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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 3 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES INC 122,535.0 $10.2M 0.65% +3K +2.1% $82.84 -1.5%
42 UNP UNION PAC CORP Industrials 36,951.0 $10.1M 0.64% +2K +4.8% $272.00 +13.3%
43 ETN EATON CORP PLC Industrials 23,468.0 $10.0M 0.64% +2K +7.6% $426.12 -1.6%
44 NEE NEXTERA ENERGY INC Utilities 110,729.0 $9.7M 0.62% +6K +5.5% $87.77 -4.7%
45 ABBV ABBVIE INC Healthcare 37,440.0 $9.4M 0.60% +489.0 +1.3% $251.64 +5.3%
46 RTX RTX CORPORATION Industrials 48,845.0 $9.3M 0.59% $189.73 +10.6%
47 ISRG INTUITIVE SURGICAL INC Healthcare 23,162.0 $9.2M 0.59% +751.0 +3.4% $397.68 -4.7%
48 ORCL ORACLE CORP Technology 62,632.0 $9.2M 0.59% -2K -2.6% $146.55 -0.1%
49 SPDW SPDR INDEX SHS FDS 181,509.0 $9.1M 0.59% +3K +1.6% $50.39 +3.2%
50 JMST J P MORGAN EXCHANGE TRADED F 165,574.0 $8.4M 0.54% +41K +33.1% $51.00 -0.2%
51 SPYG SPDR SERIES TRUST 69,844.0 $8.3M 0.53% +24K +53.6% $118.99 +1.0%
52 MINT PIMCO ETF TR 82,205.0 $8.3M 0.53% +4K +4.6% $100.81 -0.1%
53 META META PLATFORMS INC Communication Services 14,567.0 $8.2M 0.53% +386.0 +2.7% $563.29 -2.4%
54 IVE ISHARES TR 36,017.0 $8.2M 0.52% $227.06 +4.5%
55 GE GE AEROSPACE Industrials 21,071.0 $7.9M 0.50% $373.73 -6.8%
56 CSL CARLISLE COS INC Industrials 21,709.0 $7.9M 0.50% +347.0 +1.6% $362.75 +1.4%
57 IWM ISHARES TR 25,841.0 $7.8M 0.50% -302.0 -1.2% $300.45 -0.2%
58 AVGO BROADCOM INC Technology 19,251.0 $7.3M 0.47% +1K +7.2% $377.75 -2.5%
59 MCD MCDONALDS CORP Consumer Cyclical 26,517.0 $7.2M 0.46% +148.0 +0.6% $270.31 +0.2%
60 GWW WW GRAINGER INC Industrials 5,236.0 $7.1M 0.46% +98.0 +1.9% $1360.40 -3.5%
Page 3 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%