$701 Million is the total value of YHB Investment Advisors, Inc.'s 187 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLIBA | GCI LIBERTY INC | $1,251,000 | +14.1% | 17,663 | 0.0% | 0.18% | +7.2% | |
| AER | AERCAP HOLDINGS NV | $1,192,000 | +12.2% | 19,397 | 0.0% | 0.17% | +4.9% | |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,044,000 | +19.2% | 9,410 | 0.0% | 0.15% | +11.2% | |
| LBRDA | LIBERTY BROADBAND CORP | $1,013,000 | +19.2% | 8,129 | 0.0% | 0.14% | +11.5% | |
| ITW | ILLINOIS TOOL WKS INC | $990,000 | +14.7% | 5,514 | 0.0% | 0.14% | +6.8% | |
| LECO | LINCOLN ELEC HLDGS INC | $662,000 | +11.4% | 6,847 | 0.0% | 0.09% | +3.3% | |
| IR | INGERSOLL-RAND PLC | $544,000 | +7.9% | 4,090 | 0.0% | 0.08% | +1.3% | |
| TRIP | TRIPADVISOR INC | $538,000 | -21.6% | 17,725 | 0.0% | 0.08% | -26.7% | |
| NSC | NORFOLK SOUTHERN CORP | $437,000 | +8.2% | 2,250 | 0.0% | 0.06% | 0.0% | |
| CAC | CAMDEN NATL CORP | $415,000 | +6.4% | 9,000 | 0.0% | 0.06% | 0.0% | |
| SO | SOUTHERN CO | $406,000 | +3.0% | 6,380 | 0.0% | 0.06% | -3.3% | |
| PIO | INVESCO EXCHNG TRADED FD TRglobal water | $400,000 | +10.8% | 12,950 | 0.0% | 0.06% | +3.6% | |
| ING | ING GROUP N Vsponsored adr | $360,000 | +15.0% | 29,914 | 0.0% | 0.05% | +6.2% | |
| CRM | SALESFORCE COM INC | $298,000 | +9.6% | 1,832 | 0.0% | 0.04% | +4.9% | |
| ES | EVERSOURCE ENERGY | $302,000 | -0.3% | 3,546 | 0.0% | 0.04% | -6.5% | |
| BXP | BOSTON PROPERTIES INC | $300,000 | +6.4% | 2,175 | 0.0% | 0.04% | 0.0% | |
| POST | POST HLDGS INC | $295,000 | +3.1% | 2,700 | 0.0% | 0.04% | -4.5% | |
| DFS | DISCOVER FINL SVCS | $297,000 | +4.6% | 3,500 | 0.0% | 0.04% | -2.3% | |
| CSX | CSX CORP | $265,000 | +4.3% | 3,662 | 0.0% | 0.04% | -2.6% | |
| GWW | GRAINGER W W INC | $245,000 | +14.0% | 725 | 0.0% | 0.04% | +6.1% | |
| LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $97,000 | -21.8% | 13,200 | 0.0% | 0.01% | -26.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-27
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.