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CIK: 0001401561
Total reported value
$2.7B
$2.7B
839 檔
5.3%
At the close of Q1 2024, GHP Investment Advisors, Inc. disclosed equity holdings valued at approximately $2.7B, spread across 839 reported holdings.
During Q1 2024, GHP Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 839 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.67% | +0.08% | +0.65% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.08% | -1.88% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.52% | +0.04% | -2.56% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.23% | -0.03% | +2.11% | |
| 5 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.18% | +0.09% | +1.32% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.15% | +0.04% | +2.25% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.13% | +0.02% | -0.36% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.06% | -0.05% | |
| 9 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.09% | +0.08% | -0.41% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.09% | +0.02% | -1.29% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.05% | +0.07% | -2.06% | |
| 12 | EWU | Ishares Msci United Kingdom | ETF-Other | 1.00% | -0.03% | +5.19% | |
| 13 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.00% | +0.01% | +1.39% | |
| 14 | LECO | Lincoln Electric Holdings | Stock-Industrials | 1.00% | -0.03% | -1.15% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.98% | +0.12% | +1.44% | |
| 16 | FICO | Fair Isaac CORP | Stock-Tech | 0.95% | — | -5.67% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.95% | -0.04% | -1.24% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | +0.04% | -0.54% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | — | +1.24% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.16% | +1.53% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | -0.02% | +2.62% | |
| 22 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.84% | -0.11% | -1.04% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.83% | -0.07% | +0.58% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.82% | +0.01% | +0.14% | |
| 25 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.81% | -0.05% | +3.82% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.79% | -0.01% | +1.12% | |
| 27 | NDSN | Nordson CORP | Stock-Industrials | 0.79% | +0.01% | +1.34% | |
| 28 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.77% | -0.15% | -1.68% | |
| 29 | IDV | Ishares International Select | ETF-Other | 0.77% | -0.14% | +5.25% | |
| 30 | MCO | Moody's CORP | Stock-Financials | 0.76% | -0.07% | -2.78% | |
| 31 | CW | Curtiss-wright CORP | Stock-Industrials | 0.75% | -0.06% | -1.65% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.72% | +0.02% | +1.16% | |
| 33 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.70% | -0.15% | +1.00% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.07% | -2.25% | |
| 35 | EME | Emcor Group Inc | Stock-Industrials | 0.69% | -0.02% | -2.32% | |
| 36 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | +0.03% | +1.47% | |
| 37 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.67% | +0.02% | -0.80% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.66% | — | -0.80% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.66% | -0.04% | +2.73% | |
| 40 | TGT | Target CORP | Stock-Consumer Disc | 0.65% | — | +2.55% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.65% | -0.01% | -0.95% | |
| 42 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.64% | +0.21% | +2.87% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.64% | -0.11% | +0.83% | |
| 44 | KLAC | Kla CORP | Stock-Tech | 0.63% | +0.28% | -1.40% | |
| 45 | PGR | Progressive CORP | Stock-Financials | 0.62% | -0.02% | -0.07% | |
| 46 | SNPS | Synopsys Inc | Stock-Tech | 0.62% | — | -15.89% | |
| 47 | NTAP | Netapp Inc | Stock-Tech | 0.62% | +0.15% | +0.43% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.12% | +1.73% | |
| 49 | LSTR | Landstar System Inc | Stock-Industrials | 0.61% | +0.02% | +1.05% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.06% | +0.27% |
According to official SEC Form 13F filings, GHP Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 839 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SCHG, MSFT, AAPL) accounted for 5.3% of total reported equity market value during Q1 2024.
During Q1 2024, GHP Investment Advisors, Inc.'s top holdings by market value included SCHG (1.7%)、MSFT (1.6%)、AAPL (1.5%). The largest single position, SCHG, represented 1.7% of total portfolio value.
In Q1 2024, GHP Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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