Universe · entity
YHB Investment Advisors, Inc.
Institutional manager (13F) · CIK 1469219
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $959M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $83M | 325,457 |
| 2 | MICROSOFT CORP | $55M | 148,446 |
| 3 | AMAZON COM INC | $45M | 216,151 |
| 4 | ALPHABET INC | $44M | 151,671 |
| 5 | COSTCO WHOLESALE CORPORATION | $41M | 41,615 |
| 6 | ALPHABET INC | $39M | 135,712 |
| 7 | ISHARES TR | $38M | 569,512 |
| 8 | NVIDIA CORPORATION | $37M | 211,712 |
| 9 | BERKSHIRE HATHAWAY INC DEL | $35M | 73,763 |
| 10 | VISA INC | $24M | 80,638 |
| 11 | THERMO FISHER SCIENTIFIC INC | $23M | 47,806 |
| 12 | J P MORGAN EXCHANGE TRADED F | $22M | 444,095 |
| 13 | LAM RESEARCH CORP | $22M | 102,345 |
| 14 | STATE STR SPDR S&P 500 ETF T | $19M | 29,462 |
| 15 | ECOLAB INC | $18M | 68,656 |
| 16 | AMPHENOL CORP | $18M | 140,640 |
| 17 | ISHARES TR | $17M | 136,684 |
| 18 | DANAHER CORP DEL | $17M | 88,429 |
| 19 | AMGEN INC | $16M | 45,836 |
| 20 | STRYKER CORPORATION | $16M | 47,879 |
| 21 | JPMORGAN CHASE & CO | $15M | 52,383 |
| 22 | TAIWAN SEMICONDUCTOR MANUFAC | $15M | 45,250 |
| 23 | ISHARES TR | $15M | 22,869 |
| 24 | ISHARES TR | $14M | 40,625 |
| 25 | ISHARES TR | $14M | 189,835 |
| 26 | UNITED RENTALS INC | $14M | 19,613 |
| 27 | ISHARES TR | $14M | 154,107 |
| 28 | HOME DEPOT INC | $14M | 41,299 |
| 29 | SCHWAB STRATEGIC TR | $13M | 459,831 |
| 30 | TJX COS INC NEW | $13M | 81,532 |
| 31 | WALMART INC | $12M | 99,129 |
| 32 | ISHARES TR | $12M | 108,356 |
| 33 | INTUITIVE SURGICAL INC | $10M | 22,411 |
| 34 | WOODWARD INC | $10M | 27,810 |
| 35 | NEXTERA ENERGY INC | $10M | 104,995 |
| 36 | 2023 ETF SERIES TRUST | $10M | 318,518 |
| 37 | SCHWAB STRATEGIC TR | $10M | 312,198 |
| 38 | ORACLE CORP | $9M | 64,316 |
| 39 | RTX CORPORATION | $9M | 48,854 |
| 40 | INTUIT | $9M | 21,617 |
| 41 | INVESCO EXCHANGE TRADED FD T | $9M | 78,526 |
| 42 | GOLDMAN SACHS GROUP INC | $9M | 10,447 |
| 43 | CUMMINS INC | $9M | 15,988 |
| 44 | UNION PAC CORP | $9M | 35,277 |
| 45 | ISHARES INC | $8M | 120,029 |
| 46 | MCDONALDS CORP | $8M | 26,369 |
| 47 | SPDR INDEX SHS FDS | $8M | 178,731 |
| 48 | META PLATFORMS INC | $8M | 14,181 |
| 49 | ABBVIE INC | $8M | 36,951 |
| 50 | PIMCO ETF TR | $8M | 78,597 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.