YHB Investment Advisors, Inc. - Q4 2020 holdings

$1.05 Billion is the total value of YHB Investment Advisors, Inc.'s 278 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .

 Value Shares↓ Weighting
LTRPA ExitLIBERTY TRIPADVISOR HLDGS INC COM SER Astock$0-26,412
-100.0%
-0.01%
CSGP ExitCOSTAR GROUP INC COMstock$0-263
-100.0%
-0.02%
HXL ExitHEXCEL CORP NEW COMstock$0-6,949
-100.0%
-0.02%
BSX ExitBOSTON SCIENTIFIC CORP COMstock$0-6,429
-100.0%
-0.03%
TRIP ExitTRIPADVISOR INC COMstock$0-25,869
-100.0%
-0.06%
LBTYK ExitLIBERTY GLOBAL PLC SHS CL Cstock$0-51,979
-100.0%
-0.12%
BSCK ExitINVESCO BULLETSHARES 2020 CORPORATE BOND ETFetf$0-54,072
-100.0%
-0.12%
GLIBA ExitGCI LIBERTY INC COM CLASS Astock$0-24,414
-100.0%
-0.22%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-01-21
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM42Q3 20237.2%
MICROSOFT CORP COM42Q3 20235.4%
THERMO FISHER SCIENTIFIC INC COM42Q3 20233.7%
ECOLAB INC COM42Q3 20233.4%
PEPSICO INC COM42Q3 20232.8%
COSTCO WHSL CORP NEW COM42Q3 20232.9%
DANAHER CORPORATION COM42Q3 20232.7%
VISA INC COM CL A42Q3 20234.0%
ORACLE CORP COM42Q3 20232.8%
DISNEY WALT CO42Q3 20232.1%

View YHB Investment Advisors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-26
13F-HR2024-01-29
13F-HR2023-10-23
13F-HR2023-08-10
13F-HR2023-05-08
13F-HR2023-01-12
13F-HR2022-11-03
13F-HR2022-07-14
13F-HR2022-04-14
13F-HR2022-01-18

View YHB Investment Advisors, Inc.'s complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (1050721000.0 != 1050720000.0)

Export YHB Investment Advisors, Inc.'s holdings