$921 Million is the total value of YHB Investment Advisors, Inc.'s 261 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ET | Exit | ENERGY TRANSFER LP | $0 | – | -11,298 | -100.0% | -0.01% | – |
| EPD | Exit | ENTERPRISE PRODS PARTNERS L | $0 | – | -12,232 | -100.0% | -0.03% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -1,090 | -100.0% | -0.03% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -2,921 | -100.0% | -0.04% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -3,345 | -100.0% | -0.04% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,055 | -100.0% | -0.04% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -5,390 | -100.0% | -0.04% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -7,357 | -100.0% | -0.04% | – |
| CAC | Exit | CAMDEN NATL CORP | $0 | – | -9,000 | -100.0% | -0.04% | – |
| CI | Exit | CIGNA CORPORATION | $0 | – | -2,612 | -100.0% | -0.07% | – |
| AON | Exit | AON CORP | $0 | – | -13,478 | -100.0% | -0.38% | – |
| CMCSK | Exit | COMCAST CORP NEWcl a spl | $0 | – | -226,824 | -100.0% | -1.28% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b | $0 | – | -85,225 | -100.0% | -2.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-02
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.