Filed: 8/10/2023ACC: 0001398344-23-014471
📋 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 $1.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
281
Positions
$1.07B
Total AUM (reported)
8.08M
Total Shares
Allocation by class
STOCK$853.90M79.6%
ETF$203.34M19.0%
REIT$7.56M0.7%
ADR$7.07M0.7%
CEF$200.1K0.0%
Portfolio Concentration
Top 3$167.61M15.6%
4–10$167.17M15.6%
11–25$206.01M19.2%
Rest$531.28M49.6%
Top 3 weight
15.6%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 8.08M
Sole
Full voting authority
8.08M
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
SOLEShares398.73K
TypeSH
Market value$77.34M
7.21%
Sole
398.73K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares170.81K
TypeSH
Market value$58.17M
5.43%
Sole
170.81K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares246.23K
TypeSH
Market value$32.10M
2.99%
Sole
246.23K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares79.19K
TypeSH
Market value$27.00M
2.52%
Sole
79.19K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares49.49K
TypeSH
Market value$26.64M
2.49%
Sole
49.49K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares50.98K
TypeSH
Market value$26.60M
2.48%
Sole
50.98K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares182.27K
TypeSH
Market value$22.05M
2.06%
Sole
182.27K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares92.61K
TypeSH
Market value$21.99M
2.05%
Sole
92.61K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares180.34K
TypeSH
Market value$21.59M
2.01%
Sole
180.34K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares88.71K
TypeSH
Market value$21.29M
1.99%
Sole
88.71K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares75.48K
TypeSH
Market value$19.74M
1.84%
Sole
75.48K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares172.96K
TypeSH
Market value$17.24M
1.61%
Sole
172.96K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares34.99K
TypeSH
Market value$16.82M
1.57%
Sole
34.99K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares86.89K
TypeSH
Market value$16.09M
1.50%
Sole
86.89K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares84.71K
TypeSH
Market value$15.81M
1.48%
Sole
84.70K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares51.66K
TypeSH
Market value$15.76M
1.47%
Sole
51.66K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares30.05K
TypeSH
Market value$13.32M
1.24%
Sole
30.05K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares41.32K
TypeSH
Market value$12.84M
1.20%
Sole
41.32K
Shared
0.00
None
0.00
AON PLC SHS CL A
SOLEShares35.51K
TypeSH
Market value$12.26M
1.14%
Sole
35.51K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares26.18K
TypeSH
Market value$12.00M
1.12%
Sole
26.18K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares37.48K
TypeSH
Market value$11.18M
1.04%
Sole
37.47K
Shared
0.00
None
0.00
UNITED RENTALS INC COM
SOLEShares24.53K
TypeSH
Market value$10.93M
1.02%
Sole
24.53K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares65.84K
TypeSH
Market value$10.90M
1.02%
Sole
65.84K
Shared
0.00
None
0.00
SCHWAB US DIVIDEND EQUITY ETF
SOLEShares148.91K
TypeSH
Market value$10.81M
1.01%
Sole
148.91K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares46.46K
TypeSH
Market value$10.31M
0.96%
Sole
46.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 398.73K | SH | $77.34M 7.21% | 398.73K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 170.81K | SH | $58.17M 5.43% | 170.81K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 246.23K | SH | $32.10M 2.99% | 246.23K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 79.19K | SH | $27.00M 2.52% | 79.19K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 49.49K | SH | $26.64M 2.49% | 49.49K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 50.98K | SH | $26.60M 2.48% | 50.98K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 182.27K | SH | $22.05M 2.06% | 182.27K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 92.61K | SH | $21.99M 2.05% | 92.61K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 180.34K | SH | $21.59M 2.01% | 180.34K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 88.71K | SH | $21.29M 1.99% | 88.71K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 75.48K | SH | $19.74M 1.84% | 75.48K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 172.96K | SH | $17.24M 1.61% | 172.96K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 34.99K | SH | $16.82M 1.57% | 34.99K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 86.89K | SH | $16.09M 1.50% | 86.89K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 84.71K | SH | $15.81M 1.48% | 84.70K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 51.66K | SH | $15.76M 1.47% | 51.66K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 30.05K | SH | $13.32M 1.24% | 30.05K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 41.32K | SH | $12.84M 1.20% | 41.32K | 0.00 | 0.00 |
AON PLC SHS CL ASOLE | Stock | 35.51K | SH | $12.26M 1.14% | 35.51K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 26.18K | SH | $12.00M 1.12% | 26.18K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 37.48K | SH | $11.18M 1.04% | 37.47K | 0.00 | 0.00 |
UNITED RENTALS INC COMSOLE | Stock | 24.53K | SH | $10.93M 1.02% | 24.53K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 65.84K | SH | $10.90M 1.02% | 65.84K | 0.00 | 0.00 |
SCHWAB US DIVIDEND EQUITY ETFSOLE | ETF | 148.91K | SH | $10.81M 1.01% | 148.91K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 46.46K | SH | $10.31M 0.96% | 46.46K | 0.00 | 0.00 |
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