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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 8 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PWR QUANTA SVCS INC Industrials 2,229.0 $1.6M 0.10% +123.0 +5.8% $720.04 -14.1%
142 CME CME GROUP INC Financial Services 7,266.0 $1.6M 0.10% -64.0 -0.9% $220.83 +26.2%
143 PAYX PAYCHEX INC Industrials 16,271.0 $1.6M 0.10% -2K -8.6% $98.33 +28.3%
144 GLDM WORLD GOLD TR Financial Services 18,956.0 $1.5M 0.10% +375.0 +2.0% $79.42 +15.7%
145 APOS APOLLO GLOBAL MGMT INC 12,187.0 $1.4M 0.09% -170.0 -1.4% $118.31
146 PLTR PALANTIR TECHNOLOGIES INC Technology 12,117.0 $1.4M 0.09% +2K +15.7% $116.67 +51.8%
147 TDG TRANSDIGM GROUP INC Industrials 1,024.0 $1.4M 0.09% $1332.04 -10.5%
148 IBM INTERNATIONAL BUSINESS MACHS Technology 4,782.0 $1.3M 0.09% -447.0 -8.6% $281.22 -16.9%
149 CAT CATERPILLAR INC Industrials 1,249.0 $1.3M 0.09% -69.0 -5.2% $1064.90 -23.8%
150 MUNI PIMCO ETF TR 25,240.0 $1.3M 0.09% -5K -15.2% $52.60 -1.7%
151 OTIS OTIS WORLDWIDE CORP Industrials 18,301.0 $1.3M 0.08% -3K -13.6% $71.60 +0.5%
152 SLYG SPDR SERIES TRUST 10,936.0 $1.3M 0.08% +89.0 +0.8% $119.13 -2.8%
153 VLTO VERALTO CORP Industrials 14,569.0 $1.3M 0.08% -447.0 -3.0% $88.68 +11.5%
154 SPGI S&P GLOBAL INC Financial Services 3,159.0 $1.3M 0.08% +2K +151.5% $407.26 +6.5%
155 KO COCA COLA CO Consumer Defensive 15,545.0 $1.3M 0.08% -137.0 -0.9% $81.27 +13.1%
156 ICSH ISHARES TR 24,456.0 $1.2M 0.08% +3K +14.5% $50.58 -0.1%
157 VCSH VANGUARD SCOTTSDALE FDS 15,383.0 $1.2M 0.08% $79.03 -0.5%
158 GSY INVESCO ACTIVELY MANAGED EXC 24,213.0 $1.2M 0.08% $50.15 -0.1%
159 JGRO J P MORGAN EXCHANGE TRADED F 12,049.0 $1.2M 0.08% $98.59 -5.2%
160 ITW ILLINOIS TOOL WKS INC Industrials 4,382.0 $1.2M 0.08% -351.0 -7.4% $270.44 +4.8%
Page 8 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%