YHB Investment Advisors, Inc.

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CIK 1469219

13F portfolio (2026-Q1)

$1.4B

Positions

298

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

298

Top 5

19.2%

Top 10

31.7%

Effective N

63.1

HHI

0.016

This quarter

16 new · 0 exit →

By sector

Unclassified27.3%

Information Technology23.6%

Consumer Discretionary12.3%

Financials9.5%

Communication Services7.9%

Industrials7.1%

Health Care5.4%

Materials3.0%

Other3.8%

By market cap

Mega (>$200B)46.3%

Unknown29.1%

Large ($10–200B)24.4%

Mid ($2–10B)0.2%

Small ($300M–2B)0.0%

By region

North America70.9%

Other27.3%

Asia-Pacific1.1%

Europe0.7%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	29.88%	105
Technology Hardware & Equipment	10.23%	11
Specialty Retail	10.04%	12
Software & IT Services	6.65%	6
Software	5.97%	9
Semiconductors & Semiconductor Equipment	5.63%	9
Commercial Services & Supplies	3.48%	10
Pharmaceuticals & Biotechnology	3.34%	15
Machinery	3.27%	11
Chemicals	2.97%	10
Health Care Equipment & Supplies	2.09%	6
Banks	1.98%	11
Hotels, Restaurants & Leisure	1.73%	7
Oil, Gas & Consumable Fuels	1.63%	6
Electrical Equipment & Components	1.62%	5
Insurance	1.60%	11
Capital Markets	1.45%	8
Aerospace & Defense	1.21%	6
Media & Entertainment	0.78%	5
Utilities	0.77%	4
Road & Rail	0.66%	3
Beverages	0.57%	2
Equity Real Estate Investment Trusts (REITs)	0.56%	3
Diversified Telecommunication Services	0.47%	1
Distributors	0.43%	2
Food Products	0.22%	3
Entertainment	0.19%	1
Construction & Engineering	0.15%	3
Professional Services	0.14%	2
Automobiles & Components	0.08%	2
Metals & Mining	0.05%	1
Transportation Infrastructure	0.03%	1
Food & Staples Retailing	0.03%	1
Tobacco	0.03%	1
Health Care Providers & Services	0.02%	1
Communications Equipment	0.02%	1
Agricultural Products	0.02%	1
Airlines	0.02%	1
Paper & Forest Products	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	5.92%
2	MSFT	MICROSOFT CORP	Information Technology	3.94%
3	AMZN	AMAZON COM INC	Consumer Discretionary	3.23%
4	GOOGL	Alphabet Inc.	Communication Services	3.13%
5	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	2.97%
6	GOOG	Alphabet Inc.	Communication Services	2.79%
7	IJH	ISHARES TR	Unclassified	2.76%
8	NVDA	NVIDIA CORP	Information Technology	2.65%
9	BRK.B	BERKSHIRE HATHAWAY INC	Financials	2.53%
10	V	VISA INC.	Financials	1.75%

194/298 names classified · sector 72.7% of weight · industry 70.1% · mkt cap 70.9%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 52 quarters

Information TechnologyAAPL, MSFT, TMO, ORCL, NVDA · other

FinancialsV, UNH, BRK.B, C, PYPL · other

Consumer DiscretionaryAMZN, COST, HD, MCD, WMT · other

Health CareJNJ, AMGN, SYK, PFE, ZTS · other

Communication ServicesGOOG, GOOGL, DIS, META, CMCSA · other

IndustrialsUNP, URI, LRCX, CLH, PWR · other

MaterialsECL, NKE, PG, CHD, CL · other

Consumer StaplesPEP, CVS, MKC, KO, KHC · other

EnergyXOM, CVX, SLB, OXY, SHEL · other

UtilitiesNEE, KMI, WTRG, SO, WMB · other

Real EstatePLD, SPG, AMT, WELL, CPT · other

UnclassifiedBerkshire Hathaway Cl B, IJH, MINT, INVESCO EXCH TRD SLF IDX FD, MONSANTO CO NEW · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 72.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (180 classified)YHB Investment Advisors, Inc. centroid (Large Core)

Information TechnologyConsumer DiscretionaryCommunication ServicesIndustrialsFinancialsHealth CareMaterialsEnergyConsumer StaplesUtilitiesReal Estate

Style box summary for YHB Investment Advisors, Inc.: centroid Large Core. Heaviest cells: Large Growth 38.5%, Large Core 14.7%, Large Value 7.8%.

Classified: 68.2% of book weight (180/298 names) · unclassified 31.8%: IJH, BRK.B, JPST, SPY, IJR, TSM, IVV, IWB, SMLF, IEFA +108 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 298 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	325,457	$83M	5.9%	HOLD
2	MSFTMICROSOFT CORP	148,446	$55M	3.9%	HOLD
3	AMZNAMAZON COM INC	216,151	$45M	3.2%	HOLD
4	GOOGLALPHABET INC	151,671	$44M	3.1%	TRIM −2%
5	COSTCOSTCO WHSL CORP NEW	41,615	$41M	3.0%	HOLD
6	GOOGALPHABET INC	135,712	$39M	2.8%	HOLD
7	IJHISHARES TR	569,512	$38M	2.8%	HOLD
8	NVDANVIDIA CORPORATION	211,712	$37M	2.6%	TRIM −3%
9	BRK.BBERKSHIRE HATHAWAY INC DEL	73,763	$35M	2.5%	HOLD
10	VVISA INC	80,638	$24M	1.7%	HOLD
11	TMOTHERMO FISHER SCIENTIFIC INC	47,806	$23M	1.7%	HOLD
12	JPSTJ P MORGAN EXCHANGE TRADED F	444,095	$22M	1.6%	ADD 2%
13	LRCXLAM RESEARCH CORP	102,345	$22M	1.6%	TRIM −7%
14	SPYSTATE STR SPDR S&P 500 ETF T	29,462	$19M	1.4%	HOLD
15	ECLECOLAB INC	68,656	$18M	1.3%	TRIM −10%
16	APHAMPHENOL CORP	140,640	$18M	1.3%	HOLD
17	IJRISHARES TR	136,684	$17M	1.2%	TRIM −7%
18	DHRDANAHER CORP DEL	88,429	$17M	1.2%	HOLD
19	AMGNAMGEN INC	45,836	$16M	1.2%	HOLD
20	SYKSTRYKER CORPORATION	47,879	$16M	1.1%	HOLD
21	JPMJPMORGAN CHASE & CO	52,383	$15M	1.1%	ADD 2%
22	TSMTAIWAN SEMICONDUCTOR MFG LTD	45,250	$15M	1.1%	HOLD
23	IVVISHARES TR	22,869	$15M	1.1%	TRIM −5%
24	IWBISHARES TR	40,625	$14M	1.0%	TRIM −4%
25	SMLFiShares MSCI Multifactor USA Small-Cap ETF	189,835	$14M	1.0%	ADD 41%
26	URIUNITED RENTALS INC	19,613	$14M	1.0%	HOLD
27	IEFAISHARES TR	154,107	$14M	1.0%	ADD 7%
28	HDHOME DEPOT INC	41,299	$14M	1.0%	ADD 3%
29	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	459,831	$13M	1.0%	TRIM −9%
30	TJXTJX COS INC NEW	81,532	$13M	0.9%	HOLD
31	WMTWALMART INC	99,129	$12M	0.9%	HOLD
32	IVWISHARES TR	108,356	$12M	0.9%	HOLD
33	ISRGINTUITIVE SURGICAL INC	22,411	$10M	0.7%	HOLD
34	WWDWOODWARD INC	27,810	$10M	0.7%	TRIM −6%
35	NEENEXTERA ENERGY INC	104,995	$10M	0.7%	ADD 2%
36	EAGL2023 ETF SERIES TRUST	318,518	$10M	0.7%	HOLD
37	SCHDSCHWAB STRATEGIC TR	312,198	$10M	0.7%	TRIM −2%
38	ORCLORACLE CORP	64,316	$9M	0.7%	HOLD
39	RTXRTX CORPORATION	48,854	$9M	0.7%	ADD 4%
40	INTUINTUIT	21,617	$9M	0.7%	ADD 4%
41	EQWLINVESCO EXCHANGE TRADED FD T	78,526	$9M	0.6%	ADD 35%
42	GSGOLDMAN SACHS GROUP INC	10,447	$9M	0.6%	HOLD
43	CMICUMMINS INC	15,988	$9M	0.6%	TRIM −3%
44	UNPUNION PAC CORP	35,277	$9M	0.6%	HOLD
45	IEMGISHARES INC	120,029	$8M	0.6%	ADD 5%
46	MCDMCDONALDS CORP	26,369	$8M	0.6%	TRIM −2%
47	SPDWSPDR INDEX SHS FDS	178,731	$8M	0.6%	HOLD
48	METAMETA PLATFORMS INC	14,181	$8M	0.6%	ADD 4%
49	ABBVABBVIE INC	36,951	$8M	0.6%	HOLD
50	MINTPIMCO ETF TR	78,597	$8M	0.6%	ADD 2%
51	LLYELI LILLY & CO	8,516	$8M	0.6%	ADD 6%
52	ETNEATON CORP PLC	21,810	$8M	0.6%	ADD 6%
53	NFLXNETFLIX INC	80,616	$8M	0.6%	ADD 9%
54	PANWPALO ALTO NETWORKS INC	47,614	$8M	0.5%	ADD 2%
55	IVEISHARES TR	35,879	$8M	0.5%	HOLD
56	AONAON PLC	23,048	$7M	0.5%	TRIM −6%
57	CSLCARLISLE COS INC	21,362	$7M	0.5%	ADD 4%
58	GLDSPDR GOLD TR	16,485	$7M	0.5%	HOLD
59	PEPPEPSICO INC	43,434	$7M	0.5%	TRIM −2%
60	TMUST-MOBILE US INC	30,936	$6M	0.5%	TRIM −3%
61	IWMISHARES TR	26,143	$6M	0.5%	TRIM −2%
62	CVXCHEVRON CORP NEW	31,056	$6M	0.5%	ADD 4%
63	JMSTJ P MORGAN EXCHANGE TRADED F	124,372	$6M	0.5%	ADD 7%
64	VOOVANGUARD INDEX FDS	10,583	$6M	0.5%	TRIM −10%
65	GEGE AEROSPACE	21,086	$6M	0.4%	HOLD
66	JNJJOHNSON & JOHNSON	24,259	$6M	0.4%	HOLD
67	SHELSHELL PLC	62,853	$6M	0.4%	HOLD
68	NOWSERVICENOW INC	55,116	$6M	0.4%	ADD 90%
69	FTNTFORTINET INC	68,734	$6M	0.4%	TRIM −8%
70	GWWWW GRAINGER INC	5,138	$6M	0.4%	ADD 3%
71	AVGOBROADCOM INC	17,963	$6M	0.4%	ADD 3%
72	SCHXSCHWAB U.S. LARGE-CAP ETF	215,514	$6M	0.4%	ADD 9%
73	XOMEXXON MOBIL CORP	31,710	$5M	0.4%	ADD 2%
74	QQQINVESCO QQQ TR	9,306	$5M	0.4%	HOLD
75	YUMYUM BRANDS INC	33,518	$5M	0.4%	TRIM −3%
76	MARMARRIOTT INTL INC NEW	15,713	$5M	0.4%	HOLD
77	AFLAFLAC INC	44,958	$5M	0.4%	TRIM −2%
78	UNHUNITEDHEALTH GROUP INC	17,409	$5M	0.3%	TRIM −5%
79	GEVGE VERNOVA INC	5,381	$5M	0.3%	TRIM −5%
80	PGPROCTER AND GAMBLE CO	32,321	$5M	0.3%	TRIM −3%
81	LHXL3HARRIS TECHNOLOGIES INC	13,062	$5M	0.3%	ADD 4%
82	SPYGSPDR SERIES TRUST STATE STREET SPD	45,461	$4M	0.3%	TRIM −10%
83	LINLINDE PLC	8,841	$4M	0.3%	HOLD
84	SPEMSPDR INDEX SHS FDS	86,182	$4M	0.3%	HOLD
85	SPYMSPDR SERIES TRUST	52,587	$4M	0.3%	ADD 17%
86	NBSDNEUBERGER BERMAN ETF TRUST	79,201	$4M	0.3%	ADD 65%
87	IGIBISHARES TR	72,504	$4M	0.3%	ADD 164%
88	PLDPROLOGIS INC.	28,467	$4M	0.3%	HOLD
89	CHDCHURCH & DWIGHT CO INC	40,076	$4M	0.3%	TRIM −5%
90	MSMORGAN STANLEY	22,293	$4M	0.3%	HOLD
91	WELLWELLTOWER INC	18,184	$4M	0.3%	ADD 7%
92	INTFISHARES TR	90,515	$4M	0.3%	NEW
93	VTIVANGUARD INDEX FDS	10,745	$3M	0.2%	HOLD
94	CCITIGROUP INC	29,422	$3M	0.2%	HOLD
95	IGSBISHARES TR	61,593	$3M	0.2%	ADD 4%
96	CASYCASEYS GEN STORES INC	4,276	$3M	0.2%	ADD 15%
97	BLKBLACKROCK INC	3,225	$3M	0.2%	HOLD
98	COFCAPITAL ONE FINL CORP	16,455	$3M	0.2%	HOLD
99	MOATVANECK ETF TRUST	30,184	$3M	0.2%	TRIM −7%
100	SMMUPIMCO ETF TR	57,687	$3M	0.2%	ADD 19%
101	ORLYOREILLY AUTOMOTIVE INC	31,464	$3M	0.2%	ADD 12%
102	HLTHILTON WORLDWIDE HLDGS INC	9,175	$3M	0.2%	TRIM −12%
103	AZOAUTOZONE INC	824	$3M	0.2%	TRIM −3%
104	WMWASTE MGMT INC DEL	11,925	$3M	0.2%	ADD 4%
105	VVVANGUARD INDEX FDS	8,971	$3M	0.2%	HOLD
106	DISDISNEY WALT CO	27,726	$3M	0.2%	HOLD
107	SCHBSCHWAB STRATEGIC TR	105,412	$3M	0.2%	HOLD
108	IQLTISHARES TR	57,210	$3M	0.2%	TRIM −53%
109	QQQMINVESCO EXCH TRADED FD TR II	11,114	$3M	0.2%	NEW
110	FASTFASTENAL CO	56,328	$3M	0.2%	HOLD
111	PSXPHILLIPS 66	14,335	$3M	0.2%	HOLD
112	CARRCARRIER GLOBAL CORPORATION	44,478	$3M	0.2%	HOLD
113	EBAYEBAY INC.	27,432	$2M	0.2%	HOLD
114	ZTSZOETIS INC	20,374	$2M	0.2%	TRIM −4%
115	MAMASTERCARD INCORPORATED	4,735	$2M	0.2%	ADD 15%
116	AERAERCAP HOLDINGS NV	16,997	$2M	0.2%	TRIM −10%
117	HELOJPMorgan Hedged Equity Laddered Overly ETF	33,957	$2M	0.2%	ADD 21%
118	CMECME GROUP INC	7,330	$2M	0.2%	TRIM −3%
119	COPCONOCOPHILLIPS	16,155	$2M	0.2%	TRIM −5%
120	CMCSACOMCAST CORP NEW	72,943	$2M	0.2%	TRIM −8%
121	QUALISHARES TR	10,808	$2M	0.1%	HOLD
122	WFCWELLS FARGO CO NEW	25,701	$2M	0.1%	HOLD
123	LOWLOWES COS INC	8,646	$2M	0.1%	HOLD
124	GSLCGOLDMAN SACHS ETF TR	15,921	$2M	0.1%	HOLD
125	EEMVISHARES INC	29,906	$2M	0.1%	TRIM −33%
126	PBEINVESCO EXCHANGE TRADED FD T	24,386	$2M	0.1%	HOLD
127	MDLZMONDELEZ INTL INC	33,027	$2M	0.1%	TRIM −9%
128	CMGCHIPOTLE MEXICAN GRILL INC	58,604	$2M	0.1%	TRIM −9%
129	EMGFISHARES INC	30,711	$2M	0.1%	NEW
130	AXPAMERICAN EXPRESS CO	5,928	$2M	0.1%	HOLD
131	CSCOCISCO SYS INC	22,733	$2M	0.1%	HOLD
132	GLDMWORLD GOLD TR	18,581	$2M	0.1%	ADD 11%
133	JAAAJANUS DETROIT STR TR	33,351	$2M	0.1%	ADD 316%
134	FTVFORTIVE CORP	30,084	$2M	0.1%	TRIM −3%
135	PAYXPAYCHEX INC	17,797	$2M	0.1%	TRIM −10%
136	OTISOTIS WORLDWIDE CORP	21,179	$2M	0.1%	HOLD
137	MDYGSPDR SERIES TRUST	16,293	$2M	0.1%	ADD 54%
138	MUNIPIMCO Intermediate Muni Bd Actv - ETF	29,782	$2M	0.1%	ADD 19%
139	ELVELEVANCE HEALTH INC FORMERLY	5,297	$2M	0.1%	HOLD
140	PLTRPALANTIR TECHNOLOGIES INC	10,476	$2M	0.1%	ADD 5%
141	IUSGISHARES TR	9,577	$1M	0.1%	HOLD
142	XLESELECT SECTOR SPDR TR	23,355	$1M	0.1%	ADD 8%
143	IJKISHARES TR	13,742	$1M	0.1%	HOLD
144	APOAPOLLO GLOBAL MGMT INC	12,357	$1M	0.1%	ADD 3%
145	PFEPFIZER INC	48,213	$1M	0.1%	HOLD
146	XLKSELECT SECTOR SPDR TR	10,125	$1M	0.1%	TRIM −14%
147	VLTOVERALTO CORP	15,016	$1M	0.1%	TRIM −4%
148	ALCALCON AG	17,354	$1M	0.1%	TRIM −5%
149	IBMINTERNATIONAL BUSINESS MACHS	5,229	$1M	0.1%	ADD 4%
150	AMATAPPLIED MATLS INC	3,654	$1M	0.1%	TRIM −24%
151	ITWILLINOIS TOOL WKS INC	4,733	$1M	0.1%	TRIM −8%
152	VCSHVANGUARD SCOTTSDALE FDS	15,443	$1M	0.1%	HOLD
153	GSYINVESCO ACTIVELY MANAGED EXC	24,267	$1M	0.1%	ADD 29%
154	KOCOCA COLA CO	15,682	$1M	0.1%	ADD 4%
155	TDGTRANSDIGM GROUP INC	1,022	$1M	0.1%	ADD 13%
156	PWRQUANTA SVCS INC	2,106	$1M	0.1%	ADD 3%
157	MELIMERCADOLIBRE INC	636	$1M	0.1%	ADD 87%
158	SPSBSPDR SERIES TRUST	36,282	$1M	0.1%	HOLD
159	ICSHISHARES TR	21,363	$1M	0.1%	HOLD
160	FLRNSPDR SERIES TRUST	34,552	$1M	0.1%	HOLD
161	BILSPDR SERIES TRUST	11,535	$1M	0.1%	ADD 5%
162	SAPSAP SE	6,169	$1M	0.1%	ADD 91%
163	SGOVISHARES TR	10,490	$1M	0.1%	ADD 5%
164	SLYGSPDR SERIES TRUST	10,847	$1M	0.1%	HOLD
165	SHWSHERWIN WILLIAMS CO	3,258	$1M	0.1%	ADD 5%
166	ACWIISHARES TR	7,545	$1M	0.1%	TRIM −17%
167	HONHONEYWELL INTL INC	4,551	$1M	0.1%	TRIM −11%
168	JGROJPMorgan Active Growth ETF	12,066	$1M	0.1%	ADD 8%
169	CITHE CIGNA GROUP	3,821	$1M	0.1%	HOLD
170	MRKMERCK & CO INC	8,448	$1M	0.1%	HOLD
171	LECOLINCOLN ELEC HLDGS INC	4,062	$1M	0.1%	HOLD
172	MKCMCCORMICK & CO INC	19,724	$994,879	0.1%	TRIM −31%
173	EEMISHARES TR	17,180	$975,670	0.1%	HOLD
174	NKENIKE INC	17,861	$943,397	0.1%	TRIM −14%
175	CATCATERPILLAR INC	1,318	$933,750	0.1%	TRIM −22%
176	CLCOLGATE PALMOLIVE CO	10,622	$905,285	0.1%	TRIM −7%
177	IWFISHARES TR	2,086	$889,470	0.1%	HOLD
178	VOYAVOYA FINANCIAL INC	12,557	$857,894	0.1%	HOLD
179	WDAYWORKDAY INC	6,359	$826,161	0.1%	ADD 12%
180	ADPAUTOMATIC DATA PROCESSING IN	3,986	$809,875	0.1%	HOLD
181	GILDGILEAD SCIENCES INC	5,804	$808,863	0.1%	HOLD
182	EUSAISHARES INC	7,700	$783,629	0.1%	HOLD
183	TSLATESLA INC	2,080	$773,240	0.1%	ADD 4%
184	SCHMSCHWAB STRATEGIC TR	24,905	$771,059	0.1%	TRIM −8%
185	VUGVANGUARD INDEX FDS	1,730	$755,650	0.1%	HOLD
186	LENLENNAR CORP	8,001	$694,807	0.0%	HOLD
187	LYBLYONDELLBASELL INDUSTRIES N	8,487	$683,713	0.0%	HOLD
188	BACBANK AMERICA CORP	14,024	$683,663	0.0%	TRIM −29%
189	AAAlcoa Upstream Corp.	10,275	$681,541	0.0%	TRIM −11%
190	RSPINVESCO EXCHANGE TRADED FD T	3,547	$680,740	0.0%	ADD 4%
191	BMYBRISTOL-MYERS SQUIBB CO	11,053	$670,364	0.0%	HOLD
192	BDXBECTON DICKINSON & CO	4,208	$661,624	0.0%	TRIM −12%
193	MMM3M CO	4,499	$653,419	0.0%	ADD 3%
194	PIOINVESCO EXCH TRADED FD TR II	14,720	$639,144	0.0%	HOLD
195	SUBISHARES TR	5,978	$636,657	0.0%	HOLD
196	VIGVANGUARD SPECIALIZED FUNDS	2,913	$626,470	0.0%	TRIM −4%
197	SCHASCHWAB STRATEGIC TR	21,017	$611,174	0.0%	TRIM −4%
198	VEUVANGUARD INTL EQUITY INDEX F	8,098	$608,184	0.0%	HOLD
199	TXNTEXAS INSTRS INC	3,028	$587,856	0.0%	TRIM −3%
200	ASMLASML HOLDING N V	444	$586,449	0.0%	TRIM −47%

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

353K

349K

343K

341K

331K

325K

$83M

MSFTMICROSOFT CORP

151K

152K

150K

149K

148K

$55M

AMZNAMAZON COM INC

221K

217K

216K

218K

217K

216K

$45M

GOOGLALPHABET INC

167K

161K

160K

158K

155K

152K

$44M

COSTCOSTCO WHSL CORP NEW

43K

42K

$41M

GOOGALPHABET INC

149K

145K

143K

141K

137K

136K

$39M

IJHISHARES TR

466K

469K

467K

484K

573K

570K

$38M

NVDANVIDIA CORPORATION

225K

229K

224K

222K

219K

212K

$37M

BRK.BBERKSHIRE HATHAWAY INC DEL

75K

76K

74K

$35M

VVISA INC

85K

83K

82K

81K

82K

81K

$24M

TMOTHERMO FISHER SCIENTIFIC INC

46K

47K

48K

$23M

JPSTJ P MORGAN EXCHANGE TRADED F

112K

138K

166K

291K

434K

444K

$22M

LRCXLAM RESEARCH CORP

—

114K

113K

—

110K

102K

$22M

SPYSTATE STR SPDR S&P 500 ETF T

30K

29K

28K

30K

29K

$19M

ECLECOLAB INC

76K

77K

76K

69K

$18M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆YHB Investment Advisors, Inc.