GHP Investment Advisors, Inc.
Sector Allocation
- Other27.5%$738.4M
- Technology23.3%$625.3M
- Industrials15.3%$409.6M
- Financials15.0%$402.9M
- Healthcare6.6%$176.7M
- Consumer Discretionary4.5%$121.4M
- Consumer Staples3.5%$94.8M
- Materials2.0%$54.3M
- Communication Services0.8%$22.6M
- Energy0.8%$22.5M
AUM History
13fpro.ai/research/fund/ghp-investment-advisors-inc-1401561
Conviction and streaks
Stable · top 10 = 14.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SCHWAB$52.8M
AAPL
$52.5MGOOG
$40.8MMSFT
$39.4M- SCHWAB$35.9M
STT
$35.2M- SCHWAB$34.5M
- VANGUARD$34.2M
- ISHARES$32.9M
- ISHARES$31.0M
- SCHWAB$30.7M
- FRANKLIN$29.8M
JPM
$29.7MBRK.B
$28.2M- SPDR$27.3M
- ISHARES$27.3M
- ISHARES$25.9M
ROK
$25.5M- SPDR$25.5M
- SPDR$25.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ghp-investment-advisors-inc-1401561
GHP Investment Advisors, Inc. 13F holdings — Q3 2026
$2.7B portfolio (-1.5% QoQ) · 1,321 holdings · Q3 2026 13F · top 10 are 15% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - US LCAP GR ETF
$52.8M
2.0% of stocks
+0.0%This quarter—Since filed—HeldAIQuality—Est. buy— $52.5M
2.0% of stocks
-3%This quarter+0.6%Since filed11+ qtrsHeld$40.8M
1.5% of stocks
-1%This quarter-8.9%Since filed11+ qtrsHeld$39.4M
1.5% of stocks
+1%This quarter-1.3%Since filed11+ qtrsHeld- 5
SCHWAB STRATEGIC TR - INTL EQTY ETF
$35.9M
1.3% of stocks
+0.1%This quarter—Since filed—HeldAIQuality—Est. buy— $35.2M
1.3% of stocks
+0.2%This quarter+1.4%Since filed11+ qtrsHeld- 7
SCHWAB STRATEGIC TR - US LCAP VA ETF
$34.5M
1.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$34.2M
1.3% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - INTL SEL DIV ETF
$32.9M
1.2% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE MSCI EAFE
$31.0M
1.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $52.8M | 2.0% | +0.0% | — | — | — | — | |
| 2 | $52.5M | 2.0% | -3% | +0.6% | 11+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | $40.8M | 1.5% | -1% | -8.9% | 11+ qtrs | 77.7#60 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $39.4M | 1.5% | +1% | -1.3% | 11+ qtrsAdded 3 qtrs in a row | 79.8#30 | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | SCHWAB STRATEGIC TR - INTL EQTY ETF | $35.9M | 1.3% | +0.1% | — | — | — | — | |
| 6 | $35.2M | 1.3% | +0.2% | +1.4% | 11+ qtrs | 71.5#177 | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | SCHWAB STRATEGIC TR - US LCAP VA ETF | $34.5M | 1.3% | -0.2% | — | — | — | — | |
| 8 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $34.2M | 1.3% | -2% | — | — | — | — | |
| 9 | ISHARES TR - INTL SEL DIV ETF | $32.9M | 1.2% | +0.2% | — | — | — | — | |
| 10 | ISHARES TR - CORE MSCI EAFE | $31.0M | 1.2% | +1% | — | — | — | — |
All holdings — GHP Investment Advisors, Inc. (Q3 2026)
1,321 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $30.7M | 1.1% | 616K | +1.0% | — | — | 13F |
| 12 | — | FRANKLIN TEMPLETON ETF TR - FTSE UNTD KGDMetf/fund | — | $29.8M | 1.1% | 831K | +2% | — | — | 13F |
| 13 | JPMORGAN CHASE & CO | Financials | $29.7M | 1.1% | 90K | -2% | 11+ qtrs | 71.8 | 13F | |
| 14 | BERKSHIRE HATHAWAY INC | Financials | $28.2M | 1.1% | 57K | -0.1% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | — | SPDR SERIES TRUST - ST STR SP600GRWOetf/fund | — | $27.3M | 1.0% | 255K | +0.3% | — | — | 13F |
| 16 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $27.3M | 1.0% | 192K | -0.7% | — | — | 13F |
| 17 | — | ISHARES TR - RUS 1000 GRW ETFetf/fund | — | $25.9M | 1.0% | 207K | -1% | — | — | 13F |
| 18 | ROCKWELL AUTOMATION, INC | Industrials | $25.5M | 0.9% | 59K | -0.2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | SPDR SERIES TRUST - ST STR SP400VALetf/fund | — | $25.5M | 0.9% | 288K | -0.7% | — | — | 13F |
| 20 | — | SPDR SERIES TRUST - ST STR P500GRWetf/fund | — | $25.0M | 0.9% | 203K | +0.1% | — | — | 13F |
| 21 | — | ISHARES TR - SP SMCP600VL ETFetf/fund | — | $24.8M | 0.9% | 193K | -0.9% | — | — | 13F |
| 22 | — | ISHARES TR - S&P SML 600 GWTetf/fund | — | $24.6M | 0.9% | 153K | -2% | — | — | 13F |
| 23 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETFetf/fund | — | $24.0M | 0.9% | 482K | +0.0% | — | — | 13F |
| 24 | RTX Corp | Industrials | $22.9M | 0.9% | 124K | -2% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | EMCOR Group, Inc. | Industrials | $22.9M | 0.8% | 30K | -3% | 11+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $URI | UNITED RENTALS, INC. | Industrials | $22.8M | 0.8% | 23K | +4% | |||
| 27 | $ESE | ESCO TECHNOLOGIES INC | Technology | $22.7M | 0.8% | 85K | -6% | |||
| 28 | $META | Meta Platforms, Inc. | Technology | $22.3M | 0.8% | 31K | +2% | |||
| 29 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $22.2M | 0.8% | 37K | +0.4% | |||
| 30 | $NTAP | NetApp, Inc. | Technology | $21.7M | 0.8% | 103K | -6% | |||
| 31 | — | ISHARES TR - S&P 500 VAL ETF | — | $21.4M | 0.8% | 94K | -0.5% | |||
| 32 | $AME | AMETEK INC/ | Industrials | $21.3M | 0.8% | 86K | +2% | |||
| 33 | — | ISHARES TR - RUS 1000 VAL ETF | — | $21.2M | 0.8% | 86K | -3% | |||
| 34 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $20.7M | 0.8% | 78K | +0.3% | |||
| 35 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $20.5M | 0.8% | 111K | +4% | |||
| 36 | $ADI | ANALOG DEVICES INC | Technology | $20.4M | 0.8% | 51K | -1% | |||
| 37 | $PLXS | PLEXUS CORP | Technology | $19.7M | 0.7% | 76K | -4% | |||
| 38 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $19.3M | 0.7% | 146K | +0.8% | |||
| 39 | $CSCO | CISCO SYSTEMS, INC. | Technology | $19.2M | 0.7% | 178K | -5% | |||
| 40 | $MCK | MCKESSON CORP | Consumer Staples | $19.1M | 0.7% | 22K | +8% | |||
| 41 | — | SPDR SERIES TRUST - ST STR SP600SM C | — | $19.0M | 0.7% | 186K | +0.9% | |||
| 42 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $18.8M | 0.7% | 34K | +2% | |||
| 43 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $18.7M | 0.7% | 52K | -2% | |||
| 44 | $NDSN | NORDSON CORP | Industrials | $18.4M | 0.7% | 56K | -1% | |||
| 45 | $NDAQ | NASDAQ, INC. | Financials | $18.2M | 0.7% | 198K | +3% | |||
| 46 | $MRK | Merck & Co., Inc. | Healthcare | $17.4M | 0.7% | 120K | +1% | |||
| 47 | $AXP | AMERICAN EXPRESS CO | Financials | $17.3M | 0.7% | 57K | -0.1% | |||
| 48 | $EMR | EMERSON ELECTRIC CO | Industrials | $17.2M | 0.6% | 111K | +2% | |||
| 49 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $17.0M | 0.6% | 77K | -0.7% | |||
| 50 | $TXN | TEXAS INSTRUMENTS INC | Technology | $17.0M | 0.6% | 61K | +4% | |||
| 51 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $16.9M | 0.6% | 33K | -12% | |||
| 52 | $GRMN | GARMIN LTD | Technology | $16.6M | 0.6% | 58K | -1% | |||
| 53 | $PH | Parker-Hannifin Corp | Industrials | $16.3M | 0.6% | 17K | +1% | |||
| 54 | $WMT | Walmart Inc. | Consumer Staples | $16.1M | 0.6% | 155K | -1% | |||
| 55 | $CSX | CSX CORP | Industrials | $15.9M | 0.6% | 343K | +0.5% | |||
| 56 | $MCO | MOODYS CORP /DE/ | Financials | $15.5M | 0.6% | 34K | -2% | |||
| 57 | $JNJ | JOHNSON & JOHNSON | Healthcare | $15.4M | 0.6% | 58K | +0.1% | |||
| 58 | $STE | STERIS plc | Healthcare | $15.2M | 0.6% | 73K | +3% | |||
| 59 | $HLI | HOULIHAN LOKEY, INC. | Financials | $15.1M | 0.6% | 120K | +0.1% | |||
| 60 | — | ISHARES TR - S&P MC 400GR ETF | — | $15.0M | 0.6% | 137K | -2% | |||
| 61 | $LFUS | LITTELFUSE INC /DE | Technology | $14.8M | 0.6% | 35K | +1% | |||
| 62 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $14.4M | 0.5% | 235K | +0.8% | |||
| 63 | — | ISHARES TR - S&P MC 400VL ETF | — | $13.9M | 0.5% | 101K | -1% | |||
| 64 | $V | VISA INC. | Financials | $13.9M | 0.5% | 39K | +2% | |||
| 65 | $KLAC | KLA CORP | Technology | $13.8M | 0.5% | 71K | -7% | |||
| 66 | $CACI | CACI INTERNATIONAL INC /DE/ | Technology | $13.5M | 0.5% | 22K | +1% | |||
| 67 | — | VANGUARD INDEX FDS - MRNGSTR MD CP GR | — | $13.3M | 0.5% | 46K | -1% | |||
| 68 | $CW | CURTISS WRIGHT CORP | Industrials | $13.0M | 0.5% | 24K | -3% | |||
| 69 | $PKG | PACKAGING CORP OF AMERICA | Materials | $12.7M | 0.5% | 55K | -0.7% | |||
| 70 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $12.6M | 0.5% | 87K | +0.7% | |||
| 71 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $12.3M | 0.5% | 76K | +0.8% | |||
| 72 | $SYK | STRYKER CORP | Healthcare | $12.2M | 0.5% | 44K | +5% | |||
| 73 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $12.2M | 0.5% | 25K | +3% | |||
| 74 | $WRB | BERKLEY W R CORP | Financials | $12.2M | 0.5% | 180K | +0.1% | |||
| 75 | $APH | AMPHENOL CORP /DE/ | Technology | $12.1M | 0.5% | 143K | +97% | |||
| 76 | $MKSI | MKS INC | Technology | $11.9M | 0.5% | 45K | -10% | |||
| 77 | $AMGN | AMGEN INC | Healthcare | $11.8M | 0.4% | 28K | -0.6% | |||
| 78 | $VEEV | VEEVA SYSTEMS INC | Technology | $11.5M | 0.4% | 40K | +34% | |||
| 79 | $SSNC | SS&C Technologies Holdings Inc | Technology | $11.3M | 0.4% | 146K | +1% | |||
| 80 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $11.2M | 0.4% | 54K | -0.1% | |||
| 81 | $CME | CME GROUP INC. | Financials | $10.9M | 0.4% | 41K | +2% | |||
| 82 | — | ISHARES TR - CORE S&P SCP ETF | — | $10.8M | 0.4% | 79K | +0.5% | |||
| 83 | $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | Technology | $10.6M | 0.4% | 45K | +2% | |||
| 84 | $LH | LABCORP HOLDINGS INC. | Healthcare | $10.6M | 0.4% | 34K | -0.9% | |||
| 85 | $SCHW | SCHWAB CHARLES CORP | Financials | $10.2M | 0.4% | 105K | +8% | |||
| 86 | $FDS | FACTSET RESEARCH SYSTEMS INC | Technology | $9.8M | 0.4% | 36K | +10% | |||
| 87 | $CMI | CUMMINS INC | Industrials | $9.7M | 0.4% | 19K | -1% | |||
| 88 | $SNA | Snap-on Inc | Industrials | $9.6M | 0.4% | 27K | -0.4% | |||
| 89 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $9.6M | 0.4% | 59K | +13% | |||
| 90 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $9.5M | 0.4% | 19K | -0.4% | |||
| 91 | $PLUS | EPLUS INC | Technology | $9.3M | 0.3% | 104K | +2% | |||
| 92 | — | ISHARES TR - CORE S&P MCP ETF | — | $9.3M | 0.3% | 129K | +0.3% | |||
| 93 | $WAT | WATERS CORP /DE/ | Healthcare | $9.2M | 0.3% | 21K | +0.6% | |||
| 94 | — | VANGUARD INDEX FDS - MRNGSTR SM CP GR | — | $9.1M | 0.3% | 27K | -0.6% | |||
| 95 | $FERG | Ferguson Enterprises Inc. /DE/ | Consumer Discretionary | $9.0M | 0.3% | 40K | +2% | |||
| 96 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $9.0M | 0.3% | 9,836 | -0.2% | |||
| 97 | $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | Industrials | $8.9M | 0.3% | 55K | +8% | |||
| 98 | $DGX | QUEST DIAGNOSTICS INC | Healthcare | $8.9M | 0.3% | 38K | -1% | |||
| 99 | $APD | Air Products & Chemicals, Inc. | Materials | $8.9M | 0.3% | 32K | +3% | |||
| 100 | $GOOGL | Alphabet Inc. | Technology | $8.9M | 0.3% | 26K | -2% | |||
| 101 | $CAH | CARDINAL HEALTH INC | Consumer Staples | $8.9M | 0.3% | 40K | -0.6% | |||
| 102 | $FDX | FEDEX CORP | Industrials | $8.8M | 0.3% | 31K | +0.6% | |||
| 103 | $ROP | ROPER TECHNOLOGIES INC | Technology | $8.7M | 0.3% | 25K | +11% | |||
| 104 | $SPGI | S&P Global Inc. | Financials | $8.7M | 0.3% | 22K | +7% | |||
| 105 | $WM | WASTE MANAGEMENT INC | Utilities | $8.6M | 0.3% | 42K | +9% | |||
| 106 | $DIS | Walt Disney Co | Communication Services | $8.4M | 0.3% | 80K | +1% | |||
| 107 | $GD | GENERAL DYNAMICS CORP | Industrials | $8.3M | 0.3% | 25K | +0.7% | |||
| 108 | $PCAR | PACCAR INC | Industrials | $8.0M | 0.3% | 73K | +2% | |||
| 109 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $8.0M | 0.3% | 51K | +4% | |||
| 110 | $SNPS | SYNOPSYS INC | Technology | $8.0M | 0.3% | 18K | -3% | |||
| 111 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $7.8M | 0.3% | 143K | -1% | |||
| 112 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $7.7M | 0.3% | 30K | +0.4% | |||
| 113 | $BRO | BROWN & BROWN, INC. | Financials | $7.7M | 0.3% | 127K | +15% | |||
| 114 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $7.7M | 0.3% | 63K | +0.7% | |||
| 115 | — | ISHARES TR - RUS MD CP GR ETF | — | $7.6M | 0.3% | 55K | -1% | |||
| 116 | $CVX | CHEVRON CORP | Energy | $7.5M | 0.3% | 37K | -1.0% | |||
| 117 | $PEP | PEPSICO INC | Consumer Staples | $7.5M | 0.3% | 59K | +0.9% | |||
| 118 | — | ISHARES TR - MSCI UK ETF NEW | — | $7.4M | 0.3% | 159K | -2% | |||
| 119 | $ICE | Intercontinental Exchange, Inc. | Financials | $7.4M | 0.3% | 49K | +3% | |||
| 120 | $TTEK | TETRA TECH INC | Technology | $7.4M | 0.3% | 224K | +3% | |||
| 121 | — | ISHARES TR - MRGSTR MD CP VAL | — | $7.3M | 0.3% | 80K | -2% | |||
| 122 | $AMZN | AMAZON COM INC | Consumer Discretionary | $7.3M | 0.3% | 29K | +9% | |||
| 123 | $FELE | FRANKLIN ELECTRIC CO INC | Technology | $7.3M | 0.3% | 76K | +6% | |||
| 124 | $EXLS | ExlService Holdings, Inc. | Industrials | $7.1M | 0.3% | 205K | +2% | |||
| 125 | $AON | Aon plc | Financials | $7.0M | 0.3% | 25K | -3% | |||
| 126 | $ZBRA | ZEBRA TECHNOLOGIES CORP | Industrials | $7.0M | 0.3% | 19K | +2% | |||
| 127 | $CPAY | CORPAY, INC. | Financials | $6.9M | 0.3% | 18K | +6% | |||
| 128 | $ORCL | ORACLE CORP | Technology | $6.9M | 0.3% | 50K | -42% | |||
| 129 | $CI | Cigna Group | Healthcare | $6.9M | 0.3% | 25K | -0.9% | |||
| 130 | $DVA | DAVITA INC. | Healthcare | $6.8M | 0.3% | 39K | -3% | |||
| 131 | $OSK | OSHKOSH CORP | Industrials | $6.8M | 0.3% | 53K | +0.9% | |||
| 132 | $BLK | BlackRock, Inc. | Financials | $6.8M | 0.3% | 6,416 | +7% | |||
| 133 | $OSIS | OSI SYSTEMS INC | Technology | $6.8M | 0.3% | 35K | +0.2% | |||
| 134 | $TER | TERADYNE, INC | Technology | $6.6M | 0.3% | 17K | -9% | |||
| 135 | $MKL | MARKEL GROUP INC. | Financials | $6.6M | 0.3% | 3,846 | +3% | |||
| 136 | $MSA | MSA Safety Inc | Healthcare | $6.5M | 0.2% | 37K | +13% | |||
| 137 | $UMBF | UMB FINANCIAL CORP | Financials | $6.5M | 0.2% | 50K | +0.9% | |||
| 138 | $CVS | CVS HEALTH Corp | Healthcare | $6.5M | 0.2% | 75K | +2% | |||
| 139 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $6.3M | 0.2% | 10K | -3% | |||
| 140 | $MSM | MSC INDUSTRIAL DIRECT CO INC | Consumer Discretionary | $6.2M | 0.2% | 50K | +3% | |||
| 141 | $GLW | CORNING INC /NY | Materials | $6.1M | 0.2% | 40K | -4% | |||
| 142 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $5.8M | 0.2% | 46K | +0.9% | |||
| 143 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $5.8M | 0.2% | 16K | +2% | |||
| 144 | $UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | $5.8M | 0.2% | 33K | +0.1% | |||
| 145 | $DCI | DONALDSON Co INC | Industrials | $5.7M | 0.2% | 65K | +3% | |||
| 146 | $MA | Mastercard Inc | Financials | $5.7M | 0.2% | 10K | +7% | |||
| 147 | $LSTR | LANDSTAR SYSTEM INC | Industrials | $5.6M | 0.2% | 33K | -1.0% | |||
| 148 | $ATR | APTARGROUP, INC. | Materials | $5.5M | 0.2% | 45K | +0.2% | |||
| 149 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.5M | 0.2% | 19K | +1% | |||
| 150 | $USB | US BANCORP \DE\ | Financials | $5.5M | 0.2% | 95K | +0.1% |
What changed in Q3 2026
Against the previous quarter's 13F: 29 new, 295 added to, 292 trimmed, 104 sold out. Share-count changes; largest moves by dollar size first.
New positions (29)
- TEVA PHARMACEUTICAL INDS LTD - SHS$2.4M
first bought this quarter
$MBGLMobility Global Inc.$2.0M
first bought this quarter
- DBX ETF TR - XTRACK MSCI EAFE$396K
first bought this quarter
$MFPMidera Food Processing, Inc.$265K
first bought this quarter
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG$151K
first bought this quarter
- SELECT SECTOR SPDR TR - ST STR INDL ETF$101K
first bought this quarter
+23 more in the Excel export
Added to (295)
$APHAMPHENOL CORP /DE/+97%
now $12.1M · held 11+ qtrs
$NFLXNETFLIX INC+757%
now $5.1M · held 11+ qtrs, 4 adds in a row
$VEEVVEEVA SYSTEMS INC+34%
now $11.5M · held 4 qtrs, 4 adds in a row
$MCKMCKESSON CORP+8%
now $19.1M · held 11+ qtrs, 3 adds in a row
$BKNGBooking Holdings Inc.+13%
now $9.6M · held 11+ qtrs, 10 adds in a row
$AYIACUITY INC. (DE)+32%
now $4.6M · held 7 qtrs, 7 adds in a row
+289 more in the Excel export
Trimmed (292)
$ORCLORACLE CORP-42%
now $6.9M · held 11+ qtrs, 5 trims in a row
$AMATAPPLIED MATERIALS INC /DE-12%
now $16.9M · held 11+ qtrs, 2 trims in a row
$ESEESCO TECHNOLOGIES INC-6%
now $22.7M · held 11+ qtrs, 8 trims in a row
now $52.5M · held 11+ qtrs
$DOXAMDOCS LTD-27%
now $3.7M
$MKSIMKS INC-10%
now $11.9M · held 11+ qtrs
+286 more in the Excel export
Sold out (104)
$TEVATEVA PHARMACEUTICAL INDUSTRIES LTDwas $2.0M
held 10+ qtrs
$EAELECTRONIC ARTS INC.was $349K
held 10+ qtrs
- SPDR SERIES TRUST - ST STR AGGRE ETFwas $82K
$PDIPIMCO Dynamic Income Fundwas $50K
held 2 qtrs
$BLDQXO Insulation, LLCwas $39K
- LEGG MASON ETF INVT - FRANKLIN US LOWwas $39K
+98 more in the Excel export
Holdings by quarter
Every 13F GHP Investment Advisors, Inc. has filed, 41 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 15, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of GHP Investment Advisors's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
-0.7%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 7% over the last 4
Top 10 weight
15%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
GHP Investment Advisors, Inc. disclosed 1,321 positions worth $2.7B in its Form 13F-HR for Q3 2026, followed by $AAPL and $GOOG. During the quarter the fund opened 29 new positions and exited 104 and a full exit from $TEVA. The portfolio is most concentrated in Other (27.5% of disclosed assets). All figures are sourced directly from GHP Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1401561.
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AI-Powered Hedge Fund Analysis: GHP Investment Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For GHP Investment Advisors, Inc. (SEC CIK: 1401561), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in GHP Investment Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.