Filed: 10/8/2025ACC: 0002085853-25-000030
📋 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 $1.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
299
Positions
$1.37B
Total AUM (reported)
9.09M
Total Shares
Allocation by class
COM$775.45M56.7%
CL A$49.49M3.6%
CAP STK CL A$38.40M2.8%
CL B NEW$36.98M2.7%
CAP STK CL C$34.29M2.5%
CORE S&P MCP ETF$31.57M2.3%
COM CL A$27.76M2.0%
Portfolio Concentration
Top 3$212.07M15.5%
4–10$249.31M18.2%
11–25$263.63M19.3%
Rest$642.43M47.0%
Top 3 weight
15.5%
Top 10 weight
33.7%
Voting Authority Distribution
Total shares with voting rights: 9.09M
Sole
Full voting authority
9.09M
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:
APPLE INC
SOLEShares341.45K
TypeSH
Market value$86.94M
6.36%
Sole
341.45K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares149.36K
TypeSH
Market value$77.36M
5.66%
Sole
149.36K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares217.54K
TypeSH
Market value$47.76M
3.49%
Sole
217.54K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares221.76K
TypeSH
Market value$41.38M
3.03%
Sole
221.76K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares42.06K
TypeSH
Market value$38.94M
2.85%
Sole
42.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares157.97K
TypeSH
Market value$38.40M
2.81%
Sole
157.97K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.56K
TypeSH
Market value$36.98M
2.70%
Sole
73.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares140.77K
TypeSH
Market value$34.29M
2.51%
Sole
140.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares483.73K
TypeSH
Market value$31.57M
2.31%
Sole
483.73K
Shared
0.00
None
0.00
VISA INC
SOLEShares81.33K
TypeSH
Market value$27.76M
2.03%
Sole
81.33K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares46.92K
TypeSH
Market value$22.76M
1.66%
Sole
46.92K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares76.24K
TypeSH
Market value$20.88M
1.53%
Sole
76.24K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares28.45K
TypeSH
Market value$18.95M
1.39%
Sole
28.45K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares19.65K
TypeSH
Market value$18.76M
1.37%
Sole
19.65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares157.19K
TypeSH
Market value$18.68M
1.37%
Sole
157.19K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares66.26K
TypeSH
Market value$18.64M
1.36%
Sole
66.26K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.48K
TypeSH
Market value$17.55M
1.28%
Sole
47.48K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares139.42K
TypeSH
Market value$17.25M
1.26%
Sole
139.42K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares86.89K
TypeSH
Market value$17.23M
1.26%
Sole
86.89K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares39.99K
TypeSH
Market value$16.20M
1.18%
Sole
39.99K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares495.38K
TypeSH
Market value$15.81M
1.16%
Sole
495.38K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares49.96K
TypeSH
Market value$15.76M
1.15%
Sole
49.96K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares41.81K
TypeSH
Market value$15.28M
1.12%
Sole
41.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.60K
TypeSH
Market value$15.12M
1.11%
Sole
22.60K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares290.95K
TypeSH
Market value$14.76M
1.08%
Sole
290.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 341.45K | SH | $86.94M 6.36% | 341.45K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 149.36K | SH | $77.36M 5.66% | 149.36K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 217.54K | SH | $47.76M 3.49% | 217.54K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 221.76K | SH | $41.38M 3.03% | 221.76K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 42.06K | SH | $38.94M 2.85% | 42.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 157.97K | SH | $38.40M 2.81% | 157.97K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.56K | SH | $36.98M 2.70% | 73.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 140.77K | SH | $34.29M 2.51% | 140.77K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 483.73K | SH | $31.57M 2.31% | 483.73K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 81.33K | SH | $27.76M 2.03% | 81.33K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 46.92K | SH | $22.76M 1.66% | 46.92K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 76.24K | SH | $20.88M 1.53% | 76.24K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 28.45K | SH | $18.95M 1.39% | 28.45K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 19.65K | SH | $18.76M 1.37% | 19.65K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 157.19K | SH | $18.68M 1.37% | 157.19K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 66.26K | SH | $18.64M 1.36% | 66.26K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.48K | SH | $17.55M 1.28% | 47.48K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 139.42K | SH | $17.25M 1.26% | 139.42K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 86.89K | SH | $17.23M 1.26% | 86.89K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 39.99K | SH | $16.20M 1.18% | 39.99K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 495.38K | SH | $15.81M 1.16% | 495.38K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 49.96K | SH | $15.76M 1.15% | 49.96K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 41.81K | SH | $15.28M 1.12% | 41.81K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 22.60K | SH | $15.12M 1.11% | 22.60K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT INC | 290.95K | SH | $14.76M 1.08% | 290.95K | 0.00 | 0.00 |
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