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YHB Investment Advisors, Inc. Portfolio
$1.6B across 314 positions as of 2026-09-30, with 32% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.6%
-2.9% a year vs the S&P 500
3 years
+18.1%
-3.2% a year vs the S&P 500
5 years
+9.5%
-2.7% a year vs the S&P 500
Quarters ahead
8 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +1.3% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.1% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.6% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +7.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $108.2M | 6.8% | 324,809 |
| MSFTMicrosoft Corp | $63.9M | 4.0% | 124,622 |
| NVDANVIDIA Corp | $49.7M | 3.1% | 217,727 |
| GOOGLAlphabet Inc | $48.6M | 3.1% | 141,317 |
| AMZNAmazon.com Inc | $46.3M | 2.9% | 186,013 |
| IJHiShares Core S&P Mid-Cap ETF | $44.5M | 2.8% | 618,796 |
| GOOGAlphabet Inc | $41.2M | 2.6% | 120,925 |
| COSTCostco Wholesale Corp | $37.8M | 2.4% | 41,507 |
| TMOThermo Fisher Scientific Inc | $32.6M | 2.1% | 48,299 |
| LRCXLam Research Corp | $30.1M | 1.9% | 91,541 |
| VVisa Inc | $29.7M | 1.9% | 82,693 |
| BRK.BBerkshire Hathaway Inc | $28.5M | 1.8% | 57,326 |
| IVViShares Core S&P 500 ETF | $25.1M | 1.6% | 32,743 |
| APHAmphenol Corp | $23.3M | 1.5% | 276,033 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $22.1M | 1.4% | 48,431 |
| SPYState Street SPDR S&P 500 ETF Trust | $22.1M | 1.4% | 28,966 |
| JPSTJPMorgan Ultra-Short Income ETF | $20M | 1.3% | 397,889 |
| PANWPalo Alto Networks Inc | $19.9M | 1.3% | 50,128 |
| DHRDanaher Corp | $19.7M | 1.2% | 89,107 |
| AMGNAmgen Inc | $19.5M | 1.2% | 46,239 |
| ISHARES TR | $19.2M | 1.2% | 229,923 |
| URIUnited Rentals Inc | $19.2M | 1.2% | 19,195 |
| JPMJPMorgan Chase & Co | $18.8M | 1.2% | 56,746 |
| ECLEcolab Inc | $18.7M | 1.2% | 68,024 |
| IJRiShares Core S&P Small-Cap ETF | $18.5M | 1.2% | 135,853 |
| IWBiShares Russell 1000 ETF | $16.4M | 1.0% | 39,513 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $15.8M | 1.0% | 439,895 |
| IVWiShares S&P 500 Growth ETF | $15.4M | 1.0% | 108,550 |
| IEFAiShares Core MSCI EAFE ETF | $15M | 0.9% | 154,452 |
| INVESCO EXCHANGE TRADED FD T | $14.2M | 0.9% | 110,179 |
| SYKStryker Corp | $13.6M | 0.9% | 49,276 |
| FTNTFortinet Inc | $12.4M | 0.8% | 69,248 |
| HDHome Depot Inc | $11.9M | 0.8% | 41,898 |
| EAGLEagle Capital Select Equity ETF | $11.8M | 0.7% | 347,395 |
| WMTWalmart Inc | $11.6M | 0.7% | 111,309 |
| LLYEli Lilly and Co | $11.5M | 0.7% | 9,940 |
| TJXTJX Companies Inc | $10.8M | 0.7% | 81,593 |
| METAMeta Platforms Inc | $10.7M | 0.7% | 14,745 |
| EATON CORP PLC | $10.6M | 0.7% | 24,559 |
| SCHDSchwab US Dividend Equity ETF | $10.4M | 0.7% | 320,278 |
| UNPUnion Pacific Corp | $10.2M | 0.6% | 37,393 |
| IEMGiShares Core MSCI Emerging Markets ETF | $10.1M | 0.6% | 124,721 |
| ABBVAbbVie Inc | $9.8M | 0.6% | 37,565 |
| ISRGIntuitive Surgical Inc | $9.6M | 0.6% | 23,672 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $9.1M | 0.6% | 181,758 |
| RTXRTX Corp | $9M | 0.6% | 48,617 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $8.7M | 0.5% | 70,512 |
| NEENextera Energy Inc | $8.6M | 0.5% | 113,363 |
| MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | $8.5M | 0.5% | 84,953 |
| WWDWoodward Inc | $8.3M | 0.5% | 25,209 |
| JMSTJPMorgan Ultra-Short Municipal Income ETF | $8.3M | 0.5% | 163,460 |
| IVEiShares S&P 500 Value ETF | $8.3M | 0.5% | 36,157 |
| ORCLOracle Corp | $8.1M | 0.5% | 58,859 |
| CMICummins Inc | $7.8M | 0.5% | 15,146 |
| SCHXSchwab U.S. Large-Cap ETF | $7.6M | 0.5% | 254,760 |
| NOWServiceNow Inc | $7.6M | 0.5% | 56,476 |
| IWMiShares Russell 2000 Index Fund | $7.3M | 0.5% | 26,196 |
| AVGOBroadcom Inc | $7.2M | 0.5% | 20,538 |
| CSLCarlisle Companies Inc | $7M | 0.4% | 21,757 |
| QQQMInvesco NASDAQ 100 ETF | $6.8M | 0.4% | 22,352 |
| GWWWW Grainger Inc | $6.8M | 0.4% | 5,455 |
| INTFiShares International Equity Factor ETF | $6.8M | 0.4% | 162,997 |
| GEGeneral Electric Co | $6.6M | 0.4% | 21,150 |
| CVXChevron Corp | $6.6M | 0.4% | 32,327 |
| VOOVanguard S&P 500 ETF | $6.6M | 0.4% | 9,383 |
| ISHARES INC | $6.5M | 0.4% | 91,374 |
| JNJJohnson & Johnson | $6.4M | 0.4% | 24,315 |
| NEUBERGER BERMAN ETF TRUST | $6.3M | 0.4% | 125,495 |
| QQQInvesco QQQ Trust, Series 1 | $6.1M | 0.4% | 8,306 |
| GLDSPDR Gold Shares | $6.1M | 0.4% | 16,065 |
| MCDMcDonald's Corp | $6.1M | 0.4% | 26,260 |
| NFLXNetflix Inc | $5.7M | 0.4% | 81,522 |
| MARMarriott International Inc | $5.6M | 0.4% | 15,722 |
| SHELShell PLC | $5.6M | 0.4% | 58,826 |
| GEVGE Vernova Inc | $5.3M | 0.3% | 5,574 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $5.3M | 0.3% | 59,013 |
| XOMExxonmobil Holdings Corp | $5.2M | 0.3% | 31,704 |
| GSGoldman Sachs Group Inc | $5.1M | 0.3% | 5,716 |
| SPGIS&P Global Inc | $5M | 0.3% | 12,790 |
| TMUST-Mobile US Inc | $5M | 0.3% | 30,862 |
| IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF | $4.9M | 0.3% | 98,256 |
| AFLAflac Inc | $4.8M | 0.3% | 43,376 |
| IGSBISHARES TR | $4.8M | 0.3% | 93,689 |
| INTUIntuit Inc | $4.7M | 0.3% | 16,993 |
| SPEMSPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF | $4.5M | 0.3% | 87,861 |
| PEPPepsiCo Inc | $4.5M | 0.3% | 35,475 |
| YUMYum! Brands Inc | $4.5M | 0.3% | 32,697 |
| WELLWelltower Inc | $4.4M | 0.3% | 18,936 |
| LINDE PLC | $4.3M | 0.3% | 9,161 |
| PGProcter & Gamble Co | $4.3M | 0.3% | 29,565 |
| VTIVanguard Total Stock Market ETF | $4.3M | 0.3% | 11,425 |
| UNHUnitedHealth Group Inc | $4.2M | 0.3% | 11,412 |
| MSMorgan Stanley | $4.1M | 0.3% | 22,059 |
| PLDPrologis Inc | $3.8M | 0.2% | 29,465 |
| LHXL3Harris Technologies Inc | $3.8M | 0.2% | 16,154 |
| CCitigroup Inc | $3.8M | 0.2% | 29,439 |
| JAAAJanus Henderson AAA CLO ETF | $3.7M | 0.2% | 73,497 |
| CHDChurch & Dwight Co Inc | $3.6M | 0.2% | 38,366 |
| PSXPhillips 66 | $3.5M | 0.2% | 13,829 |
| BLKBlackRock Inc | $3.5M | 0.2% | 3,317 |
| QUALiShares MSCI USA Quality Factor ETF | $3.5M | 0.2% | 15,791 |
| WMWaste Management Inc | $3.4M | 0.2% | 16,438 |
| CASYCaseys General Stores Inc | $3.3M | 0.2% | 5,406 |
| SCHBSchwab U.S. Broad Market ETF | $3.3M | 0.2% | 111,446 |
| MAMastercard Inc | $3.2M | 0.2% | 5,798 |
| VVVanguard Large-Cap ETF | $3.1M | 0.2% | 8,873 |
| PIMCO ETF TR | $2.9M | 0.2% | 59,348 |
| HLTHilton Worldwide Holdings Inc | $2.9M | 0.2% | 9,175 |
| ORLYO'Reilly Automotive Inc | $2.8M | 0.2% | 32,913 |
| EBAYeBay Inc | $2.7M | 0.2% | 25,258 |
| FASTFastenal Co | $2.7M | 0.2% | 53,789 |
| XLKState Street Technology Select Sector SPDR ETF | $2.5M | 0.2% | 12,841 |
| FNDXSchwab Fundamental US Large Company Index ETF | $2.5M | 0.2% | 77,941 |
| DISWalt Disney Co | $2.4M | 0.2% | 22,937 |
| CSCOCisco Systems Inc | $2.4M | 0.1% | 21,869 |
| MOATVanEck Morningstar Wide Moat ETF | $2.3M | 0.1% | 21,723 |
| PLTRPalantir Technologies Inc | $2.3M | 0.1% | 12,254 |
| CARRCarrier Global Corp | $2.3M | 0.1% | 41,763 |
| IQLTiShares MSCI Intl Quality Factor ETF | $2.2M | 0.1% | 45,369 |
| AZOAutozone Inc | $2.2M | 0.1% | 793 |
| GSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $2.2M | 0.1% | 15,320 |
| AON PLC | $2.2M | 0.1% | 7,992 |
| SPDR SERIES TRUST | $2.2M | 0.1% | 20,924 |
| INVESCO EXCHANGE TRADED FD T | $2.2M | 0.1% | 22,296 |
| WFCWells Fargo & Co | $2.1M | 0.1% | 26,045 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $2M | 0.1% | 28,914 |
| MELIMercadoLibre Inc | $2M | 0.1% | 1,149 |
| XLEState Street Energy Select Sector SPDR ETF | $1.9M | 0.1% | 31,706 |
| ELVElevance Health Inc | $1.9M | 0.1% | 4,979 |
| IUSGiShares Core S&P U.S. Growth ETF | $1.9M | 0.1% | 9,982 |
| COFCapital One Financial Corp | $1.9M | 0.1% | 9,973 |
| AMATApplied Materials Inc | $1.9M | 0.1% | 3,717 |
| CMECME Group Inc | $1.8M | 0.1% | 7,017 |
| AXPAmerican Express Co | $1.8M | 0.1% | 5,855 |
| GLDMSPDR Gold MiniShares Trust | $1.8M | 0.1% | 21,591 |
| MDLZMondelez International Inc | $1.7M | 0.1% | 29,594 |
| AERCAP HOLDINGS NV | $1.6M | 0.1% | 11,416 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $1.6M | 0.1% | 32,513 |
| FTVFortive Corp | $1.6M | 0.1% | 28,830 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $1.5M | 0.1% | 13,822 |
| PAYXPaychex Inc | $1.5M | 0.1% | 15,201 |
| LOWLowe's Companies Inc | $1.5M | 0.1% | 8,071 |
| COPConocoPhillips | $1.4M | 0.1% | 11,475 |
| PWRQuanta Services Inc | $1.4M | 0.1% | 2,181 |
| APOApollo Global Management Inc | $1.3M | 0.1% | 11,540 |
| JGROJ.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Growth ETF | $1.3M | 0.1% | 13,812 |
| KOCoca-Cola Co | $1.3M | 0.1% | 15,465 |
| VLTOVeralto Corp | $1.3M | 0.1% | 13,485 |
| INVESCO ACTIVELY MANAGED EXC | $1.3M | 0.1% | 25,112 |
| VCSHVanguard Short-Term Corporate Bond ETF | $1.3M | 0.1% | 16,204 |
| ICSHISHARES TR | $1.2M | 0.1% | 24,482 |
| MRKMerck & Co Inc | $1.2M | 0.1% | 8,328 |
| EEMViShares MSCI Emerging Markets Min Vol Factor ETF | $1.2M | 0.1% | 16,080 |
| SLYGState Street SPDR S&P 600 Small Cap Growth ETF | $1.2M | 0.1% | 10,916 |
| EEMiShares MSCI Emerging Index Fund | $1.1M | 0.1% | 17,050 |
| PFEPfizer Inc | $1.1M | 0.1% | 39,612 |
| OTISOtis Worldwide Corp | $1.1M | 0.1% | 17,386 |
| CMGChipotle Mexican Grill Inc | $1.1M | 0.1% | 34,948 |
| ACWIiShares MSCI ACWI ETF | $1.1M | 0.1% | 6,995 |
| VUGVanguard Growth ETF | $1.1M | 0.1% | 12,270 |
| IBMInternational Business Machines Corp | $1.1M | 0.1% | 4,989 |
| AMDAdvanced Micro Devices Inc | $1.1M | 0.1% | 1,792 |
| TDGTransDigm Group Inc | $1.1M | 0.1% | 1,011 |
| WDAYWorkday Inc | $1.1M | 0.1% | 5,704 |
| LECOLincoln Electric Holdings Inc | $1.1M | 0.1% | 4,062 |
| ITWIllinois Tool Works Inc | $1.1M | 0.1% | 4,168 |
| HUMHumana Inc | $1.1M | 0.1% | 2,763 |
| SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF | $1.1M | 0.1% | 35,619 |
| IWFiShares Russell 1000 Growth ETF | $1.1M | 0.1% | 8,404 |
| LAZARD ACTIVE ETF TR | $1M | 0.1% | 29,026 |
| ADPAutomatic Data Processing Inc | $1M | 0.1% | 3,916 |
| CICigna Group | $1M | 0.1% | 3,696 |
| CATCaterpillar Inc | $1M | 0.1% | 1,236 |
| VOYAVoya Financial Inc | $944.8K | 0.1% | 10,000 |
| SUBiShares Short-Term National Muni Bond ETF | $938.6K | 0.1% | 8,978 |
| SCHWAB STRATEGIC TR | $919.4K | 0.1% | 27,024 |
| MUMicron Technology Inc | $914.9K | 0.1% | 859 |
| EQTEQT Corp | $908.8K | 0.1% | 18,716 |
| ALCON AG | $876.7K | 0.1% | 13,540 |
| XLVState Street Health Care Select Sector SPDR ETF | $859.8K | 0.1% | 5,105 |
| ISHARES INC | $857.3K | 0.1% | 7,700 |
| SAPSAP SE | $855.6K | 0.1% | 4,104 |
| AJGArthur J. Gallagher & Co. | $846.7K | 0.1% | 3,712 |
| CMCSAComcast Corp | $824.8K | 0.1% | 37,906 |
| TXNTexas Instruments Inc | $810.9K | 0.1% | 2,895 |
| CLColgate-Palmolive Co | $808.8K | 0.1% | 9,479 |
| GILDGilead Sciences, Inc | $802.4K | 0.1% | 5,384 |
| RSPInvesco S&P 500 Equal Weight ETF | $777.6K | 0.0% | 3,738 |
| SHWSherwin-Williams Co | $769.7K | 0.0% | 2,381 |
| BACBank of America Corp | $741.6K | 0.0% | 13,624 |
| TSLATesla Inc | $735.2K | 0.0% | 2,072 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $725.6K | 0.0% | 6,667 |
| VTEBVanguard Tax-Exempt Bond ETF | $718.6K | 0.0% | 15,173 |
| SPCXSpace Exploration Technologies Corp | $714.6K | 0.0% | 4,737 |
| MMM3M Co | $713.1K | 0.0% | 4,344 |
| SCHASchwab U.S. Small-Cap ETF | $677.1K | 0.0% | 20,752 |
| ASML HLDG NV | $666.7K | 0.0% | 368 |
| BMYBristol-Myers Squibb Co | $666.6K | 0.0% | 10,683 |
| MKCMcCormick & Company Inc | $662.3K | 0.0% | 14,273 |
| VEUVanguard FTSE All World Ex US ETF | $658.8K | 0.0% | 7,940 |
| XLCThe Communication Services Select Sector SPDR Fund | $651.2K | 0.0% | 5,868 |
| SCHFSchwab International Equity ETF | $644.8K | 0.0% | 23,471 |
| LENLennar Corp | $642.7K | 0.0% | 7,877 |
| SPDR SERIES TRUST | $638.9K | 0.0% | 10,452 |
| INVESCO EXCH TRADED FD TR II | $636.4K | 0.0% | 14,720 |
| BDXBecton Dickinson and Co | $612K | 0.0% | 3,419 |
| IWDiShares Russell 1000 Value ETF | $610.4K | 0.0% | 2,462 |
| VNQVanguard Real Estate ETF | $599.3K | 0.0% | 6,686 |
| ELEstee Lauder Companies Inc | $592.4K | 0.0% | 6,386 |
| VIGVanguard Div Appreciation ETF | $575.6K | 0.0% | 2,467 |
| CHTRCharter Communications Inc | $573.7K | 0.0% | 5,173 |
| DEDeere & Co | $562.8K | 0.0% | 838 |
| XLIState Street Industrial Select Sector SPDR ETF | $555.2K | 0.0% | 3,325 |
| EQIXEquinix Inc | $552.3K | 0.0% | 546 |
| EFAiShares MSCI EAFE ETF | $548.8K | 0.0% | 5,282 |
| VXUSVanguard Total International Stock ETF | $537.8K | 0.0% | 6,330 |
| EA SERIES TRUST | $521.1K | 0.0% | 14,775 |
| JOHNSON CONTROLS INTERNATION | $515.4K | 0.0% | 3,467 |
| TRANE TECHNOLOGIES PLC | $508K | 0.0% | 1,124 |
| NVSNovartis AG | $499.4K | 0.0% | 3,503 |
| ZTSZoetis Inc | $483.4K | 0.0% | 6,922 |
| BUNGE GLOBAL SA | $479.6K | 0.0% | 4,484 |
| VOVanguard Mid-Cap ETF | $476.8K | 0.0% | 6,080 |
| PMPhilip Morris International Inc | $474.6K | 0.0% | 2,487 |
| XLFState Street Financial Select Sector SPDR ETF | $471.4K | 0.0% | 8,828 |
| CEFSprott Physical Gold and Silver Trust | $461.3K | 0.0% | 11,105 |
| INGING Groep NV | $457.6K | 0.0% | 12,889 |
| VTVVanguard Value ETF | $457.4K | 0.0% | 2,117 |
| SDYState Street SPDR S&P Dividend ETF | $445.2K | 0.0% | 3,039 |
| YUMCYum China Holdings Inc | $439.5K | 0.0% | 10,694 |
| CVSCVS Health Corp | $433.1K | 0.0% | 5,054 |
| REGNRegeneron Pharmaceuticals Inc | $430.7K | 0.0% | 568 |
| GEHCGE Healthcare Technologies Inc | $429.8K | 0.0% | 6,574 |
| VRTXVertex Pharmaceuticals Inc | $427.1K | 0.0% | 817 |
| HONHoneywell International Inc | $426.9K | 0.0% | 2,024 |
| LMTLockheed Martin Corp | $416.6K | 0.0% | 818 |
| DELLDell Technologies Inc | $408.3K | 0.0% | 759 |
| EMREmerson Electric Co | $405.3K | 0.0% | 2,613 |
| AAAlcoa Corp | $401.9K | 0.0% | 9,569 |
| ABTAbbott Laboratories | $398.2K | 0.0% | 4,029 |
| MORNMorningstar Inc | $397.2K | 0.0% | 2,090 |
| VGTVanguard Information Tech ETF | $396.2K | 0.0% | 3,152 |
| FPEFirst Trust Preferred Securities and Income ETF ETF | $391.3K | 0.0% | 22,948 |
| BKNGBooking Holdings Inc | $384.3K | 0.0% | 2,359 |
| NKENike Inc | $383.6K | 0.0% | 10,836 |
| NSCNorfolk Southern Corp | $379.6K | 0.0% | 1,229 |
| IJTiShares S&P SmallCap 600 Growth ETF | $376.1K | 0.0% | 2,346 |
| IYWiShares U.S. Technology ETF | $375.6K | 0.0% | 1,418 |
| MRSHMarsh & McLennan Companies Inc | $371.9K | 0.0% | 2,178 |
| CSXCSX Corp | $369K | 0.0% | 7,933 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $368.7K | 0.0% | 6,975 |
| FBCGFidelity Blue Chip Growth ETF | $365.7K | 0.0% | 5,785 |
| MPCMarathon Petroleum Corp | $362.6K | 0.0% | 917 |
| QCOMQualcomm Inc | $356.1K | 0.0% | 1,935 |
| VANECK ETF TRUST | $344.1K | 0.0% | 8,640 |
| MBGLMobility Global Inc | $342.7K | 0.0% | 19,982 |
| VRTVertiv Holdings Co | $338.6K | 0.0% | 1,403 |
| HUBBHubbell Inc | $334.3K | 0.0% | 737 |
| MOAltria Group Inc | $327.4K | 0.0% | 4,862 |
| VWOVanguard FTSE Emerging Markets ETF | $326.6K | 0.0% | 5,506 |
| IWRiShares Russell Mid-Cap ETF | $325.7K | 0.0% | 3,052 |
| INVESCO EXCHANGE TRADED FD T | $324.4K | 0.0% | 5,601 |
| CRMSalesforce Inc | $322.8K | 0.0% | 1,406 |
| IYFiShares U.S. Financial ETF | $320.9K | 0.0% | 2,554 |
| ETREntergy Corp | $320.9K | 0.0% | 3,233 |
| ISHARES TR | $320.6K | 0.0% | 5,206 |
| XLPState Street Consumer Staples Select Sector SPDR ETF | $313.6K | 0.0% | 3,891 |
| EPDEnterprise Products Partners L.P | $308.2K | 0.0% | 8,656 |
| PNCPNC Financial Services Group Inc | $306.9K | 0.0% | 1,381 |
| HONAHoneywell Aerospace Inc | $306.7K | 0.0% | 1,979 |
| XLUState Street Utilities Select Sector SPDR ETF | $304.3K | 0.0% | 7,716 |
| TDToronto-Dominion Bank | $302.8K | 0.0% | 2,576 |
| HIGHartford Insurance Group Inc | $301.4K | 0.0% | 2,463 |
| FSSFederal Signal Corp | $300.2K | 0.0% | 2,710 |
| MCKMcKesson Corp | $296.3K | 0.0% | 347 |
| PGRProgressive Corp | $293.3K | 0.0% | 1,415 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $290.9K | 0.0% | 4,004 |
| SBUXStarbucks Corp | $286.3K | 0.0% | 3,047 |
| IWPiShares Russell Midcap Growth ETF | $284.2K | 0.0% | 2,064 |
| BXBlackstone Inc | $283.6K | 0.0% | 2,530 |
| HCAHCA Healthcare Inc | $282.5K | 0.0% | 662 |
| RALRalliant Corp | $281.2K | 0.0% | 4,066 |
| SOSouthern Co | $281K | 0.0% | 3,390 |
| DHID.R. Horton Inc | $279.7K | 0.0% | 2,047 |
| SCHESchwab Emerging Markets Equity ETF | $279.4K | 0.0% | 7,666 |
| ANETArista Networks Inc | $277.7K | 0.0% | 1,364 |
| DUKDuke Energy Corp | $271.7K | 0.0% | 2,383 |
| VZVerizon Communications Inc | $271.1K | 0.0% | 5,911 |
| EOGEOG Resources Inc | $270.7K | 0.0% | 1,965 |
| SOXXiShares Semiconductor ETF | $266.7K | 0.0% | 469 |
| CTASCintas Corp | $264.9K | 0.0% | 1,358 |
| ADBEAdobe Inc | $264.4K | 0.0% | 1,102 |
| CRWDCrowdStrike Holdings Inc | $248.9K | 0.0% | 940 |
| HACKETFMG Prime Cyber Security ETF | $244.9K | 0.0% | 2,020 |
| MTBM&T Bank Corp | $244.1K | 0.0% | 1,122 |
| CTVACorteva Inc | $238.2K | 0.0% | 3,068 |
| AMPAmeriprise Financial Inc | $235.3K | 0.0% | 478 |
| LYONDELLBASELL INDUSTRIES NV | $235.2K | 0.0% | 4,092 |
| VTRSViatris Inc | $234.4K | 0.0% | 13,226 |
| USHYiShares Broad USD High Yield Corporate Bond ETF | $234.1K | 0.0% | 6,555 |
| FARMERS NATIONAL BANC CORP | $231.9K | 0.0% | 15,426 |
| KMBKimberly-Clark Corp | $229.4K | 0.0% | 2,354 |
| VBVanguard Small-Cap ETF | $228.2K | 0.0% | 802 |
| WATWaters Corp | $226.3K | 0.0% | 515 |
| JAZZ PHARMACEUTICALS PLC | $225.3K | 0.0% | 973 |
| EWEdwards Lifesciences Corp | $215.3K | 0.0% | 2,494 |
| WCNWaste Connections, Inc | $214.7K | 0.0% | 1,391 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $213.8K | 0.0% | 3,392 |
| DDDupont De Nemours Inc | $213K | 0.0% | 1,640 |
| ADIAnalog Devices Inc | $212.6K | 0.0% | 536 |
| SPHYState Street SPDR Portfolio High Yield Bond ETF | $212.6K | 0.0% | 9,412 |
| RBCRBC Bearings Inc | $212.2K | 0.0% | 425 |
| T ROWE PRICE EXCHANGE-TRADED | $208.6K | 0.0% | 4,208 |
| IWSiShares Russell Mid-cap Value ETF | $204.1K | 0.0% | 1,270 |
Quarter ending 2026-09-30.
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