Portfolio (Quarterly)
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YHB Investment Advisors, Inc.
· CIK 0001469219| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | MTB | M & T BK CORP | Financial Services | 1,121.0 | $232K | 0.02% | -90.0 | -7.4% | $206.72 | +4.1% |
| 282 | TD | TORONTO DOMINION BK ONT | Financial Services | 2,478.0 | $231K | 0.02% | — | — | $93.31 | +20.6% |
| 283 | VTV | VANGUARD INDEX FDS | — | 1,177.0 | $231K | 0.02% | — | — | $196.20 | +8.1% |
| 284 | RBC | RBC BEARINGS INC | Industrials | 425.0 | $231K | 0.02% | -300.0 | -41.4% | $543.12 | +7.6% |
| 285 | FMNB | FARMERS NATIONAL BANC CORP | Financial Services | 17,331.0 | $228K | 0.02% | NEW | — | $13.16 | +8.4% |
| 286 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 2,354.0 | $227K | 0.02% | — | — | $96.47 | +2.4% |
| 287 | WCN | WASTE CONNECTIONS INC | Industrials | 1,391.0 | $225K | 0.02% | — | — | $161.97 | -3.9% |
| 288 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 3,697.0 | $218K | 0.02% | +122.0 | +3.4% | $59.03 | +11.9% |
| 289 | AMP | AMERIPRISE FINL INC | Financial Services | 488.0 | $217K | 0.02% | -150.0 | -23.5% | $444.40 | +2.5% |
| 290 | VB | VANGUARD INDEX FDS | — | 822.0 | $215K | 0.01% | -115.0 | -12.3% | $261.92 | +11.8% |
| 291 | SPIB | SPDR SERIES TRUST | — | 6,419.0 | $215K | 0.01% | NEW | — | $33.54 | -0.3% |
| 292 | NOC | NORTHROP GRUMMAN CORP | Industrials | 313.0 | $214K | 0.01% | NEW | — | $682.24 | -18.4% |
| 293 | HSY | HERSHEY CO | Consumer Defensive | 1,000.0 | $208K | 0.01% | -320.0 | -24.2% | $207.89 | -8.1% |
| 294 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,525.0 | $205K | 0.01% | — | — | $45.30 | -34.2% |
| 295 | PYPL | PAYPAL HLDGS INC | Financial Services | 4,525.0 | $205K | 0.01% | -6K | -56.0% | $45.23 | -2.4% |
| 296 | — | RALLIANT CORP | — | 4,832.0 | $201K | 0.01% | -776.0 | -13.8% | $41.59 | — |
| 297 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 325.0 | $200K | 0.01% | -30.0 | -8.4% | $616.76 | +10.4% |
| 298 | VTRS | VIATRIS INC | Healthcare | 10,057.0 | $136K | 0.01% | NEW | — | $13.51 | +23.2% |
① 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%