Filed: 8/1/2024ACC: 0001398344-24-013500
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 277 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
277
Positions
$1.16B
Total AUM (reported)
7.97M
Total Shares
Allocation by class
STOCK$895.59M77.1%
ETF$249.27M21.4%
ADR$12.66M1.1%
REIT$4.42M0.4%
CEF$244.9K0.0%
Portfolio Concentration
Top 3$188.44M16.2%
4–10$207.71M17.9%
11–25$231.73M19.9%
Rest$534.31M46.0%
Top 3 weight
16.2%
Top 10 weight
34.1%
Voting Authority Distribution
Total shares with voting rights: 7.97M
Sole
Full voting authority
7.97M
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)
Sole277
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings277
Rows:
APPLE INC COM
SOLEShares361.39K
TypeSH
Market value$76.12M
6.55%
Sole
361.39K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares155.56K
TypeSH
Market value$69.53M
5.98%
Sole
155.55K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares221.48K
TypeSH
Market value$42.80M
3.68%
Sole
221.48K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW COM
SOLEShares45.38K
TypeSH
Market value$38.57M
3.32%
Sole
45.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares76K
TypeSH
Market value$30.92M
2.66%
Sole
76K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares165.49K
TypeSH
Market value$30.14M
2.59%
Sole
165.49K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares227.84K
TypeSH
Market value$28.15M
2.42%
Sole
227.84K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares149.52K
TypeSH
Market value$27.42M
2.36%
Sole
149.52K
Shared
0.00
None
0.00
ISHARES CORE S&P MID-CAP ETF
SOLEShares455.97K
TypeSH
Market value$26.68M
2.30%
Sole
455.97K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares46.69K
TypeSH
Market value$25.82M
2.22%
Sole
46.69K
Shared
0.00
None
0.00
VISA INC COM CL A
SOLEShares84.83K
TypeSH
Market value$22.26M
1.92%
Sole
84.83K
Shared
0.00
None
0.00
ISHARES CORE S&P SMALL CAP ETF
SOLEShares193.41K
TypeSH
Market value$20.63M
1.77%
Sole
193.41K
Shared
0.00
None
0.00
DANAHER CORPORATION COM
SOLEShares81.95K
TypeSH
Market value$20.47M
1.76%
Sole
81.95K
Shared
0.00
None
0.00
ECOLAB INC COM
SOLEShares75.81K
TypeSH
Market value$18.04M
1.55%
Sole
75.81K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares47.57K
TypeSH
Market value$16.18M
1.39%
Sole
47.57K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares29.59K
TypeSH
Market value$16.10M
1.39%
Sole
29.59K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC COM
SOLEShares30.62K
TypeSH
Market value$15.59M
1.34%
Sole
30.62K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares21.16K
TypeSH
Market value$13.91M
1.20%
Sole
21.16K
Shared
0.00
None
0.00
PEPSICO INC COM
SOLEShares81.78K
TypeSH
Market value$13.49M
1.16%
Sole
81.78K
Shared
0.00
None
0.00
AMGEN INC COM
SOLEShares42.98K
TypeSH
Market value$13.43M
1.16%
Sole
42.98K
Shared
0.00
None
0.00
HOME DEPOT INC COM
SOLEShares38.66K
TypeSH
Market value$13.31M
1.15%
Sole
38.66K
Shared
0.00
None
0.00
UNITED RENTALS INC COM
SOLEShares19.68K
TypeSH
Market value$12.73M
1.10%
Sole
19.68K
Shared
0.00
None
0.00
LAM RESEARCH CORP COM
SOLEShares11.61K
TypeSH
Market value$12.36M
1.06%
Sole
11.61K
Shared
0.00
None
0.00
SCHWAB U.S. LARGE-CAP GROWTH ETF
SOLEShares122.01K
TypeSH
Market value$12.30M
1.06%
Sole
122.01K
Shared
0.00
None
0.00
ISHARES RUSSELL 1000 ETF
SOLEShares36.66K
TypeSH
Market value$10.91M
0.94%
Sole
36.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 361.39K | SH | $76.12M 6.55% | 361.39K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 155.56K | SH | $69.53M 5.98% | 155.55K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 221.48K | SH | $42.80M 3.68% | 221.48K | 0.00 | 0.00 |
COSTCO WHSL CORP NEW COMSOLE | Stock | 45.38K | SH | $38.57M 3.32% | 45.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 76K | SH | $30.92M 2.66% | 76K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 165.49K | SH | $30.14M 2.59% | 165.49K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 227.84K | SH | $28.15M 2.42% | 227.84K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 149.52K | SH | $27.42M 2.36% | 149.52K | 0.00 | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 455.97K | SH | $26.68M 2.30% | 455.97K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | Stock | 46.69K | SH | $25.82M 2.22% | 46.69K | 0.00 | 0.00 |
VISA INC COM CL ASOLE | Stock | 84.83K | SH | $22.26M 1.92% | 84.83K | 0.00 | 0.00 |
ISHARES CORE S&P SMALL CAP ETFSOLE | ETF | 193.41K | SH | $20.63M 1.77% | 193.41K | 0.00 | 0.00 |
DANAHER CORPORATION COMSOLE | Stock | 81.95K | SH | $20.47M 1.76% | 81.95K | 0.00 | 0.00 |
ECOLAB INC COMSOLE | Stock | 75.81K | SH | $18.04M 1.55% | 75.81K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 47.57K | SH | $16.18M 1.39% | 47.57K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 29.59K | SH | $16.10M 1.39% | 29.59K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INC COMSOLE | Stock | 30.62K | SH | $15.59M 1.34% | 30.62K | 0.00 | 0.00 |
INTUIT COMSOLE | Stock | 21.16K | SH | $13.91M 1.20% | 21.16K | 0.00 | 0.00 |
PEPSICO INC COMSOLE | Stock | 81.78K | SH | $13.49M 1.16% | 81.78K | 0.00 | 0.00 |
AMGEN INC COMSOLE | Stock | 42.98K | SH | $13.43M 1.16% | 42.98K | 0.00 | 0.00 |
HOME DEPOT INC COMSOLE | Stock | 38.66K | SH | $13.31M 1.15% | 38.66K | 0.00 | 0.00 |
UNITED RENTALS INC COMSOLE | Stock | 19.68K | SH | $12.73M 1.10% | 19.68K | 0.00 | 0.00 |
LAM RESEARCH CORP COMSOLE | Stock | 11.61K | SH | $12.36M 1.06% | 11.61K | 0.00 | 0.00 |
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE | ETF | 122.01K | SH | $12.30M 1.06% | 122.01K | 0.00 | 0.00 |
ISHARES RUSSELL 1000 ETFSOLE | ETF | 36.66K | SH | $10.91M 0.94% | 36.66K | 0.00 | 0.00 |
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