Filed: 7/10/2025ACC: 0001667731-25-000774
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 299 equity positions with a total reported market value of $1.30B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
299
Positions
$1.30B
Total AUM (reported)
9.11M
Total Shares
Allocation by class
COM$742.32M57.3%
CL A$47.58M3.7%
CL B NEW$37.07M2.9%
COM NEW$34.33M2.7%
COM CL A$29.20M2.3%
CORE S&P MCP ETF$28.97M2.2%
CAP STK CL A$28.17M2.2%
Portfolio Concentration
Top 3$192.69M14.9%
4–10$226.20M17.5%
11–25$245.53M19.0%
Rest$630.96M48.7%
Top 3 weight
14.9%
Top 10 weight
32.3%
Voting Authority Distribution
Total shares with voting rights: 9.11M
Sole
Full voting authority
9.11M
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)
Sole299
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings299
Rows:
MICROSOFT CORP
SOLEShares150.38K
TypeSH
Market value$74.80M
5.77%
Sole
150.38K
Shared
0.00
None
0.00
APPLE INC
SOLEShares343.42K
TypeSH
Market value$70.45M
5.44%
Sole
343.42K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares216.23K
TypeSH
Market value$47.44M
3.66%
Sole
216.23K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares42.41K
TypeSH
Market value$41.98M
3.24%
Sole
42.41K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares76.31K
TypeSH
Market value$37.07M
2.86%
Sole
76.31K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares224.30K
TypeSH
Market value$35.44M
2.74%
Sole
224.30K
Shared
0.00
None
0.00
VISA INC
SOLEShares82.26K
TypeSH
Market value$29.20M
2.25%
Sole
82.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares467.09K
TypeSH
Market value$28.97M
2.24%
Sole
467.09K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares159.84K
TypeSH
Market value$28.17M
2.17%
Sole
159.84K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares143.04K
TypeSH
Market value$25.37M
1.96%
Sole
143.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares206.77K
TypeSH
Market value$22.60M
1.74%
Sole
206.77K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares76.61K
TypeSH
Market value$20.64M
1.59%
Sole
76.61K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares47.16K
TypeSH
Market value$19.12M
1.48%
Sole
47.16K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.78K
TypeSH
Market value$18.90M
1.46%
Sole
47.78K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares29.13K
TypeSH
Market value$18.00M
1.39%
Sole
29.13K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares84.73K
TypeSH
Market value$16.74M
1.29%
Sole
84.73K
Shared
0.00
None
0.00
INTUIT
SOLEShares20.60K
TypeSH
Market value$16.22M
1.25%
Sole
20.60K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares19.70K
TypeSH
Market value$14.84M
1.15%
Sole
19.70K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares67.41K
TypeSH
Market value$14.74M
1.14%
Sole
67.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.10K
TypeSH
Market value$14.64M
1.13%
Sole
43.10K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares49.66K
TypeSH
Market value$14.40M
1.11%
Sole
49.66K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares39.15K
TypeSH
Market value$14.35M
1.11%
Sole
39.15K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares478.12K
TypeSH
Market value$13.97M
1.08%
Sole
478.12K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares137.50K
TypeSH
Market value$13.58M
1.05%
Sole
137.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.61K
TypeSH
Market value$12.80M
0.99%
Sole
20.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 150.38K | SH | $74.80M 5.77% | 150.38K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 343.42K | SH | $70.45M 5.44% | 343.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 216.23K | SH | $47.44M 3.66% | 216.23K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 42.41K | SH | $41.98M 3.24% | 42.41K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 76.31K | SH | $37.07M 2.86% | 76.31K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 224.30K | SH | $35.44M 2.74% | 224.30K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 82.26K | SH | $29.20M 2.25% | 82.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 467.09K | SH | $28.97M 2.24% | 467.09K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 159.84K | SH | $28.17M 2.17% | 159.84K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 143.04K | SH | $25.37M 1.96% | 143.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 206.77K | SH | $22.60M 1.74% | 206.77K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 76.61K | SH | $20.64M 1.59% | 76.61K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 47.16K | SH | $19.12M 1.48% | 47.16K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.78K | SH | $18.90M 1.46% | 47.78K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 29.13K | SH | $18.00M 1.39% | 29.13K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 84.73K | SH | $16.74M 1.29% | 84.73K | 0.00 | 0.00 |
INTUITSOLE | COM | 20.60K | SH | $16.22M 1.25% | 20.60K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 19.70K | SH | $14.84M 1.15% | 19.70K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 67.41K | SH | $14.74M 1.14% | 67.41K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 43.10K | SH | $14.64M 1.13% | 43.10K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 49.66K | SH | $14.40M 1.11% | 49.66K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 39.15K | SH | $14.35M 1.11% | 39.15K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 478.12K | SH | $13.97M 1.08% | 478.12K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 137.50K | SH | $13.58M 1.05% | 137.50K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 20.61K | SH | $12.80M 0.99% | 20.61K | 0.00 | 0.00 |
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