YHB Investment Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
West Hartford, CT
Holdings as of
9/30/2025
Date filed
10/8/2025
Form type
13F-HR
Num holdings
299
Total value ($000)
$1,367,438
Net value change ($000)
+72,058 (5.6%)
New positions
12
Sold out positions
12
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 16,493 23.4%
GOOGL 10,232 36.3%
GOOGL 8,912 35.1%
SMLF 7,577 NEW
JPST 6,369 75.9%
NVDA 5,940 16.8%
EQWL 4,227 NEW
URI 3,916 26.4%
ORCL 3,898 26.4%
APH 3,676 27.1%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -11,041 -100.0%
IJR -3,919 -17.3%
BLK -3,292 -100.0%
COST -3,042 -7.2%
UNH -2,655 -28.7%
IGSB -2,417 -46.1%
RSP -2,405 -72.9%
ISRG -2,086 -17.5%
INTU -1,984 -12.2%
VOO -1,621 -17.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type