YHB Investment Advisors, Inc.

Position in APO — Apollo Global Management, Inc.

CIK 1469219 West Hartford, CT

Position in APO

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$1,376,816

-$365,949 QoQ

Shares Held

12,357

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

YHB Investment Advisors, Inc. holds $6,266,499 across 6 Asset Management names. APO ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,225	$3,101,514
2	APO	Apollo Global Management, Inc. This page	12,357	$1,376,816
3	NMZ	Nuveen Municipal High Income Opportunity Fund	53,055	$550,710
4	CEF	Sprott Physical Gold & Silver Trust	11,105	$529,930
5	BX	Blackstone Inc.	4,267	$490,662
6	AMP	Ameriprise Financial Inc	488	$216,867

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,376,816	12,357	+2.6%	Shares	Sole	2026-04-13
2025-12-31	$1,742,765	12,039	-2.7%	Shares	Sole	2026-01-16
2025-09-30	$1,649,482	12,377	+4.6%	Shares	Sole	2025-10-08
2025-06-30	$1,678,180	11,829	+10.7%	Shares	Sole	2025-07-10
2025-03-31	$1,462,793	10,682	+30.1%	Shares	Sole	2025-04-23
2024-12-31	$1,355,798	8,209	+9.5%	Shares	Sole	2025-01-22
2024-09-30	$936,575	7,498	+7.5%	Shares	Sole	2024-10-22
2024-06-30	$823,420	6,974	+19.8%	Shares	Sole	2024-08-01
2024-03-31	$654,796	5,823	+33.2%	Shares	Sole	2024-08-15
2023-12-31	$407,240	4,370	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.