YHB Investment Advisors, Inc.
•CIK: 1469219•Filing: Q4 2025
**YHB Investment Advisors, Inc.** manages $1.4B across a diversified portfolio of 296 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including AAPL at $90.1M and MSFT at $71.7M. Notable allocations also include substantial positions in AMZN ($50.0M), GOOGL ($48.6M), and NVDA ($40.8M). This structure suggests a core focus on established, market-leading growth and technology sectors.
Total AUM
$1.4B
QoQ Performance
+5.8%
Positions
223
Top 10 Concentration
34.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL6.2%
MSFT5.0%
AMZN3.5%
GOOGL3.4%
GOOG3.0%
NVDA2.8%
IJH2.6%
BRK/B2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other39.9%
Technology25.7%
Consumer9.5%
Financial8.2%
Healthcare6.8%
ETF3.1%
Industrial1.8%
Materials1.8%
🚪 Exited Positionssold since Q3 2025
+98 more exited positions
Changes from Q3 2025
NEW4 new positions
↑93 increased
↓95 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023