Filed: 1/16/2026ACC: 0002085853-26-000038
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 296 equity positions with a total reported market value of $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
296
Positions
$1.45B
Total AUM (reported)
9.78M
Total Shares
Allocation by class
COM$775.65M53.6%
CAP STK CL A$48.60M3.4%
CL A$48.05M3.3%
COM NEW$45.86M3.2%
CAP STK CL C$42.95M3.0%
CORE S&P MCP ETF$37.79M2.6%
CL B NEW$37.05M2.6%
Portfolio Concentration
Top 3$211.83M14.6%
4–10$272.28M18.8%
11–25$278.34M19.2%
Rest$685.02M47.3%
Top 3 weight
14.6%
Top 10 weight
33.4%
Voting Authority Distribution
Total shares with voting rights: 9.78M
Sole
Full voting authority
9.78M
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)
Sole296
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings296
Rows:
APPLE INC
SOLEShares331.42K
TypeSH
Market value$90.10M
6.22%
Sole
331.42K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares148.34K
TypeSH
Market value$71.74M
4.96%
Sole
148.34K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares216.58K
TypeSH
Market value$49.99M
3.45%
Sole
216.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares155.28K
TypeSH
Market value$48.60M
3.36%
Sole
155.28K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares136.86K
TypeSH
Market value$42.95M
2.97%
Sole
136.86K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares218.70K
TypeSH
Market value$40.79M
2.82%
Sole
218.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares572.57K
TypeSH
Market value$37.79M
2.61%
Sole
572.57K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.70K
TypeSH
Market value$37.05M
2.56%
Sole
73.70K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares42.24K
TypeSH
Market value$36.43M
2.52%
Sole
42.24K
Shared
0.00
None
0.00
VISA INC
SOLEShares81.78K
TypeSH
Market value$28.68M
1.98%
Sole
81.78K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares47.77K
TypeSH
Market value$27.68M
1.91%
Sole
47.77K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares434.04K
TypeSH
Market value$21.96M
1.52%
Sole
434.04K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares29.75K
TypeSH
Market value$20.28M
1.40%
Sole
29.75K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares87.94K
TypeSH
Market value$20.13M
1.39%
Sole
87.94K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares76.14K
TypeSH
Market value$19.99M
1.38%
Sole
76.14K
Shared
0.00
None
0.00
AMPHENOL CORP NEW
SOLEShares139.97K
TypeSH
Market value$18.92M
1.31%
Sole
139.97K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares109.90K
TypeSH
Market value$18.81M
1.30%
Sole
109.90K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares146.38K
TypeSH
Market value$17.59M
1.22%
Sole
146.38K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.77K
TypeSH
Market value$16.79M
1.16%
Sole
47.77K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares508K
TypeSH
Market value$16.57M
1.14%
Sole
508K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares51.23K
TypeSH
Market value$16.51M
1.14%
Sole
51.23K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.99K
TypeSH
Market value$16.43M
1.14%
Sole
23.99K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares19.77K
TypeSH
Market value$16.00M
1.11%
Sole
19.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares42.18K
TypeSH
Market value$15.75M
1.09%
Sole
42.18K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares45.62K
TypeSH
Market value$14.93M
1.03%
Sole
45.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 331.42K | SH | $90.10M 6.22% | 331.42K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 148.34K | SH | $71.74M 4.96% | 148.34K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 216.58K | SH | $49.99M 3.45% | 216.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 155.28K | SH | $48.60M 3.36% | 155.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 136.86K | SH | $42.95M 2.97% | 136.86K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 218.70K | SH | $40.79M 2.82% | 218.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 572.57K | SH | $37.79M 2.61% | 572.57K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.70K | SH | $37.05M 2.56% | 73.70K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 42.24K | SH | $36.43M 2.52% | 42.24K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 81.78K | SH | $28.68M 1.98% | 81.78K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 47.77K | SH | $27.68M 1.91% | 47.77K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 434.04K | SH | $21.96M 1.52% | 434.04K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 29.75K | SH | $20.28M 1.40% | 29.75K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 87.94K | SH | $20.13M 1.39% | 87.94K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 76.14K | SH | $19.99M 1.38% | 76.14K | 0.00 | 0.00 |
AMPHENOL CORP NEWSOLE | CL A | 139.97K | SH | $18.92M 1.31% | 139.97K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 109.90K | SH | $18.81M 1.30% | 109.90K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 146.38K | SH | $17.59M 1.22% | 146.38K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.77K | SH | $16.79M 1.16% | 47.77K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 508K | SH | $16.57M 1.14% | 508K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 51.23K | SH | $16.51M 1.14% | 51.23K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 23.99K | SH | $16.43M 1.14% | 23.99K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 19.77K | SH | $16.00M 1.11% | 19.77K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 42.18K | SH | $15.75M 1.09% | 42.18K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 45.62K | SH | $14.93M 1.03% | 45.62K | 0.00 | 0.00 |
Page 1 of 12
…