$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMI | New | CUMMINS INC | $881,000 | – | 8,015 | +100.0% | 0.24% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $522,000 | – | 7,337 | +100.0% | 0.14% | – |
| FIS | New | FIDELITY NATL INFORMATION SV | $423,000 | – | 6,675 | +100.0% | 0.11% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $232,000 | – | 2,975 | +100.0% | 0.06% | – |
| 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% | – |
| MA | New | Mastercard Inc. | $208,000 | – | 2,198 | +100.0% | 0.06% | – |
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.