EdgeMarket › What Yhb Investment Advisors, Inc. reported owning
What Yhb Investment Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
298Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 82.6M | 5.9% | 325.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 55.0M | 3.9% | 148.4K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 45.0M | 3.2% | 216.2K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 43.6M | 3.1% | 151.7K | 344.82 | +73.0% |
| COST COSTCO WHOLESALE CORP /NEW | 41.5M | 3.0% | 41.6K | 947.74 | -4.7% |
| GOOG Alphabet Inc. | 38.9M | 2.8% | 135.7K | 341.75 | +70.7% |
| IJH iShares Core S&P Mid-Cap ETF | 38.5M | 2.8% | 569.5K | 76.77 | +20.8% |
| NVDA NVIDIA CORP | 36.9M | 2.6% | 211.7K | 214.72 | +22.4% |
| unmapped CUSIP 084670702 | 35.3M | 2.5% | 73.8K | — | — |
| V VISA INC. | 24.4M | 1.7% | 80.6K | 371.04 | +7.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 23.5M | 1.7% | 47.8K | 629.27 | +27.2% |
| JPST JPMorgan Ultra-Short Income ETF | 22.5M | 1.6% | 444.1K | 50.53 | -0.3% |
| LRCX LAM RESEARCH CORP | 21.9M | 1.6% | 102.3K | 314.00 | +216.7% |
| SPY SPDR S&P 500 ETF TRUST | 19.2M | 1.4% | 29.5K | 765.72 | +20.0% |
| ECL ECOLAB INC. | 18.3M | 1.3% | 68.7K | 281.63 | -1.3% |
| APH AMPHENOL CORP /DE/ | 17.8M | 1.3% | 140.6K | 157.01 | +44.5% |
| IJR iShares Core S&P Small-Cap ETF | 17.0M | 1.2% | 136.7K | 147.31 | +29.0% |
| DHR DANAHER CORP /DE/ | 16.8M | 1.2% | 88.4K | 218.85 | +3.5% |
| AMGN AMGEN INC | 16.1M | 1.2% | 45.8K | 439.33 | +48.2% |
| SYK STRYKER CORP | 15.7M | 1.1% | 47.9K | 329.45 | -15.9% |
| JPM JPMORGAN CHASE & CO | 15.4M | 1.1% | 52.4K | 351.58 | +20.3% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 15.3M | 1.1% | 45.2K | 418.95 | +83.3% |
| IVV iShares Core S&P 500 ETF | 14.9M | 1.1% | 22.9K | 769.31 | +20.0% |
| IWB iShares Russell 1000 ETF | 14.5M | 1.0% | 40.6K | 419.69 | +19.8% |
| SMLF iShares U.S. Small-Cap Equity Factor ETF | 14.3M | 1.0% | 189.8K | 89.29 | +26.8% |
| URI UNITED RENTALS, INC. | 14.3M | 1.0% | 19.6K | 1,098.51 | +21.8% |
| IEFA iShares Core MSCI EAFE ETF | 14.0M | 1.0% | 154.1K | 100.85 | +16.8% |
| HD HOME DEPOT, INC. | 13.6M | 1.0% | 41.3K | 335.61 | -16.5% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 13.4M | 1.0% | 459.8K | 35.32 | +17.3% |
| TJX TJX COMPANIES INC /DE/ | 13.0M | 0.9% | 81.5K | 140.53 | +1.6% |
| WMT Walmart Inc. | 12.3M | 0.9% | 99.1K | 103.70 | +1.1% |
| IVW iShares S&P 500 Growth ETF | 12.3M | 0.9% | 108.4K | 138.83 | +22.2% |
| ISRG INTUITIVE SURGICAL INC | 10.3M | 0.7% | 22.4K | 378.81 | -21.2% |
| WWD Woodward, Inc. | 10.0M | 0.7% | 27.8K | 343.26 | +39.4% |
| NEE NEXTERA ENERGY INC | 9.8M | 0.7% | 105.0K | 83.65 | +9.8% |
| EAGL Eagle Capital Select Equity ETF | 9.7M | 0.7% | 318.5K | 35.75 | +17.7% |
| SCHD Schwab US Dividend Equity ETF | 9.6M | 0.7% | 312.2K | 35.11 | +27.6% |
| ORCL ORACLE CORP | 9.5M | 0.7% | 64.3K | 146.47 | -37.7% |
| RTX RTX Corp | 9.4M | 0.7% | 48.9K | 209.91 | +34.1% |
| INTU INTUIT INC. | 9.3M | 0.7% | 21.6K | 367.00 | -47.5% |
| EQWL Invesco S&P 100 Equal Weight ETF | 9.0M | 0.6% | 78.5K | 135.01 | +20.3% |
| GS GOLDMAN SACHS GROUP INC | 8.8M | 0.6% | 10.4K | 1,039.28 | +44.2% |
| CMI CUMMINS INC | 8.6M | 0.6% | 16.0K | 587.68 | +48.3% |
| UNP UNION PACIFIC CORP | 8.6M | 0.6% | 35.3K | 308.05 | +36.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 8.4M | 0.6% | 120.0K | 81.57 | +31.9% |
| MCD MCDONALDS CORP | 8.2M | 0.6% | 26.4K | 270.95 | -13.5% |
| SPDW State Street SPDR Portfolio Developed World ex | 8.2M | 0.6% | 178.7K | 52.02 | +24.4% |
| META Meta Platforms, Inc. | 8.1M | 0.6% | 14.2K | 549.90 | -26.5% |
| ABBV AbbVie Inc. | 8.0M | 0.6% | 37.0K | 264.96 | +26.7% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 7.9M | 0.6% | 78.6K | 100.73 | +0.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →