YHB Investment Advisors as of March 31, 2020
Portfolio Holdings for YHB Investment Advisors
YHB Investment Advisors holds 166 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 5.3 | $31M | 122k | 254.29 | |
| Microsoft Corporation (MSFT) | 4.9 | $28M | 180k | 157.71 | |
| Thermo Fisher Scientific (TMO) | 3.5 | $21M | 72k | 283.60 | |
| Costco Wholesale Corporation (COST) | 2.9 | $17M | 58k | 285.13 | |
| Berkshire Hathaway Inc. Class B | 2.8 | $16M | 88k | 182.83 | |
| Amazon (AMZN) | 2.8 | $16M | 8.2k | 1949.76 | |
| Visa (V) | 2.7 | $16M | 96k | 161.12 | |
| Danaher Corporation (DHR) | 2.5 | $15M | 107k | 138.41 | |
| Ecolab (ECL) | 2.1 | $12M | 78k | 155.83 | |
| Alphabet Inc Class A cs (GOOGL) | 2.1 | $12M | 11k | 1161.91 | |
| Alphabet Inc Class C cs (GOOG) | 2.1 | $12M | 10k | 1162.82 | |
| Pepsi (PEP) | 2.0 | $12M | 99k | 120.10 | |
| Amgen (AMGN) | 1.9 | $11M | 54k | 202.73 | |
| Walt Disney Company (DIS) | 1.9 | $11M | 111k | 96.60 | |
| Home Depot (HD) | 1.8 | $10M | 55k | 186.71 | |
| Johnson & Johnson (JNJ) | 1.8 | $10M | 78k | 131.13 | |
| Nike (NKE) | 1.6 | $9.4M | 114k | 82.74 | |
| United Technologies Corporation | 1.6 | $9.0M | 95k | 94.33 | |
| Stryker Corporation (SYK) | 1.5 | $8.9M | 53k | 166.49 | |
| Becton, Dickinson and (BDX) | 1.4 | $8.0M | 35k | 229.78 | |
| Nextera Energy (NEE) | 1.4 | $7.9M | 33k | 240.63 | |
| McCormick & Company, Incorporated (MKC) | 1.4 | $7.9M | 56k | 141.21 | |
| Intuit (INTU) | 1.2 | $7.3M | 32k | 230.01 | |
| McDonald's Corporation (MCD) | 1.2 | $7.2M | 43k | 165.36 | |
| Facebook Inc cl a (META) | 1.2 | $7.2M | 43k | 166.80 | |
| Comcast Corporation | 1.2 | $7.1M | 206k | 34.38 | |
| Paypal Holdings (PYPL) | 1.2 | $6.9M | 72k | 95.74 | |
| CVS Caremark Corporation (CVS) | 1.2 | $6.8M | 115k | 59.33 | |
| Union Pacific Corporation (UNP) | 1.1 | $6.6M | 47k | 141.04 | |
| Oracle Corporation (ORCL) | 1.1 | $6.2M | 128k | 48.33 | |
| UnitedHealth (UNH) | 1.1 | $6.1M | 25k | 249.37 | |
| TJX Companies (TJX) | 1.0 | $6.0M | 125k | 47.81 | |
| Intuitive Surgical (ISRG) | 1.0 | $5.7M | 12k | 495.25 | |
| Cme (CME) | 0.9 | $5.5M | 32k | 172.92 | |
| Fortive (FTV) | 0.9 | $5.4M | 99k | 55.19 | |
| Procter & Gamble Company (PG) | 0.9 | $5.3M | 49k | 110.00 | |
| Pfizer (PFE) | 0.9 | $5.0M | 152k | 32.64 | |
| Church & Dwight (CHD) | 0.8 | $4.9M | 76k | 64.18 | |
| Cognizant Technology Solutions (CTSH) | 0.8 | $4.9M | 105k | 46.47 | |
| Citrix Systems | 0.8 | $4.8M | 34k | 141.54 | |
| Bristol Myers Squibb (BMY) | 0.8 | $4.8M | 85k | 55.74 | |
| Honeywell International (HON) | 0.8 | $4.6M | 34k | 133.80 | |
| U.S. Bancorp (USB) | 0.8 | $4.4M | 128k | 34.45 | |
| Fidelity National Information Services (FIS) | 0.7 | $4.2M | 35k | 121.63 | |
| Lam Research Corporation (LRCX) | 0.7 | $4.1M | 17k | 239.98 | |
| Colgate-Palmolive Company (CL) | 0.7 | $4.1M | 61k | 66.36 | |
| Paychex (PAYX) | 0.7 | $4.0M | 63k | 62.92 | |
| Zoetis Inc Cl A (ZTS) | 0.7 | $3.9M | 33k | 117.68 | |
| Amphenol Corporation (APH) | 0.7 | $3.8M | 52k | 72.88 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $3.7M | 97k | 37.97 | |
| Abbvie (ABBV) | 0.6 | $3.5M | 46k | 76.20 | |
| United Rentals (URI) | 0.6 | $3.3M | 32k | 102.91 | |
| Truist Financial Corp equities (TFC) | 0.6 | $3.2M | 103k | 30.84 | |
| Yum China Holdings (YUMC) | 0.5 | $3.0M | 71k | 42.63 | |
| Prologis (PLD) | 0.5 | $2.9M | 36k | 80.37 | |
| General Electric Company | 0.5 | $2.8M | 347k | 7.94 | |
| Edwards Lifesciences (EW) | 0.5 | $2.8M | 15k | 188.65 | |
| Morningstar (MORN) | 0.5 | $2.8M | 24k | 116.24 | |
| Mondelez Int (MDLZ) | 0.5 | $2.8M | 56k | 50.07 | |
| Abbott Laboratories (ABT) | 0.5 | $2.7M | 34k | 78.90 | |
| Yum! Brands (YUM) | 0.5 | $2.8M | 40k | 68.53 | |
| Essential Utils (WTRG) | 0.5 | $2.7M | 67k | 40.70 | |
| Citigroup (C) | 0.5 | $2.7M | 64k | 42.12 | |
| Goldman Sachs (GS) | 0.4 | $2.5M | 16k | 154.58 | |
| Intel Corporation (INTC) | 0.4 | $2.4M | 45k | 54.12 | |
| Marriott International (MAR) | 0.4 | $2.5M | 33k | 74.81 | |
| Chevron Corporation (CVX) | 0.4 | $2.4M | 33k | 72.45 | |
| Linde | 0.4 | $2.4M | 14k | 173.00 | |
| Cisco Systems (CSCO) | 0.4 | $2.3M | 58k | 39.31 | |
| Cummins (CMI) | 0.4 | $2.2M | 17k | 135.32 | |
| Aon Corporation | 0.4 | $2.1M | 13k | 165.07 | |
| Wal-Mart Stores (WMT) | 0.4 | $2.1M | 19k | 113.64 | |
| Fastenal Company (FAST) | 0.4 | $2.1M | 67k | 31.26 | |
| Medtronic (MDT) | 0.4 | $2.1M | 23k | 90.18 | |
| Stanley Black & Decker (SWK) | 0.3 | $2.0M | 20k | 100.00 | |
| Wells Fargo & Company (WFC) | 0.3 | $2.0M | 68k | 28.69 | |
| Etf Managers Tr purefunds ise cy | 0.3 | $2.0M | 56k | 35.67 | |
| AFLAC Incorporated (AFL) | 0.3 | $1.8M | 52k | 34.23 | |
| eBay (EBAY) | 0.3 | $1.7M | 57k | 30.06 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.7M | 18k | 90.01 | |
| Netflix (NFLX) | 0.3 | $1.7M | 4.5k | 375.44 | |
| Carlisle Companies (CSL) | 0.3 | $1.7M | 14k | 125.28 | |
| Gilead Sciences (GILD) | 0.3 | $1.6M | 21k | 74.78 | |
| Lowe's Companies (LOW) | 0.2 | $1.4M | 17k | 86.04 | |
| Woodward Governor Company (WWD) | 0.2 | $1.5M | 25k | 59.42 | |
| Coca-Cola Company (KO) | 0.2 | $1.4M | 31k | 44.25 | |
| Alibaba Group Holding (BABA) | 0.2 | $1.4M | 7.0k | 194.52 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $1.3M | 19k | 68.26 | |
| 3M Company (MMM) | 0.2 | $1.3M | 9.2k | 136.55 | |
| Merck & Co (MRK) | 0.2 | $1.3M | 17k | 76.91 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.2 | $1.3M | 19k | 68.65 | |
| Liberty Global Inc C | 0.2 | $1.2M | 76k | 15.71 | |
| Morgan Stanley (MS) | 0.2 | $1.2M | 35k | 33.99 | |
| Verizon Communications (VZ) | 0.2 | $1.2M | 22k | 53.73 | |
| L3harris Technologies (LHX) | 0.2 | $1.1M | 6.3k | 180.19 | |
| Automatic Data Processing (ADP) | 0.2 | $1.1M | 8.0k | 136.64 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $1.1M | 2.6k | 436.14 | |
| Invesco Dynamic Biotechnology other (PBE) | 0.2 | $1.1M | 24k | 46.48 | |
| Waste Management (WM) | 0.2 | $1.1M | 12k | 92.53 | |
| At&t (T) | 0.2 | $968k | 33k | 29.14 | |
| East West Ban (EWBC) | 0.2 | $990k | 39k | 25.73 | |
| Starbucks Corporation (SBUX) | 0.2 | $906k | 14k | 65.74 | |
| Tor Dom Bk Cad (TD) | 0.2 | $930k | 22k | 42.38 | |
| Gci Liberty Incorporated | 0.2 | $908k | 16k | 56.99 | |
| Fiserv (FI) | 0.1 | $848k | 8.9k | 95.04 | |
| Abiomed | 0.1 | $873k | 6.0k | 145.21 | |
| General Motors Company (GM) | 0.1 | $893k | 43k | 20.79 | |
| Emerson Electric (EMR) | 0.1 | $811k | 17k | 47.64 | |
| Illinois Tool Works (ITW) | 0.1 | $795k | 5.6k | 142.12 | |
| Liberty Broadband Corporation (LBRDA) | 0.1 | $820k | 7.7k | 106.98 | |
| MasterCard Incorporated (MA) | 0.1 | $781k | 3.2k | 241.42 | |
| Utilities SPDR (XLU) | 0.1 | $734k | 13k | 55.40 | |
| Anthem (ELV) | 0.1 | $767k | 3.4k | 226.92 | |
| American Express Company (AXP) | 0.1 | $711k | 8.3k | 85.66 | |
| Bank of America Corporation (BAC) | 0.1 | $683k | 32k | 21.24 | |
| Molson Coors Brewing Company (TAP) | 0.1 | $705k | 18k | 39.02 | |
| McKesson Corporation (MCK) | 0.1 | $688k | 5.1k | 135.30 | |
| First Trust Nasdaq Artificial Intelligence And Robotics Etf etf (ROBT) | 0.1 | $648k | 24k | 27.21 | |
| People's United Financial | 0.1 | $576k | 52k | 11.05 | |
| International Business Machines (IBM) | 0.1 | $588k | 5.3k | 110.99 | |
| Align Technology (ALGN) | 0.1 | $549k | 3.2k | 173.84 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $439k | 19k | 22.78 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $444k | 910.00 | 487.91 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $472k | 3.7k | 127.84 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $472k | 6.8k | 68.94 | |
| Novartis (NVS) | 0.1 | $443k | 5.4k | 82.54 | |
| Wabtec Corporation (WAB) | 0.1 | $471k | 9.8k | 48.13 | |
| Industries N shs - a - (LYB) | 0.1 | $442k | 8.9k | 49.67 | |
| BlackRock (BLK) | 0.1 | $388k | 881.00 | 440.41 | |
| Norfolk Southern (NSC) | 0.1 | $328k | 2.3k | 145.78 | |
| Boeing Company (BA) | 0.1 | $346k | 2.3k | 149.27 | |
| DISH Network | 0.1 | $351k | 18k | 19.99 | |
| Southern Company (SO) | 0.1 | $345k | 6.4k | 54.08 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $331k | 11k | 29.02 | |
| iShares Dow Jones US Financial (IYF) | 0.1 | $332k | 16k | 20.85 | |
| Phillips 66 (PSX) | 0.1 | $328k | 6.1k | 53.65 | |
| Trane Technologies (TT) | 0.1 | $338k | 4.1k | 82.64 | |
| FedEx Corporation (FDX) | 0.1 | $277k | 2.3k | 121.12 | |
| Dominion Resources (D) | 0.1 | $278k | 3.8k | 72.26 | |
| Cerner Corporation | 0.1 | $300k | 4.8k | 62.89 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $278k | 872.00 | 318.81 | |
| Air Products & Chemicals (APD) | 0.1 | $267k | 1.3k | 199.70 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $270k | 796.00 | 339.20 | |
| CIGNA Corporation | 0.1 | $306k | 1.7k | 177.08 | |
| ConocoPhillips (COP) | 0.1 | $291k | 9.4k | 30.85 | |
| Target Corporation (TGT) | 0.1 | $311k | 3.3k | 93.06 | |
| salesforce (CRM) | 0.1 | $264k | 1.8k | 144.10 | |
| Camden National Corporation (CAC) | 0.1 | $283k | 9.0k | 31.44 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $262k | 400.00 | 655.00 | |
| Tripadvisor (TRIP) | 0.1 | $261k | 15k | 17.40 | |
| Duke Energy (DUK) | 0.1 | $263k | 3.3k | 80.92 | |
| Proshares Tr Ii Proshares Ultra Silver etf (AGQ) | 0.1 | $307k | 17k | 18.44 | |
| Eversource Energy (ES) | 0.1 | $275k | 3.5k | 78.21 | |
| Invesco Global Water Etf (PIO) | 0.1 | $317k | 13k | 24.48 | |
| CSX Corporation (CSX) | 0.0 | $210k | 3.7k | 57.35 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $205k | 2.1k | 99.90 | |
| Enterprise Products Partners (EPD) | 0.0 | $204k | 14k | 14.27 | |
| Skyworks Solutions (SWKS) | 0.0 | $215k | 2.4k | 89.58 | |
| Tyler Technologies (TYL) | 0.0 | $203k | 685.00 | 296.35 | |
| Boston Properties (BXP) | 0.0 | $203k | 2.2k | 92.06 | |
| American Tower Reit (AMT) | 0.0 | $230k | 1.1k | 218.01 | |
| Post Holdings Inc Common (POST) | 0.0 | $224k | 2.7k | 82.96 | |
| Eaton (ETN) | 0.0 | $227k | 2.9k | 77.71 | |
| ING Groep (ING) | 0.0 | $154k | 30k | 5.15 | |
| Energy Transfer Equity (ET) | 0.0 | $52k | 11k | 4.60 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.0 | $21k | 12k | 1.83 |
