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YHB Investment Advisors, Inc.
YHB Investment Advisors, Inc. is an independent, 100% employee-owned investment management firm headquartered in West Hartford, Connecticut. Founded in December 1989, the firm provides personalized investment management and advisory services primarily to individuals (including high-net-worth individuals) as well as pension and profit-sharing plans, charitable organizations, and corporations. YHB manages portfolios across a range of asset classes and serves over 2,700 client accounts, with an employee count of about 27-28 as of 2025.
Investment Strategy
YHB Investment Advisors employs a discretionary investment management approach designed to meet the unique objectives of each client. The firm focuses on a long-term, diversified portfolio comprised primarily of large-cap equities, ETFs, and fixed income, with a bias towards fundamental analysis and risk management. Their philosophy centers on capital preservation, prudent asset allocation, and consistent, tax-aware investment strategies tailored to personal and institutional client needs.
Latest 13F Filing Activity
YHB Investment Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 298 equity positions with a total 13F market value of $1B. The fund increased holdings in Apple Inc., Alphabet Inc., Alphabet Inc. among other positions. YHB Investment Advisors, Inc. reduced exposure to Lam Research Corp., Ishares TR, Blackrock Inc. among others.
Top Holdings
Equity Positions (298)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.36% | $86.9M | 341,453 | $23.96 | $254.63 | +$16.5M |
M MSFT | MICROSOFT CORP | 5.66% | $77.4M | 149,357 | $67.71 | $517.95 | +$2.6M |
A AMZN | AMAZON COM INC | 3.49% | $47.8M | 217,536 | $81.56 | $219.57 | +$324.4K |
N NVDA | NVIDIA CORPORATION | 3.03% | $41.4M | 221,765 | $28.63 | $186.58 | +$5.9M |
C COST | COSTCO WHSL CORP NEW | 2.85% | $38.9M | 42,065 | $134.48 | $925.63 | -$3.0M |
Industry Allocation
Investment Team (11)
| Name | Role | Location | |
|---|---|---|---|
 | Senior Portfolio Manager | West Hartford, CT , United States | |
 | Chief Investment Officer | West Hartford, CT , United States | |
 | Senior Portfolio Manager | West Hartford, CT , United States | |
E Elisheva Defeo | Senior Portfolio Manager | West Hartford, CT , United States | |
H Hilary Pohley | Portfolio Manager | West Hartford, CT , United States | |
 | Portfolio Manager | Great Falls, VA , United States | |
 | Senior Portfolio Manager | West Hartford, CT , United States | |
 | Senior Portfolio Manager | West Hartford, CT , United States | |
R Ryan Coursey | Senior Portfolio Analyst | Boston, MA , United States | |
 | Vice President and Senior Portfolio Manager | West Hartford, CT , United States |
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