YHB Investment Advisors, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists a total of 314 separate equity positions held by the firm.
The report identifies Mark W. Everette as the CEO and Senior Portfolio Manager responsible for the firm's investment strategy. The filing was signed by Everette on October 8, 2026, and lists the firm's headquarters at 29 South Main St., Ste. 306, in West Hartford, Connecticut.
The portfolio includes a mix of individual stocks and exchange-traded funds. Notable holdings listed in the information table include NVIDIA Corporation, with 49,724,385 shares; Microsoft Corporation, with 63,918,456 shares; and Apple Inc., with 108,167,861 shares. Other significant positions include Alphabet Inc. Class A (141,317 shares), Amazon.com Inc. (186,013 shares), and Meta Platforms Inc. Class A (14,745 shares).
The filing also details numerous exchange-traded funds, including ISHARES TR CORE S&P500 ETF (32,743 shares), ISHARES TR RUSSELL 2000 ETF (26,196 shares), and INVESCO EXCHANGE TRADED FD T S&P 100 EQL WIGH (110,179 shares).
