YHB Investment Advisors, Inc.

Position in APO — Apollo Global Management, Inc.

CIK 1469219 West Hartford, CT

Position in APO

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,441,843

+$65,027 QoQ

Shares Held

12,187

-1.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#499

of 1,165 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $6,743,441 across 7 Asset Management names. APO ranks #2 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	3,223	$3,099,107
2	APO	Apollo Global Management, Inc. This page	12,187	$1,441,843
3	NMZ	Nuveen Municipal High Income Opportunity Fund	82,213	$868,991
4	BX	Blackstone Inc.	3,910	$460,089
5	CEF	Sprott Physical Gold & Silver Trust	11,105	$446,754
6	AMP	Ameriprise Financial Inc	478	$219,287
7	TROW	Price T Rowe Group Inc	1,824	$207,370

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,441,843	12,187	-1.4%	Shares	Sole	2026-07-14
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.