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YHB Investment Advisors, Inc.

CIK 1469219 · latest 13F filed 8 October 2026 · Read the filing on EDGAR

YHB Investment Advisors, Inc. reported 314 US-listed holdings worth $1.59 billion in its 13F for the quarter ended 30 September 2026, filed 8 October 2026. Its largest: Apple Inc. (6.8%), Microsoft Corp. (4.0%) and NVIDIA Corp. (3.1%). Against the quarter before, it opened 17 positions, added to 115, trimmed 137 and sold out of 17.

Reported holdings$1.59B+1.5% on Q2 2026
Positions314as many as Q2 2026
The largest ten31.7%of its reported holdings
Latest 13FQ3 2026filed 8 October 2026
Where the money is
Added toTrimmed
AAPL6.8%MSFT4.0%NVDA3.1%GOOGL3.1%AMZN2.9%IJH2.8%GOOG2.6%COST2.4%TMO2.1%LRCX1.9%V1.9%BRKB1.8%IVV1.6%APH1.5%300 more61.6%

The 14 largest of its 314 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q4 2024: $1.22 billion in 277 positions$1.22BQ4 24Q1 2025: $1.20 billion in 290 positions$1.20BQ1 25Q2 2025: $1.30 billion in 299 positions$1.30BQ2 25Q3 2025: $1.37 billion in 299 positions$1.37BQ3 25Q4 2025: $1.45 billion in 296 positions$1.45BQ4 25Q1 2026: $1.39 billion in 298 positions$1.39BQ1 26Q2 2026: $1.56 billion in 314 positions$1.56BQ2 26Q3 2026: $1.59 billion in 314 positions$1.59BQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 17Added 115Held 45Trimmed 137Sold out 17
Opened: 17Added: 115Held: 45Trimmed: 137Sold out: 17

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 17

  1. ExxonMobil Holdings Corp. XOM$5.2 million
  2. Select Sector SPDR Trust XLY$725,636
  3. Space Exploration Techn Corp. Class A Com STK SPCX$714,624
  4. Bunge Global SA BG$479,564
  5. Honeywell International Inc. HON$426,943
  6. First Trust Exch Traded FD III FPE$391,263
  7. Marathon Petroleum Corp. MPC$362,600
  8. Mobility Global Inc. MBGL$342,691

and 9 more in the table below

Added to 115

  1. Amphenol Corp. APH+134,667 shares · +95%
  2. S&P Global Inc. SPGI+9,631 shares · +305%
  3. Invesco Exchange Traded FD T EQWL+20,158 shares · +22%
  4. Neuberger Berman ETF Trust NBSD+35,566 shares · +40%
  5. iShares Inc. EMGF+23,978 shares · +36%
  6. iShares Trust IGSB+29,417 shares · +46%
  7. iShares Core S&P 500 ETF IVV+1,880 shares · +6%
  8. iShares Trust INTF+33,924 shares · +26%

and 107 more in the table below

Trimmed 137

  1. Apple Inc. AAPL-5,750 shares · -2%
  2. Microsoft Corp. MSFT-3,297 shares · -3%
  3. Lam Research Corp. LRCX-5,121 shares · -5%
  4. Berkshire Hathaway Inc. Class B BRKB-2,477 shares · -4%
  5. PepsiCo Inc. PEP-6,941 shares · -16%
  6. Micron Technology Inc. MU-811 shares · -49%
  7. Alphabet Inc. GOOGL-2,423 shares · -2%
  8. iShares Edge MSCI Min Vol Emerg Mkts ETF EEMV-11,236 shares · -41%

and 129 more in the table below

Sold out of 17

  1. ExxonMobil Holdings Corp. XOM$4.4 million last quarter
  2. SPDR Ser Trust FLRN$1.1 million last quarter
  3. SPDR Ser Trust BIL$1.0 million last quarter
  4. iShares Trust SGOV$986,566 last quarter
  5. Nuveen Mun High Income Opportu Com NMZ$868,991 last quarter
  6. Shopify Inc. SHOP$312,168 last quarter
  7. W. R. Berkley Corp. WRB$287,903 last quarter
  8. IDEXX Laboratories Inc. IDXX$271,117 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL324,809$108.2 million6.82%-5,750
Microsoft Corp. MSFT124,622$63.9 million4.03%-3,297
NVIDIA Corp. NVDA217,727$49.7 million3.14%-1,498
Alphabet Inc. GOOGL141,317$48.6 million3.07%-2,423
Amazon.com Inc. AMZN186,013$46.3 million2.92%-1,742
iShares Core S&P Mid-Cap ETF IJH618,796$44.5 million2.81%+14,399
Alphabet Inc. GOOG120,925$41.2 million2.60%-1,834
Costco Wholesale Corp. COST41,507$37.8 million2.38%-605
Thermo Fisher Scientific Inc. TMO48,299$32.6 million2.06%-689
Lam Research Corp. LRCX91,541$30.1 million1.90%-5,121
Visa Inc. V82,693$29.7 million1.87%+94
Berkshire Hathaway Inc. Class B BRKB57,326$28.5 million1.80%-2,477
iShares Core S&P 500 ETF IVV32,743$25.1 million1.58%+1,880
Amphenol Corp. APH276,033$23.3 million1.47%+134,667
Taiwan Semiconductor Manufacturing Company Limited TSM48,431$22.1 million1.39%+655
SPDR S&P 500 SPY28,966$22.1 million1.39%-271
JP Morgan Ultra Short Income Et JPST397,889$20.0 million1.26%-13,860
Palo Alto Networks Inc. PANW50,128$19.9 million1.26%-91
Danaher Corp. DHR89,107$19.7 million1.25%-2,397
Amgen Inc. AMGN46,239$19.5 million1.23%+426
iShares Trust SMLF229,923$19.2 million1.21%+7,706
United Rentals, Inc. URI19,195$19.2 million1.21%-225
JPMorgan Chase & Co. JPM56,746$18.8 million1.18%+937
Ecolab Inc. ECL68,024$18.7 million1.18%-2,130
iShares Core S&P Small-Cap ETF IJR135,853$18.5 million1.17%-501
iShares Trust IWB39,513$16.4 million1.04%-1,108
Schwab Strategic Trust SCHG439,895$15.8 million1.00%-3,743
iShares S&P Growth Index FD IVW108,550$15.4 million0.97%+97
iShares Core MSCI Eafe ETF IEFA154,452$15.0 million0.94%+1,241
Invesco Exchange Traded FD T EQWL110,179$14.2 million0.90%+20,158
Stryker Corp. SYK49,276$13.6 million0.86%-478
Fortinet, Inc. FTNT69,248$12.4 million0.78%+642
Home Depot, Inc. HD41,898$11.9 million0.75%+155
2023 ETF Series Trust EAGL347,395$11.8 million0.75%no change
Walmart Inc. WMT111,309$11.6 million0.73%+4,012
Eli Lilly & Co. LLY9,940$11.5 million0.73%+452
TJX Companies Inc. TJX81,593$10.8 million0.68%+172
Meta Platforms, Inc. META14,745$10.7 million0.67%+178
Eaton Corp. plc ETN24,559$10.6 million0.67%+1,091
Schwab Strategic Trust SCHD320,278$10.4 million0.66%-377
Union Pacific Corp. UNP37,393$10.2 million0.64%+442
iShares Core MSCI Emerging Mark IEMG124,721$10.1 million0.64%+2,186
AbbVie Inc. ABBV37,565$9.8 million0.62%+125
Intuitive Surgical Inc. ISRG23,672$9.6 million0.61%+510
SPDR Portfolio Developed World SPDW181,758$9.1 million0.58%+249
RTX Corp. RTX48,617$9.0 million0.57%-228
SPDR S&P 500 Growth ETF SPYG70,512$8.7 million0.55%+668
NextEra Energy Inc. NEE113,363$8.6 million0.54%+2,634
PIMCO ETF Trust MINT84,953$8.5 million0.54%+2,748
Woodward, Inc. WWD25,209$8.3 million0.52%-271
J P Morgan Exchange Traded F JMST163,460$8.3 million0.52%-2,114
iShares S&P 500 Value ETF IVE36,157$8.3 million0.52%+140
Oracle Corp. ORCL58,859$8.1 million0.51%-3,773
Cummins Inc. CMI15,146$7.8 million0.49%-444
Schwab US Large Cap SCHX254,760$7.6 million0.48%+25,413
ServiceNow, Inc. NOW56,476$7.6 million0.48%+126
iShares Russell 2000 ETF IWM26,196$7.3 million0.46%+355
Broadcom Inc. AVGO20,538$7.2 million0.45%+1,287
Carlisle Companies Inc. CSL21,757$7.0 million0.44%+48
Invesco Exch Traded FD Trust II QQQM22,352$6.8 million0.43%+2,602
W.W. Grainger, Inc. GWW5,455$6.8 million0.43%+219
iShares Trust INTF162,997$6.8 million0.43%+33,924
General Electric Co. GE21,150$6.6 million0.42%+79
Chevron Corp. CVX32,327$6.6 million0.42%+623
Vanguard S&P 500 VOO9,383$6.6 million0.41%-37
iShares Inc. EMGF91,374$6.5 million0.41%+23,978
Johnson & Johnson JNJ24,315$6.4 million0.41%+66
Neuberger Berman ETF Trust NBSD125,495$6.3 million0.39%+35,566
Invesco QQQ Trust QQQ8,306$6.1 million0.39%+351
SPDR Gold Trust GLD16,065$6.1 million0.39%-205
McDonald's Corp. MCD26,260$6.1 million0.38%-257
Netflix Inc. NFLX81,522$5.7 million0.36%-1,759
Marriott International Inc. MAR15,722$5.6 million0.35%no change
Shell plc SHEL58,826$5.6 million0.35%+162
GE Vernova Inc. GEV5,574$5.3 million0.33%+182
SPDR Ser Trust SPYM59,013$5.3 million0.33%+3,035
ExxonMobil Holdings Corp. XOM31,704$5.2 million0.33%new
Goldman Sachs Group Inc. GS5,716$5.1 million0.32%-5
S&P Global Inc. SPGI12,790$5.0 million0.32%+9,631
T-Mobile US, Inc. TMUS30,862$5.0 million0.32%-217
iShares Trust IGIB98,256$4.9 million0.31%+14,302
Aflac Inc. AFL43,376$4.8 million0.31%-1,515
iShares Trust IGSB93,689$4.8 million0.30%+29,417
Intuit Inc. INTU16,993$4.7 million0.30%-2,366
SPDR Index SHS FDS SPEM87,861$4.5 million0.29%+118
PepsiCo Inc. PEP35,475$4.5 million0.28%-6,941
Yum! Brands, Inc. YUM32,697$4.5 million0.28%-736
Welltower Inc. WELL18,936$4.4 million0.27%+117
Linde plc LIN9,161$4.3 million0.27%+261
Procter & Gamble Co. PG29,565$4.3 million0.27%-360
VG Totl STK Vprs VTI11,425$4.3 million0.27%+1,619
UnitedHealth Group Inc. UNH11,412$4.2 million0.26%-230
Morgan Stanley MS22,059$4.1 million0.26%-59
Prologis, Inc. PLD29,465$3.8 million0.24%+137
L3Harris Technologies, Inc. LHX16,154$3.8 million0.24%+1,355
Citigroup Inc. C29,439$3.8 million0.24%-220
Janus Detroit STR Trust JAAA73,497$3.7 million0.23%+16,110
Church & Dwight Co. Inc. CHD38,366$3.6 million0.23%-546
Phillips 66 PSX13,829$3.5 million0.22%-542
BlackRock, Inc. BLK3,317$3.5 million0.22%+94
iShares Edge MSCI USA Quality F QUAL15,791$3.5 million0.22%+4,858
Waste Management Inc. WM16,438$3.4 million0.21%+1,004
Casey's General Stores, Inc. CASY5,406$3.3 million0.21%+440
Schwab Strategic Trust SCHB111,446$3.3 million0.21%+6,580
Mastercard Inc. MA5,798$3.2 million0.20%-421
Vanguard Large Cap ETF VV8,873$3.1 million0.20%+27
PIMCO ETF Trust SMMU59,348$2.9 million0.18%-8,264
Hilton Worldwide Holdings Inc. HLT9,175$2.9 million0.18%no change
O'Reilly Automotive, Inc. ORLY32,913$2.8 million0.18%-1
Ebay Inc. EBAY25,258$2.7 million0.17%-1,433
Fastenal Co. FAST53,789$2.7 million0.17%-2,401
Technology Select Sector SPDR ETF XLK12,841$2.5 million0.16%+2,385
Schwab Fundamental US Large Com FNDX77,941$2.5 million0.15%+12,941
Walt Disney Co. DIS22,937$2.4 million0.15%-3,772
Cisco Systems, Inc. CSCO21,869$2.4 million0.15%-178
Vaneck ETF Trust MOAT21,723$2.3 million0.14%-2,711
Palantir Technologies Inc. PLTR12,254$2.3 million0.14%+137
Carrier Global Corp. CARR41,763$2.3 million0.14%-2,618
iShares Trust IQLT45,369$2.2 million0.14%-9,609
Autozone Inc. AZO793$2.2 million0.14%-18
Goldman Sachs ActiveBeta US LgC GSLC15,320$2.2 million0.14%-144
Aon plc AON7,992$2.2 million0.14%no change
SPDR Ser Trust MDYG20,924$2.2 million0.14%+2,277
Invesco Exchange Traded FD T PBE22,296$2.2 million0.14%-840
Wells Fargo & Company WFC26,045$2.1 million0.13%+460
J P Morgan Exchange Traded F HELO28,914$2.0 million0.13%-870
MercadoLibre, Inc. MELI1,149$2.0 million0.13%+28
Select Sector SPDR Trust XLE31,706$1.9 million0.12%+146
Elevance Health, Inc. ELV4,979$1.9 million0.12%-2
iShares Trust IUSG9,982$1.9 million0.12%-95
Capital One Financial Corp. COF9,973$1.9 million0.12%-71
Applied Materials Inc. AMAT3,717$1.9 million0.12%+463
CME Group Inc. CME7,017$1.8 million0.12%-249
American Express Co. AXP5,855$1.8 million0.11%-212
SPDR Gold MiniShares GLDM21,591$1.8 million0.11%+2,635
Mondelez International, Inc. MDLZ29,594$1.7 million0.11%-1,128
AerCap Holdings N.V. AER11,416$1.6 million0.10%no change
PIMCO ETF Trust MUNI32,513$1.6 million0.10%+7,273
Fortive Corp. FTV28,830$1.6 million0.10%-837
iShares Trust IJK13,822$1.5 million0.10%no change
Paychex Inc. PAYX15,201$1.5 million0.09%-1,070
Lowe's Companies Inc. LOW8,071$1.5 million0.09%-486
ConocoPhillips COP11,475$1.4 million0.09%-4,069
Quanta Services, Inc. PWR2,181$1.4 million0.09%-48
Apollo Global Management, Inc. APO11,540$1.3 million0.08%-647
JPMorgan Active Growth ETF JGRO13,812$1.3 million0.08%+1,763
Coca-Cola Co. KO15,465$1.3 million0.08%-80
Veralto Corp. VLTO13,485$1.3 million0.08%-1,084
Invesco Actively Managed Exc GSY25,112$1.3 million0.08%+899
Vanguard Short-Term Corp. BD Idx VCSH16,204$1.3 million0.08%+821
iShares Trust ICSH24,482$1.2 million0.08%+26
Merck & Co., Inc. MRK8,328$1.2 million0.08%-70
iShares Edge MSCI Min Vol Emerg Mkts ETF EEMV16,080$1.2 million0.08%-11,236
SPDR Ser Trust SLYG10,916$1.2 million0.07%-20
iShares Trust EEM17,050$1.1 million0.07%-5
Pfizer Inc. PFE39,612$1.1 million0.07%-4,749
Otis Worldwide Corp. OTIS17,386$1.1 million0.07%-915
Chipotle Mexican Grill Inc. CMG34,948$1.1 million0.07%-21,907
iShares Trust ACWI6,995$1.1 million0.07%-125
Vanguard Growth ETF VUG12,270$1.1 million0.07%+1,896
International Business Machines Corp. IBM4,989$1.1 million0.07%+207
Advanced Micro Devices Inc. AMD1,792$1.1 million0.07%+371
TransDigm Group Inc. TDG1,011$1.1 million0.07%-13
Workday, Inc. WDAY5,704$1.1 million0.07%-2,732
Lincoln Electric Holdings Inc. LECO4,062$1.1 million0.07%no change
Illinois Tool Works Inc. ITW4,168$1.1 million0.07%-214
Humana Inc. HUM2,763$1.1 million0.07%-18
SPDR Ser Trust SPSB35,619$1.1 million0.07%-1,313
iShares Trust IWF8,404$1.1 million0.07%-32
Lazard Intl Dyn IDEQ29,026$1.0 million0.06%+976
Automatic Data Processing Inc. ADP3,916$1.0 million0.06%no change
Cigna Group CI3,696$1.0 million0.06%-25
Caterpillar Inc. CAT1,236$1.0 million0.06%-13
Voya Financial, Inc. VOYA10,000$944,8000.06%no change
iShares Trust SUB8,978$938,5600.06%+55
Schwab US Mid-Cap ETF SCHM27,024$919,3560.06%+1,123
Micron Technology Inc. MU859$914,9290.06%-811
EQT Corp. EQT18,716$908,8490.06%+6,997
Alcon AG ALC13,540$876,7150.06%-2,879
Select Sector SPDR Trust XLV5,105$859,7840.05%+3,842
iShares Inc. EUSA7,700$857,3180.05%no change
SAP SE SAP4,104$855,6020.05%-2,712
Arthur J. Gallagher & Co. AJG3,712$846,7440.05%-347
Comcast Corp. CMCSA37,906$824,8350.05%-7,606
Texas Instruments Inc. TXN2,895$810,8610.05%-96
Colgate-Palmolive Co. CL9,479$808,7650.05%-1,048
Gilead Sciences, Inc. GILD5,384$802,4450.05%-70
Invesco Exchange Traded FD T RSP3,738$777,5790.05%+88
Sherwin Williams Co. SHW2,381$769,7060.05%-845
Bank of America Corp. BAC13,624$741,5550.05%-523
Tesla, Inc. TSLA2,072$735,1660.05%-29
Select Sector SPDR Trust XLY6,667$725,6360.05%new
Vanguard Mun BD FDS VTEB15,173$718,5930.05%+10,143
Space Exploration Techn Corp. Class A Com STK SPCX4,737$714,6240.05%new
3M Co. MMM4,344$713,1000.04%no change
Schwab Strategic Trust SCHA20,752$677,1380.04%-384
ASML Holding N.V. ASML368$666,6950.04%+3
Bristol-Myers Squibb Co. BMY10,683$666,6190.04%-70
McCormick & Co. Inc. MKC14,273$662,2670.04%-1,750
Vanguard FTSE All-World ex-US ETF VEU7,940$658,7700.04%-156
Select Sector SPDR Trust XLC5,868$651,1720.04%+3,436
Schwab Strategic Trust SCHF23,471$644,7570.04%+442
Lennar Corp. LEN7,877$642,6840.04%-124
SPDR Ser Trust SPYV10,452$638,9310.04%+68
Invesco Exch Traded FD Trust II PIO14,720$636,4150.04%no change
Becton Dickinson & Co. BDX3,419$612,0010.04%-366
iShares Russell 1000 Value Inde IWD2,462$610,4040.04%+4
Vanguard Real Estate ETF VNQ6,686$599,3090.04%+50
Estee Lauder Companies Inc. EL6,386$592,4290.04%-291
Vanguard Specialized Funds VIG2,467$575,5760.04%-105
Charter Communications, Inc. CHTR5,173$573,6860.04%+2,163
Deere & Co. DE838$562,7590.04%-8
Select Sector SPDR Trust XLI3,325$555,2090.04%+1,107
Equinix Inc. EQIX546$552,3230.03%+48
iShares Trust EFA5,282$548,7760.03%-6
Vanguard Star FDS VXUS6,330$537,8260.03%+617
Ea Series Trust ABIG14,775$521,0540.03%no change
Johnson Controls International plc JCI3,467$515,3700.03%+391
Trane Technologies plc TT1,124$508,0260.03%+364
Novartis AG NVS3,503$499,4230.03%no change
Zoetis Inc. ZTS6,922$483,3630.03%-2,416
Bunge Global SA BG4,484$479,5640.03%new
Vanguard Mid Cap Index ETF VO6,080$476,7940.03%+1,300
Philip Morris International Inc. PM2,487$474,5690.03%+47
Financial Select Sector SPDR ETF XLF8,828$471,4150.03%+65
Sprott Physical Gold & Silve CEF11,105$461,3020.03%no change
ING Groep N.V. ING12,889$457,5600.03%no change
Vanguard Value ETF VTV2,117$457,4410.03%+1,040
SPDR S&P Dividend ETF SDY3,039$445,1530.03%-10
Yum China Hldgs Inc. YUMC10,694$439,5230.03%-415
CVS Health Corp. CVS5,054$433,0960.03%-50
Regeneron Pharmaceuticals, Inc. REGN568$430,6970.03%no change
GE HealthCare Technologies Inc. GEHC6,574$429,7510.03%-3
Vertex Pharmaceuticals Inc. VRTX817$427,1360.03%-24
Honeywell International Inc. HON2,024$426,9430.03%new
Lockheed Martin Corp. LMT818$416,5670.03%-5
Dell Technologies Inc. DELL759$408,3040.03%no change
Emerson Electric Co. EMR2,613$405,2760.03%-201
Alcoa Corp. AA9,569$401,8980.03%+301
Abbott Laboratories ABT4,029$398,1860.03%-215
Morningstar, Inc. MORN2,090$397,1840.03%-280
Vanguard World FD VGT3,152$396,1590.02%-50
First Trust Exch Traded FD III FPE22,948$391,2630.02%new
Booking Holdings Inc. BKNG2,359$384,3050.02%-41
Nike, Inc. NKE10,836$383,5970.02%-1,119
Norfolk Southern Corp. NSC1,229$379,6070.02%-28
iShares Trust IJT2,346$376,1340.02%no change
iShares Trust IYW1,418$375,6280.02%no change
Marsh & McLennan Companies, Inc. MRSH2,178$371,8500.02%-184
CSX Corp. CSX7,933$368,9640.02%-137
SPDR Portfolio Small Cap ETF SPSM6,975$368,6990.02%-136
Fidelity Blue Chip Growth ETF FBCG5,785$365,6700.02%no change
Marathon Petroleum Corp. MPC917$362,6000.02%new
Qualcomm Inc. QCOM1,935$356,1170.02%-26
Vaneck ETF Trust RAAX8,640$344,1310.02%+1,503
Mobility Global Inc. MBGL19,982$342,6910.02%new
Vertiv Holdings Co. VRT1,403$338,5580.02%-20
Hubbell Inc. HUBB737$334,3030.02%no change
Altria Group, Inc. MO4,862$327,4070.02%-17
Vanguard Ftse Emerging Markets VWO5,506$326,5610.02%no change
iShares Trust IWR3,052$325,6790.02%-30
Invesco Exchange Traded FD T RSPN5,601$324,4100.02%+120
Salesforce, Inc. CRM1,406$322,7750.02%new
iShares Trust IYF2,554$320,9360.02%-200
Entergy Corp. ETR3,233$320,9080.02%+271
iShares Trust USRT5,206$320,5850.02%-399
Select Sector SPDR Trust XLP3,891$313,6150.02%+10
Enterprise Products Partners LP EPD8,656$308,2270.02%+211
PNC Financial Services Group, Inc. PNC1,381$306,9410.02%+45
Honeywell Aerospace Inc. Com HONA1,979$306,6860.02%new
Select Sector SPDR Trust XLU7,716$304,3190.02%-48
Toronto-Dominion Bank TD2,576$302,7570.02%-2
Hartford Insurance Group, Inc. HIG2,463$301,3730.02%+137
Federal Signal Corp. FSS2,710$300,2410.02%+26
McKesson Corp. MCK347$296,2720.02%-45
Progressive Corp. PGR1,415$293,3440.02%-43
Fidelity Wise Origin Bitcoin FBTC4,004$290,8510.02%new
Starbucks Corp. SBUX3,047$286,2960.02%no change
iShares Russell Mid-Cap Growth ETF IWP2,064$284,1720.02%no change
Blackstone Inc. BX2,530$283,5880.02%-1,380
HCA Healthcare, Inc. HCA662$282,5020.02%no change
Ralliant Corp. RAL4,066$281,2450.02%-350
Southern Co. SO3,390$280,9970.02%+52
D.R. Horton, Inc. DHI2,047$279,7230.02%no change
Schwab Strategic Trust SCHE7,666$279,4260.02%+167
Arista Networks, Inc. ANET1,364$277,6970.02%+170
Duke Energy Corp. DUK2,383$271,7260.02%+26
Verizon Communications Inc. VZ5,911$271,1380.02%+557
EOG Resources Inc. EOG1,965$270,6980.02%-497
iShares Trust SOXX469$266,6920.02%-11
Cintas Corp. CTAS1,358$264,8910.02%+14
Adobe Inc. ADBE1,102$264,4140.02%-45
CrowdStrike Holdings, Inc. CRWD940$248,8650.02%new
Amplify ETF Trust HACK2,020$244,9050.02%no change
M&T Bank Corp. MTB1,122$244,1470.02%-50
Corteva, Inc. CTVA3,068$238,2300.02%no change
Ameriprise Financial Inc. AMP478$235,3430.01%no change
LyondellBasell Industries N.V. LYB4,092$235,1670.01%-200
Viatris Inc. VTRS13,226$234,3630.01%+1
iShares Broad Usd High Yld Corp. USHY6,555$234,1450.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported; the largest 300 here.
Read moreChange is shares against its 13F for the quarter before; the 17 it sold out of are in the box above.