YHB Investment Advisors, Inc. - Portfolio overview

YHB Investment Advisors, Inc. has 322 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 5.88%
  2. MSFT - MICROSOFT CORP, 3.91%
  3. AMZN - AMAZON COM INC, 3.21%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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