-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, EqpMkQTlHVCFCY82+mxO2IhK+mgNmkEnClktR/oAGWhBY24MftCj4E6Z/805X8Dk eLU99C8WHWarvtX/8tY0fQ== 0001398344-09-001034.txt : 20091106 0001398344-09-001034.hdr.sgml : 20091106 20091106105801 ACCESSION NUMBER: 0001398344-09-001034 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20081231 FILED AS OF DATE: 20091106 DATE AS OF CHANGE: 20091106 EFFECTIVENESS DATE: 20091106 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: 091163249 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 fp0001097_13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2008 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: YHB Investment Advisors, Inc. Address: 29 South Main St., Ste. 306 West Hartford, CT 06107-2417 Form 13F File Number: 028-13567 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Mark W. Everette Title: CEO and Senior Portfolio Manager Phone: 860.561.7050 Signature, Place, and Date of Signing: /s/ Mark W. Everette West Hartford, CT November 5, 2009 --------------------- ----------------- ---------------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name 28-______________ _______________________________ [Repeat as necessary.] Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ---------- Form 13F Information Table Entry Total: 179 ---------- Form 13F Information Table Value Total: $ 176,713 ---------- (thousands) List of Other Included Managers: Provide a numbered list of the names(s) and Form 13F file numbers(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] No. Form 13F File Number Name ______ 28-______________________ ______________________________ [Repeat as necessary.]
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 - ----------------------------- -------------- --------- -------- ------------------ ---------- -------- ------------------- VOTING AUTHORITY VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER ------------------- NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED OTHER - ----------------------------- -------------- --------- -------- ------- --- ---- ---------- -------- ---- ------ ----- 3M CO COM 88579Y101 1,483 25,766 SH YES N/A 25,766 ABB LTD SPONSORED ADR 000375204 491 32,700 SH YES N/A 32,700 ABBOTT LABS COM 002824100 1,808 33,879 SH YES N/A 33,879 ABIOMED INC COM 003654100 643 39,142 SH YES N/A 39,142 ACE LTD SHS H0023R105 388 7,341 SH YES N/A 7,341 AETNA INC NEW COM 00817Y108 510 17,887 SH YES N/A 17,887 ALCON INC COM SHS H01301102 961 10,780 SH YES N/A 10,780 ALLEGHANY CORP DEL COM 017175100 409 1,452 SH YES N/A 1,452 ALTERA CORP COM 021441100 1,180 70,600 SH YES N/A 70,600 AMERICAN CAP LTD COM 02503Y103 39 12,000 SH YES N/A 12,000 AMERICAN EXPRESS CO COM 025816109 1,204 64,894 SH YES N/A 64,894 AMGEN INC COM 031162100 589 10,204 SH YES N/A 10,204 AMPHENOL CORP NEW CL A 032095101 758 31,604 SH YES N/A 31,604 ANADARKO PETE CORP COM 032511107 470 12,197 SH YES N/A 12,197 APACHE CORP COM 037411105 915 12,280 SH YES N/A 12,280 APPLE INC COM 037833100 1,004 11,759 SH YES N/A 11,759 ARCHER DANIELS MIDLAND CO COM 039483102 367 12,745 SH YES N/A 12,745 ARGON ST INC COM 040149106 293 15,535 SH YES N/A 15,535 AT&T INC COM 00206R102 2,473 86,760 SH YES N/A 86,760 AUTOMATIC DATA PROCESSING IN COM 053015103 2,052 52,168 SH YES N/A 52,168 BAKER HUGHES INC COM 057224107 500 15,600 SH YES N/A 15,600 BANK OF AMERICA CORPORATION COM 060505104 755 53,622 SH YES N/A 53,622 BANK OF NEW YORK MELLON CORP COM 064058100 415 14,660 SH YES N/A 14,660 BAXTER INTL INC COM 071813109 260 4,850 SH YES N/A 4,850 BERKSHIRE HATHAWAY INC DEL CL B 084670207 235 73 SH YES N/A 73 BEST BUY INC COM 086516101 247 8,800 SH YES N/A 8,800 BIOTECH HOLDRS TR DEPOSTRY RCPTS 09067D201 360 2,100 SH YES N/A 2,100 BLACKROCK INC COM 09247X101 386 2,875 SH YES N/A 2,875 BOEING CO COM 097023105 1,928 45,178 SH YES N/A 45,178 BP PLC SPONSORED ADR 055622104 561 11,999 SH YES N/A 11,999 BP PRUDHOE BAY RTY TR UNIT BEN INT 55630107 334 4,555 SH YES N/A 4,555 BRISTOL MYERS SQUIBB CO COM 110122108 1,764 75,854 SH YES N/A 75,854 BURLINGTON NORTHN SANTA FE C COM 12189T104 208 2,745 SH YES N/A 2,745 CHATTEM INC COM 162456107 672 9,400 SH YES N/A 9,400 CHEVRON CORP NEW COM 166764100 2,724 36,828 SH YES N/A 36,828 CHURCH & DWIGHT INC COM 171340102 435 7,750 SH YES N/A 7,750 CIMAREX ENERGY CO COM 171798101 829 30,941 SH YES N/A 30,941 CISCO SYS INC COM 17275R102 1,657 101,649 SH YES N/A 101,649 CITIGROUP INC COM 172967101 217 32,302 SH YES N/A 32,302 CITRIX SYS INC COM 177376100 729 30,935 SH YES N/A 30,935 CNOOC LTD SPONSORED ADR 126132109 208 2,185 SH YES N/A 2,185 COCA COLA CO COM 191216100 2,529 55,871 SH YES N/A 55,871 COLGATE PALMOLIVE CO COM 194162103 2,054 29,968 SH YES N/A 29,968 COMCAST CORP NEW CL A SPL 20030N200 1,906 118,040 SH YES N/A 118,040 CONOCOPHILLIPS COM 20825C104 2,623 50,634 SH YES N/A 50,634 COSTCO WHSL CORP NEW COM 22160K105 2,750 52,390 SH YES N/A 52,390 COVANCE INC COM 222816100 258 5,600 SH YES N/A 5,600 COVENTRY HEALTH CARE INC COM 222862104 292 19,654 SH YES N/A 19,654 COVIDIEN PLC SHS G2554F105 548 15,116 SH YES N/A 15,116 CVS CAREMARK CORPORATION COM 126650100 3,605 125,452 SH YES N/A 125,452 DANAHER CORP DEL COM 235851102 1,951 34,470 SH YES N/A 34,470 DENTSPLY INTL INC NEW COM 249030107 509 18,020 SH YES N/A 18,020 DEVON ENERGY CORP NEW COM 25179M103 1,095 16,670 SH YES N/A 16,670 DISNEY WALT CO COM DISNEY 254687106 1,388 61,192 SH YES N/A 61,192 DNP SELECT INCOME FD COM 23325P104 616 100,192 SH YES N/A 100,192 DORCHESTER MINERALS LP COM UNIT 25820R105 211 13,300 SH YES N/A 13,300 DRESSER-RAND GROUP INC COM 261608103 436 25,300 SH YES N/A 25,300 DU PONT E I DE NEMOURS & CO COM 263534109 262 10,358 SH YES N/A 10,358 ECOLAB INC COM 278865100 1,909 54,310 SH YES N/A 54,310 EL PASO CORP COM 28336L109 345 44,090 SH YES N/A 44,090 E M C CORP MASS COM 268648102 365 34,825 SH YES N/A 34,825 EMERSON ELEC CO COM 291011104 1,348 36,807 SH YES N/A 36,807 EXELON CORP COM 30161N101 673 12,110 SH YES N/A 12,110 EXXON MOBIL CORP COM 30231G102 10,493 131,446 SH YES N/A 131,446 FEDEX CORP COM 31428X106 939 14,640 SH YES N/A 14,640 FORD MTR CO DEL COM PAR $0.01 345370860 26 11,217 SH YES N/A 11,217 FOREST LABS INC COM 345838106 337 13,250 SH YES N/A 13,250 FORTUNE BRANDS INC COM 349631101 268 6,500 SH YES N/A 6,500 FRANKLIN RES INC COM 354613101 437 6,858 SH YES N/A 6,858 FRONTIER COMMUNICATIONS CORP COM 35906A108 107 12,290 SH YES N/A 12,290 FUEL TECH INC COM 359523107 651 61,518 SH YES N/A 61,518 GALLAGHER ARTHUR J & CO COM 363576109 531 20,500 SH YES N/A 20,500 GENERAL ELECTRIC CO COM 369604103 4,877 301,059 SH YES N/A 301,059 GOOGLE INC CL A 38259P508 298 970 SH YES N/A 970 GRAINGER W W INC COM 384802104 402 5,100 SH YES N/A 5,100 HARLEY DAVIDSON INC COM 412822108 399 23,520 SH YES N/A 23,520 HARRIS CORP DEL COM 413875105 550 14,450 SH YES N/A 14,450 HARTFORD FINL SVCS GROUP INC COM 416515104 287 17,497 SH YES N/A 17,497 HEWLETT PACKARD CO COM 428236103 2,079 57,300 SH YES N/A 57,300 HOME DEPOT INC COM 437076102 792 34,416 SH YES N/A 34,416 HOSPITALITY PPTYS TR COM SH BEN INT 44106M102 356 11,375 SH YES N/A 11,375 ILLINOIS TOOL WKS INC COM 452308109 479 17,148 SH YES N/A 17,148 INGERSOLL-RAND COMPANY LTD CL A G4776G101 659 12,325 SH YES N/A 12,325 INTEL CORP COM 458140100 997 40,925 SH YES N/A 40,925 INTERNATIONAL BUSINESS MACHS COM 459200101 2,830 33,621 SH YES N/A 33,621 PENNEY J C INC COM 708160106 617 31,300 SH YES N/A 31,300 JACOBS ENGR GROUP INC DEL COM 469814107 1,017 21,135 SH YES N/A 21,135 JOHNSON & JOHNSON COM 478160104 7,231 120,851 SH YES N/A 120,851 JPMORGAN CHASE & CO COM 46625H100 1,344 42,641 SH YES N/A 42,641 KINDER MORGAN ENERGY PARTNER UT LTD PARTNER 494550106 912 19,936 SH YES N/A 19,936 KINDER MORGAN MANAGEMENT LLC SHS 49455U100 280 7,006 SH YES N/A 7,006 KOHLS CORP COM 500255104 698 19,295 SH YES N/A 19,295 KOPIN CORP COM 500600101 29 14,350 SH YES N/A 14,350 KRAFT FOODS INC CL A 50075N104 600 22,340 SH YES N/A 22,340 L-3 COMMUNICATIONS HLDGS INC COM 502424104 1,362 18,465 SH YES N/A 18,465 LIBERTY GLOBAL INC COM SER A 530555101 417 26,221 SH YES N/A 26,221 LIBERTY GLOBAL INC COM SER C 530555309 378 24,903 SH YES N/A 24,903 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 141 45,225 SH YES N/A 45,225 LIBERTY MEDIA CORP NEW ENT COM SER A 53071M500 560 32,048 SH YES N/A 32,048 LILLY ELI & CO COM 532457108 210 5,222 SH YES N/A 5,222 LINEAR TECHNOLOGY CORP COM 535678106 289 13,045 SH YES N/A 13,045 LOWES COS INC COM 548661107 2,192 101,840 SH YES N/A 101,840 MARCUS CORP COM 566330106 203 12,518 SH YES N/A 12,518 MCDONALDS CORP COM 580135101 1,035 16,644 SH YES N/A 16,644 MCKESSON CORP COM 58155Q103 503 12,977 SH YES N/A 12,977 MEDCO HEALTH SOLUTIONS INC COM 58405U102 1,721 41,072 SH YES N/A 41,072 MEDTRONIC INC COM 585055106 1,679 53,422 SH YES N/A 53,422 MERRIMAC INDS INC COM 590262101 190 67,000 SH YES N/A 67,000 METLIFE INC COM 59156R108 609 17,474 SH YES N/A 17,474 MICROSOFT CORP COM 594918104 3,910 201,118 SH YES N/A 201,118 MIDWEST BANC HOLDINGS INC COM 598251106 19 13,270 SH YES N/A 13,270 MILLIPORE CORP COM 601073109 536 10,400 SH YES N/A 10,400 MORGAN STANLEY COM NEW 617446448 320 19,950 SH YES N/A 19,950 NATIONAL INSTRS CORP COM 636518102 741 30,400 SH YES N/A 30,400 NEWFIELD EXPL CO COM 651290108 435 22,024 SH YES N/A 22,024 NOBLE ENERGY INC COM 655044105 822 16,700 SH YES N/A 16,700 NORTHERN DYNASTY MINERALS LT COM NEW 66510M204 39 10,500 SH YES N/A 10,500 NOVARTIS A G SPONSORED ADR 66987V109 349 7,015 SH YES N/A 7,015 NUCOR CORP COM 670346105 396 8,575 SH YES N/A 8,575 ORACLE CORP COM 68389X105 2,250 126,928 SH YES N/A 126,928 PAYCHEX INC COM 704326107 213 8,100 SH YES N/A 8,100 PEABODY ENERGY CORP COM 704549104 235 10,350 SH YES N/A 10,350 PENGROWTH ENERGY TR TR UNIT NEW 706902509 258 33,800 SH YES N/A 33,800 PEOPLES UNITED FINANCIAL INC COM 712704105 2,141 120,090 SH YES N/A 120,090 PEPSICO INC COM 713448108 3,659 66,802 SH YES N/A 66,802 PERMIAN BASIN RTY TR UNIT BEN INT 714236106 179 13,100 SH YES N/A 13,100 PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 405 16,550 SH YES N/A 16,550 PFIZER INC COM 717081103 1,248 70,446 SH YES N/A 70,446 PHILIP MORRIS INTL INC COM 718172109 676 15,534 SH YES N/A 15,534 POWERSHARES ETF TRUST DYN BIOT & GEN 73935X856 469 34,175 SH YES N/A 34,175 POWERSHARES ETF TRUST WATER RESOURCE 73935X575 1,410 97,985 SH YES N/A 97,985 POWERSHARES ETF TRUST DYN OIL SVCS 73935X625 539 48,345 SH YES N/A 48,345 POWERSHARES ETF TRUST WNDRHLL CLN EN 73935X500 725 84,145 SH YES N/A 84,145 PRAXAIR INC COM 74005P104 1,551 26,136 SH YES N/A 26,136 PROCTER & GAMBLE CO COM 742718109 5,997 97,001 SH YES N/A 97,001 PROGRESSIVE CORP OHIO COM 743315103 575 38,800 SH YES N/A 38,800 ROGERS COMMUNICATIONS INC CL B 775109200 805 26,750 SH YES N/A 26,750 SAN JUAN BASIN RTY TR UNIT BEN INT 798241105 508 16,400 SH YES N/A 16,400 SCHERING PLOUGH CORP COM 806605101 269 15,800 SH YES N/A 15,800 SCHLUMBERGER LTD COM 806857108 903 21,321 SH YES N/A 21,321 SCRIPPS E W CO OHIO CL A NEW 811054402 319 14,500 SH YES N/A 14,500 SLM CORP COM 78442P106 259 29,100 SH YES N/A 29,100 SOUTHERN CO COM 842587107 496 13,398 SH YES N/A 13,398 SPRINT NEXTEL CORP COM SER 1 852061100 20 11,114 SH YES N/A 11,114 STANLEY WKS COM 854616109 1,182 34,652 SH YES N/A 34,652 STATE STR CORP COM 857477103 882 22,435 SH YES N/A 22,435 STERLING BANCORP COM 859158107 373 26,576 SH YES N/A 26,576 STRYKER CORP COM 863667101 1,973 49,375 SH YES N/A 49,375 SUPERIOR ENERGY SVCS INC COM 868157108 172 10,800 SH YES N/A 10,800 SYMANTEC CORP COM 871503108 139 10,292 SH YES N/A 10,292 PRICE T ROWE GROUP INC COM 74144T108 234 6,614 SH YES N/A 6,614 TARGET CORP COM 87612E106 307 8,890 SH YES N/A 8,890 TEVA PHARMACEUTICAL INDS LTD ADR 881624209 994 23,356 SH YES N/A 23,356 TEXTRON INC COM 883203101 396 28,582 SH YES N/A 28,582 THERMO FISHER SCIENTIFIC INC COM 883556102 1,271 37,310 SH YES N/A 37,310 TIB FINL CORP COM 872449103 45 10,201 SH YES N/A 10,201 TORONTO DOMINION BK ONT COM 891160509 460 12,821 SH YES N/A 12,821 UNITEDHEALTH GROUP INC COM 91324P102 1,181 44,417 SH YES N/A 44,417 UNITED PARCEL SERVICE INC CL B 911312106 1,547 28,047 SH YES N/A 28,047 UNITED TECHNOLOGIES CORP COM 913017109 4,461 83,232 SH YES N/A 83,232 UST INC COM 902911106 434 6,250 SH YES N/A 6,250 VALERO ENERGY CORP NEW COM 91913Y100 415 19,175 SH YES N/A 19,175 VERIZON COMMUNICATIONS INC COM 92343V104 703 20,735 SH YES N/A 20,735 VISA INC COM CL A 92826C839 447 8,515 SH YES N/A 8,515 WALGREEN CO COM 931422109 409 16,565 SH YES N/A 16,565 WAL MART STORES INC COM 931142103 3,421 61,017 SH YES N/A 61,017 WASTE MGMT INC DEL COM 94106L109 1,283 38,700 SH YES N/A 38,700 WEBSTER FINL CORP CONN COM 947890109 162 11,744 SH YES N/A 11,744 WELLPOINT INC COM 94973V107 597 14,176 SH YES N/A 14,176 WELLS FARGO & CO NEW COM 949746101 345 11,713 SH YES N/A 11,713 WESTERN UN CO COM 959802109 184 12,804 SH YES N/A 12,804 WHITE MTNS INS GROUP LTD COM G9618E107 347 1,300 SH YES N/A 1,300 WILLIS GROUP HOLDINGS LTD SHS G96655108 1,007 40,500 SH YES N/A 40,500 WINDSTREAM CORP COM 97381W104 109 11,861 SH YES N/A 11,861 WOODWARD GOVERNOR CO COM 980745103 574 24,925 SH YES N/A 24,925 WYETH COM 983024100 646 17,224 SH YES N/A 17,224 XEROX CORP COM 984121103 336 42,170 SH YES N/A 42,170 YUM BRANDS INC COM 988498101 1,054 33,459 SH YES N/A 33,459 ZIMMER HLDGS INC COM 98956P102 798 19,746 SH YES N/A 19,746
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