YHB Investment Advisors, Inc.
All 13F Filings
- Location
- West Hartford, CT
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,585,397
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 314 | 1,585,397 | 13F-HR | YHB Investment Advisors, Inc. |
| Q2 2026 | 7/14/2026 | 314 | 1,561,354 | 13F-HR | YHB Investment Advisors, Inc. |
| Q1 2026 | 4/10/2026 | 298 | 1,394,947 | 13F-HR | YHB Investment Advisors, Inc. |
| Q4 2025 | 1/16/2026 | 296 | 1,447,467 | 13F-HR | YHB Investment Advisors, Inc. |
| Q3 2025 | 10/8/2025 | 299 | 1,367,438 | 13F-HR | YHB Investment Advisors, Inc. |
| Q2 2025 | 7/10/2025 | 299 | 1,295,380 | 13F-HR | YHB Investment Advisors, Inc. |
| Q2 2014 | 7/29/2014 | 154 | 414,477 | 13F-HR | YHB Investment Advisors, Inc. |
| Q1 2014 | 5/1/2014 | 151 | 393,648 | 13F-HR | YHB Investment Advisors, Inc. |
| Q4 2013 | 1/14/2014 | 148 | 372,618 | 13F-HR | YHB Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.124 M | 70.9% | 10.92 K | 0 | 10.92 K |
| ETFs | 461.3 K | 29.1% | 13.13 K | 0 | 13.13 K |
| Other | 225 | 0.0% | 0 | 9 | -9 |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
1,585,397
Holdings
314
QoQ value change ($000)
24,043
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.