Filed: 1/29/2024ACC: 0001398344-24-001236
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 264 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
264
Positions
$1.03B
Total AUM (reported)
7.09M
Total Shares
Allocation by class
STOCK$807.13M78.2%
ETF$211.10M20.4%
ADR$8.87M0.9%
REIT$5.43M0.5%
CEF$212.7K0.0%
Portfolio Concentration
Top 3$165.87M16.1%
4–10$175.41M17.0%
11–25$204.19M19.8%
Rest$487.26M47.2%
Top 3 weight
16.1%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 7.09M
Sole
Full voting authority
7.09M
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)
Sole264
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings264
Rows:
APPLE INC COM
SOLEShares371.89K
TypeSH
Market value$71.60M
6.93%
Sole
371.89K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares159.57K
TypeSH
Market value$60.00M
5.81%
Sole
159.57K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares225.52K
TypeSH
Market value$34.27M
3.32%
Sole
225.52K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares46.09K
TypeSH
Market value$30.42M
2.95%
Sole
46.09K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares76.81K
TypeSH
Market value$27.40M
2.65%
Sole
76.81K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares47.85K
TypeSH
Market value$25.40M
2.46%
Sole
47.85K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares87.79K
TypeSH
Market value$24.33M
2.36%
Sole
87.79K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares168.50K
TypeSH
Market value$23.54M
2.28%
Sole
168.50K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares85.87K
TypeSH
Market value$22.36M
2.16%
Sole
85.87K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares155.92K
TypeSH
Market value$21.97M
2.13%
Sole
155.92K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares178.75K
TypeSH
Market value$19.35M
1.87%
Sole
178.75K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares82.54K
TypeSH
Market value$19.09M
1.85%
Sole
82.54K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares31.27K
TypeSH
Market value$16.46M
1.59%
Sole
31.27K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares77.04K
TypeSH
Market value$15.28M
1.48%
Sole
77.04K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares48.43K
TypeSH
Market value$14.50M
1.40%
Sole
48.43K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares29.92K
TypeSH
Market value$14.22M
1.38%
Sole
29.92K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares81.52K
TypeSH
Market value$13.84M
1.34%
Sole
81.51K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares21.69K
TypeSH
Market value$13.56M
1.31%
Sole
21.69K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares38.60K
TypeSH
Market value$13.38M
1.30%
Sole
38.60K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares42.92K
TypeSH
Market value$12.36M
1.20%
Sole
42.92K
Shared
0.00
None
0.00
UNITED RENTALS INC COM
SOLEShares20.50K
TypeSH
Market value$11.76M
1.14%
Sole
20.50K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares22.46K
TypeSH
Market value$11.12M
1.08%
Sole
22.46K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares34.91K
TypeSH
Market value$10.35M
1.00%
Sole
34.91K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares60.40K
TypeSH
Market value$9.47M
0.92%
Sole
60.40K
Shared
0.00
None
0.00
LAM RESEARCH CORP COM
SOLEShares12.05K
TypeSH
Market value$9.44M
0.91%
Sole
12.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 371.89K | SH | $71.60M 6.93% | 371.89K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 159.57K | SH | $60.00M 5.81% | 159.57K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 225.52K | SH | $34.27M 3.32% | 225.52K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 46.09K | SH | $30.42M 2.95% | 46.09K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 76.81K | SH | $27.40M 2.65% | 76.81K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 47.85K | SH | $25.40M 2.46% | 47.85K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 87.79K | SH | $24.33M 2.36% | 87.79K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 168.50K | SH | $23.54M 2.28% | 168.50K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 85.87K | SH | $22.36M 2.16% | 85.87K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 155.92K | SH | $21.97M 2.13% | 155.92K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 178.75K | SH | $19.35M 1.87% | 178.75K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 82.54K | SH | $19.09M 1.85% | 82.54K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 31.27K | SH | $16.46M 1.59% | 31.27K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 77.04K | SH | $15.28M 1.48% | 77.04K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 48.43K | SH | $14.50M 1.40% | 48.43K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 29.92K | SH | $14.22M 1.38% | 29.92K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 81.52K | SH | $13.84M 1.34% | 81.51K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 21.69K | SH | $13.56M 1.31% | 21.69K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 38.60K | SH | $13.38M 1.30% | 38.60K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 42.92K | SH | $12.36M 1.20% | 42.92K | 0.00 | 0.00 |
UNITED RENTALS INC COMSOLE | Stock | 20.50K | SH | $11.76M 1.14% | 20.50K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 22.46K | SH | $11.12M 1.08% | 22.46K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 34.91K | SH | $10.35M 1.00% | 34.91K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | Stock | 60.40K | SH | $9.47M 0.92% | 60.40K | 0.00 | 0.00 |
LAM RESEARCH CORP COMSOLE | Stock | 12.05K | SH | $9.44M 0.91% | 12.05K | 0.00 | 0.00 |
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