$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC | $3,421,000 | +1.3% | 16,510 | 0.0% | 0.52% | -2.6% | |
| CSCO | CISCO SYS INC | $2,985,000 | -9.7% | 60,404 | 0.0% | 0.46% | -13.3% | |
| LBTYK | LIBERTY GLOBAL PLC | $2,086,000 | -10.3% | 87,674 | 0.0% | 0.32% | -13.8% | |
| MHK | MOHAWK INDS INC | $1,273,000 | -15.9% | 10,264 | 0.0% | 0.19% | -19.2% | |
| ADP | AUTOMATIC DATA PROCESSING | $1,187,000 | -2.4% | 7,354 | 0.0% | 0.18% | -6.2% | |
| EMR | EMERSON ELEC CO | $1,183,000 | +0.3% | 17,688 | 0.0% | 0.18% | -3.7% | |
| GLIBA | GCI LIBERTY INC | $1,096,000 | +0.9% | 17,663 | 0.0% | 0.17% | -2.9% | |
| LBRDA | LIBERTY BROADBAND CORP | $850,000 | +1.7% | 8,129 | 0.0% | 0.13% | -2.3% | |
| TRIP | TRIPADVISOR INC | $686,000 | -16.3% | 17,725 | 0.0% | 0.10% | -19.2% | |
| LECO | LINCOLN ELEC HLDGS INC | $594,000 | +5.3% | 6,847 | 0.0% | 0.09% | +1.1% | |
| IR | INGERSOLL-RAND PLC | $504,000 | -2.7% | 4,090 | 0.0% | 0.08% | -6.1% | |
| UBNK | UNITED FINANCIAL BANCORP INC | $485,000 | -3.8% | 35,551 | 0.0% | 0.07% | -7.5% | |
| CAC | CAMDEN NATL CORP | $390,000 | -5.6% | 9,000 | 0.0% | 0.06% | -10.6% | |
| TXT | TEXTRON INC | $373,000 | -7.7% | 7,623 | 0.0% | 0.06% | -10.9% | |
| FOXA | FOX CORP | $319,000 | -14.0% | 10,119 | 0.0% | 0.05% | -16.9% | |
| ING | ING GROUP N Vsponsored adr | $313,000 | -9.5% | 29,914 | 0.0% | 0.05% | -12.7% | |
| ES | EVERSOURCE ENERGY | $303,000 | +12.6% | 3,546 | 0.0% | 0.05% | +7.0% | |
| DFS | DISCOVER FINL SVCS | $284,000 | +4.4% | 3,500 | 0.0% | 0.04% | 0.0% | |
| APD | AIR PRODS & CHEMS INC | $261,000 | -1.9% | 1,177 | 0.0% | 0.04% | -4.8% | |
| AMT | AMERICAN TOWER CORP NEW | $261,000 | +7.9% | 1,182 | 0.0% | 0.04% | +5.3% | |
| ADBE | ADOBE SYS INC | $260,000 | -6.1% | 940 | 0.0% | 0.04% | -9.1% | |
| TXN | TEXAS INSTRS INC | $252,000 | +13.0% | 1,946 | 0.0% | 0.04% | +8.6% | |
| PNC | PNC FINL SVCS GROUP INC | $236,000 | +2.2% | 1,684 | 0.0% | 0.04% | -2.7% | |
| ACN | ACCENTURE PLC IRELAND | $213,000 | +4.4% | 1,106 | 0.0% | 0.03% | 0.0% | |
| LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $124,000 | -24.4% | 13,200 | 0.0% | 0.02% | -26.9% |
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 | 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.