Portfolio (Quarterly)
Guide ↗
YHB Investment Advisors, Inc.
· CIK 0001469219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | CTVA | CORTEVA INC | Basic Materials | 3,068.0 | $260K | 0.02% | -29.0 | -0.9% | $84.69 | -2.2% |
| 102 | VB | VANGUARD INDEX FDS | — | 802.0 | $243K | 0.02% | -20.0 | -2.4% | $303.12 | -0.1% |
| 103 | VTV | VANGUARD INDEX FDS | — | 1,077.0 | $235K | 0.01% | -100.0 | -8.5% | $217.93 | +4.0% |
| 104 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 4,292.0 | $226K | 0.01% | -4K | -49.4% | $52.65 | +23.8% |
| 105 | FMNB | FARMERS NATIONAL BANC CORP | Financial Services | 15,426.0 | $225K | 0.01% | -2K | -11.0% | $14.60 | +7.5% |
| 106 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 315.0 | $222K | 0.01% | -10.0 | -3.1% | $703.34 | -1.3% |
| 107 | AMP | AMERIPRISE FINL INC | Financial Services | 478.0 | $219K | 0.01% | -10.0 | -2.0% | $458.76 | +22.3% |
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%