$370 Million is the total value of YHB Investment Advisors, Inc.'s 151 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 14.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $13,839,000 | +2.2% | 126,975 | -1.3% | 3.74% | +21.7% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $11,201,000 | -18.5% | 79,108 | -18.3% | 3.02% | -2.9% |
| PEP | Sell | PEPSICO INC | $10,219,000 | -17.6% | 99,717 | -19.7% | 2.76% | -1.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b | $10,072,000 | -20.5% | 70,990 | -26.0% | 2.72% | -5.3% |
| XOM | Sell | EXXON MOBIL CORP | $9,823,000 | -1.3% | 117,508 | -8.0% | 2.65% | +17.6% |
| ECL | Sell | ECOLAB INC | $9,649,000 | -29.3% | 86,527 | -27.5% | 2.60% | -15.8% |
| CVS | Sell | CVS CAREMARK CORPORATION | $9,174,000 | +2.1% | 88,442 | -3.7% | 2.48% | +21.7% |
| MSFT | Sell | MICROSOFT CORP | $8,726,000 | -25.8% | 158,001 | -25.5% | 2.36% | -11.7% |
| UTX | Sell | UNITED TECHNOLOGIES CORP | $7,988,000 | -0.5% | 79,804 | -4.5% | 2.16% | +18.5% |
| DIS | Sell | DISNEY WALT CO | $7,876,000 | -9.0% | 79,310 | -3.7% | 2.13% | +8.4% |
| DHR | Sell | DANAHER CORP DEL | $7,862,000 | -0.5% | 82,875 | -2.6% | 2.12% | +18.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $7,499,000 | +0.9% | 69,303 | -4.2% | 2.02% | +20.2% |
| COST | Sell | COSTCO WHSL CORP NEW | $7,356,000 | -9.9% | 46,678 | -7.7% | 1.99% | +7.3% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $7,183,000 | -26.0% | 9,642 | -24.6% | 1.94% | -11.9% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $7,172,000 | -18.3% | 9,401 | -16.7% | 1.94% | -2.7% |
| ORCL | Sell | ORACLE CORP | $7,148,000 | -31.7% | 174,718 | -39.0% | 1.93% | -18.6% |
| CELG | Sell | CELGENE CORP | $7,086,000 | -23.3% | 70,792 | -8.2% | 1.91% | -8.6% |
| PG | Buy | PROCTER & GAMBLE CO | $6,534,000 | +5.8% | 79,377 | +2.1% | 1.76% | +26.0% |
| NKE | Sell | NIKE INCcl b | $6,435,000 | -4.7% | 104,688 | -3.1% | 1.74% | +13.5% |
| V | Buy | VISA INC | $6,343,000 | -0.4% | 82,940 | +1.0% | 1.71% | +18.6% |
| AMGN | Sell | AMGEN INC | $5,756,000 | -12.0% | 38,392 | -4.7% | 1.55% | +4.9% |
| ESRX | Buy | EXPRESS SCRIPTS INC | $5,200,000 | -18.8% | 75,697 | +3.3% | 1.40% | -3.3% |
| KHC | Sell | KRAFT HEINZ CO | $5,122,000 | +0.2% | 65,201 | -7.2% | 1.38% | +19.3% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $5,105,000 | -0.4% | 81,425 | -4.7% | 1.38% | +18.6% |
| SYK | Buy | STRYKER CORP | $5,105,000 | +18.2% | 47,581 | +2.4% | 1.38% | +40.8% |
| MCD | Sell | MCDONALDS CORP | $5,090,000 | +4.8% | 40,496 | -1.5% | 1.37% | +24.7% |
| SLB | Sell | SCHLUMBERGER LTD | $4,880,000 | -0.6% | 66,168 | -5.9% | 1.32% | +18.4% |
| GE | Buy | GENERAL ELECTRIC CO | $4,805,000 | +2.1% | 151,150 | +0.1% | 1.30% | +21.7% |
| GILD | Sell | GILEAD SCIENCES INC | $4,480,000 | -9.9% | 48,767 | -0.7% | 1.21% | +7.3% |
| PFE | Buy | PFIZER INC | $4,063,000 | -6.5% | 137,075 | +1.8% | 1.10% | +11.4% |
| USB | Buy | US BANCORP DEL | $4,036,000 | -3.9% | 99,424 | +1.0% | 1.09% | +14.5% |
| AMZN | Sell | AMAZON COM INC | $3,640,000 | -43.3% | 6,131 | -35.4% | 0.98% | -32.4% |
| NEE | Sell | NEXTERA ENERGY INC | $3,642,000 | +12.7% | 30,775 | -1.1% | 0.98% | +34.1% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $3,526,000 | -18.6% | 55,203 | -12.3% | 0.95% | -3.1% |
| CHD | Sell | CHURCH & DWIGHT INC | $3,381,000 | +6.2% | 36,676 | -2.3% | 0.91% | +26.5% |
| PAYX | Buy | PAYCHEX INC | $3,380,000 | +7.0% | 62,585 | +4.8% | 0.91% | +27.4% |
| HD | Sell | HOME DEPOT INC | $3,356,000 | +0.4% | 25,152 | -0.5% | 0.91% | +19.5% |
| CL | Sell | COLGATE PALMOLIVE CO | $3,208,000 | -6.0% | 45,409 | -11.4% | 0.87% | +11.9% |
| INTU | Buy | INTUIT | $3,144,000 | +14.4% | 30,231 | +6.1% | 0.85% | +36.3% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $3,071,000 | -48.7% | 76,536 | -42.6% | 0.83% | -38.9% |
| CVX | Sell | CHEVRON CORP NEW | $3,067,000 | -6.7% | 32,145 | -12.0% | 0.83% | +11.1% |
| YUM | Sell | YUM BRANDS INC | $3,054,000 | +4.4% | 37,310 | -6.8% | 0.82% | +24.3% |
| SBUX | Buy | STARBUCKS CORP | $3,001,000 | +13.7% | 50,262 | +14.3% | 0.81% | +35.5% |
| WWAV | Buy | WHITEWAVE FOODS CO | $2,930,000 | +33.3% | 72,090 | +27.6% | 0.79% | +58.8% |
| UNP | Buy | UNION PAC CORP | $2,687,000 | +5.3% | 33,773 | +3.5% | 0.72% | +25.2% |
| XEC | Sell | CIMAREX ENERGY CO | $2,660,000 | -1.8% | 27,349 | -9.8% | 0.72% | +16.9% |
| TJX | Buy | TJX COS INC NEW | $2,554,000 | +13.7% | 32,596 | +2.9% | 0.69% | +35.4% |
| T | Sell | AT&T INC | $2,507,000 | -8.7% | 64,013 | -19.8% | 0.68% | +8.7% |
| ABBV | Buy | ABBVIE INC | $2,508,000 | -2.4% | 43,903 | +1.2% | 0.68% | +16.1% |
| AON | Sell | AON CORP | $2,423,000 | -54.9% | 23,200 | -60.2% | 0.65% | -46.3% |
| CME | Buy | CME GROUP INC | $2,323,000 | +6.7% | 24,181 | +0.6% | 0.63% | +26.9% |
| APH | Buy | AMPHENOL CORP NEWcl a | $2,294,000 | +11.6% | 39,670 | +0.8% | 0.62% | +32.8% |
| MKC | Buy | MCCORMICK & CO INC | $2,206,000 | +18.2% | 22,176 | +1.7% | 0.60% | +40.9% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $2,175,000 | +12.6% | 3,618 | +2.3% | 0.59% | +34.0% |
| LBTYK | Buy | LIBERTY GLOBAL INC | $2,152,000 | +691.2% | 57,288 | +806.2% | 0.58% | +837.1% |
| WTR | Sell | AQUA AMERICA INC | $2,102,000 | +6.1% | 66,045 | -0.7% | 0.57% | +26.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $2,005,000 | -39.1% | 33,862 | -32.1% | 0.54% | -27.5% |
| C | Sell | CITIGROUP INC | $1,991,000 | -65.0% | 47,692 | -56.7% | 0.54% | -58.4% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $1,975,000 | +22.8% | 18,770 | +24.6% | 0.53% | +46.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,974,000 | -59.4% | 15,315 | -63.0% | 0.53% | -51.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $1,956,000 | +54.7% | 50,673 | +45.2% | 0.53% | +84.0% |
| PX | Sell | PRAXAIR INC | $1,904,000 | -8.3% | 16,636 | -17.9% | 0.51% | +9.1% |
| FOXA | Sell | TWENTY FIRST CENTY FOX INCcl a | $1,890,000 | -55.6% | 67,787 | -56.8% | 0.51% | -47.2% |
| WFC | Buy | WELLS FARGO & CO NEW | $1,866,000 | -4.3% | 38,581 | +7.5% | 0.50% | +14.0% |
| MMM | Sell | 3M CO | $1,707,000 | -22.7% | 10,245 | -30.1% | 0.46% | -8.0% |
| CMCSK | COMCAST CORP NEWcl a spl | $1,584,000 | +8.3% | 25,931 | 0.0% | 0.43% | +28.9% | |
| MORN | Sell | MORNINGSTAR INC | $1,575,000 | +9.5% | 17,840 | -0.3% | 0.42% | +30.4% |
| AFL | Sell | AFLAC INC | $1,525,000 | +3.9% | 24,158 | -1.4% | 0.41% | +23.7% |
| ABT | Sell | ABBOTT LABS | $1,524,000 | -10.1% | 36,429 | -3.5% | 0.41% | +7.0% |
| CTXS | Buy | CITRIX SYS INC | $1,509,000 | +14.0% | 19,200 | +9.7% | 0.41% | +35.7% |
| STI | Buy | SUNTRUST BKS INC | $1,440,000 | +13.6% | 39,905 | +34.8% | 0.39% | +35.5% |
| KMI | Buy | KINDER MORGAN INC DEL | $1,395,000 | +38.5% | 78,106 | +15.7% | 0.38% | +65.4% |
| FAST | Sell | FASTENAL CO | $1,396,000 | +19.7% | 28,495 | -0.3% | 0.38% | +42.8% |
| AGN | Sell | ALLERGAN PLC | $1,308,000 | -18.5% | 4,881 | -4.9% | 0.35% | -3.0% |
| KO | Sell | COCA COLA CO | $1,308,000 | -50.4% | 28,195 | -54.0% | 0.35% | -41.0% |
| BDX | Buy | BECTON DICKINSON & CO | $1,290,000 | +21.5% | 8,495 | +23.2% | 0.35% | +44.4% |
| HOT | Buy | STARWOOD HOTELS&RESORTS WRLD | $1,280,000 | +32.6% | 15,347 | +10.2% | 0.35% | +58.0% |
| INTC | Sell | INTEL CORP | $1,281,000 | -18.1% | 39,593 | -12.9% | 0.35% | -2.5% |
| CLH | Sell | CLEAN HARBORS INC | $1,267,000 | +5.9% | 25,685 | -10.6% | 0.34% | +26.2% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHINE | $1,263,000 | -8.8% | 8,341 | -17.1% | 0.34% | +8.6% |
| DISH | Sell | DISH NETWORK CORPcl a | $1,239,000 | -59.1% | 26,775 | -49.5% | 0.33% | -51.4% |
| APC | Sell | ANADARKO PETE CORP | $1,198,000 | -35.3% | 25,727 | -32.5% | 0.32% | -23.1% |
| CSCO | Sell | CISCO SYS INC | $1,189,000 | -17.8% | 41,747 | -21.7% | 0.32% | -2.1% |
| EBAY | Buy | EBAY INC | $1,121,000 | -0.7% | 46,981 | +14.3% | 0.30% | +18.4% |
| WMT | Sell | WAL MART STORES INC | $1,100,000 | +7.5% | 16,067 | -3.7% | 0.30% | +28.0% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $1,058,000 | +8.1% | 19,572 | -7.6% | 0.29% | +28.8% |
| LOW | Sell | LOWES COS INC | $1,056,000 | -24.3% | 13,945 | -24.0% | 0.28% | -9.8% |
| ZTS | Buy | ZOETIS INCcl a | $978,000 | -5.4% | 22,065 | +2.3% | 0.26% | +12.8% |
| BAC | Sell | BANK OF AMERICA CORPORATION | $945,000 | -51.3% | 69,880 | -39.4% | 0.26% | -42.0% |
| TD | Sell | TORONTO DOMINION BK ONT | $914,000 | +8.2% | 21,192 | -1.7% | 0.25% | +28.6% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $913,000 | -20.1% | 12,608 | -5.1% | 0.25% | -5.0% |
| CMI | New | CUMMINS INC | $881,000 | – | 8,015 | +100.0% | 0.24% | – |
| NBL | Sell | NOBLE ENERGY INC | $880,000 | -58.4% | 28,010 | -56.3% | 0.24% | -50.3% |
| AXP | Sell | AMERICAN EXPRESS CO | $858,000 | -16.5% | 13,977 | -5.4% | 0.23% | -0.4% |
| MCK | Buy | MCKESSON CORP | $809,000 | -10.1% | 5,147 | +12.8% | 0.22% | +6.9% |
| ABMD | Sell | ABIOMED INC | $796,000 | -0.9% | 8,400 | -5.5% | 0.22% | +18.1% |
| WRB | Sell | BERKLEY W R CORP | $778,000 | -61.2% | 13,844 | -62.2% | 0.21% | -53.8% |
| MON | Sell | MONSANTO CO NEW | $779,000 | -35.9% | 8,873 | -28.1% | 0.21% | -23.6% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $773,000 | -66.8% | 9,784 | -65.8% | 0.21% | -60.4% |
| GS | Sell | GOLDMAN SACHS GROUP INC | $747,000 | -64.8% | 4,760 | -59.6% | 0.20% | -58.0% |
| WM | Buy | WASTE MGMT INC DEL | $745,000 | +17.5% | 12,622 | +6.3% | 0.20% | +39.6% |
| PBE | Sell | POWERSHARES ETF TRUSTdyn biot & gen | $718,000 | -41.9% | 18,765 | -23.3% | 0.19% | -30.7% |
| DD | Sell | DU PONT E I DE NEMOURS & CO | $712,000 | -61.2% | 11,248 | -59.1% | 0.19% | -53.8% |
| PF | Buy | PINNACLE FOODS INC DEL | $671,000 | +130.6% | 15,020 | +119.0% | 0.18% | +174.2% |
| EMR | Sell | EMERSON ELEC CO | $669,000 | -14.8% | 12,310 | -25.0% | 0.18% | +1.7% |
| VIAB | Buy | VIACOM INC NEWcl b | $636,000 | +103.2% | 15,408 | +102.7% | 0.17% | +142.3% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $637,000 | +3.7% | 7,097 | -2.1% | 0.17% | +23.7% |
| CERN | Sell | CERNER CORP | $634,000 | -22.8% | 11,963 | -12.4% | 0.17% | -8.1% |
| LECO | Sell | LINCOLN ELEC HLDGS INC | $627,000 | +8.1% | 10,710 | -4.2% | 0.17% | +29.0% |
| FOX | Sell | TWENTY FIRST CENTY FOX INC | $575,000 | -37.1% | 20,375 | -39.3% | 0.16% | -25.1% |
| MAR | New | MARRIOTT INTL INC NEWcl a | $522,000 | – | 7,337 | +100.0% | 0.14% | – |
| SO | Sell | SOUTHERN CO | $480,000 | +6.7% | 9,287 | -3.5% | 0.13% | +27.5% |
| UBNK | UNITED FINANCIAL BANCORP INC | $477,000 | -2.3% | 37,925 | 0.0% | 0.13% | +16.2% | |
| MS | Sell | MORGAN STANLEY | $447,000 | -79.8% | 17,857 | -74.3% | 0.12% | -75.9% |
| D | Sell | DOMINION RES INC VA NEW | $448,000 | +6.2% | 5,966 | -4.3% | 0.12% | +26.0% |
| DUK | Sell | DUKE ENERGY CORP NEW | $434,000 | +1.4% | 5,385 | -10.1% | 0.12% | +20.6% |
| MRK | Sell | MERCK & CO INC NEW | $432,000 | -37.0% | 8,164 | -37.2% | 0.12% | -25.0% |
| FIS | New | FIDELITY NATL INFORMATION SV | $423,000 | – | 6,675 | +100.0% | 0.11% | – |
| FLS | Sell | FLOWSERVE CORP | $395,000 | -57.0% | 8,904 | -59.2% | 0.11% | -48.6% |
| KMB | Sell | KIMBERLY CLARK CORP | $389,000 | +1.8% | 2,895 | -3.5% | 0.10% | +20.7% |
| OGCP | EMPIRE ST RLTY OP L Punit ltd prt 60 | $375,000 | -2.6% | 21,474 | 0.0% | 0.10% | +16.1% | |
| CAT | Sell | CATERPILLAR INC DEL | $372,000 | -44.7% | 4,865 | -50.9% | 0.10% | -34.6% |
| PIO | Sell | POWERSHARES GLOBAL ETF TRUSTgbl wtr port | $371,000 | -1.3% | 17,641 | -1.7% | 0.10% | +17.6% |
| PM | Sell | PHILIP MORRIS INTL INC | $368,000 | -4.2% | 3,747 | -14.1% | 0.10% | +13.8% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $343,000 | +2.4% | 3,350 | -7.3% | 0.09% | +22.4% |
| COP | Sell | CONOCOPHILLIPS | $341,000 | -48.7% | 8,470 | -40.6% | 0.09% | -39.1% |
| DISCA | Sell | DISCOVERY COMMUNICATNS NEW | $334,000 | -55.0% | 11,651 | -58.1% | 0.09% | -46.4% |
| AEP | Sell | AMERICAN ELEC PWR INC | $335,000 | +11.7% | 5,045 | -1.9% | 0.09% | +32.4% |
| OXY | Sell | OCCIDENTAL PETE CORP DEL | $312,000 | -12.4% | 4,564 | -13.3% | 0.08% | +3.7% |
| BA | Sell | BOEING CO | $310,000 | -14.6% | 2,442 | -2.8% | 0.08% | +2.4% |
| MO | Sell | ALTRIA GROUP INC | $274,000 | -15.7% | 4,378 | -21.5% | 0.07% | 0.0% |
| QCOM | Sell | QUALCOMM INC | $270,000 | -33.5% | 5,280 | -34.9% | 0.07% | -20.7% |
| DOW | Buy | DOW CHEM CO | $267,000 | +30.2% | 5,255 | +32.0% | 0.07% | +56.5% |
| TXT | TEXTRON INC | $266,000 | -13.4% | 7,300 | 0.0% | 0.07% | +2.9% | |
| CAC | CAMDEN NATL CORP | $258,000 | -4.8% | 6,150 | 0.0% | 0.07% | +14.8% | |
| TSCO | Sell | TRACTOR SUPPLY CO | $257,000 | -20.7% | 2,836 | -25.1% | 0.07% | -5.5% |
| AET | AETNA INC NEW | $247,000 | +3.8% | 2,200 | 0.0% | 0.07% | +24.1% | |
| SWKS | New | SKYWORKS SOLUTIONS INC | $232,000 | – | 2,975 | +100.0% | 0.06% | – |
| TRV | TRAVELERS COMPANIES INC | $230,000 | +3.6% | 1,967 | 0.0% | 0.06% | +24.0% | |
| XRAY | New | DENTSPLY SIRONA INC | $231,000 | – | 3,756 | +100.0% | 0.06% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $229,000 | – | 4,605 | +100.0% | 0.06% | – |
| GIS | Sell | GENERAL MLS INC | $228,000 | +0.4% | 3,595 | -8.9% | 0.06% | +21.6% |
| VLO | Sell | VALERO ENERGY CORP NEW | $229,000 | -16.1% | 3,566 | -7.8% | 0.06% | 0.0% |
| PBCT | PEOPLES UNITED FINANCIAL INC | $225,000 | -1.3% | 14,115 | 0.0% | 0.06% | +17.3% | |
| ES | Sell | EVERSOURCE ENERGY | $223,000 | +2.8% | 3,819 | -10.0% | 0.06% | +22.4% |
| QCLN | Sell | FIRST TR EXCHANGE TRADED FDnas clnedg green | $207,000 | -48.8% | 14,005 | -44.4% | 0.06% | -39.1% |
| MA | New | Mastercard Inc. | $208,000 | – | 2,198 | +100.0% | 0.06% | – |
| FB | Sell | FACEBOOK INCcl a | $202,000 | -12.6% | 1,766 | -19.8% | 0.06% | +5.8% |
| HON | Sell | HONEYWELL INTL INC | $204,000 | -23.6% | 1,825 | -29.1% | 0.06% | -9.8% |
| FISK | EMPIRE ST RLTY OP L Punit ltd prt 250 | $190,000 | -3.1% | 10,937 | 0.0% | 0.05% | +15.9% | |
| MFC | Sell | MANULIFE FINL CORP | $180,000 | -9.5% | 12,752 | -4.1% | 0.05% | +8.9% |
| OMEX | Exit | ODYSSEY MARINE EXPLORATION I | $0 | – | -14,000 | -100.0% | -0.00% | – |
| TYL | Exit | TYLER TECHNOLOGIES INC | $0 | – | -1,198 | -100.0% | -0.05% | – |
| FISV | Exit | FISERV INC | $0 | – | -2,428 | -100.0% | -0.05% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -2,669 | -100.0% | -0.05% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -2,039 | -100.0% | -0.06% | – |
| MDT | Exit | MEDTRONIC INC | $0 | – | -3,620 | -100.0% | -0.06% | – |
| CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -592 | -100.0% | -0.06% | – |
| PZD | Exit | POWERSHARES ETF TRUSTcleantech port | $0 | – | -12,865 | -100.0% | -0.09% | – |
| L | Exit | LOEWS CORP | $0 | – | -13,104 | -100.0% | -0.11% | – |
| PWR | Exit | QUANTA SVCS INC | $0 | – | -30,385 | -100.0% | -0.14% | – |
| EMC | Exit | E M C CORP MASS | $0 | – | -28,858 | -100.0% | -0.17% | – |
| KFT | Exit | KRAFT FOODS INCcl a | $0 | – | -20,464 | -100.0% | -0.20% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -11,535 | -100.0% | -0.37% | – |
| PCP | Exit | PRECISION CASTPARTS CORP | $0 | – | -8,862 | -100.0% | -0.47% | – |
| VRX | Exit | VALEANT PHARMACEUTICALS INTL | $0 | – | -24,531 | -100.0% | -0.56% | – |
| LBTYA | Exit | LIBERTY GLOBAL INC | $0 | – | -128,172 | -100.0% | -1.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-19
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.