Portfolio (Quarterly)
Guide ↗
YHB Investment Advisors, Inc.
· CIK 0001469219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | AXON | AXON ENTERPRISE INC | Industrials | 390.0 | $219K | 0.01% | NEW | — | $560.61 | +6.6% |
| 22 | HACK | AMPLIFY ETF TR | — | 2,020.0 | $212K | 0.01% | NEW | — | $104.93 | +4.4% |
| 23 | IWS | ISHARES TR | — | 1,270.0 | $209K | 0.01% | NEW | — | $164.60 | +4.4% |
| 24 | TROW | PRICE T ROWE GROUP INC | Financial Services | 1,824.0 | $207K | 0.01% | NEW | — | $113.69 | -1.2% |
| 25 | WAT | WATERS CORP | Healthcare | 545.0 | $204K | 0.01% | NEW | — | $375.04 | +9.5% |
| 26 | RRX | REGAL REXNORD CORPORATION | Industrials | 856.0 | $204K | 0.01% | NEW | — | $238.19 | -31.7% |
| 27 | ANET | ARISTA NETWORKS INC | Technology | 1,194.0 | $203K | 0.01% | NEW | — | $169.88 | +10.8% |
| 28 | GLW | CORNING INC | Technology | 787.0 | $201K | 0.01% | NEW | — | $255.36 | -43.0% |
| 29 | XLV | SELECT SECTOR SPDR TR | — | 1,263.0 | $200K | 0.01% | NEW | — | $158.66 | +10.1% |
① 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%