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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 12 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLF SELECT SECTOR SPDR TR 8,763.0 $470K 0.03% $53.61 +8.6%
222 SDY SPDR SERIES TRUST 3,049.0 $464K 0.03% -235.0 -7.2% $152.18 +4.6%
223 BX BLACKSTONE INC Financial Services 3,910.0 $460K 0.03% -357.0 -8.4% $117.67 +22.1%
224 YUMC YUM CHINA HLDGS INC Consumer Cyclical 11,109.0 $454K 0.03% -325.0 -2.8% $40.87 +19.7%
225 JCI JOHNSON CONTROLS INTERNATION Industrials 3,076.0 $449K 0.03% +79.0 +2.6% $146.11 -2.1%
226 CEF SPROTT ASSET MANAGEMENT LP Financial Services 11,105.0 $447K 0.03% $40.23 +17.4%
227 PM PHILIP MORRIS INTL INC Consumer Defensive 2,440.0 $441K 0.03% +299.0 +14.0% $180.91 +5.8%
228 CHTR CHARTER COMMUNICATIONS INC Communication Services 3,010.0 $428K 0.03% +1K +69.1% $142.21 +5.7%
229 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,400.0 $428K 0.03% +2K +2374.2% $178.24 +19.7%
230 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 6,577.0 $421K 0.03% $64.01 +15.9%
231 LMT LOCKHEED MARTIN CORP Industrials 823.0 $419K 0.03% -8.0 -1.0% $509.46 +10.7%
232 IJT ISHARES TR 2,346.0 $419K 0.03% $178.60 -3.0%
233 VRTX VERTEX PHARMACEUTICALS INC Healthcare 841.0 $418K 0.03% $496.73 +10.2%
234 XLI SELECT SECTOR SPDR TR 2,218.0 $411K 0.03% $185.23 -3.4%
235 SPSM SPDR SERIES TRUST 7,111.0 $410K 0.03% +297.0 +4.4% $57.67 -1.1%
236 ING ING GROEP N.V. Financial Services 12,889.0 $404K 0.03% $31.38 +11.6%
237 EMR EMERSON ELEC CO Industrials 2,814.0 $403K 0.03% +151.0 +5.7% $143.15 +10.1%
238 NSC NORFOLK SOUTHN CORP Industrials 1,257.0 $395K 0.03% +38.0 +3.1% $314.59 +12.2%
239 MRSH MARSH & MCLENNAN COS INC Financial Services 2,362.0 $394K 0.03% NEW $166.67 +16.8%
240 HUBB HUBBELL INC Industrials 737.0 $386K 0.03% -23.0 -3.0% $523.20 -10.8%
Page 12 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%