Portfolio (Quarterly)
Guide ↗
YHB Investment Advisors, Inc.
· CIK 0001469219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 4,551 | $1.0M | 0.07% | SOLD |
| 2 | CRM | SALESFORCE INC | Technology | 2,903 | $542K | 0.04% | SOLD |
| 3 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 7,944 | $487K | 0.04% | SOLD |
| 4 | BAH | BOOZ ALLEN HAMILTON HLDG COR | Industrials | 3,403 | $266K | 0.02% | SOLD |
| 5 | LBRDA | LIBERTY BROADBAND CORP | — | 5,210 | $262K | 0.02% | SOLD |
| 6 | ACN | ACCENTURE PLC IRELAND | Technology | 1,310 | $260K | 0.02% | SOLD |
| 7 | DD | DUPONT DE NEMOURS INC | Basic Materials | 5,230 | $240K | 0.02% | SOLD |
| 8 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 3,697 | $218K | 0.02% | SOLD |
| 9 | SPIB | SPDR SERIES TRUST | — | 6,419 | $215K | 0.01% | SOLD |
| 10 | NOC | NORTHROP GRUMMAN CORP | Industrials | 313 | $214K | 0.01% | SOLD |
| 11 | HSY | HERSHEY CO | Consumer Defensive | 1,000 | $208K | 0.01% | SOLD |
| 12 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,525 | $205K | 0.01% | SOLD |
| 13 | PYPL | PAYPAL HLDGS INC | Financial Services | 4,525 | $205K | 0.01% | SOLD |
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%