Filed: 1/22/2025ACC: 0001667731-25-000081
📋 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 $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
277
Positions
$1.22B
Total AUM (reported)
8.69M
Total Shares
Allocation by class
COM$717.45M58.9%
CL A$40.91M3.4%
CL B NEW$34.18M2.8%
CAP STK CL A$31.56M2.6%
CORE S&P MCP ETF$29.02M2.4%
CAP STK CL C$28.38M2.3%
COM CL A$26.75M2.2%
Portfolio Concentration
Top 3$200.82M16.5%
4–10$219.91M18.1%
11–25$238.57M19.6%
Rest$558.03M45.8%
Top 3 weight
16.5%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 8.69M
Sole
Full voting authority
8.69M
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
SOLEShares353.48K
TypeSH
Market value$88.52M
7.27%
Sole
353.48K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares151.45K
TypeSH
Market value$63.83M
5.24%
Sole
151.44K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares220.94K
TypeSH
Market value$48.47M
3.98%
Sole
220.94K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares43.44K
TypeSH
Market value$39.80M
3.27%
Sole
43.44K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares75.41K
TypeSH
Market value$34.18M
2.81%
Sole
75.41K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares166.74K
TypeSH
Market value$31.56M
2.59%
Sole
166.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares224.99K
TypeSH
Market value$30.21M
2.48%
Sole
224.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares465.81K
TypeSH
Market value$29.02M
2.38%
Sole
465.81K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares149.02K
TypeSH
Market value$28.38M
2.33%
Sole
149.02K
Shared
0.00
None
0.00
VISA INC
SOLEShares84.63K
TypeSH
Market value$26.75M
2.20%
Sole
84.63K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares46.45K
TypeSH
Market value$24.16M
1.99%
Sole
46.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares206.41K
TypeSH
Market value$23.78M
1.95%
Sole
206.41K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares81.16K
TypeSH
Market value$18.63M
1.53%
Sole
81.16K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares30.36K
TypeSH
Market value$17.80M
1.46%
Sole
30.36K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares75.78K
TypeSH
Market value$17.76M
1.46%
Sole
75.78K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.30K
TypeSH
Market value$17.03M
1.40%
Sole
47.30K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares31K
TypeSH
Market value$15.68M
1.29%
Sole
31K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares38.35K
TypeSH
Market value$14.92M
1.23%
Sole
38.35K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares484.54K
TypeSH
Market value$13.50M
1.11%
Sole
484.54K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares18.94K
TypeSH
Market value$13.34M
1.10%
Sole
18.94K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.04K
TypeSH
Market value$12.90M
1.06%
Sole
40.04K
Shared
0.00
None
0.00
INTUIT
SOLEShares20.25K
TypeSH
Market value$12.73M
1.05%
Sole
20.25K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares81.86K
TypeSH
Market value$12.45M
1.02%
Sole
81.86K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.78K
TypeSH
Market value$12.23M
1.00%
Sole
20.78K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares69.90K
TypeSH
Market value$11.65M
0.96%
Sole
69.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 353.48K | SH | $88.52M 7.27% | 353.48K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 151.45K | SH | $63.83M 5.24% | 151.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 220.94K | SH | $48.47M 3.98% | 220.94K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 43.44K | SH | $39.80M 3.27% | 43.44K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 75.41K | SH | $34.18M 2.81% | 75.41K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 166.74K | SH | $31.56M 2.59% | 166.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 224.99K | SH | $30.21M 2.48% | 224.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 465.81K | SH | $29.02M 2.38% | 465.81K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 149.02K | SH | $28.38M 2.33% | 149.02K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 84.63K | SH | $26.75M 2.20% | 84.63K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 46.45K | SH | $24.16M 1.99% | 46.45K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 206.41K | SH | $23.78M 1.95% | 206.41K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 81.16K | SH | $18.63M 1.53% | 81.16K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 30.36K | SH | $17.80M 1.46% | 30.36K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 75.78K | SH | $17.76M 1.46% | 75.78K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.30K | SH | $17.03M 1.40% | 47.30K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 31K | SH | $15.68M 1.29% | 31K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 38.35K | SH | $14.92M 1.23% | 38.35K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 484.54K | SH | $13.50M 1.11% | 484.54K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 18.94K | SH | $13.34M 1.10% | 18.94K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 40.04K | SH | $12.90M 1.06% | 40.04K | 0.00 | 0.00 |
INTUITSOLE | COM | 20.25K | SH | $12.73M 1.05% | 20.25K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 81.86K | SH | $12.45M 1.02% | 81.86K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 20.78K | SH | $12.23M 1.00% | 20.78K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 69.90K | SH | $11.65M 0.96% | 69.90K | 0.00 | 0.00 |
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