Filed: 4/23/2025ACC: 0001667731-25-000497
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 290 equity positions with a total reported market value of $1.20B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
290
Positions
$1.20B
Total AUM (reported)
8.98M
Total Shares
Allocation by class
COM$695.40M58.1%
CL B NEW$40.57M3.4%
CL A$40.16M3.4%
COM CL A$29.06M2.4%
COM NEW$28.44M2.4%
CORE S&P MCP ETF$27.34M2.3%
CAP STK CL A$24.87M2.1%
Portfolio Concentration
Top 3$175.60M14.7%
4–10$210.65M17.6%
11–25$231.45M19.3%
Rest$579.48M48.4%
Top 3 weight
14.7%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 8.98M
Sole
Full voting authority
8.98M
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)
Sole290
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings290
Rows:
APPLE INC
SOLEShares348.75K
TypeSH
Market value$77.47M
6.47%
Sole
348.75K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares151.65K
TypeSH
Market value$56.93M
4.76%
Sole
151.65K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares216.57K
TypeSH
Market value$41.20M
3.44%
Sole
216.57K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares43.11K
TypeSH
Market value$40.77M
3.41%
Sole
43.11K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares76.17K
TypeSH
Market value$40.57M
3.39%
Sole
76.17K
Shared
0.00
None
0.00
VISA INC
SOLEShares82.91K
TypeSH
Market value$29.06M
2.43%
Sole
82.91K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares468.50K
TypeSH
Market value$27.34M
2.28%
Sole
468.50K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares160.85K
TypeSH
Market value$24.87M
2.08%
Sole
160.85K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares229.44K
TypeSH
Market value$24.87M
2.08%
Sole
229.44K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares46.58K
TypeSH
Market value$23.18M
1.94%
Sole
46.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares145.40K
TypeSH
Market value$22.72M
1.90%
Sole
145.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares206.59K
TypeSH
Market value$21.60M
1.80%
Sole
206.59K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares76.19K
TypeSH
Market value$19.32M
1.61%
Sole
76.19K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.53K
TypeSH
Market value$17.69M
1.48%
Sole
47.53K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares81.73K
TypeSH
Market value$16.75M
1.40%
Sole
81.73K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares28.93K
TypeSH
Market value$16.18M
1.35%
Sole
28.93K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares29.70K
TypeSH
Market value$15.55M
1.30%
Sole
29.70K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares38.39K
TypeSH
Market value$14.07M
1.18%
Sole
38.39K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares43.57K
TypeSH
Market value$13.57M
1.13%
Sole
43.57K
Shared
0.00
None
0.00
INTUIT
SOLEShares20.51K
TypeSH
Market value$12.59M
1.05%
Sole
20.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.87K
TypeSH
Market value$12.54M
1.05%
Sole
40.87K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares496.11K
TypeSH
Market value$12.42M
1.04%
Sole
496.11K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares19.64K
TypeSH
Market value$12.31M
1.03%
Sole
19.64K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares81.84K
TypeSH
Market value$12.27M
1.02%
Sole
81.84K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares48.31K
TypeSH
Market value$11.85M
0.99%
Sole
48.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 348.75K | SH | $77.47M 6.47% | 348.75K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 151.65K | SH | $56.93M 4.76% | 151.65K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 216.57K | SH | $41.20M 3.44% | 216.57K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 43.11K | SH | $40.77M 3.41% | 43.11K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 76.17K | SH | $40.57M 3.39% | 76.17K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 82.91K | SH | $29.06M 2.43% | 82.91K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 468.50K | SH | $27.34M 2.28% | 468.50K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 160.85K | SH | $24.87M 2.08% | 160.85K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 229.44K | SH | $24.87M 2.08% | 229.44K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 46.58K | SH | $23.18M 1.94% | 46.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 145.40K | SH | $22.72M 1.90% | 145.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 206.59K | SH | $21.60M 1.80% | 206.59K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 76.19K | SH | $19.32M 1.61% | 76.19K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.53K | SH | $17.69M 1.48% | 47.53K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 81.73K | SH | $16.75M 1.40% | 81.73K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 28.93K | SH | $16.18M 1.35% | 28.93K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 29.70K | SH | $15.55M 1.30% | 29.70K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 38.39K | SH | $14.07M 1.18% | 38.39K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 43.57K | SH | $13.57M 1.13% | 43.57K | 0.00 | 0.00 |
INTUITSOLE | COM | 20.51K | SH | $12.59M 1.05% | 20.51K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 40.87K | SH | $12.54M 1.05% | 40.87K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 496.11K | SH | $12.42M 1.04% | 496.11K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 19.64K | SH | $12.31M 1.03% | 19.64K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 81.84K | SH | $12.27M 1.02% | 81.84K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 48.31K | SH | $11.85M 0.99% | 48.31K | 0.00 | 0.00 |
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