YHB Investment Advisors, Inc.

Position in MA — Mastercard Inc

CIK 1469219 West Hartford, CT

Position in MA

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

Position Value

$3,194,078

+$828,188 QoQ

Shares Held

6,219

+31.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,409

of 3,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

YHB Investment Advisors, Inc. holds $35,600,157 across 4 Credit Services names. MA ranks #2 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	82,599	$28,338,890
2	MA	Mastercard Inc This page	6,219	$3,194,078
3	AXP	American Express Co	6,067	$2,052,162
4	COF	Capital One Financial Corp	10,044	$2,015,027

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,194,078	6,219	+31.3%	Shares	Sole	2026-07-14
2026-03-31	$2,365,890	4,735	+14.9%	Shares	Sole	2026-04-13
2025-12-31	$2,352,025	4,120	-1.0%	Shares	Sole	2026-01-16
2025-09-30	$2,366,818	4,161	-2.1%	Shares	Sole	2025-10-08
2025-06-30	$2,388,806	4,251	+2.1%	Shares	Sole	2025-07-10
2025-03-31	$2,282,919	4,165	-3.0%	Shares	Sole	2025-04-23
2024-12-31	$2,260,038	4,292	+3.4%	Shares	Sole	2025-01-22
2024-09-30	$2,049,763	4,151	+5.4%	Shares	Sole	2024-10-22
2024-06-30	$1,738,170	3,940	+5.4%	Shares	Sole	2024-08-01
2024-03-31	$1,799,627	3,737	-1.8%	Shares	Sole	2024-08-15
2023-12-31	$1,622,444	3,804	+0.8%	Shares	Sole	2024-01-29
2023-09-30	$1,493,768	3,773	+1.6%	Shares	Sole	2023-10-23
2023-06-30	$1,459,929	3,712	-2.5%	Shares	Sole	2023-08-10
2023-03-31	$1,384,228	3,809	+1.1%	Shares	Sole	2023-05-08
2022-12-31	$1,310,246	3,768	+1.2%	Shares	Sole	2023-01-12
2022-09-30	$1,058,882	3,724	+3.5%	Shares	Sole	2022-11-03
2022-06-30	$1,135,412	3,599	-3.4%	Shares	Sole	2022-07-14
2022-03-31	$1,330,883	3,724	+5.0%	Shares	Sole	2022-04-14
2021-12-31	$1,274,148	3,546	+2.6%	Shares	Sole	2022-01-18
2021-09-30	$1,201,582	3,456	-0.1%	Shares	Sole	2021-10-28
2021-06-30	$1,263,576	3,461	-2.8%	Shares	Sole	2021-07-15
2021-03-31	$1,267,894	3,561	-17.6%	Shares	Sole	2021-04-22
2020-12-31	$1,542,337	4,321	+1.9%	Shares	Sole	2021-01-21
2020-09-30	$1,433,840	4,240	+21.7%	Shares	Sole	2020-11-02
2020-06-30	$1,030,514	3,485	+7.7%	Shares	Sole	2020-07-20
2020-03-31	$781,446	3,235	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.