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Portfolio (Quarterly) Guide ↗

YHB Investment Advisors, Inc.

· CIK 0001469219
13F Portfolio $1.6B AUM 314 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 117 Added 107 Reduced 13 Exited
Page 3 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTF ISHARES TR 129,073.0 $5.3M 0.34% +39K +42.6% $40.96 +5.2%
42 CVX CHEVRON CORPORATION Energy 31,704.0 $5.3M 0.34% +648.0 +2.1% $165.76 +22.5%
43 EMGF ISHARES INC 67,396.0 $4.9M 0.32% +37K +119.5% $73.26 -3.4%
44 SPYM SPDR SERIES TRUST 55,978.0 $4.9M 0.32% +3K +6.5% $87.88 +2.3%
45 LIN LINDE PLC Basic Materials 8,900.0 $4.6M 0.30% +59.0 +0.7% $518.91 -5.6%
46 SPEM SPDR INDEX SHS FDS 87,743.0 $4.5M 0.29% +2K +1.8% $51.78 +0.4%
47 NBSD NEUBERGER BERMAN ETF TRUST 89,929.0 $4.5M 0.29% +11K +13.6% $50.51 +0.3%
48 IGIB ISHARES TR 83,954.0 $4.5M 0.29% +11K +15.8% $53.17 -1.8%
49 LHX L3HARRIS TECHNOLOGIES INC Industrials 14,799.0 $4.3M 0.28% +2K +13.3% $290.59 -9.6%
50 WELL WELLTOWER INC Real Estate 18,819.0 $4.3M 0.27% +635.0 +3.5% $226.97 +5.7%
51 C CITIGROUP INC Financial Services 29,659.0 $4.2M 0.27% +237.0 +0.8% $139.96 -5.9%
52 PLD PROLOGIS INC. Real Estate 29,328.0 $4.0M 0.25% +861.0 +3.0% $135.47 +5.8%
53 CASY CASEYS GEN STORES INC Consumer Cyclical 4,966.0 $3.9M 0.25% +690.0 +16.1% $794.79 +7.5%
54 WM WASTE MGMT INC DEL Industrials 15,434.0 $3.4M 0.22% +4K +29.4% $222.88 +1.6%
55 SMMU PIMCO ETF TR 67,612.0 $3.4M 0.22% +10K +17.2% $50.50 -0.4%
56 IGSB ISHARES TR 64,272.0 $3.4M 0.22% +3K +4.3% $52.41 -0.5%
57 MA MASTERCARD INCORPORATED Financial Services 6,219.0 $3.2M 0.20% +1K +31.3% $513.60 +16.8%
58 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 32,914.0 $3.0M 0.19% +1K +4.6% $92.09 -1.5%
59 JAAA JANUS DETROIT STR TR 57,387.0 $2.9M 0.19% +24K +72.1% $50.49 +0.4%
60 QUAL ISHARES TR 10,933.0 $2.4M 0.15% +125.0 +1.2% $219.43 +2.0%
Page 3 of 6  ·  117 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.0%
Healthcare 12.2%
Industrials 12.2%
Financial Services 12.1%
Consumer Cyclical 10.9%
Communication Services 7.1%
Consumer Defensive 6.8%
Basic Materials 2.5%
Energy 1.8%
Utilities 1.6%