YHB Investment Advisors, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LAM RESEARCH CORP(LRCX) | 102,345 | 96,662 | -5,683 | 21,867,033 | 41,886,544 | 2.68% | +20,019,511 |
| APPLE INC(AAPL) | 325,457 | 330,559 | +5,102 | 82,597,857 | 95,650,618 | 6.13% | +13,052,761 |
| 2023 ETF SERIES TRUST EAGL CAP SEL ETF | 0 | 347,395 | +347,395 | 0 | 11,175,697 | 0.72% | +11,175,697 |
| PALO ALTO NETWORKS INC(PANW) | 47,614 | 50,219 | +2,605 | 7,633,457 | 17,125,642 | 1.10% | +9,492,185 |
| SPDR INDEX SHS FDS ST STR PO EX ETF | 0 | 181,509 | +181,509 | 0 | 9,146,249 | 0.59% | +9,146,249 |
| SPDR SERIES TRUST ST STR P500GRW | 0 | 69,844 | +69,844 | 0 | 8,310,785 | 0.53% | +8,310,785 |
| ISHARES TR | 22,869 | 30,863 | +7,994 | 14,938,446 | 23,113,212 | 1.48% | +8,174,766 |
| ISHARES TR | 569,512 | 604,397 | +34,885 | 38,459,151 | 46,605,052 | 2.98% | +8,145,901 |
| ALPHABET INC(GOOG) | 151,671 | 143,740 | -7,931 | 43,614,509 | 51,368,536 | 3.29% | +7,754,027 |
| UNITED RENTALS INC(URI) | 19,613 | 19,420 | -193 | 14,289,247 | 22,000,724 | 1.41% | +7,711,477 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 45,250 | 47,776 | +2,526 | 15,292,238 | 22,816,384 | 1.46% | +7,524,146 |
| AMPHENOL CORP | 140,640 | 141,366 | +726 | 17,769,864 | 24,925,653 | 1.60% | +7,155,789 |
| NVIDIA CORPORATION(NVDA) | 211,712 | 219,225 | +7,513 | 36,922,653 | 43,864,636 | 2.81% | +6,941,983 |
| ISHARES TR US SML CAP EQT | 189,835 | 222,217 | +32,382 | 14,330,644 | 19,808,454 | 1.27% | +5,477,810 |
| FORTINET INC(FTNT) | 68,734 | 68,606 | -128 | 5,616,942 | 10,539,254 | 0.68% | +4,922,312 |
| SPDR SERIES TRUST ST STR P500ETF | 0 | 55,978 | +55,978 | 0 | 4,919,347 | 0.32% | +4,919,347 |
| SPDR INDEX SHS FDS ST PORT MARK ETF | 0 | 87,743 | +87,743 | 0 | 4,543,345 | 0.29% | +4,543,345 |
| ALPHABET INC(GOOG) | 135,712 | 122,759 | -12,953 | 38,930,220 | 43,374,474 | 2.78% | +4,444,254 |
| VISA INC(V) | 80,638 | 82,599 | +1,961 | 24,372,025 | 28,338,887 | 1.82% | +3,966,862 |
| ELI LILLY & CO(LLY) | 8,516 | 9,488 | +972 | 7,832,761 | 11,380,192 | 0.73% | +3,547,431 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | 11,114 | 19,750 | +8,636 | 2,640,909 | 5,983,658 | 0.38% | +3,342,749 |
| ISHARES TR | 136,684 | 136,354 | -330 | 16,991,189 | 20,222,678 | 1.30% | +3,231,489 |
| ISHARES INC EMNG MKTS EQT | 30,711 | 67,396 | +36,685 | 1,855,866 | 4,937,431 | 0.32% | +3,081,565 |
| JPMORGAN CHASE & CO(JPM) | 52,383 | 55,809 | +3,426 | 15,408,895 | 18,268,078 | 1.17% | +2,859,183 |
| STATE STR SPDR S&P 500 ETF T(SPY) | 29,462 | 29,237 | -225 | 19,160,441 | 21,833,004 | 1.40% | +2,672,563 |
| ISHARES TR | 108,356 | 108,453 | +97 | 12,256,093 | 14,915,493 | 0.96% | +2,659,400 |
| INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH | 78,526 | 90,021 | +11,495 | 9,049,336 | 11,614,509 | 0.74% | +2,565,173 |
| CUMMINS INC(CMI) | 15,988 | 15,590 | -398 | 8,601,864 | 11,118,944 | 0.71% | +2,517,080 |
| EATON CORP PLC(ETN) | 21,810 | 23,468 | +1,658 | 7,800,783 | 10,000,184 | 0.64% | +2,199,401 |
| ISHARES TR | 40,625 | 40,621 | -4 | 14,485,205 | 16,634,278 | 1.07% | +2,149,073 |
| J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL | 124,372 | 165,574 | +41,202 | 6,340,485 | 8,444,274 | 0.54% | +2,103,789 |
| SPDR SERIES TRUST ST STR SP400GRW | 0 | 18,647 | +18,647 | 0 | 2,090,142 | 0.13% | +2,090,142 |
| SCHWAB STRATEGIC TR | 0 | 65,000 | +65,000 | 0 | 2,021,500 | 0.13% | +2,021,500 |
| J P MORGAN EXCHANGE TRADED F HEDG EQU LAD ETF | 0 | 29,784 | +29,784 | 0 | 2,012,803 | 0.13% | +2,012,803 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 0 | 10,456 | +10,456 | 0 | 1,992,124 | 0.13% | +1,992,124 |
| GE AEROSPACE(GE) | 21,086 | 21,071 | -15 | 5,983,501 | 7,874,947 | 0.50% | +1,891,446 |
| ISHARES INC CORE MSCI EMKT | 120,029 | 122,535 | +2,506 | 8,372,023 | 10,150,799 | 0.65% | +1,778,776 |
| ISHARES TR INTL EQTY FACTOR | 90,515 | 129,073 | +38,558 | 3,526,464 | 5,286,830 | 0.34% | +1,760,366 |
| BROADCOM INC(AVGO) | 17,963 | 19,251 | +1,288 | 5,559,735 | 7,272,080 | 0.47% | +1,712,345 |
| SELECT SECTOR SPDR TR ST STR ENERG ETF | 0 | 31,560 | +31,560 | 0 | 1,676,152 | 0.11% | +1,676,152 |
| GE VERNOVA INC(GEV) | 5,381 | 5,392 | +11 | 4,697,075 | 6,334,845 | 0.41% | +1,637,770 |
| SCHWAB STRATEGIC TR | 459,831 | 443,638 | -16,193 | 13,394,865 | 15,012,702 | 0.96% | +1,617,837 |
| WW GRAINGER INC(GWW) | 5,138 | 5,236 | +98 | 5,604,582 | 7,123,054 | 0.46% | +1,518,472 |
| UNION PAC CORP(UNP) | 35,277 | 36,951 | +1,674 | 8,558,906 | 10,050,672 | 0.64% | +1,491,766 |
| MICRON TECHNOLOGY INC(MU) | 1,564 | 1,670 | +106 | 528,382 | 1,927,664 | 0.12% | +1,399,282 |
| ABBVIE INC(ABBV) | 36,951 | 37,440 | +489 | 8,036,440 | 9,421,364 | 0.60% | +1,384,924 |
| SPDR SERIES TRUST ST STR SP600GRWO | 0 | 10,936 | +10,936 | 0 | 1,302,806 | 0.08% | +1,302,806 |
| ECOLAB INC(ECL) | 68,656 | 70,154 | +1,498 | 18,263,831 | 19,545,592 | 1.25% | +1,281,761 |
| ISHARES TR | 26,143 | 25,841 | -302 | 6,483,464 | 7,763,928 | 0.50% | +1,280,464 |
| SCHWAB STRATEGIC TR | 215,514 | 229,347 | +13,833 | 5,525,790 | 6,749,686 | 0.43% | +1,223,896 |
| JANUS DETROIT STR TR HENDRSON AAA CL | 33,351 | 57,387 | +24,036 | 1,679,890 | 2,897,470 | 0.19% | +1,217,580 |
| HOME DEPOT INC(HD) | 41,299 | 41,743 | +444 | 13,582,742 | 14,721,783 | 0.94% | +1,139,041 |
| SPDR SERIES TRUST ST SHOR CORP ETF | 0 | 36,932 | +36,932 | 0 | 1,108,329 | 0.07% | +1,108,329 |
| APPLIED MATLS INC | 3,654 | 3,254 | -400 | 1,248,901 | 2,352,642 | 0.15% | +1,103,741 |
| SPDR SERIES TRUST ST STR RATE ETF | 0 | 34,552 | +34,552 | 0 | 1,065,929 | 0.07% | +1,065,929 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 47,806 | 48,988 | +1,182 | 23,498,019 | 24,560,749 | 1.57% | +1,062,730 |
| SPDR SERIES TRUST ST STR BLO 1 ETF | 0 | 10,915 | +10,915 | 0 | 1,000,251 | 0.06% | +1,000,251 |
| ISHARES TR | 0 | 9,800 | +9,800 | 0 | 986,566 | 0.06% | +986,566 |
| LAZARD ACTIVE ETF TR INTL DYNAMIC EQT | 0 | 28,050 | +28,050 | 0 | 983,714 | 0.06% | +983,714 |
| MORGAN STANLEY(MS) | 22,293 | 22,118 | -175 | 3,668,759 | 4,623,547 | 0.30% | +954,788 |
| WOODWARD INC(WWD) | 27,810 | 25,480 | -2,330 | 9,953,576 | 10,839,998 | 0.69% | +886,422 |
| ISHARES TR CORE MSCI EAFE | 154,107 | 153,211 | -896 | 13,951,307 | 14,797,118 | 0.95% | +845,811 |
| CASEYS GEN STORES INC(CASY) | 4,276 | 4,966 | +690 | 3,112,329 | 3,946,927 | 0.25% | +834,598 |
| MASTERCARD INCORPORATED(MA) | 4,735 | 6,219 | +1,484 | 2,365,890 | 3,194,078 | 0.20% | +828,188 |
| CISCO SYS INC(CSCO) | 22,733 | 22,047 | -686 | 1,763,831 | 2,589,606 | 0.17% | +825,775 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 1,421 | +1,421 | 0 | 825,473 | 0.05% | +825,473 |
| CITIGROUP INC(C) | 29,422 | 29,659 | +237 | 3,336,708 | 4,151,023 | 0.27% | +814,315 |
| MERCADOLIBRE INC(MELI) | 636 | 1,121 | +485 | 1,099,657 | 1,902,774 | 0.12% | +803,117 |
| HUMANA INC(HUM) | 2,032 | 2,781 | +749 | 352,328 | 1,104,669 | 0.07% | +752,341 |
| S&P GLOBAL INC(SPGI) | 1,256 | 3,159 | +1,903 | 534,227 | 1,286,534 | 0.08% | +752,307 |
| CARRIER GLOBAL CORPORATION(CARR) | 44,478 | 44,381 | -97 | 2,504,562 | 3,255,354 | 0.21% | +750,792 |
| CARLISLE COS INC(CSL) | 21,362 | 21,709 | +347 | 7,126,790 | 7,874,940 | 0.50% | +748,150 |
| WASTE MGMT INC DEL(WM) | 11,925 | 15,434 | +3,509 | 2,740,246 | 3,439,930 | 0.22% | +699,684 |
| MARRIOTT INTL INC NEW(MAR) | 15,713 | 15,722 | +9 | 5,139,251 | 5,826,416 | 0.37% | +687,165 |
| WELLTOWER INC(WELL) | 18,184 | 18,819 | +635 | 3,595,159 | 4,271,348 | 0.27% | +676,189 |
| DANAHER CORP DEL(DHR) | 88,429 | 91,504 | +3,075 | 16,766,182 | 17,429,677 | 1.12% | +663,495 |
| SPDR SERIES TRUST ST STR P500VAL | 0 | 10,384 | +10,384 | 0 | 631,243 | 0.04% | +631,243 |
| EQT CORP(EQT) | 0 | 11,719 | +11,719 | 0 | 623,099 | 0.04% | +623,099 |
| ISHARES TR | 72,504 | 83,954 | +11,450 | 3,858,670 | 4,463,842 | 0.29% | +605,172 |
| ISHARES TR | 35,879 | 36,017 | +138 | 7,575,771 | 8,177,911 | 0.52% | +602,140 |
| SCHWAB STRATEGIC TR | 312,198 | 320,655 | +8,457 | 9,578,235 | 10,167,975 | 0.65% | +589,740 |
| NEUBERGER BERMAN ETF TRUST SHORT DURATION I | 79,201 | 89,929 | +10,728 | 4,016,283 | 4,541,954 | 0.29% | +525,671 |
| EA SERIES TRUST ARGE LAR CAP ETF | 0 | 14,775 | +14,775 | 0 | 511,054 | 0.03% | +511,054 |
| PIMCO ETF TR SHTRM MUN BD ACT | 57,687 | 67,612 | +9,925 | 2,910,309 | 3,414,406 | 0.22% | +504,097 |
| INVESCO QQQ TR | 9,306 | 7,955 | -1,351 | 5,371,432 | 5,858,311 | 0.38% | +486,879 |
| EBAY INC.(EBAY) | 27,432 | 26,691 | -741 | 2,496,861 | 2,982,719 | 0.19% | +485,858 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 0 | 8,763 | +8,763 | 0 | 469,784 | 0.03% | +469,784 |
| SPDR SERIES TRUST ST STR SP DIV | 0 | 3,049 | +3,049 | 0 | 463,997 | 0.03% | +463,997 |
| AMGEN INC(AMGN) | 45,836 | 45,813 | -23 | 16,127,486 | 16,589,958 | 1.06% | +462,472 |
| QUANTA SVCS INC | 2,106 | 2,229 | +123 | 1,156,236 | 1,604,969 | 0.10% | +448,733 |
| SELECT SECTOR SPDR TR ST STR INDL ETF | 0 | 2,218 | +2,218 | 0 | 410,840 | 0.03% | +410,840 |
| SPDR SERIES TRUST ST STR SP600 SML | 0 | 7,111 | +7,111 | 0 | 410,091 | 0.03% | +410,091 |
| ISHARES TR | 9,577 | 10,077 | +500 | 1,485,488 | 1,895,383 | 0.12% | +409,895 |
| CATERPILLAR INC(CAT) | 1,318 | 1,249 | -69 | 933,750 | 1,330,060 | 0.09% | +396,310 |
| MARSH & MCLENNAN COS INC(MRSH) | 0 | 2,362 | +2,362 | 0 | 393,675 | 0.03% | +393,675 |
| SCHWAB STRATEGIC TR | 105,412 | 104,866 | -546 | 2,645,851 | 3,036,916 | 0.19% | +391,065 |
| GALLAGHER ARTHUR J & CO(AJG) | 2,521 | 4,059 | +1,538 | 545,998 | 931,825 | 0.06% | +385,827 |
| PIMCO ETF TR ENHAN SHRT MA AC | 78,597 | 82,205 | +3,608 | 7,904,490 | 8,287,041 | 0.53% | +382,551 |
| ELEVANCE HEALTH INC FORMERLY(ELV) | 5,297 | 4,981 | -316 | 1,550,697 | 1,926,302 | 0.12% | +375,605 |
| VANGUARD INDEX FDS | 8,971 | 8,846 | -125 | 2,680,983 | 3,042,228 | 0.19% | +361,245 |