$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABS | $3,150,000 | +15.9% | 34,448 | 0.0% | 0.46% | -3.0% | |
| MAR | MARRIOTT INTL INC NEWcl a | $2,818,000 | +14.6% | 32,872 | 0.0% | 0.41% | -4.0% | |
| CSCO | CISCO SYS INC | $2,712,000 | +18.6% | 58,152 | 0.0% | 0.39% | -0.8% | |
| LOW | LOWES COS INC | $2,255,000 | +57.0% | 16,690 | 0.0% | 0.32% | +31.0% | |
| MS | MORGAN STANLEY | $1,667,000 | +42.1% | 34,510 | 0.0% | 0.24% | +19.3% | |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,406,000 | +7.6% | 19,147 | 0.0% | 0.20% | -9.8% | |
| WM | WASTE MGMT INC DEL | $1,226,000 | +14.5% | 11,574 | 0.0% | 0.18% | -4.3% | |
| EMR | EMERSON ELEC CO | $1,056,000 | +30.2% | 17,023 | 0.0% | 0.15% | +8.6% | |
| AER | AERCAP HOLDINGS NV | $594,000 | +35.3% | 19,274 | 0.0% | 0.09% | +13.2% | |
| LYB | LYONDELLBASELL INDUSTRIES N | $585,000 | +32.4% | 8,898 | 0.0% | 0.08% | +10.5% | |
| REGN | REGENERON PHARMACEUTICALS | $568,000 | +27.9% | 910 | 0.0% | 0.08% | +6.5% | |
| AGQ | PROSHARES TR IIultra silver new | $488,000 | +59.0% | 16,650 | 0.0% | 0.07% | +32.1% | |
| NVS | NOVARTIS A Gsponsored adr | $469,000 | +5.9% | 5,367 | 0.0% | 0.07% | -10.5% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $421,000 | +60.7% | 400 | 0.0% | 0.06% | +35.6% | |
| PIO | INVESCO EXCHNG TRADED FD TRglobal water | $372,000 | +17.4% | 12,950 | 0.0% | 0.05% | -1.8% | |
| TT | TRANE TECHNOLOGIES PLC | $364,000 | +7.7% | 4,090 | 0.0% | 0.05% | -8.6% | |
| CAC | CAMDEN NATL CORP | $311,000 | +9.9% | 9,000 | 0.0% | 0.04% | -8.2% | |
| TRIP | TRIPADVISOR INC | $285,000 | +9.2% | 14,996 | 0.0% | 0.04% | -8.9% | |
| AMT | AMERICAN TOWER CORP NEW | $273,000 | +18.7% | 1,055 | 0.0% | 0.04% | -2.5% | |
| ETN | EATON CORP PLC | $256,000 | +12.8% | 2,921 | 0.0% | 0.04% | -5.1% | |
| POST | POST HLDGS INC | $237,000 | +5.8% | 2,700 | 0.0% | 0.03% | -12.8% | |
| ING | ING GROUP N Vsponsored adr | $206,000 | +33.8% | 29,914 | 0.0% | 0.03% | +11.1% | |
| ET | ENERGY TRANSFER LP | $80,000 | +53.8% | 11,298 | 0.0% | 0.01% | +33.3% | |
| LTRPA | LIBERTY TRIPADVISOR HLDGS IN | $24,000 | +14.3% | 11,500 | 0.0% | 0.00% | -25.0% |
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.