Portfolio (Quarterly)
Guide ↗
YHB Investment Advisors, Inc.
· CIK 0001469219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | SCHE | SCHWAB STRATEGIC TR | — | 7,499.0 | $272K | 0.02% | +280.0 | +3.9% | $36.26 | +1.0% |
| 282 | IDXX | IDEXX LABS INC | Healthcare | 515.0 | $271K | 0.02% | -120.0 | -18.9% | $526.44 | +6.4% |
| 283 | WBS | WEBSTER FINL CORP | Financial Services | 3,490.0 | $267K | 0.02% | NEW | — | $76.42 | +1.5% |
| 284 | XLC | SELECT SECTOR SPDR TR | — | 2,432.0 | $261K | 0.02% | -397.0 | -14.0% | $107.13 | +4.9% |
| 285 | CTVA | CORTEVA INC | Basic Materials | 3,068.0 | $260K | 0.02% | -29.0 | -0.9% | $84.69 | -0.9% |
| 286 | Q | QNITY ELECTRONICS INC | Technology | 1,588.0 | $259K | 0.02% | NEW | — | $163.31 | -23.9% |
| 287 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,354.0 | $258K | 0.02% | — | — | $109.77 | +1.8% |
| 288 | HCA | HCA HEALTHCARE INC | Healthcare | 662.0 | $258K | 0.02% | — | — | $389.89 | +11.5% |
| 289 | LBRDK | LIBERTY BROADBAND CORP | Communication Services | 7,670.0 | $255K | 0.02% | — | — | $33.26 | +8.3% |
| 290 | VTEB | VANGUARD MUN BD FDS | — | 5,030.0 | $254K | 0.02% | NEW | — | $50.58 | -2.1% |
| 291 | VB | VANGUARD INDEX FDS | — | 802.0 | $243K | 0.02% | -20.0 | -2.4% | $303.12 | +0.2% |
| 292 | ADBE | ADOBE INC | Technology | 1,147.0 | $235K | 0.01% | — | — | $205.02 | +35.2% |
| 293 | VTV | VANGUARD INDEX FDS | — | 1,077.0 | $235K | 0.01% | -100.0 | -8.5% | $217.93 | +4.0% |
| 294 | JAZZ | JAZZ PHARMACEUTICALS PLC | Healthcare | 973.0 | $234K | 0.01% | NEW | — | $240.97 | +4.7% |
| 295 | WCN | WASTE CONNECTIONS INC | Industrials | 1,391.0 | $232K | 0.01% | — | — | $166.64 | +2.5% |
| 296 | CTAS | CINTAS CORP | Industrials | 1,344.0 | $229K | 0.01% | NEW | — | $170.08 | +21.4% |
| 297 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 5,354.0 | $227K | 0.01% | NEW | — | $42.34 | +17.7% |
| 298 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 4,292.0 | $226K | 0.01% | -4K | -49.4% | $52.65 | +24.8% |
| 299 | FMNB | FARMERS NATIONAL BANC CORP | Financial Services | 15,426.0 | $225K | 0.01% | -2K | -11.0% | $14.60 | +8.5% |
| 300 | — | DUPONT DE NEMOURS INC | — | 1,648.0 | $224K | 0.01% | NEW | — | $135.64 | — |
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%