Filed: 7/14/2026ACC: 0002085853-26-000719
📋 What this filing means
YHB INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 314 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
314
Positions
$1.56B
Total AUM (reported)
10.34M
Total Shares
Allocation by class
COM$781.79M50.1%
COM NEW$68.36M4.4%
CAP STK CL A$51.37M3.3%
CL A$49.84M3.2%
CORE S&P MCP ETF$46.61M3.0%
CAP STK CL C$43.37M2.8%
CL B NEW$29.92M1.9%
Portfolio Concentration
Top 3$194.74M12.5%
4–10$289.80M18.6%
11–25$317.45M20.3%
Rest$759.37M48.6%
Top 3 weight
12.5%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 10.34M
Sole
Full voting authority
10.34M
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)
Sole314
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings314
Rows:
APPLE INC
SOLEShares330.56K
TypeSH
Market value$95.65M
6.13%
Sole
330.56K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares143.74K
TypeSH
Market value$51.37M
3.29%
Sole
143.74K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares127.92K
TypeSH
Market value$47.72M
3.06%
Sole
127.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares604.40K
TypeSH
Market value$46.61M
2.98%
Sole
604.40K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares187.75K
TypeSH
Market value$44.75M
2.87%
Sole
187.75K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares219.22K
TypeSH
Market value$43.86M
2.81%
Sole
219.22K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares122.76K
TypeSH
Market value$43.37M
2.78%
Sole
122.76K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares96.66K
TypeSH
Market value$41.89M
2.68%
Sole
96.66K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares42.11K
TypeSH
Market value$39.39M
2.52%
Sole
42.11K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares59.80K
TypeSH
Market value$29.92M
1.92%
Sole
59.80K
Shared
0.00
None
0.00
VISA INC
SOLEShares82.60K
TypeSH
Market value$28.34M
1.82%
Sole
82.60K
Shared
0.00
None
0.00
AMPHENOL CORP
SOLEShares141.37K
TypeSH
Market value$24.93M
1.60%
Sole
141.37K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares48.99K
TypeSH
Market value$24.56M
1.57%
Sole
48.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares30.86K
TypeSH
Market value$23.11M
1.48%
Sole
30.86K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares47.78K
TypeSH
Market value$22.82M
1.46%
Sole
47.78K
Shared
0.00
None
0.00
UNITED RENTALS INC
SOLEShares19.42K
TypeSH
Market value$22.00M
1.41%
Sole
19.42K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares29.24K
TypeSH
Market value$21.83M
1.40%
Sole
29.24K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares411.75K
TypeSH
Market value$20.82M
1.33%
Sole
411.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares136.35K
TypeSH
Market value$20.22M
1.30%
Sole
136.35K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares222.22K
TypeSH
Market value$19.81M
1.27%
Sole
222.22K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares70.15K
TypeSH
Market value$19.55M
1.25%
Sole
70.15K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares55.81K
TypeSH
Market value$18.27M
1.17%
Sole
55.81K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares91.50K
TypeSH
Market value$17.43M
1.12%
Sole
91.50K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares50.22K
TypeSH
Market value$17.13M
1.10%
Sole
50.22K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.62K
TypeSH
Market value$16.63M
1.07%
Sole
40.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 330.56K | SH | $95.65M 6.13% | 330.56K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 143.74K | SH | $51.37M 3.29% | 143.74K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 127.92K | SH | $47.72M 3.06% | 127.92K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 604.40K | SH | $46.61M 2.98% | 604.40K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 187.75K | SH | $44.75M 2.87% | 187.75K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 219.22K | SH | $43.86M 2.81% | 219.22K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 122.76K | SH | $43.37M 2.78% | 122.76K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 96.66K | SH | $41.89M 2.68% | 96.66K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 42.11K | SH | $39.39M 2.52% | 42.11K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 59.80K | SH | $29.92M 1.92% | 59.80K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 82.60K | SH | $28.34M 1.82% | 82.60K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 141.37K | SH | $24.93M 1.60% | 141.37K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 48.99K | SH | $24.56M 1.57% | 48.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 30.86K | SH | $23.11M 1.48% | 30.86K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 47.78K | SH | $22.82M 1.46% | 47.78K | 0.00 | 0.00 |
UNITED RENTALS INCSOLE | COM | 19.42K | SH | $22.00M 1.41% | 19.42K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 29.24K | SH | $21.83M 1.40% | 29.24K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 411.75K | SH | $20.82M 1.33% | 411.75K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 136.35K | SH | $20.22M 1.30% | 136.35K | 0.00 | 0.00 |
ISHARES TRSOLE | US SML CAP EQT | 222.22K | SH | $19.81M 1.27% | 222.22K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 70.15K | SH | $19.55M 1.25% | 70.15K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 55.81K | SH | $18.27M 1.17% | 55.81K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 91.50K | SH | $17.43M 1.12% | 91.50K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 50.22K | SH | $17.13M 1.10% | 50.22K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 40.62K | SH | $16.63M 1.07% | 40.62K | 0.00 | 0.00 |
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