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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 9 of 16  ·  314 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EEM ISHARES TR 17,055.0 $1.2M 0.07% -125.0 -0.7% $68.41 -3.4%
162 ACWI ISHARES TR 7,120.0 $1.1M 0.07% -425.0 -5.6% $156.97 +2.1%
163 CMCSA COMCAST CORP NEW Communication Services 45,512.0 $1.1M 0.07% -27K -37.6% $24.55 +10.1%
164 SHW SHERWIN WILLIAMS CO Basic Materials 3,226.0 $1.1M 0.07% -32.0 -1.0% $344.32 +0.7%
165 SPSB SPDR SERIES TRUST 36,932.0 $1.1M 0.07% +650.0 +1.8% $30.01 -0.2%
166 HUM HUMANA INC Healthcare 2,781.0 $1.1M 0.07% +749.0 +36.9% $397.22 -2.7%
167 ALC ALCON AG Healthcare 16,419.0 $1.1M 0.07% -935.0 -5.4% $67.10 +9.8%
168 MRK MERCK & CO INC Healthcare 8,398.0 $1.1M 0.07% -50.0 -0.6% $128.50 +17.3%
169 LECO LINCOLN ELEC HLDGS INC Industrials 4,062.0 $1.1M 0.07% $265.48 +6.3%
170 PFE PFIZER INC Healthcare 44,361.0 $1.1M 0.07% -4K -8.0% $24.08 +16.2%
171 FLRN SPDR SERIES TRUST 34,552.0 $1.1M 0.07% $30.85 -0.1%
172 SAP SAP SE Technology 6,816.0 $1.1M 0.07% +647.0 +10.5% $154.11 +41.9%
173 IWF ISHARES TR 8,436.0 $1.0M 0.07% +6K +304.4% $124.17 -2.5%
174 WDAY WORKDAY INC Technology 8,436.0 $1.0M 0.07% +2K +32.7% $122.42 +62.7%
175 CI THE CIGNA GROUP Healthcare 3,721.0 $1.0M 0.07% -100.0 -2.6% $275.68 +1.7%
176 BIL SPDR SERIES TRUST 10,915.0 $1.0M 0.06% -620.0 -5.4% $91.64 -0.0%
177 SGOV ISHARES TR 9,800.0 $987K 0.06% -690.0 -6.6% $100.67 -0.0%
178 IDEQ LAZARD ACTIVE ETF TR 28,050.0 $984K 0.06% NEW $35.07 +2.1%
179 CL COLGATE PALMOLIVE CO Consumer Defensive 10,527.0 $965K 0.06% -95.0 -0.9% $91.68 +1.0%
180 SCHM SCHWAB STRATEGIC TR 25,901.0 $955K 0.06% +996.0 +4.0% $36.87 -2.9%
Page 9 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%