YHB Investment Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
West Hartford, CT
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
314
Total value ($000)
$1,561,354
Net value change ($000)
+166,407 (11.9%)
New positions
29
Sold out positions
13
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
LRCX 20,020 91.6%
AAPL 13,053 15.8%
PANW 9,493 124.4%
IVV 8,175 54.7%
IJH 8,146 21.2%
GOOGL 7,754 17.8%
URI 7,712 54.0%
TSM 7,524 49.2%
APH 7,156 40.3%
NVDA 6,942 18.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,234 -13.2%
BRK-B -5,422 -15.3%
AON -4,788 -64.4%
INTU -4,294 -45.9%
GS -3,052 -34.5%
COST -2,071 -5.0%
NFLX -1,805 -23.3%
ZTS -1,737 -72.1%
JPST -1,654 -7.4%
SHEL -1,296 -22.2%
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