13F Filings History of YHB Investment Advisors, Inc.

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$1,447,466,738
Signature - Title
Mark W. Everette - CEO and Senior Portfolio Manager
Location
West Hartford, CT
Summary
This page shows a list of all the recent 13F filings made by YHB Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. YHB Investment Advisors, Inc. reported 296 stock holdings with total value $1,447,466,738 as of Q4 2025. Top holdings included AAPL, MSFT, AMZN, GOOGL, and GOOG.

Notify me when YHB Investment Advisors, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 296 $1,447,466,738 +$82,869,790 -$25,542,903 +$57,326,887 AAPL, MSFT, AMZN, GOOGL, GOOG 13F-HR 16 Jan 2026, 11:43
Q3 2025 299 $1,367,438,211 +$37,477,653 -$51,638,715 -$14,161,062 AAPL, MSFT, AMZN, NVDA, COST 13F-HR 08 Oct 2025, 13:46
Q2 2025 299 $1,295,379,703 +$32,696,083 -$21,191,688 +$11,504,395 MSFT, AAPL, AMZN, COST, BRKB 13F-HR 10 Jul 2025, 11:28
Q1 2025 290 $1,197,176,937 +$36,568,891 -$16,405,203 +$20,163,688 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 22 Apr 2025, 17:59
Q4 2024 277 $1,217,325,566 +$53,647,072 -$24,195,195 +$29,451,877 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 22 Jan 2025, 16:09
Q3 2024 280 $1,207,526,408 +$18,543,495 -$41,550,184 -$23,006,689 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 22 Oct 2024, 16:49
Q2 2024 276 $1,162,183,687 +$57,888,994 -$28,367,994 +$29,521,000 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 01 Aug 2024, 14:56
Q1 2024 272 $1,127,439,641 +$59,589,925 -$32,445,429 +$27,144,496 MSFT, AAPL, AMZN, COST, BRKB Restatement 14 Aug 2024, 18:15
Q4 2023 263 $1,032,738,294 +$17,882,985 -$174,761,038 -$156,878,053 AAPL, MSFT, AMZN, COST, BRKB 13F-HR 29 Jan 2024, 15:22
Q3 2023 268 $1,083,257,669 +$68,867,545 -$23,292,669 +$45,574,876 AAPL, MSFT, V, AMZN, COST 13F-HR 23 Oct 2023, 12:47
Q2 2023 280 $1,072,068,304 +$41,380,018 -$37,165,164 +$4,214,854 AAPL, MSFT, AMZN, BRKB, COST 13F-HR 10 Aug 2023, 09:21
Q1 2023 282 $997,302,217 +$33,312,436 -$30,345,521 +$2,966,915 AAPL, MSFT, TMO, AMZN, COST 13F-HR 08 May 2023, 11:27
Q4 2022 282 $937,293,066 +$27,167,278 -$48,274,161 -$21,106,883 AAPL, MSFT, TMO, BRKB, DHR 13F-HR 12 Jan 2023, 09:01
Q3 2022 280 $899,421,000 +$57,742,676 -$28,138,344 +$29,604,332 AAPL, MSFT, AMZN, TMO, DHR 13F-HR 03 Nov 2022, 11:37
Q2 2022 278 $948,435,000 +$47,129,369 -$31,575,004 +$15,554,365 AAPL, MSFT, TMO, AMZN, COST 13F-HR 14 Jul 2022, 09:17
Q1 2022 296 $1,132,795,000 +$39,613,314 -$82,070,256 -$42,456,942 AAPL, MSFT, AMZN, TMO, COST 13F-HR 14 Apr 2022, 08:38
Q4 2021 310 $1,261,939,000 +$35,441,421 -$26,905,016 +$8,536,405 AAPL, MSFT, AMZN, TMO, DHR 13F-HR 18 Jan 2022, 08:30
Q3 2021 303 $1,159,871,000 +$25,873,405 -$49,496,997 -$23,623,592 AAPL, MSFT, AMZN, TMO, DHR 13F-HR 28 Oct 2021, 08:20
Q2 2021 302 $1,173,723,000 +$23,844,136 -$30,007,882 -$6,163,746 AAPL, MSFT, AMZN, TMO, GOOG 13F-HR 15 Jul 2021, 08:20
Q1 2021 293 $1,154,575,000 +$44,813,010 -$31,496,140 +$13,316,870 AAPL, MSFT, AMZN, MINT, TMO 13F-HR 22 Apr 2021, 09:00
Q4 2020 277 $1,050,710,000 +$56,247,603 -$11,186,127 +$45,061,476 AAPL, MSFT, AMZN, MINT, TMO 13F-HR 21 Jan 2021, 09:00
Q3 2020 261 $921,446,000 +$310,819,012 -$106,521,492 +$204,297,520 AAPL, MSFT, AMZN, MINT, TMO 13F-HR 02 Nov 2020, 11:49
Q2 2020 177 $692,600,000 +$25,492,830 -$25,325,087 +$167,743 AAPL, MSFT, TMO, AMZN, DHR 13F-HR 20 Jul 2020, 09:31
Q1 2020 166 $579,546,000 +$20,920,449 -$19,138,883 +$1,781,566 AAPL, MSFT, TMO, COST, BRKB 13F-HR 16 Apr 2020, 08:53
Q4 2019 187 $700,672,000 +$17,631,082 -$25,179,845 -$7,548,763 AAPL, MSFT, TMO, BRKB, V 13F-HR 27 Jan 2020, 12:04
Q3 2019 186 $655,506,000 +$26,813,640 -$8,810,990 +$18,002,650 AAPL, MSFT, TMO, BRKB, COST 13F-HR 15 Oct 2019, 08:16
Q2 2019 185 $629,698,000 +$6,233,168 -$42,293,081 -$36,059,913 MSFT, AAPL, TMO, BRKB, V 13F-HR 15 Jul 2019, 08:13
Q1 2019 195 $638,494,000 +$19,615,035 -$17,388,807 +$2,226,228 AAPL, MSFT, TMO, BRKB, AMZN 13F-HR 29 Apr 2019, 14:06
Q4 2018 179 $559,674,000 +$44,969,877 -$63,885,524 -$18,915,647 MSFT, AAPL, BRKB, TMO, AMZN 13F-HR 11 Jan 2019, 15:10
Q3 2018 189 $662,394,000 +$14,578,980 -$17,856,621 -$3,277,641 MSFT, AAPL, TMO, BRKB, AMZN 13F-HR 29 Oct 2018, 14:43
Q2 2018 181 $611,655,000 +$16,107,106 -$15,846,802 +$260,304 MSFT, AAPL, TMO, BRKB, AMZN 13F-HR 09 Jul 2018, 08:47
Q1 2018 184 $589,776,000 +$24,420,561 -$16,713,297 +$7,707,264 MSFT, BRKB, AAPL, TMO, AMZN 13F-HR 16 Apr 2018, 09:08
Q4 2017 187 $586,851,000 +$13,299,548 -$15,104,600 -$1,805,052 BRKB, MSFT, AAPL, TMO, ECL 13F-HR 16 Jan 2018, 10:19
Q3 2017 176 $559,168,000 +$42,536,185 -$88,774,477 -$46,238,292 BRKB, AAPL, TMO, MSFT, ECL 13F-HR 06 Nov 2017, 10:47
Q2 2017 180 $582,838,000 +$98,722,228 -$41,454,201 +$57,268,027 PFE, MON, AAPL, BRKB, TMO 13F-HR 31 Jul 2017, 08:49
Q1 2017 178 $515,498,000 +$12,336,440 -$9,907,172 +$2,429,268 AAPL, BRKB, MSFT, TMO, ECL 13F-HR 10 May 2017, 09:06
Q4 2016 172 $480,184,000 +$63,541,776 -$4,040,312 +$59,501,464 BRKB, MSFT, AAPL, TMO, ECL 13F-HR 10 Feb 2017, 10:19
Q3 2016 166 $414,198,000 +$14,636,114 -$61,688,456 -$47,052,342 AAPL, TMO, BRKB, ECL, PEP 13F-HR 24 Oct 2016, 11:13
Q2 2016 165 $454,741,000 +$80,203,365 -$5,053,746 +$75,149,619 BRKB, TMO, ECL, PEP, MSFT 13F-HR 22 Jul 2016, 10:28
Q1 2016 151 $370,432,000 +$10,127,662 -$83,122,880 -$72,995,218 AAPL, TMO, PEP, BRKB, XOM 13F-HR 19 Apr 2016, 09:47
Q4 2015 160 $441,117,000 +$43,208,239 -$41,371,395 +$1,836,844 TMO, ECL, AAPL, BRKB, PEP 13F-HR 29 Jan 2016, 11:09
Q3 2015 162 $423,393,000 +$11,148,387 -$13,602,193 -$2,453,806 AAPL, ECL, BRKB, TMO, PEP 13F-HR 28 Oct 2015, 12:37
Q2 2015 171 $458,462,000 +$25,650,360 -$10,557,958 +$15,092,402 AAPL, ECL, TMO, BRKB, PEP 13F-HR 30 Jul 2015, 14:20
Q1 2015 169 $445,758,000 +$18,206,255 -$12,424,899 +$5,781,356 AAPL, ECL, TMO, BRKB, ORCL 13F-HR 20 Apr 2015, 11:35
Q4 2014 164 $436,662,000 +$17,447,485 -$12,175,726 +$5,271,759 AAPL, BRKB, ECL, ORCL, XOM 13F-HR 30 Jan 2015, 08:19
Q3 2014 154 $416,530,000 +$6,962,223 -$7,266,078 -$303,855 ECL, BRKB, XOM, AAPL, PEP 13F-HR 14 Oct 2014, 10:08
Q2 2014 154 $414,477,000 +$34,024,108 -$10,316,350 +$23,707,758 XOM, ECL, BRKB, AAPL, ORCL 13F-HR 29 Jul 2014, 11:58
Q1 2014 151 $393,648,000 +$30,040,884 -$7,936,196 +$22,104,688 XOM, ECL, BRKB, ORCL, TMO 13F-HR 01 May 2014, 14:29
Q4 2013 148 $372,618,000 $0 $0 $0 XOM, ECL, AAPL, GOOGL, ORCL 13F-HR 14 Jan 2014, 11:27