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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 5 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNH UNITEDHEALTH GROUP INC Healthcare 11,642.0 $4.8M 0.31% -6K -33.1% $415.63 -6.1%
82 MS MORGAN STANLEY Financial Services 22,118.0 $4.6M 0.30% -175.0 -0.8% $209.04 +2.5%
83 LIN LINDE PLC Basic Materials 8,900.0 $4.6M 0.30% +59.0 +0.7% $518.91 -6.0%
84 SHEL SHELL PLC Energy 58,664.0 $4.5M 0.29% -4K -6.7% $77.54 +20.4%
85 SPEM SPDR INDEX SHS FDS 87,743.0 $4.5M 0.29% +2K +1.8% $51.78 +1.2%
86 NBSD NEUBERGER BERMAN ETF TRUST 89,929.0 $4.5M 0.29% +11K +13.6% $50.51 +0.3%
87 IGIB ISHARES TR 83,954.0 $4.5M 0.29% +11K +15.8% $53.17 -1.9%
88 PG PROCTER & GAMBLE CO Consumer Defensive 29,925.0 $4.4M 0.28% -2K -7.4% $146.64 -1.3%
89 XOM EXXON MOBIL CORP Energy 31,824.0 $4.4M 0.28% $136.72 +20.8%
90 LHX L3HARRIS TECHNOLOGIES INC Industrials 14,799.0 $4.3M 0.28% +2K +13.3% $290.59 -8.2%
91 WELL WELLTOWER INC Real Estate 18,819.0 $4.3M 0.27% +635.0 +3.5% $226.97 +5.4%
92 C CITIGROUP INC Financial Services 29,659.0 $4.2M 0.27% +237.0 +0.8% $139.96 -5.9%
93 PLD PROLOGIS INC. Real Estate 29,328.0 $4.0M 0.25% +861.0 +3.0% $135.47 +4.7%
94 CASY CASEYS GEN STORES INC Consumer Cyclical 4,966.0 $3.9M 0.25% +690.0 +16.1% $794.79 +5.2%
95 CHD CHURCH & DWIGHT CO INC Consumer Defensive 38,912.0 $3.8M 0.24% -1K -2.9% $96.88 +2.0%
96 VTI VANGUARD INDEX FDS 9,806.0 $3.6M 0.23% -939.0 -8.7% $370.06 +2.2%
97 WM WASTE MGMT INC DEL Industrials 15,434.0 $3.4M 0.22% +4K +29.4% $222.88 +0.5%
98 SMMU PIMCO ETF TR 67,612.0 $3.4M 0.22% +10K +17.2% $50.50 -0.4%
99 IGSB ISHARES TR 64,272.0 $3.4M 0.22% +3K +4.3% $52.41 -0.6%
100 CARR CARRIER GLOBAL CORPORATION Industrials 44,381.0 $3.3M 0.21% $73.35 -17.7%
Page 5 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%