Filed: 10/23/2023ACC: 0001398344-23-019574
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 269 equity positions with a total reported market value of $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
269
Positions
$1.08B
Total AUM (reported)
8.30M
Total Shares
Allocation by class
STOCK$869.24M80.2%
ETF$198.96M18.4%
ADR$8.18M0.8%
REIT$6.68M0.6%
CEF$192.3K0.0%
Portfolio Concentration
Top 3$164.71M15.2%
4–10$181.06M16.7%
11–25$205.63M19.0%
Rest$531.86M49.1%
Top 3 weight
15.2%
Top 10 weight
31.9%
Voting Authority Distribution
Total shares with voting rights: 8.30M
Sole
Full voting authority
8.30M
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)
Sole269
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings269
Rows:
APPLE INC COM
SOLEShares396.36K
TypeSH
Market value$67.86M
6.26%
Sole
396.36K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares169.90K
TypeSH
Market value$53.65M
4.95%
Sole
169.90K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares184.82K
TypeSH
Market value$43.20M
3.99%
Sole
184.82K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares243.99K
TypeSH
Market value$31.02M
2.86%
Sole
243.99K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares49.07K
TypeSH
Market value$27.72M
2.56%
Sole
49.07K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares78.92K
TypeSH
Market value$27.65M
2.55%
Sole
78.92K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares50.66K
TypeSH
Market value$25.64M
2.37%
Sole
50.66K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares179.10K
TypeSH
Market value$23.61M
2.18%
Sole
179.10K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares179.03K
TypeSH
Market value$23.43M
2.16%
Sole
179.03K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares88.62K
TypeSH
Market value$21.99M
2.03%
Sole
88.62K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares76.02K
TypeSH
Market value$18.96M
1.75%
Sole
76.02K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares35.01K
TypeSH
Market value$17.65M
1.63%
Sole
35.01K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares176.02K
TypeSH
Market value$16.60M
1.53%
Sole
176.02K
Shared
0.00
None
0.00
ZOETIS INC CL A
SOLEShares88.27K
TypeSH
Market value$15.09M
1.39%
Sole
88.27K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares87.57K
TypeSH
Market value$14.84M
1.37%
Sole
87.57K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares51.48K
TypeSH
Market value$14.07M
1.30%
Sole
51.48K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares83K
TypeSH
Market value$14.06M
1.30%
Sole
83K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares25.74K
TypeSH
Market value$13.15M
1.21%
Sole
25.74K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares30.18K
TypeSH
Market value$12.90M
1.19%
Sole
30.18K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares46.51K
TypeSH
Market value$12.50M
1.15%
Sole
46.51K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares41.35K
TypeSH
Market value$12.49M
1.15%
Sole
41.35K
Shared
0.00
None
0.00
AON PLC SHS CL A
SOLEShares35.22K
TypeSH
Market value$11.42M
1.05%
Sole
35.22K
Shared
0.00
None
0.00
UNITED RENTALS INC COM
SOLEShares24.35K
TypeSH
Market value$10.82M
1.00%
Sole
24.35K
Shared
0.00
None
0.00
YUM BRANDS INC COM
SOLEShares80.08K
TypeSH
Market value$10.55M
0.97%
Sole
80.08K
Shared
0.00
None
0.00
YUM CHINA HLDGS INC COM
SOLEShares179.76K
TypeSH
Market value$10.53M
0.97%
Sole
179.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 396.36K | SH | $67.86M 6.26% | 396.36K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 169.90K | SH | $53.65M 4.95% | 169.90K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 184.82K | SH | $43.20M 3.99% | 184.82K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 243.99K | SH | $31.02M 2.86% | 243.99K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 49.07K | SH | $27.72M 2.56% | 49.07K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 78.92K | SH | $27.65M 2.55% | 78.92K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 50.66K | SH | $25.64M 2.37% | 50.66K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 179.10K | SH | $23.61M 2.18% | 179.10K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 179.03K | SH | $23.43M 2.16% | 179.03K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 88.62K | SH | $21.99M 2.03% | 88.62K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 76.02K | SH | $18.96M 1.75% | 76.02K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 35.01K | SH | $17.65M 1.63% | 35.01K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 176.02K | SH | $16.60M 1.53% | 176.02K | 0.00 | 0.00 |
ZOETIS INC CL ASOLE | Stock | 88.27K | SH | $15.09M 1.39% | 88.27K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 87.57K | SH | $14.84M 1.37% | 87.57K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 51.48K | SH | $14.07M 1.30% | 51.48K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 83K | SH | $14.06M 1.30% | 83K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 25.74K | SH | $13.15M 1.21% | 25.74K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 30.18K | SH | $12.90M 1.19% | 30.18K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 46.51K | SH | $12.50M 1.15% | 46.51K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 41.35K | SH | $12.49M 1.15% | 41.35K | 0.00 | 0.00 |
AON PLC SHS CL ASOLE | Stock | 35.22K | SH | $11.42M 1.05% | 35.22K | 0.00 | 0.00 |
UNITED RENTALS INC COMSOLE | Stock | 24.35K | SH | $10.82M 1.00% | 24.35K | 0.00 | 0.00 |
YUM BRANDS INC COMSOLE | Stock | 80.08K | SH | $10.55M 0.97% | 80.08K | 0.00 | 0.00 |
YUM CHINA HLDGS INC COMSOLE | Stock | 179.76K | SH | $10.53M 0.97% | 179.76K | 0.00 | 0.00 |
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