$899 Million is the total value of YHB Investment Advisors, Inc.'s 281 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AZO | New | AUTOZONE INC COMstock | $1,345,000 | – | 628 | +100.0% | 0.15% | – |
| CPT | New | CAMDEN PPTY TR SH BEN INTreit | $877,000 | – | 7,342 | +100.0% | 0.10% | – |
| IWB | New | ISHARES RUSSELL 1000 ETFetf | $488,000 | – | 2,475 | +100.0% | 0.05% | – |
| IRT | New | INDEPENDENCE RLTY TR INC COMreit | $427,000 | – | 25,511 | +100.0% | 0.05% | – |
| LBTYK | New | LIBERTY GLOBAL PLC SHS CL Cstock | $386,000 | – | 23,389 | +100.0% | 0.04% | – |
| ULTA | New | ULTA BEAUTY INC COMstock | $222,000 | – | 554 | +100.0% | 0.02% | – |
| CDW | New | CDW CORP COMstock | $221,000 | – | 1,414 | +100.0% | 0.02% | – |
| IUSG | New | ISHARES CORE S&P U.S. GROWTH ETFetf | $229,000 | – | 2,862 | +100.0% | 0.02% | – |
| RJF | New | RAYMOND JAMES FINL INC COMstock | $218,000 | – | 2,206 | +100.0% | 0.02% | – |
| WMS | New | ADVANCED DRAIN SYS INC DEL COMstock | $216,000 | – | 1,737 | +100.0% | 0.02% | – |
| New | AKILI INC COMMON STOCKstock | $209,000 | – | 92,600 | +100.0% | 0.02% | – | |
| IWP | New | ISHARES RUSSELL MID-CAP GROWTH ETFetf | $207,000 | – | 2,633 | +100.0% | 0.02% | – |
| CRL | New | CHARLES RIV LABS INTL INC COMstock | $204,000 | – | 1,035 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
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.