Institutional Fund
Yhb Investment Advisors, Inc.
West Hartford, CTCIK 14692195 filings on record
Portfolio Value
$1.39B
Q1 2026
Holdings
298
Reported positions
New Buys
16
Opened this quarter
QoQ Change
-3.6%
from $1.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.9%
- Microsoft Corp3.9%
- Amazon Com Inc3.2%
- Alphabet Inc3.1%
- Costco Whsl Corp New3.0%
- Alphabet Inc2.8%
- Other78.0%
Portfolio Holdings
298 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 325.5K | $82.60M | 5.9% | −6.0K | Reduced |
| 2 | Microsoft Corp | 148.4K | $54.95M | 3.9% | +105 | Added |
| 3 | Amazon Com Inc | 216.2K | $45.02M | 3.2% | −428 | Reduced |
| 4 | Alphabet Inc | 151.7K | $43.61M | 3.1% | −3.6K | Reduced |
| 5 | Costco Whsl Corp New | 41.6K | $41.47M | 3.0% | −627 | Reduced |
| 6 | Alphabet Inc | 135.7K | $38.93M | 2.8% | −1.1K | Reduced |
| 7 | Ishares Tr | 569.5K | $38.46M | 2.8% | −3.1K | Reduced |
| 8 | Nvidia Corporation | 211.7K | $36.92M | 2.6% | −7.0K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 73.8K | $35.35M | 2.5% | +63 | Added |
| 10 | Visa Inc | 80.6K | $24.37M | 1.7% | −1.1K | Reduced |
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