YHB Investment Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
West Hartford, CT
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
314
Total value ($000)
$1,585,397
Net value change ($000)
+24,043 (1.5%)
New positions
17
Sold out positions
17
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 16,202 34.0%
AAPL 12,517 13.1%
TMO 8,043 32.7%
NVDA 5,859 13.4%
EXXONMOBIL HOLDINGS CORP 5,160 NEW
SPGI 3,758 292.0%
AMGN 2,900 17.5%
PANW 2,790 16.3%
EQWL 2,605 22.4%
META 2,487 30.3%
Top Reduces (Value $000, Stocks/ETFs)
LRCX -11,815 -28.2%
XOM -4,351 -100.0%
CMI -3,295 -29.6%
HD -2,803 -19.0%
URI -2,791 -12.7%
GOOGL -2,745 -5.3%
WWD -2,557 -23.6%
GOOGL -2,170 -5.0%
SYK -2,095 -13.4%
IJH -2,083 -4.5%
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