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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 10 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SUB ISHARES TR 8,923.0 $950K 0.06% +3K +49.3% $106.47 -0.1%
182 AJG GALLAGHER ARTHUR J & CO Financial Services 4,059.0 $932K 0.06% +2K +61.0% $229.57 +18.5%
183 VOYA VOYA FINANCIAL INC Financial Services 10,000.0 $905K 0.06% -3K -20.4% $90.53 +9.5%
184 VUG VANGUARD INDEX FDS 10,374.0 $894K 0.06% +9K +499.6% $86.14 +0.9%
185 TXN TEXAS INSTRS INC Technology 2,991.0 $892K 0.06% -37.0 -1.2% $298.07 -13.1%
186 TSLA TESLA INC Consumer Cyclical 2,101.0 $884K 0.06% +21.0 +1.0% $420.60 -17.0%
187 EUSA ISHARES INC 7,700.0 $879K 0.06% $114.19 +3.6%
188 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,916.0 $877K 0.06% -70.0 -1.8% $223.95 +26.4%
189 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 82,213.0 $869K 0.06% +29K +55.0% $10.57 -4.8%
190 AMD ADVANCED MICRO DEVICES INC Technology 1,421.0 $825K 0.05% NEW $580.91 -21.4%
191 MKC MCCORMICK & CO INC Consumer Defensive 16,023.0 $808K 0.05% -4K -18.8% $50.42 +11.5%
192 BAC BANK OF AMER CORP Financial Services 14,147.0 $806K 0.05% +123.0 +0.9% $56.98 +9.4%
193 RSP INVESCO EXCHANGE TRADED FD T 3,650.0 $777K 0.05% +103.0 +2.9% $212.77 +4.3%
194 SCHA SCHWAB STRATEGIC TR 21,136.0 $764K 0.05% +119.0 +0.6% $36.13 -4.6%
195 ASML ASML HLDG NV Technology 365.0 $726K 0.05% -79.0 -17.8% $1989.44 -12.5%
196 LEN LENNAR CORP Consumer Cyclical 8,001.0 $724K 0.05% $90.49 -2.6%
197 MMM 3M CO Industrials 4,344.0 $703K 0.04% -155.0 -3.5% $161.92 +10.6%
198 GILD GILEAD SCIENCES INC Healthcare 5,454.0 $689K 0.04% -350.0 -6.0% $126.33 +16.2%
199 VEU VANGUARD INTL EQUITY INDEX F 8,096.0 $678K 0.04% $83.75 +1.7%
200 ZTS ZOETIS INC Healthcare 9,338.0 $671K 0.04% -11K -54.2% $71.86 +7.4%
Page 10 of 16  ·  314 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%