$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 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
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.