Filed: 10/22/2024ACC: 0001469219-24-000006
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 280 equity positions with a total reported market value of $1.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
280
Positions
$1.21B
Total AUM (reported)
7.83M
Total Shares
Allocation by class
COM$722.25M59.8%
CL A$41.47M3.4%
CL B NEW$34.57M2.9%
CORE S&P MCP ETF$28.76M2.4%
CAP STK CL A$27.23M2.3%
CAP STK CL C$24.61M2.0%
CORE S&P SCP ETF$23.68M2.0%
Portfolio Concentration
Top 3$188.22M15.6%
4–10$211.11M17.5%
11–25$250.70M20.8%
Rest$557.50M46.2%
Top 3 weight
15.6%
Top 10 weight
33.1%
Voting Authority Distribution
Total shares with voting rights: 7.83M
Sole
Full voting authority
7.83M
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)
Sole280
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings280
Rows:
APPLE INC
SOLEShares357.09K
TypeSH
Market value$83.20M
6.89%
Sole
357.09K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares148.71K
TypeSH
Market value$63.99M
5.30%
Sole
148.71K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares220.18K
TypeSH
Market value$41.03M
3.40%
Sole
220.18K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares44.48K
TypeSH
Market value$39.43M
3.27%
Sole
44.48K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares75.11K
TypeSH
Market value$34.57M
2.86%
Sole
75.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares461.54K
TypeSH
Market value$28.76M
2.38%
Sole
461.54K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares46.25K
TypeSH
Market value$28.61M
2.37%
Sole
46.25K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares229.78K
TypeSH
Market value$27.90M
2.31%
Sole
229.78K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares164.16K
TypeSH
Market value$27.23M
2.25%
Sole
164.16K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares147.20K
TypeSH
Market value$24.61M
2.04%
Sole
147.20K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares202.43K
TypeSH
Market value$23.68M
1.96%
Sole
202.43K
Shared
0.00
None
0.00
VISA INC
SOLEShares84.86K
TypeSH
Market value$23.33M
1.93%
Sole
84.86K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares81.91K
TypeSH
Market value$22.77M
1.89%
Sole
81.91K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares75.37K
TypeSH
Market value$19.24M
1.59%
Sole
75.37K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares30.82K
TypeSH
Market value$18.02M
1.49%
Sole
30.82K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.20K
TypeSH
Market value$17.05M
1.41%
Sole
47.20K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares29.30K
TypeSH
Market value$16.81M
1.39%
Sole
29.30K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares38.27K
TypeSH
Market value$15.51M
1.28%
Sole
38.27K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares19.08K
TypeSH
Market value$15.45M
1.28%
Sole
19.08K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares42.91K
TypeSH
Market value$13.83M
1.15%
Sole
42.91K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares81.24K
TypeSH
Market value$13.81M
1.14%
Sole
81.24K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares126.62K
TypeSH
Market value$13.19M
1.09%
Sole
126.62K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares41.02K
TypeSH
Market value$12.90M
1.07%
Sole
41.02K
Shared
0.00
None
0.00
INTUIT
SOLEShares20.39K
TypeSH
Market value$12.66M
1.05%
Sole
20.39K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares72.98K
TypeSH
Market value$12.44M
1.03%
Sole
72.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 357.09K | SH | $83.20M 6.89% | 357.09K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 148.71K | SH | $63.99M 5.30% | 148.71K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 220.18K | SH | $41.03M 3.40% | 220.18K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 44.48K | SH | $39.43M 3.27% | 44.48K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 75.11K | SH | $34.57M 2.86% | 75.11K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 461.54K | SH | $28.76M 2.38% | 461.54K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 46.25K | SH | $28.61M 2.37% | 46.25K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 229.78K | SH | $27.90M 2.31% | 229.78K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 164.16K | SH | $27.23M 2.25% | 164.16K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 147.20K | SH | $24.61M 2.04% | 147.20K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 202.43K | SH | $23.68M 1.96% | 202.43K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 84.86K | SH | $23.33M 1.93% | 84.86K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 81.91K | SH | $22.77M 1.89% | 81.91K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 75.37K | SH | $19.24M 1.59% | 75.37K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 30.82K | SH | $18.02M 1.49% | 30.82K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.20K | SH | $17.05M 1.41% | 47.20K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 29.30K | SH | $16.81M 1.39% | 29.30K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 38.27K | SH | $15.51M 1.28% | 38.27K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 19.08K | SH | $15.45M 1.28% | 19.08K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 42.91K | SH | $13.83M 1.15% | 42.91K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 81.24K | SH | $13.81M 1.14% | 81.24K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 126.62K | SH | $13.19M 1.09% | 126.62K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 41.02K | SH | $12.90M 1.07% | 41.02K | 0.00 | 0.00 |
INTUITSOLE | COM | 20.39K | SH | $12.66M 1.05% | 20.39K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 72.98K | SH | $12.44M 1.03% | 72.98K | 0.00 | 0.00 |
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