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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 5 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SUB ISHARES TR 8,923.0 $950K 0.06% +3K +49.3% $106.47 -0.1%
82 AJG GALLAGHER ARTHUR J & CO Financial Services 4,059.0 $932K 0.06% +2K +61.0% $229.57 +18.5%
83 VUG VANGUARD INDEX FDS 10,374.0 $894K 0.06% +9K +499.6% $86.14 +0.9%
84 TSLA TESLA INC Consumer Cyclical 2,101.0 $884K 0.06% +21.0 +1.0% $420.60 -17.0%
85 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 82,213.0 $869K 0.06% +29K +55.0% $10.57 -4.8%
86 BAC BANK OF AMER CORP Financial Services 14,147.0 $806K 0.05% +123.0 +0.9% $56.98 +9.4%
87 RSP INVESCO EXCHANGE TRADED FD T 3,650.0 $777K 0.05% +103.0 +2.9% $212.77 +4.3%
88 SCHA SCHWAB STRATEGIC TR 21,136.0 $764K 0.05% +119.0 +0.6% $36.13 -4.6%
89 VNQ VANGUARD INDEX FDS 6,636.0 $640K 0.04% +50.0 +0.8% $96.43 +2.8%
90 SCHF SCHWAB STRATEGIC TR 23,029.0 $638K 0.04% +1K +4.7% $27.70 +2.2%
91 SPYV SPDR SERIES TRUST 10,384.0 $631K 0.04% +600.0 +6.1% $60.79 +4.8%
92 IWD ISHARES TR 2,458.0 $596K 0.04% +55.0 +2.3% $242.43 +6.6%
93 CVS CVS HEALTH CORP Healthcare 5,104.0 $528K 0.03% +70.0 +1.4% $103.45 -9.0%
94 EL LAUDER ESTEE COS INC Consumer Defensive 6,677.0 $527K 0.03% +733.0 +12.3% $78.95 +31.9%
95 EQIX EQUINIX INC Real Estate 498.0 $519K 0.03% +17.0 +3.5% $1042.39 +1.2%
96 VXUS VANGUARD STAR FDS 5,713.0 $488K 0.03% +204.0 +3.7% $85.49 +2.0%
97 VRT VERTIV HOLDINGS CO Industrials 1,423.0 $476K 0.03% +452.0 +46.5% $334.82 -23.8%
98 JCI JOHNSON CONTROLS INTERNATION Industrials 3,076.0 $449K 0.03% +79.0 +2.6% $146.11 -2.1%
99 PM PHILIP MORRIS INTL INC Consumer Defensive 2,440.0 $441K 0.03% +299.0 +14.0% $180.91 +5.8%
100 CHTR CHARTER COMMUNICATIONS INC Communication Services 3,010.0 $428K 0.03% +1K +69.1% $142.21 +5.7%
Page 5 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%