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CIK: 0001469219
Total reported value
$1.6B
$1.6B
280 檔
16.8%
During the Q3 2024 filing period, YHB Investment Advisors, Inc. (CIK: 0001469219) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 280 reported positions.
During Q3 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 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.89% | +0.21% | -1.19% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.30% | -0.88% | -4.40% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.40% | -0.36% | -0.59% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.27% | -0.45% | -1.99% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.86% | -0.61% | -1.17% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.38% | +0.22% | +1.22% | |
| 7 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.37% | -0.11% | -0.94% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.31% | +0.16% | +0.85% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.25% | +0.16% | -0.81% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.04% | -0.01% | -1.55% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | +0.08% | +4.67% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.93% | +0.07% | +0.05% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.89% | -0.08% | -0.05% | |
| 14 | ECL | Ecolab Inc | Stock-Materials | 1.59% | -0.06% | -0.58% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.49% | -0.03% | +0.66% | |
| 16 | SYK | Stryker CORP | Stock-Healthcare | 1.41% | -0.13% | -0.77% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | +0.03% | -0.97% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.28% | -0.03% | -1.01% | |
| 19 | URI | United Rentals Inc | Stock-Industrials | 1.28% | +0.39% | -3.05% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.15% | -0.10% | -0.17% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.14% | -0.11% | -0.66% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.09% | — | +3.78% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.07% | +0.03% | +11.90% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.05% | -0.35% | -3.64% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.03% | -0.09% | -1.06% | |
| 26 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.89% | -0.15% | -3.35% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | +0.41% | +3.49% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.87% | -0.13% | -0.99% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.85% | +0.08% | +0.15% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.80% | -0.04% | -0.18% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.78% | -0.14% | -2.90% | |
| 32 | APH | Amphenol Corp-cl A | Stock-Tech | 0.76% | +0.33% | -3.95% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.07% | +3.61% | |
| 34 | AON | Aon plc | Stock-Financials | 0.75% | -0.36% | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.74% | +0.03% | -0.87% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.72% | -0.08% | +1.73% | |
| 37 | EAGL | Eagle Capital Select Eqty | ETF-Other | 0.71% | +0.03% | — | |
| 38 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.68% | -0.01% | +0.40% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.04% | +0.13% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.05% | — | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.64% | -0.04% | -3.79% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.05% | +1.40% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.10% | -2.50% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.02% | +0.57% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.02% | -0.26% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.54% | +0.36% | +5.07% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.05% | +0.16% | |
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | +0.55% | +4.59% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.47% | -0.09% | +0.11% | |
| 50 | ZTS | Zoetis Inc | Stock-Healthcare | 0.47% | -0.13% | -2.15% |
According to official SEC Form 13F filings, YHB Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.6B across 280 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 16.8% of total reported equity market value during Q3 2024.
During Q3 2024, YHB Investment Advisors, Inc.'s top holdings by market value included AAPL (6.9%)、MSFT (5.3%)、AMZN (3.4%). The largest single position, AAPL, represented 6.9% of total portfolio value.
In Q3 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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