CEO and Senior Portfolio Manager

0001398344-23-014471.txt : 20230810 0001398344-23-014471.hdr.sgml : 20230810 20230810092108 ACCESSION NUMBER: 0001398344-23-014471 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230810 DATE AS OF CHANGE: 20230810 EFFECTIVENESS DATE: 20230810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: YHB Investment Advisors, Inc. CENTRAL INDEX KEY: 0001469219 IRS NUMBER: 061283359 STATE OF INCORPORATION: CT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-13567 FILM NUMBER: 231157495 BUSINESS ADDRESS: STREET 1: 29 SOUTH MAIN ST., STE. 306 CITY: WEST HARTFORD STATE: CT ZIP: 06107-2417 BUSINESS PHONE: 860-561-7050 MAIL ADDRESS: STREET 1: 29 SOUTH MAIN ST., STE. 306 CITY: WEST HARTFORD STATE: CT ZIP: 06107-2417 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001469219 XXXXXXXX 06-30-2023 06-30-2023 false YHB Investment Advisors, Inc.

29 SOUTH MAIN ST., STE. 306 WEST HARTFORD CT 06107-2417

13F HOLDINGS REPORT 028-13567 000105434 801-35916 N Mark W. Everette CEO and Senior Portfolio Manager 860-561-7050 /s/ Mark W. Everette West Hartford CT 08-09-2023 0 283 1072068304 INFORMATION TABLE 2 fp0084613-1_13fhr-table.xml 3M CO COM Stock 88579Y101 643881 6433 SH SOLE 6433 0 0 ABBOTT LABS COM Stock 002824100 785598 7206 SH SOLE 7206 0 0 ABBVIE INC COM Stock 00287Y109 5166357 38346 SH SOLE 38346 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 294385 954 SH SOLE 954 0 0 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 444981 910 SH SOLE 910 0 0 AERCAP HOLDINGS NV SHS Stock N00985106 1759631 27702 SH SOLE 27702 0 0 AFLAC INC COM Stock 001055102 3592203 51464 SH SOLE 51464 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 245914 821 SH SOLE 821 0 0 AKILI INC COMMON STOCK Stock 00974B107 152214 137130 SH SOLE 137130 0 0 ALIGN TECHNOLOGY INC COM Stock 016255101 3048730 8621 SH SOLE 8621 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 21586459 180338 SH SOLE 180338 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 22048960 182268 SH SOLE 182268 0 0 AMAZON COM INC COM Stock 023135106 32098412 246229 SH SOLE 246229 0 0 AMERICAN EXPRESS CO COM Stock 025816109 1269395 7287 SH SOLE 7287 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 1385895 7146 SH SOLE 7146 0 0 AMGEN INC COM Stock 031162100 10314474 46457 SH SOLE 46457 0 0 AMPHENOL CORP NEW CL A Stock 032095101 6805684 80114 SH SOLE 80114 0 0 AON PLC SHS CL A Stock G0403H108 12258052 35510 SH SOLE 35510 0 0 APPLE INC COM Stock 037833100 77341703 398730 SH SOLE 398730 0 0 APPLIED MATLS INC COM Stock 038222105 572089 3958 SH SOLE 3958 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 992572 4516 SH SOLE 4516 0 0 AUTOZONE INC COM Stock 053332102 1685511 676 SH SOLE 676 0 0 AXON ENTERPRISE INC COM Stock 05464C101 305168 1564 SH SOLE 1564 0 0 BANK AMERICA CORP COM Stock 060505104 483564 16855 SH SOLE 16854 0 0 BECTON DICKINSON & CO COM Stock 075887109 2911766 11029 SH SOLE 11029 0 0 BERKLEY W R CORP COM Stock 084423102 642831 10793 SH SOLE 10793 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 27002426 79186 SH SOLE 79186 0 0 BLACKROCK INC COM Stock 09247X101 1897870 2746 SH SOLE 2746 0 0 BLACKROCK ULTRA SHORT-TERM BOND ETF ETF 46434V878 203916 4054 SH SOLE 4054 0 0 BLACKSTONE INC COM Stock 09260D107 228241 2455 SH SOLE 2455 0 0 BOEING CO COM Stock 097023105 288022 1364 SH SOLE 1364 0 0 BOOZ ALLEN HAMILTON HLDG CORP CL A Stock 099502106 2364358 21186 SH SOLE 21186 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 1712158 26773 SH SOLE 26773 0 0 BROADCOM INC COM Stock 11135F101 655777 756 SH SOLE 756 0 0 CAMDEN PPTY TR SH BEN INT REIT 133131102 802590 7372 SH SOLE 7372 0 0 CAPITAL ONE FINL CORP COM Stock 14040H105 2535415 23182 SH SOLE 23182 0 0 CARLISLE COS INC COM Stock 142339100 4595255 17913 SH SOLE 17913 0 0 CARRIER GLOBAL CORPORATION COM Stock 14448C104 2286352 45994 SH SOLE 45993 0 0 CATERPILLAR INC COM Stock 149123101 415615 1689 SH SOLE 1689 0 0 CDW CORP COM Stock 12514G108 259469 1414 SH SOLE 1414 0 0 CHARLES RIV LABS INTL INC COM Stock 159864107 217609 1035 SH SOLE 1035 0 0 CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 1463235 3983 SH SOLE 3983 0 0 CHEVRON CORP NEW COM Stock 166764100 3406857 21651 SH SOLE 21651 0 0 CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 765762 358 SH SOLE 358 0 0 CHURCH & DWIGHT CO INC COM Stock 171340102 5165868 51540 SH SOLE 51540 0 0 CISCO SYS INC COM Stock 17275R102 1692813 32718 SH SOLE 32717 0 0 CITIGROUP INC COM NEW Stock 172967424 2401052 52151 SH SOLE 52151 0 0 CME GROUP INC COM Stock 12572Q105 4702368 25378 SH SOLE 25378 0 0 COCA COLA CO COM Stock 191216100 1029581 17097 SH SOLE 17097 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 832842 12758 SH SOLE 12758 0 0 COLGATE PALMOLIVE CO COM Stock 194162103 3082133 40007 SH SOLE 40006 0 0 COMCAST CORP NEW CL A Stock 20030N101 4413732 106227 SH SOLE 106227 0 0 CONOCOPHILLIPS COM Stock 20825C104 2049613 19782 SH SOLE 19782 0 0 COPART INC COM Stock 217204106 636099 6974 SH SOLE 6974 0 0 CORTEVA INC COM Stock 22052L104 201180 3511 SH SOLE 3511 0 0 COSTAR GROUP INC COM Stock 22160N109 211731 2379 SH SOLE 2379 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 26642707 49487 SH SOLE 49486 0 0 CSX CORP COM Stock 126408103 325284 9539 SH SOLE 9539 0 0 CUMMINS INC COM Stock 231021106 4467233 18222 SH SOLE 18221 0 0 CVS HEALTH CORP COM Stock 126650100 2269740 32833 SH SOLE 32832 0 0 D R HORTON INC COM Stock 23331A109 244232 2007 SH SOLE 2007 0 0 DANAHER CORPORATION COM Stock 235851102 21290923 88712 SH SOLE 88712 0 0 DEERE & CO COM Stock 244199105 371559 917 SH SOLE 917 0 0 DISNEY Stock 254687106 4073633 45628 SH SOLE 45627 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 214093 1261 SH SOLE 1261 0 0 DOW INC COM Stock 260557103 227900 4279 SH SOLE 4279 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 230289 2566 SH SOLE 2566 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 301727 4223 SH SOLE 4223 0 0 EBAY INC. 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