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