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Portfolio (Quarterly) Guide ↗

YHB Investment Advisors, Inc.

· CIK 0001469219
13F Portfolio $1.4B AUM 298 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 86 Added 124 Reduced 14 Exited
Page 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IUSG ISHARES TR 9,577.0 $1.5M 0.11% -178.0 -1.8% $155.11 +21.9%
62 XLK SELECT SECTOR SPDR TR 10,125.0 $1.3M 0.10% -2K -13.7% $132.90 +39.4%
63 VLTO VERALTO CORP Industrials 15,016.0 $1.3M 0.10% -646.0 -4.1% $88.42 -2.7%
64 ALC ALCON AG Healthcare 17,354.0 $1.3M 0.09% -826.0 -4.5% $75.35 -10.2%
65 AMAT APPLIED MATLS INC Technology 3,654.0 $1.2M 0.09% -1K -23.9% $341.79 +33.1%
66 ITW ILLINOIS TOOL WKS INC Industrials 4,733.0 $1.2M 0.09% -427.0 -8.3% $260.31 -3.8%
67 SPSB SPDR SERIES TRUST 36,282.0 $1.1M 0.08% -552.0 -1.5% $30.07 -0.2%
68 FLRN SPDR SERIES TRUST 34,552.0 $1.1M 0.08% -448.0 -1.3% $30.78 +0.2%
69 ACWI ISHARES TR 7,545.0 $1.0M 0.07% -2K -17.5% $138.37 +14.1%
70 HON HONEYWELL INTL INC Industrials 4,551.0 $1.0M 0.07% -578.0 -11.3% $226.02 +2.5%
71 CI THE CIGNA GROUP Healthcare 3,821.0 $1.0M 0.07% -39.0 -1.0% $266.75 +5.3%
72 MKC MCCORMICK & CO INC Consumer Defensive 19,724.0 $995K 0.07% -9K -31.4% $50.44 -7.2%
73 NKE NIKE INC Consumer Cyclical 17,861.0 $943K 0.07% -3K -13.6% $52.82 -14.9%
74 CAT CATERPILLAR INC Industrials 1,318.0 $934K 0.07% -368.0 -21.8% $708.46 +28.2%
75 CL COLGATE PALMOLIVE CO Consumer Defensive 10,622.0 $905K 0.07% -825.0 -7.2% $85.23 +5.4%
76 IWF ISHARES TR 2,086.0 $889K 0.06% -16.0 -0.8% $426.40 -70.5%
77 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,986.0 $810K 0.06% -76.0 -1.9% $203.18 +7.5%
78 GILD GILEAD SCIENCES INC Healthcare 5,804.0 $809K 0.06% -100.0 -1.7% $139.36 -4.0%
79 SCHM SCHWAB STRATEGIC TR 24,905.0 $771K 0.06% -2K -7.5% $30.96 +13.7%
80 VUG VANGUARD INDEX FDS 1,730.0 $756K 0.05% -27.0 -1.5% $436.79 -79.8%
Page 4 of 7  ·  124 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 27.8%
Financial Services 12.4%
Healthcare 12.3%
Consumer Cyclical 11.2%
Communication Services 11.0%
Industrials 10.8%
Consumer Defensive 7.4%
Basic Materials 2.5%
Energy 2.3%
Utilities 1.5%