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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  ·  107 positions
# 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%
Page 6 of 6  ·  107 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%