$693 Million is the total value of YHB Investment Advisors, Inc.'s 178 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $6,331,000 | – | 102,742 | +100.0% | 0.91% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $1,424,000 | – | 25,036 | +100.0% | 0.21% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $875,000 | – | 39,381 | +100.0% | 0.13% | – |
| TDG | New | TRANSDIGM GROUP INC | $290,000 | – | 655 | +100.0% | 0.04% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $266,000 | – | 3,345 | +100.0% | 0.04% | – |
| NOW | New | SERVICENOW INC | $259,000 | – | 640 | +100.0% | 0.04% | – |
| ACN | New | ACCENTURE PLC IRELAND | $234,000 | – | 1,090 | +100.0% | 0.03% | – |
| CCI | New | CROWN CASTLE INTL CORP NEW | $236,000 | – | 1,410 | +100.0% | 0.03% | – |
| DHI | New | D R HORTON INC | $233,000 | – | 4,200 | +100.0% | 0.03% | – |
| DD | New | DUPONT DE NEMOURS INC | $230,000 | – | 4,334 | +100.0% | 0.03% | – |
| MRVL | New | MARVELL TECHNOLOGY GROUP LTDord | $228,000 | – | 6,500 | +100.0% | 0.03% | – |
| GWW | New | GRAINGER W W INC | $228,000 | – | 725 | +100.0% | 0.03% | – |
| HXL | New | HEXCEL CORP NEW | $220,000 | – | 4,866 | +100.0% | 0.03% | – |
| TROW | New | PRICE T ROWE GROUP INC | $205,000 | – | 1,657 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-20
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.