YHB INVESTMENT ADVISORS INC
Q3 2026 Form 13-F
WEST HARTFORD, CONNECTICUT
CIK 0001469219
· CRD 105434
· SEC-registered investment adviser
$1.6B Reported Value Total
YHB INVESTMENT ADVISORS INC reports 3,074 total accounts under management (AUM). There are 3,074 discretionary accounts valued at $2,276,256,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-18
Reported value
$1.6B
Quarter over quarter
+1.1%
Holdings
314
Top-10 concentration
31.7%
Key People
Form ADV owners & control persons
Mark Wilson Everette
CCO, CHAIRMAN OF THE BOARD, & SENIOR PORTFOLIO MANAGER
Dennis Patrick Hannigan
CHIEF INVESTMENT OFFICER & SENIOR PORTFOLIO MANAGER
Paul Roger Martel
PRESIDENT
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 08, 2026 |
| Form | 13F-HR |
| Reported value | $1.6B |
| Positions | 314 |
| Change in reported value | +1.5% |
| New positions | 17 |
| Exited positions | 17 |
| Position turnover | 10.3% |
| Top-10 concentration | 31.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 8, 2026
|
314 | $1.6B |
|
Q2 2026 13F
Filed Jul 14, 2026
|
314 | $1.6B |
|
Q1 2026 13F
Filed Apr 13, 2026
|
298 | $1.4B |
|
Q4 2025 13F
Filed Jan 16, 2026
|
296 | $1.4B |
|
Q3 2025 13F
Filed Oct 8, 2025
|
299 | $1.4B |
|
Q2 2025 13F
Filed Jul 10, 2025
|
299 | $1.3B |
|
Q1 2025 13F
Filed Apr 23, 2025
|
290 | $1.2B |
|
Q4 2024 13F
Filed Jan 22, 2025
|
277 | $1.2B |
|
Q3 2024 13F
Filed Oct 22, 2024
|
280 | $1.2B |
|
Q2 2024 13F
Filed Aug 1, 2024
|
276 | $1.2B |
|
Q1 2024 13F
Filed Apr 26, 2024
|
272 | $1.1B |
|
Q4 2023 13F
Filed Jan 29, 2024
|
263 | $1.0B |
|
Q3 2023 13F
Filed Oct 23, 2023
|
268 | $1.1B |
|
Q2 2023 13F
Filed Aug 10, 2023
|
280 | $1.1B |
|
Q1 2023 13F
Filed May 8, 2023
|
282 | $997.3M |
|
Q4 2022 13F
Filed Jan 12, 2023
|
282 | $937.3M |
|
Q3 2022 13F
Filed Nov 3, 2022
|
280 | $899.4M |
|
Q2 2022 13F
Filed Jul 14, 2022
|
278 | $948.4M |
|
Q1 2022 13F
Filed Apr 14, 2022
|
296 | $1.1B |
|
Q4 2021 13F
Filed Jan 18, 2022
|
310 | $1.3B |
34 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $108.2M | 6.82% |
| 2 | MSFT MICROSOFT CORP | $63.9M | 4.03% |
| 3 | NVDA NVIDIA CORPORATION | $49.7M | 3.14% |
| 4 | GOOGL ALPHABET INC | $48.6M | 3.07% |
| 5 | AMZN AMAZON COM INC | $46.3M | 2.92% |
| 6 | IJH ISHARES TR | $44.5M | 2.81% |
| 7 | GOOG ALPHABET INC | $41.2M | 2.6% |
| 8 | COST COSTCO WHOLESALE CORPORATION | $37.8M | 2.38% |
| 9 | TMO THERMO FISHER SCIENTIFIC INC | $32.6M | 2.06% |
| 10 | LRCX LAM RESEARCH CORP | $30.1M | 1.9% |
| 11 | V VISA INC | $29.7M | 1.87% |
| 12 | BRK-B BERKSHIRE HATHAWAY INC DEL | $28.5M | 1.8% |
| 13 | IVV ISHARES TR | $25.1M | 1.58% |
| 14 | APH AMPHENOL CORP | $23.3M | 1.47% |
| 15 | TSM TAIWAN SEMICONDUCTOR MANUFAC | $22.1M | 1.39% |
| 16 | SPY STATE STR SPDR S&P 500 ETF T | $22.1M | 1.39% |
| 17 | JPST J P MORGAN EXCHANGE TRADED F | $20.0M | 1.26% |
| 18 | PANW PALO ALTO NETWORKS INC | $19.9M | 1.26% |
| 19 | DHR DANAHER CORP DEL | $19.7M | 1.25% |
| 20 | AMGN AMGEN INC | $19.5M | 1.23% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.