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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) |
|---|---|---|---|---|---|
| APPLE INC | COM | 037833100 | — | 324,809 shares | $108,167,861 |
| MICROSOFT CORP | COM | 594918104 | — | 124,622 shares | $63,918,456 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 217,727 shares | $49,724,385 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 141,317 shares | $48,624,359 |
| AMAZON COM INC | COM | 023135106 | — | 186,013 shares | $46,345,038 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 618,796 shares | $44,522,359 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 120,925 shares | $41,203,872 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 41,507 shares | $37,785,547 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 48,299 shares | $32,603,985 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 91,541 shares | $30,072,134 |
| VISA INC | COM CL A | 92826C839 | — | 82,693 shares | $29,714,071 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 57,326 shares | $28,545,515 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 32,743 shares | $25,076,459 |
| AMPHENOL CORP | CL A | 032095101 | — | 276,033 shares | $23,269,582 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 48,431 shares | $22,093,738 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 28,966 shares | $22,090,618 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 397,889 shares | $20,041,660 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 50,128 shares | $19,916,308 |
| DANAHER CORP DEL | COM | 235851102 | — | 89,107 shares | $19,741,565 |
| AMGEN INC | COM | 031162100 | — | 46,239 shares | $19,490,317 |
| ISHARES TR | US SML CAP EQT | 46434V290 | — | 229,923 shares | $19,212,404 |
| UNITED RENTALS INC | COM | 911363109 | — | 19,195 shares | $19,209,972 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 56,746 shares | $18,773,402 |
| ECOLAB INC | COM | 278865100 | — | 68,024 shares | $18,678,042 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 135,853 shares | $18,481,438 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 39,513 shares | $16,442,592 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 439,895 shares | $15,805,424 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 108,550 shares | $15,442,318 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 154,452 shares | $14,963,310 |
| INVESCO EXCHANGE TRADED FD T | S&P 100 EQL WIGH | 46137V449 | — | 110,179 shares | $14,219,562 |
| STRYKER CORPORATION | COM | 863667101 | — | 49,276 shares | $13,570,090 |
| FORTINET INC | COM | 34959E109 | — | 69,248 shares | $12,378,772 |
| HOME DEPOT INC | COM | 437076102 | — | 41,898 shares | $11,919,469 |
| 2023 ETF SERIES TRUST | EAGL CAP SEL ETF | 88339Y102 | — | 347,395 shares | $11,821,852 |
| WALMART INC | COM | 931142103 | — | 111,309 shares | $11,567,209 |
| ELI LILLY & CO | COM | 532457108 | — | 9,940 shares | $11,501,375 |
| TJX COS INC NEW | COM | 872540109 | — | 81,593 shares | $10,795,570 |
| META PLATFORMS INC | CL A | 30303M102 | — | 14,745 shares | $10,692,868 |
| EATON CORP PLC | SHS | G29183103 | — | 24,559 shares | $10,553,248 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 320,278 shares | $10,418,636 |
| UNION PAC CORP | COM | 907818108 | — | 37,393 shares | $10,175,757 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 124,721 shares | $10,122,356 |
| ABBVIE INC | COM | 00287Y109 | — | 37,565 shares | $9,826,589 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 23,672 shares | $9,625,745 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 181,758 shares | $9,126,079 |
| RTX CORPORATION | COM | 75513E101 | — | 48,617 shares | $9,025,675 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 70,512 shares | $8,678,667 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 113,363 shares | $8,586,128 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | — | 84,953 shares | $8,542,044 |
| WOODWARD INC | COM | 980745103 | — | 25,209 shares | $8,283,261 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 163,460 shares | $8,264,538 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 36,157 shares | $8,253,941 |
| ORACLE CORP | COM | 68389X105 | — | 58,859 shares | $8,081,375 |
| CUMMINS INC | COM | 231021106 | — | 15,146 shares | $7,823,969 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 254,760 shares | $7,642,798 |
| SERVICENOW INC | COM | 81762P102 | — | 56,476 shares | $7,568,349 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 26,196 shares | $7,279,606 |
| BROADCOM INC | COM | 11135F101 | — | 20,538 shares | $7,212,760 |
| CARLISLE COS INC | COM | 142339100 | — | 21,757 shares | $7,009,453 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 22,352 shares | $6,809,313 |
| WW GRAINGER INC | COM | 384802104 | — | 5,455 shares | $6,795,621 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 | — | 162,997 shares | $6,766,005 |
| GE AEROSPACE | COM NEW | 369604301 | — | 21,150 shares | $6,604,869 |
| CHEVRON CORPORATION | COM | 166764100 | — | 32,327 shares | $6,601,592 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 9,383 shares | $6,576,335 |
| ISHARES INC | EMNG MKTS EQT | 46434G889 | — | 91,374 shares | $6,536,896 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 24,315 shares | $6,437,186 |
| NEUBERGER BERMAN ETF TRUST | SHORT DURATION I | 64135A887 | — | 125,495 shares | $6,257,181 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 8,306 shares | $6,144,780 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 16,065 shares | $6,118,195 |
| MCDONALDS CORP | COM | 580135101 | — | 26,260 shares | $6,064,567 |
| NETFLIX INC. | COM | 64110L106 | — | 81,522 shares | $5,672,301 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 15,722 shares | $5,591,844 |
| SHELL PLC | SPON ADS | 780259305 | — | 58,826 shares | $5,591,411 |
| GE VERNOVA INC | COM | 36828A101 | — | 5,574 shares | $5,298,031 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 59,013 shares | $5,297,007 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 31,704 shares | $5,159,792 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 5,716 shares | $5,146,458 |
| S&P GLOBAL INC | COM | 78409V104 | — | 12,790 shares | $5,045,271 |
| T-MOBILE US INC | COM | 872590104 | — | 30,862 shares | $5,032,975 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 | — | 98,256 shares | $4,947,199 |
| AFLAC INC | COM | 001055102 | — | 43,376 shares | $4,848,879 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 93,689 shares | $4,799,671 |
| INTUIT | COM | 461202103 | — | 16,993 shares | $4,685,140 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 87,861 shares | $4,547,698 |
| PEPSICO INC | COM | 713448108 | — | 35,475 shares | $4,495,425 |
| YUM BRANDS INC | COM | 988498101 | — | 32,697 shares | $4,457,848 |
| WELLTOWER INC | COM | 95040Q104 | — | 18,936 shares | $4,359,825 |
| LINDE PLC | SHS | G54950103 | — | 9,161 shares | $4,348,040 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 29,565 shares | $4,295,136 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 11,425 shares | $4,275,748 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 11,412 shares | $4,189,117 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 22,059 shares | $4,148,857 |
| PROLOGIS INC. | COM | 74340W103 | — | 29,465 shares | $3,825,736 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 16,154 shares | $3,824,944 |
| CITIGROUP INC | COM NEW | 172967424 | — | 29,439 shares | $3,811,715 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | — | 73,497 shares | $3,709,394 |
| CHURCH & DWIGHT CO INC | COM | 171340102 | — | 38,366 shares | $3,614,822 |
| PHILLIPS 66 | COM | 718546104 | — | 13,829 shares | $3,530,619 |
| BLACKROCK INC | COM | 09290D101 | — | 3,317 shares | $3,510,348 |