Filed: 4/13/2026ACC: 0002085853-26-000346
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 298 equity positions with a total reported market value of $1.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
298
Positions
$1.39B
Total AUM (reported)
9.99M
Total Shares
Allocation by class
COM$730.79M52.4%
COM NEW$45.42M3.3%
CL A$44.41M3.2%
CAP STK CL A$43.61M3.1%
CAP STK CL C$38.93M2.8%
CORE S&P MCP ETF$38.46M2.8%
CL B NEW$35.35M2.5%
Portfolio Concentration
Top 3$182.57M13.1%
4–10$259.11M18.6%
11–25$263.11M18.9%
Rest$690.16M49.5%
Top 3 weight
13.1%
Top 10 weight
31.7%
Voting Authority Distribution
Total shares with voting rights: 9.99M
Sole
Full voting authority
9.99M
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)
Sole298
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings298
Rows:
APPLE INC
SOLEShares325.46K
TypeSH
Market value$82.60M
5.92%
Sole
325.46K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares148.45K
TypeSH
Market value$54.95M
3.94%
Sole
148.45K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares216.15K
TypeSH
Market value$45.02M
3.23%
Sole
216.15K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares151.67K
TypeSH
Market value$43.61M
3.13%
Sole
151.67K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares41.62K
TypeSH
Market value$41.47M
2.97%
Sole
41.62K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares135.71K
TypeSH
Market value$38.93M
2.79%
Sole
135.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares569.51K
TypeSH
Market value$38.46M
2.76%
Sole
569.51K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares211.71K
TypeSH
Market value$36.92M
2.65%
Sole
211.71K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares73.76K
TypeSH
Market value$35.35M
2.53%
Sole
73.76K
Shared
0.00
None
0.00
VISA INC
SOLEShares80.64K
TypeSH
Market value$24.37M
1.75%
Sole
80.64K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares47.81K
TypeSH
Market value$23.50M
1.68%
Sole
47.81K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares444.10K
TypeSH
Market value$22.48M
1.61%
Sole
444.10K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares102.34K
TypeSH
Market value$21.87M
1.57%
Sole
102.34K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares29.46K
TypeSH
Market value$19.16M
1.37%
Sole
29.46K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares68.66K
TypeSH
Market value$18.26M
1.31%
Sole
68.66K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares140.64K
TypeSH
Market value$17.77M
1.27%
Sole
140.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares136.68K
TypeSH
Market value$16.99M
1.22%
Sole
136.68K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares88.43K
TypeSH
Market value$16.77M
1.20%
Sole
88.43K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares45.84K
TypeSH
Market value$16.13M
1.16%
Sole
45.84K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.88K
TypeSH
Market value$15.73M
1.13%
Sole
47.88K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares52.38K
TypeSH
Market value$15.41M
1.10%
Sole
52.38K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares45.25K
TypeSH
Market value$15.29M
1.10%
Sole
45.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.87K
TypeSH
Market value$14.94M
1.07%
Sole
22.87K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.63K
TypeSH
Market value$14.49M
1.04%
Sole
40.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares189.84K
TypeSH
Market value$14.33M
1.03%
Sole
189.84K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 325.46K | SH | $82.60M 5.92% | 325.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 148.45K | SH | $54.95M 3.94% | 148.45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 216.15K | SH | $45.02M 3.23% | 216.15K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 151.67K | SH | $43.61M 3.13% | 151.67K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 41.62K | SH | $41.47M 2.97% | 41.62K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 135.71K | SH | $38.93M 2.79% | 135.71K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 569.51K | SH | $38.46M 2.76% | 569.51K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 211.71K | SH | $36.92M 2.65% | 211.71K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 73.76K | SH | $35.35M 2.53% | 73.76K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 80.64K | SH | $24.37M 1.75% | 80.64K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 47.81K | SH | $23.50M 1.68% | 47.81K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 444.10K | SH | $22.48M 1.61% | 444.10K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 102.34K | SH | $21.87M 1.57% | 102.34K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 29.46K | SH | $19.16M 1.37% | 29.46K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 68.66K | SH | $18.26M 1.31% | 68.66K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 140.64K | SH | $17.77M 1.27% | 140.64K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 136.68K | SH | $16.99M 1.22% | 136.68K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 88.43K | SH | $16.77M 1.20% | 88.43K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 45.84K | SH | $16.13M 1.16% | 45.84K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.88K | SH | $15.73M 1.13% | 47.88K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 52.38K | SH | $15.41M 1.10% | 52.38K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 45.25K | SH | $15.29M 1.10% | 45.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 22.87K | SH | $14.94M 1.07% | 22.87K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 40.63K | SH | $14.49M 1.04% | 40.63K | 0.00 | 0.00 |
ISHARES TRSOLE | US SML CAP EQT | 189.84K | SH | $14.33M 1.03% | 189.84K | 0.00 | 0.00 |
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