CEO and Senior Portfolio Manager

0001398344-23-009075.txt : 20230508 0001398344-23-009075.hdr.sgml : 20230508 20230508112740 ACCESSION NUMBER: 0001398344-23-009075 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230508 DATE AS OF CHANGE: 20230508 EFFECTIVENESS DATE: 20230508 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: 23896498 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 03-31-2023 03-31-2023 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 05-03-2023 0 283 997302217 INFORMATION TABLE 2 fp0083292-1_13fhr-table.xml 3M CO COM Stock 88579Y101 724006 6888 SH SOLE 6888 0 0 ABBOTT LABS COM Stock 002824100 749932 7406 SH SOLE 7406 0 0 ABBVIE INC COM Stock 00287Y109 6405558 40193 SH SOLE 40193 0 0 ACCENTURE PLC IRELAND SHS CLASS A Stock G1151C101 265517 929 SH SOLE 929 0 0 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 360321 935 SH SOLE 935 0 0 AERCAP HOLDINGS NV SHS Stock N00985106 1534910 27297 SH SOLE 27297 0 0 AFLAC INC COM Stock 001055102 3301951 51177 SH SOLE 51177 0 0 AIR PRODS & CHEMS INC COM Stock 009158106 235799 821 SH SOLE 821 0 0 AKILI INC COMMON STOCK Stock 00974B107 219408 137130 SH SOLE 137130 0 0 ALIGN TECHNOLOGY INC COM Stock 016255101 1814380 5430 SH SOLE 5430 0 0 ALPHABET INC CAP STK CL A Stock 02079K305 18812473 181360 SH SOLE 181360 0 0 ALPHABET INC CAP STK CL C Stock 02079K107 19211608 184727 SH SOLE 184727 0 0 AMAZON COM INC COM Stock 023135106 25185820 243836 SH SOLE 243836 0 0 AMERICAN EXPRESS CO COM Stock 025816109 1189619 7212 SH SOLE 7212 0 0 AMERICAN TOWER CORP NEW COM REIT 03027X100 1610812 7883 SH SOLE 7883 0 0 AMERIPRISE FINL INC COM Stock 03076C106 328875 1073 SH SOLE 1073 0 0 AMGEN INC COM Stock 031162100 11307110 46772 SH SOLE 46771 0 0 AMPHENOL CORP NEW CL A Stock 032095101 6604856 80823 SH SOLE 80823 0 0 AON PLC SHS CL A Stock G0403H108 11195948 35510 SH SOLE 35510 0 0 APPLE INC COM Stock 037833100 66839410 405333 SH SOLE 405332 0 0 APPLIED MATLS INC COM Stock 038222105 482108 3925 SH SOLE 3925 0 0 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 1005397 4516 SH SOLE 4516 0 0 AUTOZONE INC COM Stock 053332102 1651877 672 SH SOLE 672 0 0 AXON ENTERPRISE INC COM Stock 05464C101 351665 1564 SH SOLE 1564 0 0 BANK AMERICA CORP COM Stock 060505104 480155 16789 SH SOLE 16788 0 0 BECTON DICKINSON & CO COM Stock 075887109 6876661 27780 SH SOLE 27780 0 0 BERKLEY W R CORP COM Stock 084423102 671972 10793 SH SOLE 10793 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 24679677 79929 SH SOLE 79929 0 0 BLACKROCK INC COM Stock 09247X101 1843426 2755 SH SOLE 2755 0 0 BLACKROCK ULTRA SHORT-TERM BOND ETF ETF 46434V878 382101 7604 SH SOLE 7604 0 0 BLACKSTONE INC COM Stock 09260D107 233215 2655 SH SOLE 2655 0 0 BOEING CO COM Stock 097023105 301572 1420 SH SOLE 1419 0 0 BOOZ ALLEN HAMILTON HLDG CORP CL A Stock 099502106 2019808 21791 SH SOLE 21791 0 0 BRISTOL-MYERS SQUIBB CO COM Stock 110122108 1861760 26861 SH SOLE 26861 0 0 BROADCOM INC COM Stock 11135F101 372735 581 SH SOLE 581 0 0 CAMDEN PPTY TR SH BEN INT REIT 133131102 799615 7627 SH SOLE 7627 0 0 CAPITAL ONE FINL CORP COM Stock 14040H105 2159850 22461 SH SOLE 22461 0 0 CARLISLE COS INC COM Stock 142339100 4026442 17811 SH SOLE 17810 0 0 CARRIER GLOBAL CORPORATION COM Stock 14448C104 2080228 45469 SH SOLE 45469 0 0 CATERPILLAR INC COM Stock 149123101 397385 1737 SH SOLE 1736 0 0 CDW CORP COM Stock 12514G108 275574 1414 SH SOLE 1414 0 0 CHARLES RIV LABS INTL INC COM Stock 159864107 208884 1035 SH SOLE 1035 0 0 CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 1398970 3912 SH SOLE 3912 0 0 CHEVRON CORP NEW COM Stock 166764100 3437595 21069 SH SOLE 21068 0 0 CHIPOTLE MEXICAN GRILL INC COM Stock 169656105 611568 358 SH SOLE 358 0 0 CHURCH & DWIGHT CO INC COM Stock 171340102 4595043 51974 SH SOLE 51974 0 0 CISCO SYS INC COM Stock 17275R102 1728098 33058 SH SOLE 33057 0 0 CITIGROUP INC COM NEW Stock 172967424 2403804 51265 SH SOLE 51264 0 0 CME GROUP INC COM Stock 12572Q105 5060547 26423 SH SOLE 26423 0 0 COCA COLA CO COM Stock 191216100 1058852 17070 SH SOLE 17070 0 0 COGNIZANT TECHNOLOGY SOLUTIONS CL A Stock 192446102 812380 13333 SH SOLE 13333 0 0 COLGATE PALMOLIVE CO COM Stock 194162103 3039603 40447 SH SOLE 40447 0 0 COMCAST CORP NEW CL A Stock 20030N101 4140265 109213 SH SOLE 109213 0 0 CONOCOPHILLIPS COM Stock 20825C104 1445390 14569 SH SOLE 14569 0 0 COPART INC COM Stock 217204106 566632 7534 SH SOLE 7534 0 0 CORTEVA INC COM Stock 22052L104 211628 3509 SH SOLE 3509 0 0 COSTCO WHSL CORP NEW COM Stock 22160K105 24739445 49791 SH SOLE 49790 0 0 CROWN CASTLE INC COM REIT 22822V101 230205 1720 SH SOLE 1720 0 0 CSX CORP COM Stock 126408103 297104 9923 SH SOLE 9923 0 0 CUMMINS INC COM Stock 231021106 4261595 17840 SH SOLE 17839 0 0 CVS HEALTH CORP COM Stock 126650100 5979728 80470 SH SOLE 80470 0 0 DANAHER CORPORATION COM Stock 235851102 22433332 89007 SH SOLE 89007 0 0 DEERE & CO COM Stock 244199105 378611 917 SH SOLE 917 0 0 DISH NETWORK CORPORATION CL A Stock 25470M109 215850 23135 SH SOLE 23135 0 0 DISNEY Stock 254687106 9029985 90183 SH SOLE 90182 0 0 DOLLAR GEN CORP NEW COM Stock 256677105 2447093 11627 SH SOLE 11627 0 0 DOW INC COM Stock 260557103 237042 4324 SH SOLE 4324 0 0 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 269226 2791 SH SOLE 2790 0 0 DUPONT DE NEMOURS INC COM Stock 26614N102 303467 4228 SH SOLE 4228 0 0 EBAY INC. 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