Filed: 1/12/2023ACC: 0001398344-23-000586
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 283 equity positions with a total reported market value of $937.29M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$937.29M
Total AUM (reported)
7.99M
Total Shares
Allocation by class
STOCK$739.65M78.9%
ETF$186.52M19.9%
REIT$7.41M0.8%
ADR$3.51M0.4%
CEF$199.1K0.0%
Portfolio Concentration
Top 3$124.11M13.2%
4–10$146.63M15.6%
11–25$191.79M20.5%
Rest$474.77M50.7%
Top 3 weight
13.2%
Top 10 weight
28.9%
Voting Authority Distribution
Total shares with voting rights: 7.99M
Sole
Full voting authority
7.99M
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)
Sole283
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings283
Rows:
APPLE INC COM
SOLEShares408.38K
TypeSH
Market value$53.06M
5.66%
Sole
408.38K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares177.37K
TypeSH
Market value$42.54M
4.54%
Sole
177.37K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares51.78K
TypeSH
Market value$28.51M
3.04%
Sole
51.78K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares78.52K
TypeSH
Market value$24.25M
2.59%
Sole
78.52K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares89.22K
TypeSH
Market value$23.68M
2.53%
Sole
89.22K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares48.45K
TypeSH
Market value$22.12M
2.36%
Sole
48.45K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares238.92K
TypeSH
Market value$20.07M
2.14%
Sole
238.92K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares92.88K
TypeSH
Market value$19.30M
2.06%
Sole
92.88K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares49.87K
TypeSH
Market value$19.07M
2.03%
Sole
49.87K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares74.97K
TypeSH
Market value$18.14M
1.93%
Sole
74.97K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares32.04K
TypeSH
Market value$16.98M
1.81%
Sole
32.03K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares185.66K
TypeSH
Market value$16.47M
1.76%
Sole
185.66K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares182.37K
TypeSH
Market value$16.09M
1.72%
Sole
182.37K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares87.09K
TypeSH
Market value$15.73M
1.68%
Sole
87.09K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares139.78K
TypeSH
Market value$13.23M
1.41%
Sole
139.78K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares52.01K
TypeSH
Market value$12.72M
1.36%
Sole
52.01K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares39.92K
TypeSH
Market value$12.61M
1.35%
Sole
39.92K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares84.03K
TypeSH
Market value$12.23M
1.30%
Sole
84.03K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares46.45K
TypeSH
Market value$12.20M
1.30%
Sole
46.45K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares65K
TypeSH
Market value$11.48M
1.23%
Sole
65K
Shared
0.00
None
0.00
AON PLC SHS CL A
SOLEShares36.23K
TypeSH
Market value$10.87M
1.16%
Sole
36.23K
Shared
0.00
None
0.00
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares143.68K
TypeSH
Market value$10.85M
1.16%
Sole
143.68K
Shared
0.00
None
0.00
NIKE INC CL B
SOLEShares87.12K
TypeSH
Market value$10.19M
1.09%
Sole
87.12K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares38.30K
TypeSH
Market value$10.09M
1.08%
Sole
38.30K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares25.78K
TypeSH
Market value$10.03M
1.07%
Sole
25.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 408.38K | SH | $53.06M 5.66% | 408.38K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 177.37K | SH | $42.54M 4.54% | 177.37K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 51.78K | SH | $28.51M 3.04% | 51.78K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 78.52K | SH | $24.25M 2.59% | 78.52K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 89.22K | SH | $23.68M 2.53% | 89.22K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 48.45K | SH | $22.12M 2.36% | 48.45K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 238.92K | SH | $20.07M 2.14% | 238.92K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 92.88K | SH | $19.30M 2.06% | 92.88K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 49.87K | SH | $19.07M 2.03% | 49.87K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 74.97K | SH | $18.14M 1.93% | 74.97K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 32.04K | SH | $16.98M 1.81% | 32.03K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 185.66K | SH | $16.47M 1.76% | 185.66K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 182.37K | SH | $16.09M 1.72% | 182.37K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 87.09K | SH | $15.73M 1.68% | 87.09K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 139.78K | SH | $13.23M 1.41% | 139.78K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 52.01K | SH | $12.72M 1.36% | 52.01K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 39.92K | SH | $12.61M 1.35% | 39.92K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 84.03K | SH | $12.23M 1.30% | 84.03K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 46.45K | SH | $12.20M 1.30% | 46.45K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 65K | SH | $11.48M 1.23% | 65K | 0.00 | 0.00 |
AON PLC SHS CL ASOLE | Stock | 36.23K | SH | $10.87M 1.16% | 36.23K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 143.68K | SH | $10.85M 1.16% | 143.68K | 0.00 | 0.00 |
NIKE INC CL BSOLE | Stock | 87.12K | SH | $10.19M 1.09% | 87.12K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 38.30K | SH | $10.09M 1.08% | 38.30K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 25.78K | SH | $10.03M 1.07% | 25.78K | 0.00 | 0.00 |
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