Filed: 4/26/2024ACC: 0001398344-24-007924
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 955 equity positions with a total reported market value of $1.15B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
955
Positions
$1.15B
Total AUM (reported)
8.16M
Total Shares
Allocation by class
STOCK$888.88M77.0%
ETF$247.98M21.5%
ADR$10.93M0.9%
REIT$5.82M0.5%
CEF$546.7K0.0%
Portfolio Concentration
Top 3$169.06M14.6%
4–10$192.98M16.7%
11–25$228.94M19.8%
Rest$563.19M48.8%
Top 3 weight
14.6%
Top 10 weight
31.4%
Voting Authority Distribution
Total shares with voting rights: 8.16M
Sole
Full voting authority
8.16M
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)
Sole955
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings955
Rows:
MICROSOFT CORP COM
SOLEShares156.47K
TypeSH
Market value$65.83M
5.70%
Sole
156.47K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares367.64K
TypeSH
Market value$63.04M
5.46%
Sole
367.64K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares222.76K
TypeSH
Market value$40.18M
3.48%
Sole
222.76K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares45.96K
TypeSH
Market value$33.67M
2.92%
Sole
45.96K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares76.30K
TypeSH
Market value$32.08M
2.78%
Sole
76.30K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares459.61K
TypeSH
Market value$27.92M
2.42%
Sole
459.61K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares46.99K
TypeSH
Market value$27.31M
2.37%
Sole
46.99K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares165.62K
TypeSH
Market value$25.00M
2.17%
Sole
165.62K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares85.20K
TypeSH
Market value$23.78M
2.06%
Sole
85.20K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares152.53K
TypeSH
Market value$23.22M
2.01%
Sole
152.53K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares190.57K
TypeSH
Market value$21.06M
1.82%
Sole
190.57K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares82.71K
TypeSH
Market value$20.65M
1.79%
Sole
82.71K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares22.75K
TypeSH
Market value$20.56M
1.78%
Sole
22.75K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares76.42K
TypeSH
Market value$17.65M
1.53%
Sole
76.42K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares47.81K
TypeSH
Market value$17.11M
1.48%
Sole
47.81K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares29.50K
TypeSH
Market value$15.43M
1.34%
Sole
29.50K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares38.90K
TypeSH
Market value$14.92M
1.29%
Sole
38.90K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares29.30K
TypeSH
Market value$14.49M
1.26%
Sole
29.30K
Shared
0.00
None
0.00
UNITED RENTALS INC COM
SOLEShares20.10K
TypeSH
Market value$14.49M
1.26%
Sole
20.10K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares81.93K
TypeSH
Market value$14.34M
1.24%
Sole
81.93K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares21.53K
TypeSH
Market value$13.99M
1.21%
Sole
21.53K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares43.28K
TypeSH
Market value$12.30M
1.07%
Sole
43.28K
Shared
0.00
None
0.00
LAM RESEARCH CORP COM
SOLEShares11.78K
TypeSH
Market value$11.44M
0.99%
Sole
11.78K
Shared
0.00
None
0.00
SCHWAB U.S. LARGE-CAP GROWTH ETF
SOLEShares112.89K
TypeSH
Market value$10.47M
0.91%
Sole
112.89K
Shared
0.00
None
0.00
AON PLC SHS CL A
SOLEShares30.05K
TypeSH
Market value$10.03M
0.87%
Sole
30.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | Stock | 156.47K | SH | $65.83M 5.70% | 156.47K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 367.64K | SH | $63.04M 5.46% | 367.64K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 222.76K | SH | $40.18M 3.48% | 222.76K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 45.96K | SH | $33.67M 2.92% | 45.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 76.30K | SH | $32.08M 2.78% | 76.30K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 459.61K | SH | $27.92M 2.42% | 459.61K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 46.99K | SH | $27.31M 2.37% | 46.99K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 165.62K | SH | $25.00M 2.17% | 165.62K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 85.20K | SH | $23.78M 2.06% | 85.20K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 152.53K | SH | $23.22M 2.01% | 152.53K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 190.57K | SH | $21.06M 1.82% | 190.57K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 82.71K | SH | $20.65M 1.79% | 82.71K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 22.75K | SH | $20.56M 1.78% | 22.75K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 76.42K | SH | $17.65M 1.53% | 76.42K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 47.81K | SH | $17.11M 1.48% | 47.81K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 29.50K | SH | $15.43M 1.34% | 29.50K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 38.90K | SH | $14.92M 1.29% | 38.90K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 29.30K | SH | $14.49M 1.26% | 29.30K | 0.00 | 0.00 |
UNITED RENTALS INC COMSOLE | Stock | 20.10K | SH | $14.49M 1.26% | 20.10K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 81.93K | SH | $14.34M 1.24% | 81.93K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 21.53K | SH | $13.99M 1.21% | 21.53K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 43.28K | SH | $12.30M 1.07% | 43.28K | 0.00 | 0.00 |
LAM RESEARCH CORP COMSOLE | Stock | 11.78K | SH | $11.44M 0.99% | 11.78K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 112.89K | SH | $10.47M 0.91% | 112.89K | 0.00 | 0.00 |
AON PLC SHS CL ASOLE | Stock | 30.05K | SH | $10.03M 0.87% | 30.05K | 0.00 | 0.00 |
Page 1 of 39
…