YHB Investment Advisors
YHB Investment Advisors reported 314 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are AAPL (6.8%), MSFT (4.0%) and NVDA (3.1%). Compared with Q2 2026, the fund opened new positions in XOM, added to IJH, V and IVV, trimmed AAPL, MSFT and NVDA and sold out of XOM, FLRN and BIL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $108M | 6.8% | 325K | −5,750 (−2%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $63.9M | 4.0% | 125K | −3,297 (−3%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $49.7M | 3.1% | 218K | −1,498 (−1%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $48.6M | 3.1% | 141K | −2,423 (−2%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $46.3M | 2.9% | 186K | −1,742 (−1%) | 8 of 8 | |
| 6 |  IJH Ishares TR | $44.5M | 2.8% | 619K | +14K (+2%) | 8 of 8 | |
| 7 |  GOOG Alphabet Inc | $41.2M | 2.6% | 121K | −1,834 (−1%) | 8 of 8 | |
| 8 |  COST Costco Whsl Corp New | $37.8M | 2.4% | 42K | −605 (−1%) | 8 of 8 | |
| 9 |  TMO Thermo Fisher Scientific Inc | $32.6M | 2.1% | 48K | −689 (−1%) | 8 of 8 | |
| 10 |  LRCX Lam Research Corp | $30.1M | 1.9% | 92K | −5,121 (−5%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4.4M | 32K |
 FLRN Spdr Series Trust | $1.1M | 35K |
 BIL ST Stert Spdr Blmbg 1 3 | $1M | 11K |
 SGOV Ishares TR | $987K | 9,800 |
 NMZ Nuveen Mun High Income Oppor | $869K | 82K |
🔒 Free account: see all 17.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →YHB Investment Advisors 13F FAQ
What does YHB Investment Advisors own?
YHB Investment Advisors reported 314 stocks worth $1.6B in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are AAPL (6.8%), MSFT (4.0%) and NVDA (3.1%). The table above lists every position in the filing (the top 10 without an account).
What did YHB Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 17 new positions, 115 added to, 137 trimmed and 17 sold out. New positions include XOM. It sold all of XOM, FLRN and BIL.
When will YHB Investment Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is YHB Investment Advisors's portfolio worth?
The Q3 2026 filing reports $1.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.