CEO and Senior Portfolio Manager

0001398344-23-000586.txt : 20230112 0001398344-23-000586.hdr.sgml : 20230112 20230112090141 ACCESSION NUMBER: 0001398344-23-000586 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230112 DATE AS OF CHANGE: 20230112 EFFECTIVENESS DATE: 20230112 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: 23525047 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 12-31-2022 12-31-2022 false YHB Investment Advisors, Inc.

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

13F HOLDINGS REPORT 028-13567 N Mark W. Everette CEO and Senior Portfolio Manager 860-561-7050 /s/ Mark W. Everette West Hartford CT 01-10-2023 0 283 937293066 INFORMATION TABLE 2 fp0081431-1_13fhr-table.xml 3M CO COM Stock 88579Y101 861817 7187 SH SOLE 7186 0 0 ABBOTT LABS COM Stock 002824100 816398 7436 SH SOLE 7436 0 0 ABBVIE INC COM Stock 00287Y109 6344162 39256 SH SOLE 39256 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 247894 929 SH SOLE 929 0 0 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 466094 1385 SH SOLE 1385 0 0 AERCAP HOLDINGS NV SHS Stock N00985106 1562451 26791 SH SOLE 26791 0 0 AFLAC INC COM Stock 001055102 3614533 50244 SH SOLE 50244 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 253081 821 SH SOLE 821 0 0 AKILI INC COMMON STOCK Stock 00974B107 130402 116430 SH SOLE 116430 0 0 ALIGN TECHNOLOGY INC COM Stock 016255101 1021811 4845 SH SOLE 4845 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 16090152 182366 SH SOLE 182366 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 16473523 185659 SH SOLE 185659 0 0 AMAZON COM INC COM Stock 023135106 20069532 238923 SH SOLE 238923 0 0 AMERICAN EXPRESS CO COM Stock 025816109 1050798 7112 SH SOLE 7112 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 1398750 6652 SH SOLE 6652 0 0 AMERIPRISE FINL INC COM Stock 03076C106 334100 1073 SH SOLE 1073 0 0 AMGEN INC COM Stock 031162100 12200333 46453 SH SOLE 46452 0 0 AMPHENOL CORP NEW CL A Stock 032095101 6200080 81430 SH SOLE 81430 0 0 AON PLC SHS CL A Stock G0403H108 10872572 36225 SH SOLE 36225 0 0 APPLE INC COM Stock 037833100 53060714 408379 SH SOLE 408379 0 0 APPLIED MATLS INC COM Stock 038222105 297301 3053 SH SOLE 3053 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 1089440 4561 SH SOLE 4561 0 0 AUTOZONE INC COM Stock 053332102 1642476 666 SH SOLE 666 0 0 AXON ENTERPRISE INC COM Stock 05464C101 262833 1584 SH SOLE 1584 0 0 BANK AMERICA CORP COM Stock 060505104 559910 16905 SH SOLE 16905 0 0 BECTON DICKINSON & CO COM Stock 075887109 7250093 28510 SH SOLE 28510 0 0 BERKLEY W R CORP COM Stock 084423102 783248 10793 SH SOLE 10793 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 24253284 78515 SH SOLE 78515 0 0 BLACKROCK INC COM Stock 09247X101 1933143 2728 SH SOLE 2728 0 0 BLACKROCK ULTRA SHORT-TERM BOND ETF ETF 46434V878 604884 12088 SH SOLE 12088 0 0 BOEING CO COM Stock 097023105 270425 1420 SH SOLE 1419 0 0 BOOZ ALLEN HAMILTON HLDG CORP CL A Stock 099502106 2242581 21456 SH SOLE 21456 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 1932335 26857 SH SOLE 26856 0 0 BROADCOM INC COM Stock 11135F101 322059 576 SH SOLE 576 0 0 CAMDEN PPTY TR SH BEN INT REIT 133131102 853309 7627 SH SOLE 7627 0 0 CAPITAL ONE FINL CORP COM Stock 14040H105 1577717 16972 SH SOLE 16972 0 0 CARLISLE COS INC COM Stock 142339100 4145641 17642 SH SOLE 17642 0 0 CARRIER GLOBAL CORPORATION COM Stock 14448C104 1878903 45549 SH SOLE 45549 0 0 CATERPILLAR INC COM Stock 149123101 420698 1756 SH SOLE 1756 0 0 CDW CORP COM Stock 12514G108 252512 1414 SH SOLE 1414 0 0 CHARLES RIV LABS INTL INC COM Stock 159864107 225527 1035 SH SOLE 1035 0 0 CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 1167521 3443 SH SOLE 3443 0 0 CHEVRON CORP NEW COM Stock 166764100 3643743 20301 SH SOLE 20300 0 0 CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 496721 358 SH SOLE 358 0 0 CHURCH & DWIGHT CO INC COM Stock 171340102 4212295 52255 SH SOLE 52255 0 0 CIGNA CORP NEW COM Stock 125523100 684548 2066 SH SOLE 2066 0 0 CISCO SYS INC COM Stock 17275R102 1620124 34008 SH SOLE 34007 0 0 CITIGROUP INC COM NEW Stock 172967424 1484026 32811 SH SOLE 32810 0 0 CME GROUP INC COM Stock 12572Q105 4539836 26997 SH SOLE 26997 0 0 COCA COLA CO COM Stock 191216100 1086586 17082 SH SOLE 17082 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 785390 13733 SH SOLE 13733 0 0 COLGATE PALMOLIVE CO COM Stock 194162103 3198950 40601 SH SOLE 40600 0 0 COMCAST CORP NEW CL A Stock 20030N101 3926502 112282 SH SOLE 112282 0 0 CONOCOPHILLIPS COM Stock 20825C104 929604 7878 SH SOLE 7878 0 0 COPART INC COM Stock 217204106 381415 6264 SH SOLE 6264 0 0 CORTEVA INC COM Stock 22052L104 202556 3446 SH SOLE 3446 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 22118063 48451 SH SOLE 48451 0 0 CROWN CASTLE INC COM REIT 22822V101 219737 1620 SH SOLE 1620 0 0 CSX CORP COM Stock 126408103 330054 10654 SH SOLE 10653 0 0 CUMMINS INC COM Stock 231021106 4253986 17557 SH SOLE 17557 0 0 CVS HEALTH CORP COM Stock 126650100 7534686 80853 SH SOLE 80852 0 0 DANAHER CORPORATION COM Stock 235851102 23681600 89223 SH SOLE 89223 0 0 DEERE & CO COM Stock 244199105 393173 917 SH SOLE 917 0 0 DISNEY Stock 254687106 9203860 105938 SH SOLE 105937 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 2833569 11507 SH SOLE 11506 0 0 DOW INC COM Stock 260557103 207304 4114 SH SOLE 4114 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 286894 2786 SH SOLE 2785 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 284894 4151 SH SOLE 4151 0 0 EBAY INC. 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