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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

YHB Investment Advisors, Inc.

Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001398344-23-009075

Total Value
$997.3M
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL405,333$66.8M6.70%
2MICROSOFT CORP COMMSFT176,418$50.9M5.10%
3THERMO FISHER SCIENTIFIC INC COMTMO51,472$29.7M2.97%
4AMAZON COM INC COMAMZN243,836$25.2M2.53%
5COSTCO WHSL CORP NEW COM22160K10549,791$24.7M2.48%
6BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A79,929$24.7M2.47%
7DANAHER CORPORATION COM23585110289,007$22.4M2.25%
8VISA INC COM CL AV93,566$21.1M2.12%
9ALPHABET INC CAP STK CL CGOOG184,727$19.2M1.93%
10ALPHABET INC CAP STK CL AGOOG181,360$18.8M1.89%
11ISHARES CORE S&P MID-CAP ETF46428750775,123$18.8M1.88%
12UNITEDHEALTH GROUP INC COMUNH34,461$16.3M1.63%
13ISHARES CORE S&P SMALL CAP ETF464287804168,013$16.2M1.63%
14PEPSICO INC COMPEP87,721$16.0M1.60%
15STRYKER CORPORATION COMSYK52,076$14.9M1.49%
16ECOLAB INC COMECL84,489$14.0M1.40%
17SPDR S&P 500 ETF TRUSTSPY30,776$12.6M1.26%
18HOME DEPOT INC COMHD41,166$12.1M1.22%
19INTUIT COMINTU25,887$11.5M1.16%
20AMGEN INC COMAMGN46,772$11.3M1.13%
21AON PLC SHS CL AAON35,510$11.2M1.12%
22SCHWAB US DIVIDEND EQUITY ETF808524797149,498$10.9M1.10%
23NIKE INC CL BNKE86,886$10.7M1.07%
24MCDONALDS CORP COMMCD37,893$10.6M1.06%
25JOHNSON & JOHNSON COMJNJ65,999$10.2M1.03%
26UNITED RENTALS INC COMURI24,801$9.8M0.98%
27DISNEY25468710690,183$9.0M0.91%
28NEXTERA ENERGY INC COMNEE-PW110,102$8.5M0.85%
29UNION PAC CORP COMUNP41,360$8.3M0.83%
30ISHARES S&P 500 GROWTH ETF464287309126,805$8.1M0.81%
31ORACLE CORP COMORCL-PD86,281$8.0M0.80%
32RAYTHEON TECHNOLOGIES CORP COMRTX81,352$8.0M0.80%
33LAM RESEARCH CORP COMLRCX14,715$7.8M0.78%
34PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R83376,916$7.6M0.77%
35INTUITIVE SURGICAL INC COM NEWISRG29,368$7.5M0.75%
36TJX COS INC NEW COM87254010994,997$7.4M0.75%
37MCCORMICK & CO INC COM NON VTGMKC-V89,283$7.4M0.74%
38ISHARES CORE S&P 500 ETF46428720016,969$7.0M0.70%
39BECTON DICKINSON & CO COMBDX27,780$6.9M0.69%
40AMPHENOL CORP NEW CL A03209510180,823$6.6M0.66%
41SCHWAB U.S. LARGE-CAP GROWTH ETF808524300100,213$6.5M0.65%
42NVIDIA CORPORATION COMNVDA23,086$6.4M0.64%
43ABBVIE INC COMABBV40,193$6.4M0.64%
44MORGAN STANLEY COM NEWMS-PQ71,611$6.3M0.63%
45HONEYWELL INTL INC COM43851610632,693$6.2M0.63%
46PAYCHEX INC COMPAYX53,954$6.2M0.62%
47ISHARES S&P 500 VALUE ETF46428740839,824$6.0M0.61%
48CVS HEALTH CORP COMCVS80,470$6.0M0.60%
49PROCTER AND GAMBLE CO COM74271810939,596$5.9M0.59%
50FORTIVE CORP COMFTV82,760$5.6M0.57%
51PAYPAL HLDGS INC COMPYPL71,956$5.5M0.55%
52ISHARES RUSSELL 2000 ETF46428765530,272$5.4M0.54%
53GOLDMAN SACHS GROUP INC COMGSCE16,485$5.4M0.54%
54ISHARES CORE MSCI EAFE ETF46432F84278,727$5.3M0.53%
55YUM BRANDS INC COMYUM39,611$5.2M0.52%
56VANGUARD S&P 500 ETF92290836313,728$5.2M0.52%
57CME GROUP INC COMCME26,423$5.1M0.51%
58GENERAL ELECTRIC CO COM NEW36960430151,861$5.0M0.50%
59META PLATFORMS INC CL AMETA23,305$4.9M0.50%
60ZOETIS INC CL AZTS28,889$4.8M0.48%
61CHURCH & DWIGHT CO INC COMCHD51,974$4.6M0.46%
62SPDR GOLD SHARESGLD24,758$4.5M0.45%
63JPMORGAN ULTRA-SHORT INCOME ETF46641Q83788,146$4.4M0.44%
64PROLOGIS INC. COMPLDGP35,496$4.4M0.44%
65WALMART INC COMWMT29,873$4.4M0.44%
66CUMMINS INC COMCMI17,840$4.3M0.43%
67MARRIOTT INTL INC NEW CL A57190320225,661$4.3M0.43%
68ISHARES RUSSELL 1000 ETF46428762218,662$4.2M0.42%
69COMCAST CORP NEW CL ACCZ109,213$4.1M0.42%
70ISHARES MSCI ACWI ETF46428825744,975$4.1M0.41%
71LINDE PLC SHSLIN11,505$4.1M0.41%
72CARLISLE COS INC COM14233910017,811$4.0M0.40%
73NETFLIX INC COMNFLX11,586$4.0M0.40%
74MORNINGSTAR INC COMMORN19,079$3.9M0.39%
75YUM CHINA HLDGS INC COMYUMC60,446$3.8M0.38%
76SCHWAB U.S. MID-CAP ETF80852450855,815$3.8M0.38%
77EXXON MOBIL CORP COMXOM32,972$3.6M0.36%
78ISHARES CORE MSCI EMERGING MARKETS ETF46434G10370,815$3.5M0.35%
79CHEVRON CORP NEW COMCVX21,069$3.4M0.34%
80WOODWARD INC COMWWD34,730$3.4M0.34%
81JPMORGAN CHASE & CO COMVYLD25,858$3.4M0.34%
82JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65465,545$3.3M0.33%
83AFLAC INC COMAFL51,177$3.3M0.33%
84PFIZER INC COMPFE79,905$3.3M0.33%
85HILTON WORLDWIDE HLDGS INC COMHLT22,317$3.1M0.32%
86ELEVANCE HEALTH INC COMELV6,805$3.1M0.31%
87EDWARDS LIFESCIENCES CORP COMEW37,517$3.1M0.31%
88SHELL PLC SPON ADSRYDAF52,908$3.0M0.31%
89COLGATE PALMOLIVE CO COMCL40,447$3.0M0.30%
90MONDELEZ INTL INC CL A60920710543,536$3.0M0.30%
91WELLS FARGO CO NEW COM94974610176,755$2.9M0.29%
92TRUIST FINL CORP COM89832Q10983,902$2.9M0.29%
93ESSENTIAL UTILS INC COM29670G10256,918$2.5M0.25%
94FASTENAL CO COMFAST45,681$2.5M0.25%
95VANGUARD TOTAL STOCK MARKET ETF92290876912,015$2.5M0.25%
96DOLLAR GEN CORP NEW COM25667710511,627$2.4M0.25%
97CITIGROUP INC COM NEWC-PR51,265$2.4M0.24%
98INVESCO QQQ TRUSTIVZ7,414$2.4M0.24%
99EBAY INC. COMEBAY53,059$2.4M0.24%
100L3HARRIS TECHNOLOGIES INC COMLHX11,616$2.3M0.23%
101CAPITAL ONE FINL CORP COM14040H10522,461$2.2M0.22%
102VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40927,714$2.1M0.21%
103CARRIER GLOBAL CORPORATION COMCARR45,469$2.1M0.21%
104SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40937,538$2.1M0.21%
105BOOZ ALLEN HAMILTON HLDG CORP CL ABAH21,791$2.0M0.20%
106SCHWAB U.S. BROAD MARKET ETF80852410242,015$2.0M0.20%
107GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF22,972$1.9M0.19%
108BRISTOL-MYERS SQUIBB CO COMCELG-RI26,861$1.9M0.19%
109BLACKROCK INC COMBLK2,755$1.8M0.18%
110ALIGN TECHNOLOGY INC COMALGN5,430$1.8M0.18%
111LOWES COS INC COM5486611079,048$1.8M0.18%
112ILLINOIS TOOL WKS INC COM4523081097,412$1.8M0.18%
113OTIS WORLDWIDE CORP COMOTIS21,253$1.8M0.18%
114US BANCORP DEL COM NEWUSB-PS48,044$1.7M0.17%
115CISCO SYS INC COMCSCO33,058$1.7M0.17%
116WASTE MGMT INC DEL COM94106L10910,521$1.7M0.17%
117VANGUARD LARGE-CAP ETF9229086379,115$1.7M0.17%
118AUTOZONE INC COMAZO672$1.7M0.17%
119AMERICAN TOWER CORP NEW COM03027X1007,883$1.6M0.16%
120ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864631,104$1.6M0.16%
121AERCAP HOLDINGS NV SHSAER27,297$1.5M0.15%
122SALESFORCE INC COMCRM7,636$1.5M0.15%
123ISHARES S&P MID-CAP 400 GROWTH ETF46428760620,407$1.5M0.15%
124ISHARES MSCI INTL QUALITY FACTOR ETF46434V45641,171$1.5M0.15%
125CONOCOPHILLIPS COMCOP14,569$1.4M0.14%
126INVESCO DYNAMIC BIOTECHNOLOGY & GENOME ETFIVZ22,855$1.4M0.14%
127FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R72033,350$1.4M0.14%
128ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND26924G20129,656$1.4M0.14%
129CHARTER COMMUNICATIONS INC NEW CL A16119P1083,912$1.4M0.14%
130MASTERCARD INCORPORATED CL AMA3,809$1.4M0.14%
131SPDR S&P 600 SMALL CAP GROWTH ETF78464A20118,617$1.4M0.14%
132SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R20044,356$1.3M0.14%
133MCKESSON CORP COMMCK3,715$1.3M0.13%
134VANECK MORNINGSTAR WIDE MOAT ETF92189F64317,813$1.3M0.13%
135SCHWAB U.S. LARGE-CAP ETF80852420127,172$1.3M0.13%
136PHILLIPS 66 COMPSX12,726$1.3M0.13%
137MERCK & CO INC COMMRK12,053$1.3M0.13%
138AMERICAN EXPRESS CO COMAXP7,212$1.2M0.12%
139STARBUCKS CORP COMSBUX11,014$1.1M0.11%
140SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88933,964$1.1M0.11%
141ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815810,305$1.1M0.11%
142LINCOLN ELEC HLDGS INC COM5339001066,369$1.1M0.11%
143COCA COLA CO COMKO17,070$1.1M0.11%
144VANGUARD DIVIDEND APPRECIATION ETF9219088446,592$1.0M0.10%
145AUTOMATIC DATA PROCESSING INC COMADP4,516$1.0M0.10%
146LIBERTY BROADBAND CORP COM SER CLBRDP12,034$983,1780.10%
147SPDR PORTFOLIO S&P 500 ETF78464A85420,199$972,5820.10%
148LYONDELLBASELL INDUSTRIES N V SHS - A -LYB9,725$913,0800.09%
149PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R87417,315$861,9410.09%
150SCHWAB U.S. SMALL-CAP ETF80852460720,019$839,3970.08%
151SPDR BLACKSTONE SENIOR LOAN ETF78467V60820,165$836,0410.08%
152SPDR S&P DIVIDEND ETF78464A7636,710$830,1220.08%
153COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH13,333$812,3800.08%
154CAMDEN PPTY TR SH BEN INT1331311027,627$799,6150.08%
155GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC9,633$790,1950.08%
156EMERSON ELEC CO COMEMR8,941$779,1190.08%
157ISHARES MSCI EMERGING MARKETS ETF46428723419,222$758,5130.08%
158ABBOTT LABS COMABLZF7,406$749,9320.08%
159ISHARES CORE S&P U.S. GROWTH ETF4642876718,403$745,9340.07%
160VANGUARD SMALL-CAP ETF9229087513,873$734,1660.07%
161ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653313,364$729,2730.07%
1623M CO COMMMM6,888$724,0060.07%
163ENERGY SELECT SECTOR SPDR FUND81369Y5068,729$723,0230.07%
164GILEAD SCIENCES INC COMGILD8,481$703,6320.07%
165INVESCO ULTRA SHORT DURATION ETFIVZ14,150$701,8400.07%
166MEDTRONIC PLC SHSMDT8,473$683,0930.07%
167BERKLEY W R CORP COMWRB-PH10,793$671,9720.07%
168SPDR S&P 400 MID CAP GROWTH ETF78464A8219,800$670,6910.07%
169SPDR PORTFOLIO EMERGING MARKETS ETF78463X50919,600$668,9500.07%
170LILLY ELI & CO COMLLY1,924$660,8930.07%
171PROSHARES ULTRA SILVER74347W35321,000$655,8300.07%
172VANGUARD REAL ESTATE ETF9229085537,618$632,5850.06%
173VANGUARD FTSE EMERGING MARKETS ETF92204285815,366$620,7860.06%
174CHIPOTLE MEXICAN GRILL INC COMCMG358$611,5680.06%
175JOHNSON CTLS INTL PLC SHSG515021059,979$600,9350.06%
176LIBERTY BROADBAND CORP COM SER ALBRDP7,264$596,5200.06%
177ISHARES MSCI USA EQUAL WEIGHTED ETF4642866817,700$581,7350.06%
178REGENERON PHARMACEUTICALS COMREGN707$580,9210.06%
179GENERAL MTRS CO COM37045V10015,682$575,2160.06%
180COPART INC COMCPRT7,534$566,6320.06%
181INTEL CORP COMINTC17,283$564,6470.06%
182EQUINIX INC COMEQIX761$548,7110.06%
183THE CIGNA GROUP COM1255231002,128$543,7680.05%
184INTERNATIONAL BUSINESS MACHS COMINTR4,127$540,9900.05%
185VANGUARD HIGH DIVIDEND YIELD INDEX ETF9219464065,107$538,7890.05%
186TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391005,483$510,0290.05%
187TRANSDIGM GROUP INC COMTDG664$489,4010.05%
188APPLIED MATLS INC COM0382221053,925$482,1080.05%
189BANK AMERICA CORP COM06050510416,789$480,1550.05%
190UTILITIES SELECT SECTOR SPDR FUND81369Y8867,087$479,7190.05%
191INVESCO GLOBAL WATER ETFIVZ13,659$477,7920.05%
192VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427758,920$476,9730.05%
193LIBERTY GLOBAL PLC SHS CL CLBTYK23,389$476,6680.05%
194INDEPENDENCE RLTY TR INC COM45378A10629,374$470,8650.05%
195VERIZONVZ11,880$462,0280.05%
196ISHARES RUSSELL 1000 GROWTH ETF4642876141,882$459,8290.05%
197TESLA INC COMTSLA2,012$417,4100.04%
198TEXAS INSTRS INC COM8825081042,220$412,9420.04%
199FISERV INC COMFISV3,637$411,0900.04%
200QUALCOMM INC COMQCOM3,196$407,7460.04%
201CATERPILLAR INC COMCAT1,737$397,3850.04%
202IDEXX LABS INC COM45168D104792$396,0630.04%
203VANGUARD GROWTH ETF9229087361,574$392,6190.04%
204KIMBERLY-CLARK CORP COMKMB2,920$391,9630.04%
205INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ19,160$388,5650.04%
206BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8787,604$382,1010.04%
207NOVARTIS AG SPONSORED ADRNVSEF4,153$382,0760.04%
208IAC INC COM NEWIAC7,371$380,3440.04%
209DEERE & CO COMDE917$378,6110.04%
210ISHARES MSCI EAFE ETF4642874655,260$376,2150.04%
211GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8555,884$373,9280.04%
212NORFOLK SOUTHN CORP COM6558441081,759$372,9080.04%
213BROADCOM INC COMAVGO581$372,7350.04%
214ADOBE SYSTEMS INCORPORATED COMADBE935$360,3210.04%
215TORONTO DOMINION BK ONT COM NEWTORO5,976$357,9620.04%
216GRAINGER W W INC COM384802104515$354,7370.04%
217AXON ENTERPRISE INC COMAXON1,564$351,6650.04%
218QUANTA SVCS INC COM74762E1022,099$349,7770.04%
219SPDR S&P KENSHO CLEAN POWER ETF78468R6553,990$345,8860.03%
220ISHARES RUSSELL 1000 VALUE ETF4642875982,260$344,1080.03%
221KEYSIGHT TECHNOLOGIES INC COMKEYS2,129$343,7910.03%
222VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097685,970$329,6040.03%
223AMERIPRISE FINL INC COM03076C1061,073$328,8750.03%
224FEDEX CORP COMFDX1,430$326,7410.03%
225SERVICENOW INC COMNOW689$320,1920.03%
226FINANCIAL SELECT SECTOR SPDR FUND81369Y6059,871$317,3530.03%
227ULTA BEAUTY INC COMULTA568$309,9410.03%
228DUPONT DE NEMOURS INC COMDD4,228$303,4670.03%
229BOEING CO COMBA-PA1,420$301,5720.03%
230CSX CORP COMCSX9,923$297,1040.03%
231INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ14,868$284,8710.03%
232IDEX CORP COM45167R1041,214$280,4700.03%
233OREILLY AUTOMOTIVE INC COM67103H107327$277,6160.03%
234STERIS PLC SHS USDSTE1,450$277,3560.03%
235CDW CORP COMCDW1,414$275,5740.03%
236SPDR S&P MIDCAP 400 ETF TRUSTMDY600$275,0460.03%
237TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,790$270,3080.03%
238DUKE ENERGY CORP NEW COM NEWDUKB2,791$269,2260.03%
239HERSHEY CO COMHSY1,050$267,1310.03%
240SKYWORKS SOLUTIONS INC COMSWKS2,260$266,6350.03%
241ACCENTURE PLC IRELAND SHS CLASS AACN929$265,5170.03%
242EOG RES INC COMEOG2,297$263,3050.03%
243MONSTER BEVERAGE CORP NEW COMMNST4,810$259,7880.03%
244VANGUARD MID-CAP ETF9229086291,225$258,3770.03%
245VANGUARD SHORT-TERM BOND ETF9219378273,375$258,1540.03%
246ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878872,346$257,9190.03%
247LOCKHEED MARTIN CORP COMLMT545$257,6380.03%
248POOL CORP COMPOOL739$253,0630.03%
249MIDDLEFIELD BANC CORP COM NEW5963042048,952$250,7900.03%
250INTERCONTINENTAL EXCHANGE INC COM45866F1042,356$245,7070.02%
251GENERAL MLS INC COM3703341042,867$245,0140.02%
252FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E5004,670$243,9140.02%
253SHERWIN WILLIAMS CO COMSHW1,083$243,4260.02%
254ENTERPRISE PRODS PARTNERS L P COM2937921079,294$240,7150.02%
255INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ12,428$239,9230.02%
256ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,633$239,7350.02%
257SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7395,035$239,4140.02%
258SCHWAB U.S. LARGE-CAP VALUE ETF8085244093,644$238,9740.02%
259DOW INC COMDOW4,324$237,0420.02%
260AIR PRODS & CHEMS INC COMAIIR821$235,7990.02%
261FAIR ISAAC CORP COMFICO334$234,6980.02%
262BLACKSTONE INC COMBX2,655$233,2150.02%
263PALO ALTO NETWORKS INC COMPANW1,154$230,5000.02%
264CROWN CASTLE INC COMCCI1,720$230,2050.02%
265MARSH & MCLENNAN COS INC COM5717481021,376$229,1730.02%
266TYLER TECHNOLOGIES INC COMTYL634$224,8420.02%
267ING GROEP N.V. SPONSORED ADRINGVF18,803$223,1920.02%
268HARTFORD FINL SVCS GROUP INC COMHIG-PG3,177$221,4050.02%
269AKILI INC COMMON STOCK00974B107137,130$219,4080.02%
270INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ10,600$218,2540.02%
271DISH NETWORK CORPORATION CL A25470M10923,135$215,8500.02%
272VERISK ANALYTICS INC COMVRSK1,107$212,3890.02%
273SOUTHERN CO COMSOMN3,049$212,1490.02%
274CORTEVA INC COMCTVA3,509$211,6280.02%
275SPROTT PHYSICAL GOLD & SILVER TR UNITSII11,105$209,9960.02%
276CHARLES RIV LABS INTL INC COM1598641071,035$208,8840.02%
277GSK PLC SPONSORED ADRGLAXF5,859$208,4630.02%
278TRACTOR SUPPLY CO COMTSCO883$207,4870.02%
279EVERSOURCE ENERGY COMES2,642$206,7630.02%
280ISHARES U.S. FINANCIALS ETF4642877882,875$204,5280.02%
281SCHWAB EMERGING MARKETS EQUITY ETF8085247068,315$203,8750.02%
282PHILIP MORRIS INTL INC COM7181721092,090$203,2530.02%
283GENERAL MOLY INC COM37037310211,550$00.00%