$1.07 Billion is the total value of YHB Investment Advisors, Inc.'s 283 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTNT | New | FORTINET INC COMstock | $3,684,332 | – | 48,741 | +100.0% | 0.34% | – |
| VOYA | New | VOYA FINANCIAL INC COMstock | $1,320,898 | – | 18,420 | +100.0% | 0.12% | – |
| SGOV | New | ISHARES 0-3 MONTH TREASURY BOND ETFetf | $503,150 | – | 5,000 | +100.0% | 0.05% | – |
| HUBB | New | HUBBELL INC COMstock | $263,590 | – | 795 | +100.0% | 0.02% | – |
| DHI | New | D R HORTON INC COMstock | $244,232 | – | 2,007 | +100.0% | 0.02% | – |
| SWK | New | STANLEY BLACK & DECKER INC COMstock | $220,687 | – | 2,355 | +100.0% | 0.02% | – |
| CSGP | New | COSTAR GROUP INC COMstock | $211,731 | – | 2,379 | +100.0% | 0.02% | – |
| SCHF | New | SCHWAB INTERNATIONAL EQUITY ETFetf | $204,850 | – | 5,746 | +100.0% | 0.02% | – |
| IT | New | GARTNER INC COMstock | $202,829 | – | 579 | +100.0% | 0.02% | – |
| VTEB | New | VANGUARD TAX-EXEMPT BOND ETFetf | $206,404 | – | 4,110 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-10
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.