$321 Million is the total value of YHB Investment Advisors, Inc.'s 142 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XOM | New | EXXON MOBIL CORP | $12,286,000 | – | 135,977 | +100.0% | 3.83% | – |
| ECL | New | ECOLAB INC | $10,087,000 | – | 118,406 | +100.0% | 3.14% | – |
| PEP | New | PEPSICO INC | $8,951,000 | – | 109,442 | +100.0% | 2.79% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b | $8,485,000 | – | 75,816 | +100.0% | 2.64% | – |
| GOOGL | New | GOOGLE INCcl a | $7,757,000 | – | 8,811 | +100.0% | 2.42% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $7,117,000 | – | 84,100 | +100.0% | 2.22% | – |
| AAPL | New | APPLE INC | $7,033,000 | – | 17,735 | +100.0% | 2.19% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $6,707,000 | – | 72,163 | +100.0% | 2.09% | – |
| ORCL | New | ORACLE CORP | $6,586,000 | – | 214,470 | +100.0% | 2.05% | – |
| JNJ | New | JOHNSON & JOHNSON | $6,233,000 | – | 72,593 | +100.0% | 1.94% | – |
| MSFT | New | MICROSOFT CORP | $6,091,000 | – | 176,315 | +100.0% | 1.90% | – |
| PG | New | PROCTER & GAMBLE CO | $5,827,000 | – | 75,681 | +100.0% | 1.82% | – |
| DIS | New | DISNEY WALT CO | $5,161,000 | – | 81,728 | +100.0% | 1.61% | – |
| CELG | New | CELGENE CORP | $5,091,000 | – | 43,524 | +100.0% | 1.59% | – |
| COST | New | COSTCO WHSL CORP NEW | $5,072,000 | – | 45,875 | +100.0% | 1.58% | – |
| CVS | New | CVS CAREMARK CORPORATION | $5,017,000 | – | 87,744 | +100.0% | 1.56% | – |
| DHR | New | DANAHER CORP DEL | $4,638,000 | – | 73,270 | +100.0% | 1.44% | – |
| MCD | New | MCDONALDS CORP | $4,582,000 | – | 46,284 | +100.0% | 1.43% | – |
| KMR | New | KINDER MORGAN MANAGEMENT LLC | $4,466,000 | – | 53,431 | +100.0% | 1.39% | – |
| KO | New | COCA COLA CO | $4,421,000 | – | 110,229 | +100.0% | 1.38% | – |
| SLB | New | SCHLUMBERGER LTD | $4,214,000 | – | 58,807 | +100.0% | 1.31% | – |
| PX | New | PRAXAIR INC | $4,174,000 | – | 36,245 | +100.0% | 1.30% | – |
| WMT | New | WAL MART STORES INC | $4,169,000 | – | 55,966 | +100.0% | 1.30% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $4,109,000 | – | 21,503 | +100.0% | 1.28% | – |
| CVX | New | CHEVRON CORP NEW | $4,041,000 | – | 34,145 | +100.0% | 1.26% | – |
| AON | New | AON CORP | $3,977,000 | – | 61,800 | +100.0% | 1.24% | – |
| NWSA | New | NEWS CORPcl a | $3,840,000 | – | 117,850 | +100.0% | 1.20% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $3,839,000 | – | 215,044 | +100.0% | 1.20% | – |
| APA | New | APACHE CORP | $3,789,000 | – | 45,200 | +100.0% | 1.18% | – |
| ESRX | New | EXPRESS SCRIPTS INC | $3,594,000 | – | 58,214 | +100.0% | 1.12% | – |
| AMGN | New | AMGEN INC | $3,426,000 | – | 34,729 | +100.0% | 1.07% | – |
| NBL | New | NOBLE ENERGY INC | $3,398,000 | – | 56,593 | +100.0% | 1.06% | – |
| CLH | New | CLEAN HARBORS INC | $3,326,000 | – | 65,815 | +100.0% | 1.04% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $3,306,000 | – | 115,885 | +100.0% | 1.03% | – |
| NKE | New | NIKE INCcl b | $3,283,000 | – | 51,550 | +100.0% | 1.02% | – |
| PWR | New | QUANTA SVCS INC | $3,156,000 | – | 119,287 | +100.0% | 0.98% | – |
| T | New | AT&T INC | $3,143,000 | – | 88,779 | +100.0% | 0.98% | – |
| CMCSK | New | COMCAST CORP NEWcl a spl | $3,005,000 | – | 75,750 | +100.0% | 0.94% | – |
| KFT | New | KRAFT FOODS INCcl a | $2,987,000 | – | 53,457 | +100.0% | 0.93% | – |
| QCOM | New | QUALCOMM INC | $2,971,000 | – | 48,632 | +100.0% | 0.93% | – |
| SYK | New | STRYKER CORP | $2,952,000 | – | 45,647 | +100.0% | 0.92% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $2,947,000 | – | 45,007 | +100.0% | 0.92% | – |
| LBTYK | New | LIBERTY GLOBAL INC | $2,916,000 | – | 42,959 | +100.0% | 0.91% | – |
| MS | New | MORGAN STANLEY | $2,888,000 | – | 118,225 | +100.0% | 0.90% | – |
| YUM | New | YUM BRANDS INC | $2,857,000 | – | 41,205 | +100.0% | 0.89% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $2,842,000 | – | 63,583 | +100.0% | 0.88% | – |
| CL | New | COLGATE PALMOLIVE CO | $2,742,000 | – | 47,860 | +100.0% | 0.85% | – |
| EMR | New | EMERSON ELEC CO | $2,710,000 | – | 49,680 | +100.0% | 0.84% | – |
| EMC | New | E M C CORP MASS | $2,569,000 | – | 108,747 | +100.0% | 0.80% | – |
| GE | New | GENERAL ELECTRIC CO | $2,528,000 | – | 109,015 | +100.0% | 0.79% | – |
| PFE | New | PFIZER INC | $2,388,000 | – | 85,249 | +100.0% | 0.74% | – |
| V | New | VISA INC | $2,257,000 | – | 12,348 | +100.0% | 0.70% | – |
| WRB | New | BERKLEY W R CORP | $2,217,000 | – | 54,250 | +100.0% | 0.69% | – |
| MMM | New | 3M CO | $2,209,000 | – | 20,204 | +100.0% | 0.69% | – |
| XEC | New | CIMAREX ENERGY CO | $2,161,000 | – | 33,244 | +100.0% | 0.67% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $1,929,000 | – | 3,812 | +100.0% | 0.60% | – |
| COH | New | COACH INC | $1,864,000 | – | 32,645 | +100.0% | 0.58% | – |
| NEE | New | NEXTERA ENERGY INC | $1,832,000 | – | 22,490 | +100.0% | 0.57% | – |
| PAYX | New | PAYCHEX INC | $1,794,000 | – | 49,145 | +100.0% | 0.56% | – |
| UNP | New | UNION PAC CORP | $1,788,000 | – | 11,589 | +100.0% | 0.56% | – |
| CSCO | New | CISCO SYS INC | $1,749,000 | – | 71,887 | +100.0% | 0.54% | – |
| PCP | New | PRECISION CASTPARTS CORP | $1,728,000 | – | 7,646 | +100.0% | 0.54% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $1,668,000 | – | 11,029 | +100.0% | 0.52% | – |
| L | New | LOEWS CORP | $1,647,000 | – | 37,100 | +100.0% | 0.51% | – |
| CME | New | CME GROUP INC | $1,636,000 | – | 21,545 | +100.0% | 0.51% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $1,615,000 | – | 25,777 | +100.0% | 0.50% | – |
| LBTYA | New | LIBERTY GLOBAL INC | $1,607,000 | – | 21,864 | +100.0% | 0.50% | – |
| AGN | New | ALLERGAN INC | $1,556,000 | – | 18,470 | +100.0% | 0.48% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $1,507,000 | – | 28,905 | +100.0% | 0.47% | – |
| MON | New | MONSANTO CO NEW | $1,493,000 | – | 15,111 | +100.0% | 0.46% | – |
| CHD | New | CHURCH & DWIGHT INC | $1,476,000 | – | 23,912 | +100.0% | 0.46% | – |
| AFL | New | AFLAC INC | $1,463,000 | – | 25,167 | +100.0% | 0.46% | – |
| HD | New | HOME DEPOT INC | $1,437,000 | – | 18,546 | +100.0% | 0.45% | – |
| APC | New | ANADARKO PETE CORP | $1,416,000 | – | 16,473 | +100.0% | 0.44% | – |
| WTR | New | AQUA AMERICA INC | $1,375,000 | – | 43,955 | +100.0% | 0.43% | – |
| CAT | New | CATERPILLAR INC DEL | $1,368,000 | – | 16,585 | +100.0% | 0.43% | – |
| VECO | New | VEECO INSTRS INC DEL | $1,350,000 | – | 38,134 | +100.0% | 0.42% | – |
| SWK | New | STANLEY BLACK & DECKER INC | $1,342,000 | – | 17,355 | +100.0% | 0.42% | – |
| INTU | New | INTUIT | $1,333,000 | – | 21,839 | +100.0% | 0.42% | – |
| GILD | New | GILEAD SCIENCES INC | $1,325,000 | – | 25,844 | +100.0% | 0.41% | – |
| FLS | New | FLOWSERVE CORP | $1,307,000 | – | 24,204 | +100.0% | 0.41% | – |
| DISH | New | DISH NETWORK CORPcl a | $1,248,000 | – | 29,350 | +100.0% | 0.39% | – |
| INTC | New | INTEL CORP | $1,243,000 | – | 51,286 | +100.0% | 0.39% | – |
| ALTR | New | ALTERA CORP | $1,235,000 | – | 37,425 | +100.0% | 0.38% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $1,184,000 | – | 22,865 | +100.0% | 0.37% | – |
| MORN | New | MORNINGSTAR INC | $1,175,000 | – | 15,150 | +100.0% | 0.37% | – |
| ABB | New | ABB LTDsponsored adr | $1,145,000 | – | 52,855 | +100.0% | 0.36% | – |
| VNQ | New | VANGUARD INDEX FDSreit etf | $1,064,000 | – | 15,490 | +100.0% | 0.33% | – |
| USB | New | US BANCORP DEL | $1,024,000 | – | 28,320 | +100.0% | 0.32% | – |
| QEP | New | QEP RES INC | $996,000 | – | 35,850 | +100.0% | 0.31% | – |
| TD | New | TORONTO DOMINION BK ONT | $983,000 | – | 12,226 | +100.0% | 0.31% | – |
| FAST | New | FASTENAL CO | $976,000 | – | 21,309 | +100.0% | 0.30% | – |
| APH | New | AMPHENOL CORP NEWcl a | $973,000 | – | 12,486 | +100.0% | 0.30% | – |
| XRAY | New | DENTSPLY INTL INC NEW | $971,000 | – | 23,707 | +100.0% | 0.30% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $970,000 | – | 22,635 | +100.0% | 0.30% | – |
| J | New | JACOBS ENGR GROUP INC DEL | $952,000 | – | 17,270 | +100.0% | 0.30% | – |
| AXP | New | AMERICAN EXPRESS CO | $952,000 | – | 12,736 | +100.0% | 0.30% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $929,000 | – | 18,449 | +100.0% | 0.29% | – |
| COP | New | CONOCOPHILLIPS | $895,000 | – | 14,789 | +100.0% | 0.28% | – |
| DD | New | DU PONT E I DE NEMOURS & CO | $890,000 | – | 16,947 | +100.0% | 0.28% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $822,000 | – | 11,625 | +100.0% | 0.26% | – |
| LOW | New | LOWES COS INC | $794,000 | – | 19,425 | +100.0% | 0.25% | – |
| PETM | New | PETSMART INC | $741,000 | – | 11,065 | +100.0% | 0.23% | – |
| LECO | New | LINCOLN ELEC HLDGS INC | $739,000 | – | 12,907 | +100.0% | 0.23% | – |
| PBE | New | POWERSHARES ETF TRUSTdyn biot & gen | $711,000 | – | 24,615 | +100.0% | 0.22% | – |
| 4945SC | New | KINDER MORGAN ENERGY PARTNERut ltd partner | $697,000 | – | 8,156 | +100.0% | 0.22% | – |
| MRK | New | MERCK & CO INC NEW | $675,000 | – | 14,525 | +100.0% | 0.21% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $645,000 | – | 9,361 | +100.0% | 0.20% | – |
| RIG | New | TRANSOCEAN LTD | $622,000 | – | 12,969 | +100.0% | 0.19% | – |
| JPM | New | JPMORGAN CHASE & CO | $595,000 | – | 11,272 | +100.0% | 0.18% | – |
| CBI | New | CHICAGO BRIDGE & IRON CO N Vn y registry sh | $540,000 | – | 9,050 | +100.0% | 0.17% | – |
| MKC | New | MCCORMICK & CO INC | $527,000 | – | 7,492 | +100.0% | 0.16% | – |
| PM | New | PHILIP MORRIS INTL INC | $493,000 | – | 5,687 | +100.0% | 0.15% | – |
| NU | New | NORTHEAST UTILS | $487,000 | – | 11,581 | +100.0% | 0.15% | – |
| WFC | New | WELLS FARGO & CO NEW | $464,000 | – | 11,254 | +100.0% | 0.14% | – |
| PIO | New | POWERSHARES GLOBAL ETF TRUSTgbl wtr port | $447,000 | – | 23,750 | +100.0% | 0.14% | – |
| ABBV | New | ABBVIE INC | $443,000 | – | 10,711 | +100.0% | 0.14% | – |
| FNFG | New | FIRST NIAGARA FINL GRP INC | $437,000 | – | 43,400 | +100.0% | 0.14% | – |
| HOG | New | HARLEY DAVIDSON INC | $418,000 | – | 7,620 | +100.0% | 0.13% | – |
| MCK | New | MCKESSON CORP | $413,000 | – | 3,607 | +100.0% | 0.13% | – |
| CTXS | New | CITRIX SYS INC | $415,000 | – | 6,873 | +100.0% | 0.13% | – |
| ABT | New | ABBOTT LABS | $408,000 | – | 11,686 | +100.0% | 0.13% | – |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $402,000 | – | 5,645 | +100.0% | 0.12% | – |
| UBNK | New | UNITED FINANCIAL BANCORP INC | $388,000 | – | 25,611 | +100.0% | 0.12% | – |
| BDX | New | BECTON DICKINSON & CO | $364,000 | – | 3,686 | +100.0% | 0.11% | – |
| KSS | New | KOHLS CORP | $361,000 | – | 7,145 | +100.0% | 0.11% | – |
| RCKB | New | ROCKVILLE FINL INC NEW | $357,000 | – | 27,314 | +100.0% | 0.11% | – |
| OXY | New | OCCIDENTAL PETE CORP DEL | $333,000 | – | 3,730 | +100.0% | 0.10% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $294,000 | – | 19,752 | +100.0% | 0.09% | – |
| SDRL | New | SEADRILL LIMITED | $289,000 | – | 7,090 | +100.0% | 0.09% | – |
| WMB | New | WILLIAMS COS INC DEL | $271,000 | – | 8,357 | +100.0% | 0.08% | – |
| TXT | New | TEXTRON INC | $264,000 | – | 10,150 | +100.0% | 0.08% | – |
| GMCR | New | GREEN MTN COFFEE ROASTERS IN | $261,000 | – | 3,475 | +100.0% | 0.08% | – |
| SO | New | SOUTHERN CO | $257,000 | – | 5,823 | +100.0% | 0.08% | – |
| DRC | New | DRESSER-RAND GROUP INC | $252,000 | – | 4,200 | +100.0% | 0.08% | – |
| BA | New | BOEING CO | $245,000 | – | 2,395 | +100.0% | 0.08% | – |
| UNFI | New | UNITED NAT FOODS INC | $222,000 | – | 4,120 | +100.0% | 0.07% | – |
| ABMD | New | ABIOMED INC | $219,000 | – | 10,175 | +100.0% | 0.07% | – |
| GIS | New | GENERAL MLS INC | $207,000 | – | 4,257 | +100.0% | 0.06% | – |
| FSLR | New | FIRST SOLAR INC | $205,000 | – | 4,565 | +100.0% | 0.06% | – |
| BAC | New | BANK OF AMERICA CORPORATION | $170,000 | – | 13,195 | +100.0% | 0.05% | – |
| FTEK | New | FUEL TECH INC | $121,000 | – | 31,475 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 42 | Q3 2023 | 7.2% |
| MICROSOFT CORP COM | 42 | Q3 2023 | 5.4% |
| THERMO FISHER SCIENTIFIC INC COM | 42 | Q3 2023 | 3.7% |
| ECOLAB INC COM | 42 | Q3 2023 | 3.4% |
| PEPSICO INC COM | 42 | Q3 2023 | 2.8% |
| COSTCO WHSL CORP NEW COM | 42 | Q3 2023 | 2.9% |
| DANAHER CORPORATION COM | 42 | Q3 2023 | 2.7% |
| VISA INC COM CL A | 42 | Q3 2023 | 4.0% |
| ORACLE CORP COM | 42 | Q3 2023 | 2.8% |
| DISNEY WALT CO | 42 | Q3 2023 | 2.1% |
View YHB Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-23 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-14 |
| 13F-HR | 2022-01-18 |
View YHB Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.