$580 Million is the total value of YHB Investment Advisors, Inc.'s 166 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTRG | New | ESSENTIAL UTILS INC | $2,725,000 | – | 66,953 | +100.0% | 0.47% | – |
| CSL | New | CARLISLE COS INC | $1,707,000 | – | 13,625 | +100.0% | 0.29% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $442,000 | – | 8,898 | +100.0% | 0.08% | – |
| BLK | New | BLACKROCK INC | $388,000 | – | 881 | +100.0% | 0.07% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $338,000 | – | 4,090 | +100.0% | 0.06% | – |
| AGQ | New | PROSHARES TR IIultra silver new | $307,000 | – | 16,650 | +100.0% | 0.05% | – |
| ET | New | ENERGY TRANSFER LP | $52,000 | – | 11,298 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-16
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.