Filed: 5/8/2023ACC: 0001398344-23-009075
📋 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 $997.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
283
Positions
$997.30M
Total AUM (reported)
8.02M
Total Shares
Allocation by class
STOCK$793.52M79.6%
ETF$191.11M19.2%
REIT$8.09M0.8%
ADR$4.37M0.4%
CEF$210.0K0.0%
Portfolio Concentration
Top 3$147.37M14.8%
4–10$156.16M15.7%
11–25$197.38M19.8%
Rest$496.40M49.8%
Top 3 weight
14.8%
Top 10 weight
30.4%
Voting Authority Distribution
Total shares with voting rights: 8.02M
Sole
Full voting authority
8.02M
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
SOLEShares405.33K
TypeSH
Market value$66.84M
6.70%
Sole
405.33K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares176.42K
TypeSH
Market value$50.86M
5.10%
Sole
176.42K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares51.47K
TypeSH
Market value$29.67M
2.97%
Sole
51.47K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares243.84K
TypeSH
Market value$25.19M
2.53%
Sole
243.84K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares49.79K
TypeSH
Market value$24.74M
2.48%
Sole
49.79K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares79.93K
TypeSH
Market value$24.68M
2.47%
Sole
79.93K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares89.01K
TypeSH
Market value$22.43M
2.25%
Sole
89.01K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares93.57K
TypeSH
Market value$21.10M
2.12%
Sole
93.56K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares184.73K
TypeSH
Market value$19.21M
1.93%
Sole
184.73K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares181.36K
TypeSH
Market value$18.81M
1.89%
Sole
181.36K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares75.12K
TypeSH
Market value$18.79M
1.88%
Sole
75.12K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares34.46K
TypeSH
Market value$16.29M
1.63%
Sole
34.46K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares168.01K
TypeSH
Market value$16.25M
1.63%
Sole
168.01K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares87.72K
TypeSH
Market value$15.99M
1.60%
Sole
87.72K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares52.08K
TypeSH
Market value$14.87M
1.49%
Sole
52.08K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares84.49K
TypeSH
Market value$13.99M
1.40%
Sole
84.49K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares30.78K
TypeSH
Market value$12.60M
1.26%
Sole
30.77K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares41.17K
TypeSH
Market value$12.15M
1.22%
Sole
41.17K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares25.89K
TypeSH
Market value$11.54M
1.16%
Sole
25.89K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares46.77K
TypeSH
Market value$11.31M
1.13%
Sole
46.77K
Shared
0.00
None
0.00
AON PLC SHS CL A
SOLEShares35.51K
TypeSH
Market value$11.20M
1.12%
Sole
35.51K
Shared
0.00
None
0.00
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares149.50K
TypeSH
Market value$10.94M
1.10%
Sole
149.50K
Shared
0.00
None
0.00
NIKE INC CL B
SOLEShares86.89K
TypeSH
Market value$10.66M
1.07%
Sole
86.89K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares37.89K
TypeSH
Market value$10.60M
1.06%
Sole
37.89K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares66K
TypeSH
Market value$10.23M
1.03%
Sole
66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 405.33K | SH | $66.84M 6.70% | 405.33K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 176.42K | SH | $50.86M 5.10% | 176.42K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 51.47K | SH | $29.67M 2.97% | 51.47K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 243.84K | SH | $25.19M 2.53% | 243.84K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 49.79K | SH | $24.74M 2.48% | 49.79K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 79.93K | SH | $24.68M 2.47% | 79.93K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 89.01K | SH | $22.43M 2.25% | 89.01K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 93.57K | SH | $21.10M 2.12% | 93.56K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 184.73K | SH | $19.21M 1.93% | 184.73K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 181.36K | SH | $18.81M 1.89% | 181.36K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 75.12K | SH | $18.79M 1.88% | 75.12K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 34.46K | SH | $16.29M 1.63% | 34.46K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 168.01K | SH | $16.25M 1.63% | 168.01K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 87.72K | SH | $15.99M 1.60% | 87.72K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 52.08K | SH | $14.87M 1.49% | 52.08K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 84.49K | SH | $13.99M 1.40% | 84.49K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 30.78K | SH | $12.60M 1.26% | 30.77K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 41.17K | SH | $12.15M 1.22% | 41.17K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 25.89K | SH | $11.54M 1.16% | 25.89K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 46.77K | SH | $11.31M 1.13% | 46.77K | 0.00 | 0.00 |
AON PLC SHS CL ASOLE | Stock | 35.51K | SH | $11.20M 1.12% | 35.51K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 149.50K | SH | $10.94M 1.10% | 149.50K | 0.00 | 0.00 |
NIKE INC CL BSOLE | Stock | 86.89K | SH | $10.66M 1.07% | 86.89K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 37.89K | SH | $10.60M 1.06% | 37.89K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 66K | SH | $10.23M 1.03% | 66K | 0.00 | 0.00 |
Page 1 of 12
…