Filed: 11/3/2022ACC: 0001398344-22-021337
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 281 equity positions with a total reported market value of $899.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
281
Positions
$899.4K
Total AUM (reported)
8.51M
Total Shares
Allocation by class
STOCK$716.7K79.7%
ETF$173.2K19.3%
REIT$6.7K0.7%
ADR$2.6K0.3%
CEF$173.000.0%
Portfolio Concentration
Top 3$127.1K14.1%
4–10$148.3K16.5%
11–25$173.1K19.2%
Rest$451.0K50.1%
Top 3 weight
14.1%
Top 10 weight
30.6%
Voting Authority Distribution
Total shares with voting rights: 8.51M
Sole
Full voting authority
8.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole281
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings281
Rows:
APPLE INC COM
SOLEShares414.25K
TypeSH
Market value$57.2K
6.37%
Sole
414.25K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares183.29K
TypeSH
Market value$42.7K
4.75%
Sole
183.29K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares240.71K
TypeSH
Market value$27.2K
3.02%
Sole
240.71K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares53.44K
TypeSH
Market value$27.1K
3.01%
Sole
53.44K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares90.89K
TypeSH
Market value$23.5K
2.61%
Sole
90.89K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares49.15K
TypeSH
Market value$23.2K
2.58%
Sole
49.15K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares79.83K
TypeSH
Market value$21.3K
2.37%
Sole
79.83K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares190.63K
TypeSH
Market value$18.3K
2.04%
Sole
190.63K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares183.87K
TypeSH
Market value$17.6K
1.96%
Sole
183.87K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares34.15K
TypeSH
Market value$17.2K
1.92%
Sole
34.15K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares93.60K
TypeSH
Market value$16.6K
1.85%
Sole
93.60K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares74.92K
TypeSH
Market value$16.4K
1.83%
Sole
74.92K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares87.76K
TypeSH
Market value$14.3K
1.59%
Sole
87.76K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares84.86K
TypeSH
Market value$12.3K
1.36%
Sole
84.86K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares138.14K
TypeSH
Market value$12.0K
1.34%
Sole
138.14K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares39.80K
TypeSH
Market value$11.0K
1.22%
Sole
39.79K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares66.03K
TypeSH
Market value$10.8K
1.20%
Sole
66.02K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares47.12K
TypeSH
Market value$10.6K
1.18%
Sole
47.12K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares52.20K
TypeSH
Market value$10.6K
1.18%
Sole
52.20K
Shared
0.00
None
0.00
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
SOLEShares106.68K
TypeSH
Market value$10.5K
1.17%
Sole
106.68K
Shared
0.00
None
0.00
DISNEY
SOLEShares109.57K
TypeSH
Market value$10.3K
1.15%
Sole
109.57K
Shared
0.00
None
0.00
AON PLC SHS CL A
SOLEShares37.61K
TypeSH
Market value$10.1K
1.12%
Sole
37.61K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares25.91K
TypeSH
Market value$10.0K
1.12%
Sole
25.91K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares38.19K
TypeSH
Market value$8.8K
0.98%
Sole
38.19K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares109.74K
TypeSH
Market value$8.6K
0.96%
Sole
109.74K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 414.25K | SH | $57.2K 6.37% | 414.25K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 183.29K | SH | $42.7K 4.75% | 183.29K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 240.71K | SH | $27.2K 3.02% | 240.71K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 53.44K | SH | $27.1K 3.01% | 53.44K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 90.89K | SH | $23.5K 2.61% | 90.89K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 49.15K | SH | $23.2K 2.58% | 49.15K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 79.83K | SH | $21.3K 2.37% | 79.83K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 190.63K | SH | $18.3K 2.04% | 190.63K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 183.87K | SH | $17.6K 1.96% | 183.87K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 34.15K | SH | $17.2K 1.92% | 34.15K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 93.60K | SH | $16.6K 1.85% | 93.60K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 74.92K | SH | $16.4K 1.83% | 74.92K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 87.76K | SH | $14.3K 1.59% | 87.76K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 84.86K | SH | $12.3K 1.36% | 84.86K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 138.14K | SH | $12.0K 1.34% | 138.14K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 39.80K | SH | $11.0K 1.22% | 39.79K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 66.03K | SH | $10.8K 1.20% | 66.02K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 47.12K | SH | $10.6K 1.18% | 47.12K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 52.20K | SH | $10.6K 1.18% | 52.20K | 0.00 | 0.00 |
PIMCO ENHANCED SHORT MATURITY ACTIVE ETFSOLE | ETF | 106.68K | SH | $10.5K 1.17% | 106.68K | 0.00 | 0.00 |
DISNEYSOLE | Stock | 109.57K | SH | $10.3K 1.15% | 109.57K | 0.00 | 0.00 |
AON PLC SHS CL ASOLE | Stock | 37.61K | SH | $10.1K 1.12% | 37.61K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 25.91K | SH | $10.0K 1.12% | 25.91K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 38.19K | SH | $8.8K 0.98% | 38.19K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | Stock | 109.74K | SH | $8.6K 0.96% | 109.74K | 0.00 | 0.00 |
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