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CIK: 0001469219
Total reported value
$1.6B
$1.6B
273 檔
15.0%
The Q1 2024 SEC filing reveals that YHB Investment Advisors, Inc. held a total portfolio value of $1.6B, covering 273 public equity positions.
During Q1 2024, YHB Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 273 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.84% | -0.88% | -1.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.59% | +0.21% | -1.14% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.56% | -0.36% | -1.22% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.99% | -0.45% | -0.28% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.85% | -0.61% | -0.67% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.48% | +0.22% | +423.53% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.42% | -0.11% | -1.80% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.22% | +0.16% | -1.71% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.11% | +0.07% | -0.78% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.06% | -0.01% | -2.18% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.87% | +0.08% | +6.61% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 1.83% | -0.08% | +0.21% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.82% | +0.16% | +1.29% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 1.57% | -0.06% | -0.80% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.52% | -0.13% | -1.28% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.37% | +0.03% | -1.40% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.32% | -0.03% | +0.78% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.29% | -0.03% | -6.31% | |
| 19 | URI | United Rentals Inc | Stock-Industrials | 1.29% | +0.39% | -1.98% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.27% | -0.11% | +0.50% | |
| 21 | INTU | Intuit Inc | Stock-Tech | 1.24% | -0.35% | -0.75% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.09% | -0.10% | +0.83% | |
| 23 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.01% | — | -2.31% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.93% | — | +9.71% | |
| 25 | AON | Aon plc | Stock-Financials | 0.89% | -0.36% | -7.22% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.13% | +0.20% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.86% | +0.03% | +3.56% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.09% | -2.39% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.41% | +0.88% | |
| 30 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.81% | -0.15% | +0.26% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | +0.03% | +0.43% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.08% | -5.53% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.04% | -6.80% | |
| 34 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.79% | -0.05% | +15.59% | |
| 35 | APH | Amphenol Corp-cl A | Stock-Tech | 0.78% | +0.33% | -0.70% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.04% | -8.37% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.74% | -0.14% | +0.74% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.73% | -0.04% | +9.67% | |
| 39 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.72% | +0.03% | — | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.70% | +0.07% | +4.25% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.65% | -0.04% | +7.77% | |
| 42 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.64% | -0.01% | +1.91% | |
| 43 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.62% | -0.04% | -2.09% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.05% | -2.91% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.05% | -10.62% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | -3.58% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.08% | +1.67% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | +0.02% | -1.96% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.05% | -0.48% | |
| 50 | HON | Honeywell International Inc | Stock-Industrials | 0.49% | -0.07% | EXIT |
According to official SEC Form 13F filings, YHB Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.6B across 273 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 15.0% of total reported equity market value during Q1 2024.
During Q1 2024, YHB Investment Advisors, Inc.'s top holdings by market value included MSFT (5.8%)、AAPL (5.6%)、AMZN (3.6%). The largest single position, MSFT, represented 5.8% of total portfolio value.
In Q1 2024, YHB Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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