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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 14 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 VWO VANGUARD INTL EQUITY INDEX F 5,506.0 $329K 0.02% $59.69 +0.4%
262 DELL DELL TECHNOLOGIES INC Technology 759.0 $327K 0.02% NEW $431.46 +0.1%
263 RALLIANT CORP 4,416.0 $325K 0.02% -416.0 -8.6% $73.63
264 XLP SELECT SECTOR SPDR TR 3,881.0 $322K 0.02% +55.0 +1.4% $83.07 +5.0%
265 SO SOUTHERN CO Utilities 3,338.0 $319K 0.02% $95.71 -5.7%
266 EOG EOG RES INC Energy 2,462.0 $319K 0.02% -15.0 -0.6% $129.73 +15.7%
267 PGR PROGRESSIVE CORP Financial Services 1,458.0 $318K 0.02% +36.0 +2.5% $218.45 +2.2%
268 TD TORONTO DOMINION BK ONT Financial Services 2,578.0 $313K 0.02% +100.0 +4.0% $121.43 -4.2%
269 SHOP SHOPIFY INC Technology 2,734.0 $312K 0.02% $114.18 +31.2%
270 SBUX STARBUCKS CORP Consumer Cyclical 3,047.0 $311K 0.02% -405.0 -11.7% $102.19 +5.0%
271 EPD ENTERPRISE PRODS PARTNERS L 8,445.0 $310K 0.02% $36.76
272 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,326.0 $308K 0.02% $132.52 +5.0%
273 SOXX ISHARES TR 480.0 $308K 0.02% NEW $640.76 -20.9%
274 IWP ISHARES TR 2,064.0 $302K 0.02% $146.41 -3.1%
275 DUK DUKE ENERGY CORP NEW Utilities 2,357.0 $298K 0.02% NEW $126.60 -3.7%
276 MCK MCKESSON CORP Healthcare 392.0 $296K 0.02% +3.0 +0.8% $755.60 +15.5%
277 WRB BERKLEY W R CORP Financial Services 4,082.0 $288K 0.02% -1K -23.6% $70.53 -1.1%
278 RAAX VANECK ETF TRUST 7,137.0 $283K 0.02% NEW $39.67 +5.3%
279 MTB M & T BK CORP Financial Services 1,172.0 $279K 0.02% +51.0 +4.5% $238.01 +1.6%
280 RBC RBC BEARINGS INC Industrials 425.0 $274K 0.02% $644.06 -23.0%
Page 14 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%