$656 Million is the total value of YHB Investment Advisors, Inc.'s 186 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $672,000 | – | 800 | +100.0% | 0.10% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $472,000 | – | 1,700 | +100.0% | 0.07% | – |
| CAG | New | CONAGRA BRANDS INC | $230,000 | – | 7,495 | +100.0% | 0.04% | – |
| GWW | New | GRAINGER W W INC | $215,000 | – | 725 | +100.0% | 0.03% | – |
| MBCN | New | MIDDLEFIELD BANC CORP | $209,000 | – | 4,476 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-10-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 45 | Q2 2024 | 7.2% |
| MICROSOFT CORP COM | 45 | Q2 2024 | 6.0% |
| THERMO FISHER SCIENTIFIC INC COM | 45 | Q2 2024 | 3.7% |
| ECOLAB INC COM | 45 | Q2 2024 | 3.4% |
| COSTCO WHSL CORP NEW COM | 45 | Q2 2024 | 3.3% |
| PEPSICO INC COM | 45 | Q2 2024 | 2.8% |
| DANAHER CORPORATION COM | 45 | Q2 2024 | 2.7% |
| VISA INC COM CL A | 45 | Q2 2024 | 4.0% |
| ORACLE CORP COM | 45 | Q2 2024 | 2.8% |
| DISNEY WALT CO | 45 | Q2 2024 | 2.1% |
View YHB Investment Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR/A | 2024-08-15 |
| 13F-HR | 2024-08-01 |
| 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 |
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.