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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 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,400.0 $428K 0.03% +2K +2374.2% $178.24 +19.7%
102 SPSM SPDR SERIES TRUST 7,111.0 $410K 0.03% +297.0 +4.4% $57.67 -1.1%
103 EMR EMERSON ELEC CO Industrials 2,814.0 $403K 0.03% +151.0 +5.7% $143.15 +10.1%
104 NSC NORFOLK SOUTHN CORP Industrials 1,257.0 $395K 0.03% +38.0 +3.1% $314.59 +12.2%
105 VO VANGUARD INDEX FDS 4,780.0 $385K 0.03% +4K +300.0% $80.57 +2.8%
106 CSX CSX CORP Industrials 8,070.0 $384K 0.03% +387.0 +5.0% $47.53 +8.2%
107 VGT VANGUARD WORLD FD 3,202.0 $383K 0.03% +3K +700.5% $119.53 -2.6%
108 XLU SELECT SECTOR SPDR TR 7,764.0 $352K 0.02% +409.0 +5.6% $45.34 -4.7%
109 RSPN INVESCO EXCHANGE TRADED FD T 5,481.0 $351K 0.02% +500.0 +10.0% $64.00 -1.7%
110 XLP SELECT SECTOR SPDR TR 3,881.0 $322K 0.02% +55.0 +1.4% $83.07 +5.3%
111 PGR PROGRESSIVE CORP Financial Services 1,458.0 $318K 0.02% +36.0 +2.5% $218.45 +2.5%
112 TD TORONTO DOMINION BK ONT Financial Services 2,578.0 $313K 0.02% +100.0 +4.0% $121.43 -4.0%
113 MCK MCKESSON CORP Healthcare 392.0 $296K 0.02% +3.0 +0.8% $755.60 +15.6%
114 MTB M & T BK CORP Financial Services 1,172.0 $279K 0.02% +51.0 +4.5% $238.01 +1.6%
115 SCHE SCHWAB STRATEGIC TR 7,499.0 $272K 0.02% +280.0 +3.9% $36.26 +1.2%
116 FDX FEDEX CORP Industrials 695.0 $218K 0.01% +13.0 +1.9% $313.13 +6.7%
117 VTRS VIATRIS INC Healthcare 13,225.0 $210K 0.01% +3K +31.5% $15.88 +4.2%
Page 6 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%