YHB Investment Advisors, Inc.

RIA/Wealth

YHB Investment Advisors, Inc. is a RIA/Wealth based in West Hartford, CT led by Anne Agonis Space, reporting $2.0B in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).

CEOAnne Agonis Space

Portfolio Value: $1.4B
Positions: 299
Top Holding: AAPL at 6.36%
Last Reported: Q3 2025

Address29 South Main Street, Suite 306, West Hartford, CT, 06107-2417, United States

Top Holdings

Largest long holdings in YHB Investment Advisors, Inc.'s portfolio (33.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$86.9M	6.36%	-$501.1K Sold	0.00% 341.5K shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$77.4M	5.66%	-$530.9K Sold	0.00% 149.4K shares	≤ Q2 2013 Held for 12y 5m+
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$47.8M	3.49%	+$286.5K Bought	0.00% 217.5K shares	Q4 2014 Held for 10y 11m
4 Nvidia NVDA	Semiconductors Technology	$41.4M	3.03%	-$473.4K Sold	0.00% 221.8K shares	Q1 2021 Held for 4y 8m
5 Costco Wholesale COST	Discount Stores Consumer Defensive	$38.9M	2.85%	-$314.7K Sold	0.01% 42.1K shares	≤ Q2 2013 Held for 12y 5m+
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$38.4M	2.81%	-$456.1K Sold	0.00% 158.0K shares	≤ Q2 2013 Held for 12y 5m+
7 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$37.0M	2.70%	-$1.4M Sold	0.00% 73.6K shares	Q4 2019 Held for 5y 11m
8 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$34.3M	2.51%	-$552.4K Sold	0.00% 140.8K shares	Q2 2014 Held for 11y 5m
9 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$31.6M	2.31%	+$1.1M Bought	— 483.7K shares	Q3 2020 Held for 5y 2m
10 Visa V	Financial - Credit Services Financial Services	$27.8M	2.03%	-$316.1K Sold	0.00% 81.3K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in YHB Investment Advisors, Inc.'s latest filing

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Market Value

$1.4B

Prior: $1.3B

Q/Q Change

+5.56%

+$72.1M

Net Flows % of MV

-1.72%

Turnover Ratio

3.26%

New Purchases

4 stocks

$5.0M

Added To

91 stocks

+$23.1M

Sold Out Of

12 stocks

$16.9M

Reduced Holdings

138 stocks

-$34.7M

Increased Positions

Position	Shares Δ	Change
1 Invesco S&P 100 Equal Weight ETF EQWL	New	0 → 36.9K +$4.2M
2 Federal Signal FSS	New	0 → 2.7K +$319.4K
3 First Trust Rising Dividend Achievers RDVY	New	0 → 3.2K +$217.3K
4 Invesco S&P 500 Equal Weight Industrials RSPN	New	0 → 3.8K +$214.1K
5 BlackRock Ultra Short-Term Bond ICSH	+275.89%	5.7K → 21.5K +$801.8K

Decreased Positions

Position	Shares Δ	Change
1 Lam Research LRCX	Sold	113.4K → 0 −$11.0M
2 Blackrock BLK	Sold	3.1K → 0 −$3.3M
3 NBSD Neuberger Berman Short Duration Income NBSD	Sold	9.7K → 0 −$492.3K
4 Align Technology ALGN	Sold	2.3K → 0 −$434.9K
5 CrowdStrike Holdings, Inc. CRWD	Sold	550.0 → 0 −$280.1K

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Analytics

Portfolio insights and performance metrics for YHB Investment Advisors, Inc.

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Sector Allocation

Technology

22.90%

ETF

22.70%

Financial Services

9.70%

Healthcare

8.90%

Consumer Cyclical

8.40%

Industrials

8.10%

Communication Services

7.70%

Consumer Defensive

5.40%

Basic Materials

2.10%

Utilities

0.90%

Energy

0.90%

Real Estate

0.50%

Market Cap Distribution

Mega Cap (> $200B)

45.70%

Large Cap ($10B - $200B)

28.07%

Mid Cap ($2B - $10B)

0.41%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.27%

N/A (ETF or Unknown)

25.53%

Portfolio Concentration

Top 10 Holdings %

33.74%

Top 20 Holdings %

47.41%

Top 50 Holdings %

70.29%

Top 100 Holdings %

87.54%