YHB Investment Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001469219
13F-HR · 187 reported holdings · 2026-03-31
YHB Investment Advisors, Inc. is an investment advisor.
Reported long-US-equity value
$1.20B
Top-10 concentration
42.1%
YHB Investment Advisors, Inc. — $1.2B AUM allocation strategy
YHB Investment Advisors, Inc. files SEC Form 13F and reports $1.2B of long US equity value across 187 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.8%, followed by Financials 9.3% and Communication Services 6.9%.
The top 10 holdings account for 42% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
YHB Investment Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.2B
total across 187 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
42% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NOW +26.2K sh · +$1.33M+$IVZ +25.8K sh · +$2.46M+$SPYM +7.72K sh · +$426K
Biggest trims (shares)
−$SCHW −35.8K sh · −$2.19M−$CRM −17.3K sh · −$4.81M−$MKC −9.02K sh · −$963K
Exited to nil (held last quarter, gone now)
$XLY ($468K last qtr)$MLM ($354K last qtr)$AMD ($335K last qtr)$PTC ($315K last qtr)$XLV ($294K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.9%—
- Interactive Media & Services6.9%—
- Systems Software4.6%—
- Broadline Retail3.7%—
- Consumer Staples Merchandise Retail3.5%—
- Life Sciences Tools & Services3.3%—
- Semiconductors3.0%—
- Multi-Sector Holdings2.9%—
- Other holdings65.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 325K | $82.6M | -5.96K | 6.9% |
| $MSFT | Microsoft Corporation | 148K | $55M | +105 | 4.6% |
| $AMZN | Amazon.com Inc | 216K | $45M | -428 | 3.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 152K | $43.6M | -3.6K | 3.6% |
| $COST | Costco Wholesale Corporation | 41.6K | $41.5M | -627 | 3.4% |
| $GOOGL | Alphabet Inc | 136K | $38.9M | -1.15K | 3.2% |
| $NVDA | NVIDIA Corporation | 212K | $36.9M | -6.98K | 3.1% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 73.8K | $35.3M | +63 | 2.9% |
| $SCHW | Charles Schwab Corporation | 1.17M | $33.3M | -35.8K | 2.8% |
…and 178 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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