Yhb Investment Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.39B
Q ending 2026-03-31
Prior quarter
$1.45B
Q ending 2025-12-31
Change
-3.6% QoQ · +16.5% YoY
Positions
298
reported holdings
Largest positions
Top 100 of 298 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $82.6M | 325K |
| Microsoft Corp | MSFT | Shares | $55.0M | 148K |
| Amazon Com Inc | AMZN | Shares | $45.0M | 216K |
| Alphabet Inc | GOOGL | Shares | $43.6M | 152K |
| Costco Wholesale Corporation | COST | Shares | $41.5M | 42K |
| Alphabet Inc | GOOG | Shares | $38.9M | 136K |
| Ishares Tr | IJH | Shares | $38.5M | 570K |
| Nvidia Corporation | NVDA | Shares | $36.9M | 212K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $35.3M | 74K |
| Visa Inc | V | Shares | $24.4M | 81K |
| Thermo Fisher Scientific Inc | TMO | Shares | $23.5M | 48K |
| J P Morgan Exchange Traded F | JPST | Shares | $22.5M | 444K |
| Lam Research Corp | LRCX | Shares | $21.9M | 102K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $19.2M | 29K |
| Ecolab Inc | ECL | Shares | $18.3M | 69K |
| Amphenol Corp | APH | Shares | $17.8M | 141K |
| Ishares Tr | IJR | Shares | $17.0M | 137K |
| Danaher Corp Del | DHR | Shares | $16.8M | 88K |
| Amgen Inc | AMGN | Shares | $16.1M | 46K |
| Stryker Corporation | SYK | Shares | $15.7M | 48K |
| Jpmorgan Chase & Co | JPM | Shares | $15.4M | 52K |
| Taiwan Semiconductor Manufac | TSM | Shares | $15.3M | 45K |
| Ishares Tr | IVV | Shares | $14.9M | 23K |
| Ishares Tr | IWB | Shares | $14.5M | 41K |
| Ishares Tr | SMLF | Shares | $14.3M | 190K |
| United Rentals Inc | URI | Shares | $14.3M | 20K |
| Ishares Tr | IEFA | Shares | $14.0M | 154K |
| Home Depot Inc | HD | Shares | $13.6M | 41K |
| Schwab Strategic Tr | SCHG | Shares | $13.4M | 460K |
| Tjx Cos Inc New | TJX | Shares | $13.0M | 82K |
| Walmart Inc | WMT | Shares | $12.3M | 99K |
| Ishares Tr | IVW | Shares | $12.3M | 108K |
| Intuitive Surgical Inc | ISRG | Shares | $10.3M | 22K |
| Woodward Inc | WWD | Shares | $10.0M | 28K |
| Nextera Energy Inc | NEE | Shares | $9.8M | 105K |
| 2023 Etf Series Trust | EAGL | Shares | $9.7M | 319K |
| Schwab Strategic Tr | SCHD | Shares | $9.6M | 312K |
| Oracle Corp | ORCL | Shares | $9.5M | 64K |
| Rtx Corporation | RTX | Shares | $9.4M | 49K |
| Intuit | INTU | Shares | $9.3M | 22K |
| Invesco Exchange Traded Fd T | EQWL | Shares | $9.0M | 79K |
| Goldman Sachs Group Inc | GS | Shares | $8.8M | 10K |
| Cummins Inc | CMI | Shares | $8.6M | 16K |
| Union Pac Corp | UNP | Shares | $8.6M | 35K |
| Ishares Inc | IEMG | Shares | $8.4M | 120K |
| Mcdonalds Corp | MCD | Shares | $8.2M | 26K |
| Spdr Index Shs Fds | SPDW | Shares | $8.2M | 179K |
| Meta Platforms Inc | META | Shares | $8.1M | 14K |
| Abbvie Inc | ABBV | Shares | $8.0M | 37K |
| Pimco Etf Tr | MINT | Shares | $7.9M | 79K |
| Eli Lilly & Co | LLY | Shares | $7.8M | 9K |
| Eaton Corp Plc | Shares | $7.8M | 22K | |
| Netflix Inc. | NFLX | Shares | $7.8M | 81K |
| Palo Alto Networks Inc | PANW | Shares | $7.6M | 48K |
| Ishares Tr | IVE | Shares | $7.6M | 36K |
| Aon Plc | Shares | $7.4M | 23K | |
| Carlisle Cos Inc | CSL | Shares | $7.1M | 21K |
| Spdr Gold Tr | GLD | Shares | $7.1M | 16K |
| Pepsico Inc | PEP | Shares | $6.7M | 43K |
| T-Mobile Us Inc | TMUS | Shares | $6.5M | 31K |
| Ishares Tr | IWM | Shares | $6.5M | 26K |
| Chevron Corporation | CVX | Shares | $6.4M | 31K |
| J P Morgan Exchange Traded F | JMST | Shares | $6.3M | 124K |
| Vanguard Index Fds | VOO | Shares | $6.3M | 11K |
| Ge Aerospace | GE | Shares | $6.0M | 21K |
| Johnson & Johnson | JNJ | Shares | $5.9M | 24K |
| Shell Plc | SHEL | Shares | $5.8M | 63K |
| Servicenow Inc | NOW | Shares | $5.8M | 55K |
| Fortinet Inc | FTNT | Shares | $5.6M | 69K |
| Ww Grainger Inc | GWW | Shares | $5.6M | 5K |
| Broadcom Inc | AVGO | Shares | $5.6M | 18K |
| Schwab Strategic Tr | SCHX | Shares | $5.5M | 216K |
| Exxon Mobil Corp | XOM | Shares | $5.4M | 32K |
| Invesco Qqq Tr | QQQ | Shares | $5.4M | 9K |
| Yum Brands Inc | YUM | Shares | $5.2M | 34K |
| Marriott Intl Inc New | MAR | Shares | $5.1M | 16K |
| Aflac Inc | AFL | Shares | $4.9M | 45K |
| Unitedhealth Group Inc | UNH | Shares | $4.7M | 17K |
| Ge Vernova Inc | GEV | Shares | $4.7M | 5K |
| Procter & Gamble Co | PG | Shares | $4.7M | 32K |
| L3Harris Technologies Inc | LHX | Shares | $4.5M | 13K |
| Spdr Series Trust | SPYG | Shares | $4.5M | 45K |
| Linde Plc | Shares | $4.4M | 9K | |
| Spdr Index Shs Fds | SPEM | Shares | $4.0M | 86K |
| Spdr Series Trust | SPYM | Shares | $4.0M | 53K |
| Neuberger Berman Etf Trust | NBSD | Shares | $4.0M | 79K |
| Ishares Tr | IGIB | Shares | $3.9M | 73K |
| Prologis Inc. | PLD | Shares | $3.8M | 28K |
| Church & Dwight Co Inc | CHD | Shares | $3.7M | 40K |
| Morgan Stanley | MS | Shares | $3.7M | 22K |
| Welltower Inc | WELL | Shares | $3.6M | 18K |
| Ishares Tr | INTF | Shares | $3.5M | 91K |
| Vanguard Index Fds | VTI | Shares | $3.4M | 11K |
| Citigroup Inc | C | Shares | $3.3M | 29K |
| Ishares Tr | IGSB | Shares | $3.2M | 62K |
| Caseys Gen Stores Inc | CASY | Shares | $3.1M | 4K |
| Blackrock Inc | BLK | Shares | $3.1M | 3K |
| Capital One Finl Corp | COF | Shares | $3.0M | 16K |
| Vaneck Etf Trust | MOAT | Shares | $2.9M | 30K |
| Pimco Etf Tr | SMMU | Shares | $2.9M | 58K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.