $235,343 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 | — | 4,092 shares | $235,167 |
| VIATRIS INC | COM | 92556V106 | — | 13,226 shares | $234,363 |
| ISHARES TR | BROAD USD HIGH | 46435U853 | — | 6,555 shares | $234,145 |