YHB Investment Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
West Hartford, CT
Holdings as of
3/31/2026
Date filed
4/10/2026
Form type
13F-HR
Num holdings
298
Total value ($000)
$1,394,947
Net value change ($000)
-52,520 (-3.6%)
New positions
16
Sold out positions
14
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 5,039 13.8%
SMLF 4,222 41.8%
INTF 3,526 NEW
LRCX 3,054 16.2%
QQQM 2,641 NEW
IGIB 2,382 161.3%
EQWL 2,156 31.3%
CVX 1,887 41.6%
EMGF 1,856 NEW
TSM 1,729 12.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -16,790 -23.4%
AAPL -7,501 -8.3%
GOOGL -4,986 -10.3%
AMZN -4,973 -9.9%
CRM -4,815 -89.9%
INTU -4,363 -31.8%
V -4,307 -15.0%
TMO -4,180 -15.1%
GOOGL -4,017 -9.4%
NVDA -3,864 -9.5%
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