$338 Million is the total value of YHB Investment Advisors, Inc.'s 143 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ECL | Sell | ECOLAB INC | $11,645,000 | +15.4% | 117,911 | -0.4% | 3.44% | +9.6% |
| XOM | Sell | EXXON MOBIL CORP | $11,522,000 | -6.2% | 133,910 | -1.5% | 3.41% | -10.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b | $8,756,000 | +3.2% | 77,136 | +1.7% | 2.59% | -2.0% |
| PEP | Sell | PEPSICO INC | $8,601,000 | -3.9% | 108,193 | -1.1% | 2.54% | -8.7% |
| AAPL | Sell | APPLE INC | $8,338,000 | +18.6% | 17,489 | -1.4% | 2.47% | +12.6% |
| ORCL | Buy | ORACLE CORP | $8,033,000 | +22.0% | 242,190 | +12.9% | 2.38% | +15.8% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $7,674,000 | +14.4% | 71,173 | -1.4% | 2.27% | +8.6% |
| GOOGL | Sell | GOOGLE INCcl a | $7,613,000 | -1.9% | 8,692 | -1.4% | 2.25% | -6.8% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $7,607,000 | +6.9% | 82,555 | -1.8% | 2.25% | +1.5% |
| CELG | Sell | CELGENE CORP | $6,499,000 | +27.7% | 42,164 | -3.1% | 1.92% | +21.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $6,154,000 | -1.3% | 70,990 | -2.2% | 1.82% | -6.2% |
| MSFT | Buy | MICROSOFT CORP | $6,031,000 | -1.0% | 181,228 | +2.8% | 1.78% | -6.0% |
| PG | Sell | PROCTER & GAMBLE CO | $5,653,000 | -3.0% | 74,786 | -1.2% | 1.67% | -7.9% |
| COST | Buy | COSTCO WHSL CORP NEW | $5,351,000 | +5.5% | 46,461 | +1.3% | 1.58% | +0.2% |
| SLB | Buy | SCHLUMBERGER LTD | $5,216,000 | +23.8% | 59,026 | +0.4% | 1.54% | +17.5% |
| DHR | Buy | DANAHER CORP DEL | $5,143,000 | +10.9% | 74,185 | +1.2% | 1.52% | +5.3% |
| DIS | Sell | DISNEY WALT CO | $5,054,000 | -2.1% | 78,368 | -4.1% | 1.50% | -7.0% |
| CVS | Sell | CVS CAREMARK CORPORATION | $4,939,000 | -1.6% | 87,039 | -0.8% | 1.46% | -6.5% |
| NBL | Buy | NOBLE ENERGY INC | $4,826,000 | +42.0% | 72,018 | +27.3% | 1.43% | +34.8% |
| AON | Sell | AON CORP | $4,571,000 | +14.9% | 61,400 | -0.6% | 1.35% | +9.1% |
| PX | Buy | PRAXAIR INC | $4,436,000 | +6.3% | 36,906 | +1.8% | 1.31% | +0.9% |
| MCD | Sell | MCDONALDS CORP | $4,413,000 | -3.7% | 45,872 | -0.9% | 1.31% | -8.5% |
| CLH | Buy | CLEAN HARBORS INC | $4,393,000 | +32.1% | 74,883 | +13.8% | 1.30% | +25.5% |
| CVX | Buy | CHEVRON CORP NEW | $4,363,000 | +8.0% | 35,913 | +5.2% | 1.29% | +2.5% |
| KO | Buy | COCA COLA CO | $4,215,000 | -4.7% | 111,281 | +1.0% | 1.25% | -9.4% |
| WMT | Sell | WAL MART STORES INC | $4,134,000 | -0.8% | 55,891 | -0.1% | 1.22% | -5.9% |
| APA | Buy | APACHE CORP | $4,099,000 | +8.2% | 48,140 | +6.5% | 1.21% | +2.7% |
| KMR | Buy | KINDER MORGAN MANAGEMENT LLC | $4,089,000 | -8.4% | 54,554 | +2.1% | 1.21% | -13.0% |
| FOXA | New | TWENTY FIRST CENTY FOX INCcl a | $3,981,000 | – | 118,800 | +100.0% | 1.18% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $3,877,000 | -5.6% | 20,934 | -2.6% | 1.15% | -10.4% |
| AMGN | Sell | AMGEN INC | $3,829,000 | +11.8% | 34,210 | -1.5% | 1.13% | +6.2% |
| AMLP | Sell | ALPS ETF TRalerian mlp | $3,770,000 | -1.8% | 214,351 | -0.3% | 1.12% | -6.8% |
| NKE | Sell | NIKE INCcl b | $3,722,000 | +13.4% | 51,241 | -0.6% | 1.10% | +7.6% |
| ESRX | Buy | EXPRESS SCRIPTS INC | $3,666,000 | +2.0% | 59,314 | +1.9% | 1.08% | -3.1% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $3,633,000 | +9.9% | 115,611 | -0.2% | 1.08% | +4.4% |
| LBTYK | Buy | LIBERTY GLOBAL INC | $3,469,000 | +19.0% | 45,984 | +7.0% | 1.03% | +12.9% |
| CMCSK | Buy | COMCAST CORP NEWcl a spl | $3,362,000 | +11.9% | 77,550 | +2.4% | 1.00% | +6.3% |
| QCOM | Buy | QUALCOMM INC | $3,275,000 | +10.2% | 48,654 | +0.0% | 0.97% | +4.6% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $3,203,000 | +8.7% | 44,732 | -0.6% | 0.95% | +3.3% |
| XEC | Sell | CIMAREX ENERGY CO | $3,183,000 | +47.3% | 33,019 | -0.7% | 0.94% | +40.0% |
| MS | Sell | MORGAN STANLEY | $3,167,000 | +9.7% | 117,500 | -0.6% | 0.94% | +4.1% |
| SYK | Sell | STRYKER CORP | $2,993,000 | +1.4% | 44,277 | -3.0% | 0.88% | -3.8% |
| YUM | Buy | YUM BRANDS INC | $2,981,000 | +4.3% | 41,761 | +1.3% | 0.88% | -0.9% |
| T | Sell | AT&T INC | $2,962,000 | -5.8% | 87,592 | -1.3% | 0.88% | -10.5% |
| BMY | BRISTOL MYERS SQUIBB CO | $2,943,000 | +3.6% | 63,583 | 0.0% | 0.87% | -1.6% | |
| PWR | Sell | QUANTA SVCS INC | $2,943,000 | -6.7% | 106,975 | -10.3% | 0.87% | -11.4% |
| CL | Buy | COLGATE PALMOLIVE CO | $2,843,000 | +3.7% | 47,936 | +0.2% | 0.84% | -1.5% |
| KFT | Buy | KRAFT FOODS INCcl a | $2,813,000 | -5.8% | 53,603 | +0.3% | 0.83% | -10.6% |
| EMC | Buy | E M C CORP MASS | $2,806,000 | +9.2% | 109,798 | +1.0% | 0.83% | +3.8% |
| GE | Sell | GENERAL ELECTRIC CO | $2,580,000 | +2.1% | 108,001 | -0.9% | 0.76% | -3.2% |
| MMM | Sell | 3M CO | $2,382,000 | +7.8% | 19,944 | -1.3% | 0.70% | +2.5% |
| V | Buy | VISA INC | $2,378,000 | +5.4% | 12,443 | +0.8% | 0.70% | +0.1% |
| PFE | Sell | PFIZER INC | $2,368,000 | -0.8% | 82,428 | -3.3% | 0.70% | -5.8% |
| CTSH | Buy | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,228,000 | +38.0% | 27,132 | +5.3% | 0.66% | +31.0% |
| EMR | Sell | EMERSON ELEC CO | $2,169,000 | -20.0% | 33,520 | -32.5% | 0.64% | -23.9% |
| COH | Buy | COACH INC | $2,015,000 | +8.1% | 36,955 | +13.2% | 0.60% | +2.6% |
| PAYX | Sell | PAYCHEX INC | $1,980,000 | +10.4% | 48,730 | -0.8% | 0.59% | +4.8% |
| AGN | Buy | ALLERGAN INC | $1,957,000 | +25.8% | 21,640 | +17.2% | 0.58% | +19.4% |
| CHD | Buy | CHURCH & DWIGHT INC | $1,952,000 | +32.2% | 32,505 | +35.9% | 0.58% | +25.4% |
| L | Buy | LOEWS CORP | $1,912,000 | +16.1% | 40,900 | +10.2% | 0.57% | +10.3% |
| WRB | Sell | BERKLEY W R CORP | $1,854,000 | -16.4% | 43,250 | -20.3% | 0.55% | -20.5% |
| UNP | Buy | UNION PAC CORP | $1,836,000 | +2.7% | 11,819 | +2.0% | 0.54% | -2.5% |
| NEE | Buy | NEXTERA ENERGY INC | $1,833,000 | +0.1% | 22,865 | +1.7% | 0.54% | -5.1% |
| STZ | Buy | CONSTELLATION BRANDS INCcl a | $1,780,000 | +18.1% | 31,005 | +7.3% | 0.53% | +12.1% |
| PCP | Buy | PRECISION CASTPARTS CORP | $1,781,000 | +3.1% | 7,836 | +2.5% | 0.53% | -2.0% |
| APC | Buy | ANADARKO PETE CORP | $1,779,000 | +25.6% | 19,133 | +16.1% | 0.53% | +19.3% |
| GILD | Buy | GILEAD SCIENCES INC | $1,756,000 | +32.5% | 27,929 | +8.1% | 0.52% | +25.9% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $1,733,000 | +3.9% | 10,954 | -0.7% | 0.51% | -1.3% |
| LBTYA | LIBERTY GLOBAL INC | $1,735,000 | +8.0% | 21,864 | 0.0% | 0.51% | +2.4% | |
| CSCO | Buy | CISCO SYS INC | $1,705,000 | -2.5% | 72,755 | +1.2% | 0.50% | -7.5% |
| AFL | Buy | AFLAC INC | $1,619,000 | +10.7% | 26,118 | +3.8% | 0.48% | +5.0% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $1,572,000 | +17.1% | 17,356 | +0.0% | 0.46% | +11.2% |
| MON | Sell | MONSANTO CO NEW | $1,572,000 | +5.3% | 15,061 | -0.3% | 0.46% | 0.0% |
| CME | Sell | CME GROUP INC | $1,562,000 | -4.5% | 21,140 | -1.9% | 0.46% | -9.4% |
| FLS | Sell | FLOWSERVE CORP | $1,505,000 | +15.1% | 24,129 | -0.3% | 0.44% | +9.3% |
| DISH | Buy | DISH NETWORK CORPcl a | $1,485,000 | +19.0% | 33,000 | +12.4% | 0.44% | +12.9% |
| VECO | Buy | VEECO INSTRS INC DEL | $1,471,000 | +9.0% | 39,508 | +3.6% | 0.44% | +3.3% |
| HD | Buy | HOME DEPOT INC | $1,470,000 | +2.3% | 19,386 | +4.5% | 0.44% | -2.9% |
| INTU | Buy | INTUIT | $1,450,000 | +8.8% | 21,869 | +0.1% | 0.43% | +3.4% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $1,445,000 | -25.1% | 3,840 | +0.7% | 0.43% | -28.8% |
| CAT | Buy | CATERPILLAR INC DEL | $1,384,000 | +1.2% | 16,595 | +0.1% | 0.41% | -4.0% |
| ALTR | Sell | ALTERA CORP | $1,380,000 | +11.7% | 37,150 | -0.7% | 0.41% | +6.0% |
| WTR | Buy | AQUA AMERICA INC | $1,366,000 | -0.7% | 55,253 | +25.7% | 0.40% | -5.6% |
| MORN | Sell | MORNINGSTAR INC | $1,197,000 | +1.9% | 15,105 | -0.3% | 0.35% | -3.3% |
| CHL | Sell | CHINA MOBILE LIMITEDsponsored adr | $1,186,000 | +0.2% | 21,025 | -8.0% | 0.35% | -4.9% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $1,180,000 | +21.6% | 25,410 | +12.3% | 0.35% | +15.6% |
| PETM | Buy | PETSMART INC | $1,163,000 | +57.0% | 15,245 | +37.8% | 0.34% | +48.9% |
| USB | Buy | US BANCORP DEL | $1,141,000 | +11.4% | 31,195 | +10.2% | 0.34% | +6.0% |
| INTC | Sell | INTEL CORP | $1,129,000 | -9.2% | 49,258 | -4.0% | 0.33% | -13.7% |
| FAST | Buy | FASTENAL CO | $1,091,000 | +11.8% | 21,709 | +1.9% | 0.32% | +6.2% |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $1,053,000 | +18.3% | 17,982 | +6.1% | 0.31% | +12.6% |
| TD | Sell | TORONTO DOMINION BK ONT | $1,051,000 | +6.9% | 11,681 | -4.5% | 0.31% | +1.6% |
| J | Buy | JACOBS ENGR GROUP INC DEL | $1,041,000 | +9.3% | 17,885 | +3.6% | 0.31% | +3.7% |
| APH | AMPHENOL CORP NEWcl a | $966,000 | -0.7% | 12,486 | 0.0% | 0.29% | -5.6% | |
| AXP | Buy | AMERICAN EXPRESS CO | $967,000 | +1.6% | 12,811 | +0.6% | 0.29% | -3.7% |
| COP | Sell | CONOCOPHILLIPS | $958,000 | +7.0% | 13,789 | -6.8% | 0.28% | +1.4% |
| LOW | Sell | LOWES COS INC | $920,000 | +15.9% | 19,325 | -0.5% | 0.27% | +10.1% |
| LECO | Buy | LINCOLN ELEC HLDGS INC | $895,000 | +21.1% | 13,429 | +4.0% | 0.26% | +15.2% |
| NVS | NOVARTIS A Gsponsored adr | $892,000 | +8.5% | 11,625 | 0.0% | 0.26% | +3.1% | |
| PBE | POWERSHARES ETF TRUSTdyn biot & gen | $863,000 | +21.4% | 24,615 | 0.0% | 0.26% | +14.9% | |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $852,000 | -8.3% | 18,249 | -1.1% | 0.25% | -12.8% |
| MRK | Sell | MERCK & CO INC NEW | $687,000 | +1.8% | 14,425 | -0.7% | 0.20% | -3.3% |
| 4945SC | Sell | KINDER MORGAN ENERGY PARTNERut ltd partner | $649,000 | -6.9% | 8,131 | -0.3% | 0.19% | -11.5% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $645,000 | 0.0% | 8,911 | -4.8% | 0.19% | -5.0% |
| CBI | Sell | CHICAGO BRIDGE & IRON CO N Vn y registry sh | $603,000 | +11.7% | 8,905 | -1.6% | 0.18% | +6.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $580,000 | -2.5% | 11,222 | -0.4% | 0.17% | -7.0% |
| MKC | Buy | MCCORMICK & CO INC | $548,000 | +4.0% | 8,468 | +13.0% | 0.16% | -1.2% |
| RIG | Sell | TRANSOCEAN LTD | $530,000 | -14.8% | 11,915 | -8.1% | 0.16% | -19.1% |
| PM | PHILIP MORRIS INTL INC | $492,000 | -0.2% | 5,687 | 0.0% | 0.15% | -5.2% | |
| QQQ | Buy | POWERSHARES QQQ TRUSTunit ser 1 | $487,000 | +21.1% | 6,170 | +9.3% | 0.14% | +15.2% |
| CTXS | Sell | CITRIX SYS INC | $484,000 | +16.6% | 6,852 | -0.3% | 0.14% | +10.9% |
| MCK | Buy | MCKESSON CORP | $476,000 | +15.3% | 3,707 | +2.8% | 0.14% | +9.3% |
| NWSA | Sell | NEWS CORPcl a | $471,000 | -87.7% | 29,325 | -75.1% | 0.14% | -88.4% |
| ABBV | Sell | ABBVIE INC | $468,000 | +5.6% | 10,469 | -2.3% | 0.14% | 0.0% |
| HOG | Sell | HARLEY DAVIDSON INC | $448,000 | +7.2% | 6,970 | -8.5% | 0.13% | +2.3% |
| PIO | Sell | POWERSHARES GLOBAL ETF TRUSTgbl wtr port | $435,000 | -2.7% | 20,600 | -13.3% | 0.13% | -7.2% |
| ABB | Sell | ABB LTDsponsored adr | $423,000 | -63.1% | 17,950 | -66.0% | 0.12% | -65.0% |
| FNFG | Sell | FIRST NIAGARA FINL GRP INC | $420,000 | -3.9% | 40,465 | -6.8% | 0.12% | -8.8% |
| NU | Sell | NORTHEAST UTILS | $416,000 | -14.6% | 10,081 | -13.0% | 0.12% | -19.1% |
| UBNK | UNITED FINANCIAL BANCORP INC | $414,000 | +6.7% | 25,611 | 0.0% | 0.12% | +0.8% | |
| BDX | Buy | BECTON DICKINSON & CO | $404,000 | +11.0% | 4,036 | +9.5% | 0.12% | +6.2% |
| WFC | Sell | WELLS FARGO & CO NEW | $399,000 | -14.0% | 9,645 | -14.3% | 0.12% | -18.6% |
| ABT | Buy | ABBOTT LABS | $393,000 | -3.7% | 11,844 | +1.4% | 0.12% | -8.7% |
| OXY | Buy | OCCIDENTAL PETE CORP DEL | $388,000 | +16.5% | 4,150 | +11.3% | 0.12% | +10.6% |
| KSS | Buy | KOHLS CORP | $380,000 | +5.3% | 7,345 | +2.8% | 0.11% | 0.0% |
| RCKB | ROCKVILLE FINL INC NEW | $355,000 | -0.6% | 27,314 | 0.0% | 0.10% | -5.4% | |
| SDRL | Buy | SEADRILL LIMITED | $320,000 | +10.7% | 7,094 | +0.1% | 0.10% | +5.6% |
| TXT | TEXTRON INC | $280,000 | +6.1% | 10,150 | 0.0% | 0.08% | +1.2% | |
| UNFI | UNITED NAT FOODS INC | $277,000 | +24.8% | 4,120 | 0.0% | 0.08% | +18.8% | |
| GMCR | Buy | GREEN MTN COFFEE ROASTERS IN | $269,000 | +3.1% | 3,575 | +2.9% | 0.08% | -1.2% |
| WMB | Sell | WILLIAMS COS INC DEL | $268,000 | -1.1% | 7,357 | -12.0% | 0.08% | -6.0% |
| DRC | DRESSER-RAND GROUP INC | $262,000 | +4.0% | 4,200 | 0.0% | 0.08% | -1.3% | |
| BA | Sell | BOEING CO | $264,000 | +7.8% | 2,245 | -6.3% | 0.08% | +2.6% |
| CSX | New | CSX CORP | $257,000 | – | 9,995 | +100.0% | 0.08% | – |
| TEX | New | TEREX CORP NEW | $252,000 | – | 7,514 | +100.0% | 0.08% | – |
| SO | SOUTHERN CO | $240,000 | -6.6% | 5,823 | 0.0% | 0.07% | -11.2% | |
| PBCT | Sell | PEOPLES UNITED FINANCIAL INC | $238,000 | -19.0% | 16,529 | -16.3% | 0.07% | -23.9% |
| ZTS | New | ZOETIS INCcl a | $205,000 | – | 6,600 | +100.0% | 0.06% | – |
| ABMD | Buy | ABIOMED INC | $204,000 | -6.8% | 10,701 | +5.2% | 0.06% | -11.8% |
| BAC | Buy | BANK OF AMERICA CORPORATION | $182,000 | +7.1% | 13,202 | +0.1% | 0.05% | +1.9% |
| FTEK | FUEL TECH INC | $137,000 | +13.2% | 31,475 | 0.0% | 0.04% | +7.9% | |
| MDWCQ | New | MIDWAY GOLD CORP | $16,000 | – | 16,500 | +100.0% | 0.01% | – |
| PZG | New | PARAMOUNT GOLD & SILVER CORP | $15,000 | – | 11,600 | +100.0% | 0.00% | – |
| FSLR | Exit | FIRST SOLAR INC | $0 | – | -4,565 | -100.0% | -0.06% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -4,257 | -100.0% | -0.06% | – |
| XRAY | Exit | DENTSPLY INTL INC NEW | $0 | – | -23,707 | -100.0% | -0.30% | – |
| QEP | Exit | QEP RES INC | $0 | – | -35,850 | -100.0% | -0.31% | – |
| VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -15,490 | -100.0% | -0.33% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-10-15
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.