YHB Investment Advisors, Inc. - Q1 2014 holdings

$394 Million is the total value of YHB Investment Advisors, Inc.'s 151 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 12.8% .

 Value Shares↓ Weighting
XOM BuyEXXON MOBIL CORP$12,996,0000.0%133,052
+3.6%
3.30%
-5.4%
ECL SellECOLAB INC$12,636,000
+2.0%
117,008
-1.5%
3.21%
-3.5%
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b$11,393,000
+23.5%
91,162
+17.1%
2.89%
+16.9%
ORCL BuyORACLE CORP$10,984,000
+13.9%
268,487
+6.5%
2.79%
+7.8%
TMO BuyTHERMO FISHER SCIENTIFIC INC$10,504,000
+13.3%
87,362
+4.9%
2.67%
+7.2%
GOOGL BuyGOOGLE INCcl a$10,155,000
+3.8%
9,112
+4.4%
2.58%
-1.8%
PEP BuyPEPSICO INC$9,745,000
+4.8%
116,712
+4.1%
2.48%
-0.8%
AAPL SellAPPLE INC$9,221,000
-5.9%
17,179
-1.7%
2.34%
-11.0%
UTX BuyUNITED TECHNOLOGIES CORP$8,992,000
+8.8%
76,961
+6.0%
2.28%
+3.0%
MSFT BuyMICROSOFT CORP$8,051,000
+17.8%
196,425
+7.6%
2.04%
+11.5%
CVS BuyCVS CAREMARK CORPORATION$6,844,000
+9.3%
91,428
+4.6%
1.74%
+3.5%
JNJ BuyJOHNSON & JOHNSON$6,590,000
+9.8%
67,087
+2.4%
1.67%
+3.9%
DIS BuyDISNEY WALT CO$6,520,000
+9.5%
81,432
+4.5%
1.66%
+3.6%
SLB BuySCHLUMBERGER LTD$6,304,000
+16.5%
64,655
+7.7%
1.60%
+10.3%
CELG BuyCELGENE CORP$5,963,000
-15.0%
42,717
+2.9%
1.52%
-19.5%
DHR BuyDANAHER CORP DEL$5,868,000
+1.0%
78,234
+3.9%
1.49%
-4.4%
NBL BuyNOBLE ENERGY INC$5,855,000
+13.7%
82,413
+9.0%
1.49%
+7.6%
PG BuyPROCTER & GAMBLE CO$5,830,000
+1.7%
72,330
+2.7%
1.48%
-3.8%
COST BuyCOSTCO WHSL CORP NEW$5,654,000
+0.0%
50,631
+6.6%
1.44%
-5.3%
AON BuyAON CORP$5,198,000
+0.9%
61,675
+0.4%
1.32%
-4.5%
PX BuyPRAXAIR INC$5,153,000
+5.5%
39,341
+4.8%
1.31%
-0.1%
LBTYK BuyLIBERTY GLOBAL INC$4,878,000
+25.8%
119,832
+160.6%
1.24%
+19.1%
MCD BuyMCDONALDS CORP$4,779,000
+7.9%
48,754
+6.8%
1.21%
+2.1%
CVX BuyCHEVRON CORP NEW$4,722,000
+3.7%
39,708
+8.9%
1.20%
-1.8%
ESRX BuyEXPRESS SCRIPTS INC$4,597,000
+9.3%
61,215
+2.2%
1.17%
+3.5%
KO BuyCOCA COLA CO$4,479,000
-3.2%
115,854
+3.4%
1.14%
-8.4%
AMGN BuyAMGEN INC$4,459,000
+11.7%
36,152
+3.3%
1.13%
+5.7%
WMT BuyWAL MART STORES INC$4,284,000
+2.5%
56,052
+5.6%
1.09%
-3.0%
MDLZ BuyMONDELEZ INTL INCcl a$4,191,000
+1.9%
121,309
+4.1%
1.06%
-3.5%
PWR BuyQUANTA SVCS INC$4,169,000
+23.7%
112,970
+5.8%
1.06%
+17.1%
NKE BuyNIKE INCcl b$4,120,000
+1.5%
55,775
+8.0%
1.05%
-3.9%
CLH BuyCLEAN HARBORS INC$4,104,000
-7.3%
74,902
+1.4%
1.04%
-12.2%
QCOM BuyQUALCOMM INC$4,033,000
+9.2%
51,138
+2.8%
1.02%
+3.4%
XEC BuyCIMAREX ENERGY CO$3,943,000
+13.6%
33,107
+0.1%
1.00%
+7.6%
UNH BuyUNITEDHEALTH GROUP INC$3,934,000
+14.7%
47,982
+5.4%
1.00%
+8.6%
MS BuyMORGAN STANLEY$3,842,000
+4.3%
123,275
+4.9%
0.98%
-1.3%
SYK BuySTRYKER CORP$3,796,000
+14.5%
46,597
+5.6%
0.96%
+8.3%
FOXA SellTWENTY FIRST CENTY FOX INCcl a$3,771,000
-9.7%
117,950
-0.7%
0.96%
-14.5%
IBM SellINTERNATIONAL BUSINESS MACHINE$3,541,000
+0.3%
18,397
-2.2%
0.90%
-5.0%
AGN BuyALLERGAN INC$3,487,000
+15.1%
28,102
+3.0%
0.89%
+9.0%
BMY BuyBRISTOL MYERS SQUIBB CO$3,268,000
-2.0%
62,915
+0.3%
0.83%
-7.3%
YUM BuyYUM BRANDS INC$3,254,000
+1.8%
43,161
+2.1%
0.83%
-3.6%
KFT BuyKRAFT FOODS INCcl a$3,239,000
+10.4%
57,743
+6.1%
0.82%
+4.6%
APC BuyANADARKO PETE CORP$3,207,000
+35.5%
37,831
+26.9%
0.82%
+28.3%
CMCSK SellCOMCAST CORP NEWcl a spl$3,187,000
-16.3%
65,350
-14.4%
0.81%
-20.7%
CTSH BuyCOGNIZANT TECHNOLOGY SOLUTIOcl a$3,185,000
+3.3%
62,937
+106.1%
0.81%
-2.3%
CL SellCOLGATE PALMOLIVE CO$3,161,000
-0.8%
48,725
-0.3%
0.80%
-6.2%
AMLP SellALPS ETF TRalerian mlp$3,064,000
-16.9%
173,519
-16.2%
0.78%
-21.3%
T BuyAT&T INC$3,042,000
+1.0%
86,747
+1.2%
0.77%
-4.4%
C NewCITIGROUP INC$2,954,00062,050
+100.0%
0.75%
APA SellAPACHE CORP$2,905,000
-29.7%
35,022
-27.1%
0.74%
-33.4%
V BuyVISA INC$2,851,000
-0.3%
13,206
+2.8%
0.72%
-5.7%
GE BuyGENERAL ELECTRIC CO$2,844,000
+5.3%
109,848
+14.1%
0.72%
-0.4%
PFE BuyPFIZER INC$2,839,000
+14.9%
88,400
+9.6%
0.72%
+8.7%
STZ BuyCONSTELLATION BRANDS INCcl a$2,770,000
+26.9%
32,605
+5.2%
0.70%
+20.1%
USB BuyUS BANCORP DEL$2,758,000
+30.2%
64,343
+22.7%
0.70%
+23.2%
KMR SellKINDER MORGAN MANAGEMENT LLC$2,692,000
-36.6%
37,564
-33.0%
0.68%
-39.9%
MMM Buy3M CO$2,683,000
+1.1%
19,778
+4.5%
0.68%
-4.2%
NEE BuyNEXTERA ENERGY INC$2,638,000
+26.8%
27,587
+13.5%
0.67%
+20.1%
UNP BuyUNION PAC CORP$2,544,000
+13.9%
13,559
+2.0%
0.65%
+7.8%
PCP BuyPRECISION CASTPARTS CORP$2,487,000
+7.9%
9,841
+15.0%
0.63%
+2.1%
GILD BuyGILEAD SCIENCES INC$2,457,000
+8.0%
34,681
+14.5%
0.62%
+2.1%
EMC BuyE M C CORP MASS$2,455,000
+18.7%
89,557
+8.9%
0.62%
+12.4%
CHD BuyCHURCH & DWIGHT INC$2,311,000
+5.5%
33,463
+1.2%
0.59%
-0.2%
PAYX BuyPAYCHEX INC$2,214,000
-0.6%
51,967
+6.2%
0.56%
-6.0%
EMR BuyEMERSON ELEC CO$2,169,000
-3.0%
32,473
+1.9%
0.55%
-8.2%
DISH BuyDISH NETWORK CORPcl a$2,165,000
+13.3%
34,800
+5.5%
0.55%
+7.2%
COH BuyCOACH INC$2,058,000
-5.4%
41,439
+6.9%
0.52%
-10.4%
L BuyLOEWS CORP$2,012,000
+2.0%
45,675
+11.7%
0.51%
-3.4%
FLS BuyFLOWSERVE CORP$1,928,000
+0.5%
24,609
+1.1%
0.49%
-4.9%
MON BuyMONSANTO CO NEW$1,897,000
+11.1%
16,672
+13.8%
0.48%
+5.2%
GS BuyGOLDMAN SACHS GROUP INC$1,893,000
-2.5%
11,554
+5.5%
0.48%
-7.7%
CME BuyCME GROUP INC$1,861,000
+11.4%
25,142
+18.1%
0.47%
+5.6%
INTU BuyINTUIT$1,835,000
+8.3%
23,609
+6.3%
0.47%
+2.4%
AFL BuyAFLAC INC$1,755,000
-2.0%
27,845
+3.9%
0.45%
-7.1%
HD BuyHOME DEPOT INC$1,743,000
+10.0%
22,033
+14.5%
0.44%
+4.2%
CAT BuyCATERPILLAR INC DEL$1,731,000
+17.1%
17,420
+7.0%
0.44%
+10.8%
WRB BuyBERKLEY W R CORP$1,659,000
+3.2%
39,850
+7.6%
0.42%
-2.5%
ISRG SellINTUITIVE SURGICAL INC$1,593,000
+10.9%
3,638
-2.7%
0.40%
+5.2%
WTR BuyAQUA AMERICA INC$1,559,000
+15.2%
62,196
+8.4%
0.40%
+9.1%
VECO BuyVEECO INSTRS INC DEL$1,532,000
+29.6%
36,543
+1.8%
0.39%
+22.7%
DD BuyDU PONT E I DE NEMOURS & CO$1,494,000
+12.3%
22,269
+8.8%
0.38%
+6.4%
FIS SellFIDELITY NATL INFORMATION SV$1,321,000
-3.2%
24,710
-2.8%
0.34%
-8.2%
ALTR SellALTERA CORP$1,294,000
+7.1%
35,700
-3.9%
0.33%
+1.5%
CSCO SellCISCO SYS INC$1,293,000
-5.5%
57,705
-5.4%
0.33%
-10.6%
MORN BuyMORNINGSTAR INC$1,275,000
+4.6%
16,140
+3.4%
0.32%
-0.9%
SWK SellSTANLEY BLACK & DECKER INC$1,269,000
-9.2%
15,626
-9.7%
0.32%
-14.1%
APH BuyAMPHENOL CORP NEWcl a$1,254,000
+8.5%
13,678
+5.5%
0.32%
+2.9%
FAST BuyFASTENAL CO$1,225,000
+8.0%
24,854
+4.1%
0.31%
+2.3%
INTC SellINTEL CORP$1,211,000
-4.0%
46,921
-3.5%
0.31%
-9.1%
AXP BuyAMERICAN EXPRESS CO$1,175,000
+0.3%
13,054
+1.1%
0.30%
-5.4%
J SellJACOBS ENGR GROUP INC DEL$1,173,000
+0.4%
18,470
-0.4%
0.30%
-4.8%
NVS BuyNOVARTIS A Gsponsored adr$1,096,000
+16.1%
12,895
+9.7%
0.28%
+9.9%
TD BuyTORONTO DOMINION BK ONT$1,071,000
-1.8%
22,808
+97.0%
0.27%
-7.2%
LECO BuyLINCOLN ELEC HLDGS INC$1,049,000
+2.4%
14,565
+1.5%
0.27%
-3.3%
PBE  POWERSHARES ETF TRUSTdyn biot & gen$1,025,000
+12.4%
24,6150.0%0.26%
+6.1%
COP BuyCONOCOPHILLIPS$1,012,000
+10.2%
14,389
+10.8%
0.26%
+4.5%
LOW BuyLOWES COS INC$958,000
-0.3%
19,592
+1.0%
0.24%
-5.8%
VZ BuyVERIZON COMMUNICATIONS INC$941,000
+6.1%
19,777
+9.6%
0.24%
+0.4%
MKC BuyMCCORMICK & CO INC$930,000
+42.4%
12,970
+37.0%
0.24%
+34.9%
PETM SellPETSMART INC$909,000
-26.5%
13,190
-22.4%
0.23%
-30.4%
LBTYA  LIBERTY GLOBAL INC$885,000
-53.2%
21,2640.0%0.22%
-55.7%
OXY BuyOCCIDENTAL PETE CORP DEL$737,000
+47.7%
7,735
+47.3%
0.19%
+39.6%
ADP BuyAUTOMATIC DATA PROCESSING IN$704,000
-1.1%
9,115
+3.4%
0.18%
-6.3%
CBI SellCHICAGO BRIDGE & IRON CO N Vn y registry sh$680,000
-2.7%
7,800
-7.2%
0.17%
-8.0%
WFC BuyWELLS FARGO & CO NEW$674,000
+50.8%
13,554
+37.8%
0.17%
+42.5%
MCK BuyMCKESSON CORP$656,000
+13.3%
3,716
+3.6%
0.17%
+7.7%
QQQ BuyPOWERSHARES QQQ TRUSTunit ser 1$648,000
+3.2%
7,395
+3.5%
0.16%
-2.4%
MRK BuyMERCK & CO INC NEW$624,000
+17.1%
10,985
+3.2%
0.16%
+11.2%
PM BuyPHILIP MORRIS INTL INC$621,000
+29.9%
7,587
+38.3%
0.16%
+23.4%
HOT NewSTARWOOD HOTELS&RESORTS WRLD$581,0007,300
+100.0%
0.15%
CTXS BuyCITRIX SYS INC$576,000
-4.0%
10,035
+5.8%
0.15%
-9.3%
ZTS BuyZOETIS INCcl a$561,000
+27.8%
19,400
+44.5%
0.14%
+21.2%
ABBV BuyABBVIE INC$561,000
+1.4%
10,909
+4.2%
0.14%
-3.4%
JPM BuyJPMORGAN CHASE & CO$535,000
+21.0%
8,816
+16.8%
0.14%
+14.3%
4945SC SellKINDER MORGAN ENERGY PARTNERut ltd partner$493,000
-27.4%
6,661
-20.9%
0.12%
-31.3%
BDX BuyBECTON DICKINSON & CO$489,000
+7.5%
4,180
+1.4%
0.12%
+1.6%
PIO  POWERSHARES GLOBAL ETF TRUSTgbl wtr port$483,000
+5.2%
19,8500.0%0.12%0.0%
UBNK  UNITED FINANCIAL BANCORP INC$471,000
-2.7%
25,6110.0%0.12%
-7.7%
CERN BuyCERNER CORP$462,000
+26.6%
8,207
+25.2%
0.12%
+19.4%
ABT SellABBOTT LABS$448,000
+0.2%
11,635
-0.2%
0.11%
-5.0%
PZD NewPOWERSHARES ETF TRUSTcleantech port$428,00013,110
+100.0%
0.11%
KSS  KOHLS CORP$417,0000.0%7,3450.0%0.11%
-5.4%
HOG SellHARLEY DAVIDSON INC$398,000
-17.6%
5,970
-14.3%
0.10%
-22.3%
QCLN NewFIRST TR EXCHANGE TRADED FDnas clnedg green$393,00019,345
+100.0%
0.10%
PF NewPINNACLE FOODS INC DEL$384,00012,855
+100.0%
0.10%
FNFG  FIRST NIAGARA FINL GRP INC$382,000
-11.2%
40,4650.0%0.10%
-15.7%
WMB  WILLIAMS COS INC DEL$380,000
+5.3%
9,3570.0%0.10%0.0%
RCKB  ROCKVILLE FINL INC NEW$366,000
-4.4%
26,9480.0%0.09%
-9.7%
NU SellNORTHEAST UTILS$368,000
-4.4%
8,081
-11.0%
0.09%
-9.7%
TEX  TEREX CORP NEW$333,000
+5.4%
7,5140.0%0.08%0.0%
MFC NewMANULIFE FINL CORP$331,00017,163
+100.0%
0.08%
GMCR NewKEURIG GREEN MTN INC$324,0003,065
+100.0%
0.08%
TXT SellTEXTRON INC$307,000
-2.8%
7,805
-9.3%
0.08%
-8.2%
UNFI  UNITED NAT FOODS INC$292,000
-6.1%
4,1200.0%0.07%
-10.8%
CSX SellCSX CORP$290,000
-8.2%
9,995
-9.1%
0.07%
-12.9%
WM NewWASTE MGMT INC DEL$274,0006,520
+100.0%
0.07%
BA SellBOEING CO$275,000
-12.1%
2,195
-4.4%
0.07%
-16.7%
FSLR  FIRST SOLAR INC$277,000
+27.6%
3,9650.0%0.07%
+20.7%
ABMD BuyABIOMED INC$261,000
-1.1%
10,022
+1.4%
0.07%
-7.0%
SO  SOUTHERN CO$256,000
+7.1%
5,8230.0%0.06%
+1.6%
SBUX NewSTARBUCKS CORP$244,0003,319
+100.0%
0.06%
DRC  DRESSER-RAND GROUP INC$245,000
-2.0%
4,2000.0%0.06%
-7.5%
TSCO BuyTRACTOR SUPPLY CO$230,000
+13.9%
3,260
+24.9%
0.06%
+7.4%
PBCT SellPEOPLES UNITED FINANCIAL INC$215,000
-8.1%
14,492
-6.5%
0.06%
-12.7%
FOX NewTWENTY FIRST CENTY FOX INC$216,0006,925
+100.0%
0.06%
HIBB BuyHIBBETT SPORTS INC$210,000
-9.9%
3,965
+14.1%
0.05%
-15.9%
SDRL SellSEADRILL LIMITED$203,000
-16.8%
5,780
-2.8%
0.05%
-20.0%
WBS NewWEBSTER FINL CORP CONN$206,0006,628
+100.0%
0.05%
BAC SellBANK OF AMERICA CORPORATION$183,000
+6.4%
10,649
-3.5%
0.05%0.0%
FTEK  FUEL TECH INC$112,000
-29.6%
22,4750.0%0.03%
-34.9%
PZG ExitPARAMOUNT GOLD & SILVER CORP$0-11,600
-100.0%
-0.00%
MDWCQ ExitMIDWAY GOLD CORP$0-16,500
-100.0%
-0.00%
GMCR ExitGREEN MTN COFFEE ROASTERS IN$0-3,075
-100.0%
-0.06%
PRU ExitPRUDENTIAL FINL INC$0-3,100
-100.0%
-0.08%
VOO ExitVANGUARD INDEX FDS$0-1,720
-100.0%
-0.08%
RIG ExitTRANSOCEAN LTD$0-9,516
-100.0%
-0.13%
NWSA ExitNEWS CORPcl a$0-26,775
-100.0%
-0.13%
CHL ExitCHINA MOBILE LIMITEDsponsored adr$0-20,815
-100.0%
-0.29%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-05-01
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM42Q3 20237.2%
MICROSOFT CORP COM42Q3 20235.4%
THERMO FISHER SCIENTIFIC INC COM42Q3 20233.7%
ECOLAB INC COM42Q3 20233.4%
PEPSICO INC COM42Q3 20232.8%
COSTCO WHSL CORP NEW COM42Q3 20232.9%
DANAHER CORPORATION COM42Q3 20232.7%
VISA INC COM CL A42Q3 20234.0%
ORACLE CORP COM42Q3 20232.8%
DISNEY WALT CO42Q3 20232.1%

View YHB Investment Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-26
13F-HR2024-01-29
13F-HR2023-10-23
13F-HR2023-08-10
13F-HR2023-05-08
13F-HR2023-01-12
13F-HR2022-11-03
13F-HR2022-07-14
13F-HR2022-04-14
13F-HR2022-01-18

View YHB Investment Advisors, Inc.'s complete filings history.

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