Managers / Q4 2021 · view latest →
YHB Investment Advisors, Inc.
CIK 0001469219 · 29 SOUTH MAIN ST., STE. 306, WEST HARTFORD, CT, 06107-2417 · 860-561-7050
Reported Value
$1.3B
Q4 2021
Positions
311
Filings on Record
31
2019–present window
Filed
Jan 18, 2022
original filing
Summary
Yhb Investment Advisors, Inc. reported $1.3B in U.S.-listed holdings across 311 positions for Q4 2021.
Its largest position, AAPL, represents 6.1% of the portfolio.
Compared with Q3 2021, the fund opened 16 new positions and exited 9.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 78.0% · $984M
- ETP · 19.0% · $240M
- Other · 2.3% · $29M
- REIT · 0.5% · $7M
- ADR · 0.1% · $1M
- Other · 0.0% · $197,000
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.4B | 298 | Apr 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.4B | 296 | Jan 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 299 | Oct 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 299 | Jul 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 290 | Apr 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 277 | Jan 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 280 | Oct 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 273 | Aug 15, 2024 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2024 | $1.2B | 955 | Apr 26, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.0B | 264 | Jan 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.1B | 283 | Oct 23, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.1B | 283 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $997M | 283 | May 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $937M | 283 | Jan 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $899M | 281 | Nov 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $948M | 279 | Jul 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.1B | 297 | Apr 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1.3B | 311 | Jan 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.2B | 304 | Oct 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.2B | 303 | Jul 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.2B | 294 | Apr 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.1B | 278 | Jan 21, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $921M | 261 | Nov 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $693M | 178 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $580M | 166 | Apr 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $701M | 187 | Jan 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $656M | 186 | Oct 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $630M | 185 | Jul 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $638M | 195 | Apr 29, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $560M | 179 | Jan 11, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.