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CIK: 0001401561
Total reported value
$2.7B
$2.7B
968 檔
6.1%
In Q3 2024, GHP Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $2.7B, distributed across 968 disclosed stock positions.
GHP Investment Advisors, Inc. executed strategic sector rebalancing during Q3 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 22 positions.
Showing top 200 holdings (of 968 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.04% | -2.59% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.75% | +0.08% | +0.69% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | -0.08% | -0.48% | |
| 4 | FICO | Fair Isaac CORP | Stock-Tech | 1.32% | — | -1.52% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | -0.03% | +1.47% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.15% | +0.04% | +1.74% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.14% | +0.09% | +2.23% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.06% | -0.45% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.11% | +0.02% | -0.06% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.07% | -2.40% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.06% | +0.08% | -1.05% | |
| 12 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.03% | +0.02% | -0.99% | |
| 13 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.99% | +0.12% | +0.96% | |
| 14 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.99% | +0.01% | +1.58% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.98% | -0.02% | +11.82% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.94% | +0.04% | -0.29% | |
| 17 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.93% | -0.11% | -2.34% | |
| 18 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.92% | -0.05% | +11.70% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.91% | -0.04% | -0.93% | |
| 20 | IDV | Ishares International Select | ETF-Other | 0.91% | -0.14% | +13.63% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | — | +0.09% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.88% | +0.16% | -0.31% | |
| 23 | CW | Curtiss-wright CORP | Stock-Industrials | 0.86% | -0.06% | -2.52% | |
| 24 | MCO | Moody's CORP | Stock-Financials | 0.82% | -0.07% | -1.40% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.82% | -0.07% | -2.17% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.80% | +0.01% | -1.00% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.79% | +0.02% | +0.60% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.06% | -0.37% | |
| 29 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.15% | -0.78% | |
| 30 | EME | Emcor Group Inc | Stock-Industrials | 0.75% | -0.02% | -2.11% | |
| 31 | NDSN | Nordson CORP | Stock-Industrials | 0.74% | +0.01% | +3.18% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.72% | -0.12% | +0.05% | |
| 33 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 0.71% | -0.09% | +12439.72% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.71% | — | -1.55% | |
| 35 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.70% | -0.03% | +0.66% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.04% | +1.85% | |
| 37 | NTAP | Netapp Inc | Stock-Tech | 0.67% | +0.15% | -0.67% | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | +0.03% | +1.78% | |
| 39 | PGR | Progressive CORP | Stock-Financials | 0.67% | -0.02% | -1.40% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.16% | +0.37% | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.01% | +1.40% | |
| 42 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.08% | +1.96% | |
| 43 | ESE | Esco Technologies Inc | Stock-Tech | 0.63% | +0.08% | +0.59% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.04% | -0.11% | |
| 45 | STE | STERIS plc | Stock-Healthcare | 0.62% | -0.08% | +1.84% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.62% | -0.01% | -0.65% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.62% | +0.02% | -0.09% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.62% | -0.11% | +0.76% | |
| 49 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.61% | -0.01% | +3.69% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.61% | +0.28% | -3.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLGB | Franklin Ftse United Kingdom | +0.7% | +12439.72% | Add |
| 2 | FERG | Ferguson Enterprises Inc | +0.4% | NEW | New buy |
| 3 | FICO | Fair Isaac CORP | +0.2% | -1.52% | Trim |
| 4 | IBM | Intl Business Machines CORP | +0.1% | +0.60% | Add |
| 5 | IDV | Ishares International Select | +0.1% | +13.63% | Add |
| 6 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | +11.70% | Add |
| 7 | PLXS | Plexus CORP | +0.1% | -1.04% | Trim |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +11.82% | Add |
| 9 | ORCL | Oracle CORP | +0.1% | -0.37% | Trim |
| 10 | PLUS | Eplus Inc | +0.1% | +0.72% | Add |
| 11 | URI | United Rentals Inc | +0.1% | +2.42% | Add |
| 12 | EXLS | Exlservice Holdings Inc | +0.1% | +17.61% | Add |
| 13 | OSIS | Osi Systems Inc | +0.1% | +71.17% | Add |
| 14 | CW | Curtiss-wright CORP | +0.1% | -2.52% | Trim |
| 15 | RTX | Rtx CORP | +0.1% | +0.05% | Add |
| 16 | ESE | Esco Technologies Inc | +0.1% | +0.59% | Add |
| 17 | NDAQ | Nasdaq Inc | +0.1% | +13.18% | Add |
| 18 | PH | Parker Hannifin CORP | +0.1% | +0.63% | Add |
| 19 | PRGS | Progress Software CORP | +0.1% | +12.48% | Add |
| 20 | PGR | Progressive CORP | +0.1% | -1.40% | Trim |
| 21 | WMT | Walmart Inc | +0.1% | +0.37% | Add |
| 22 | SSNC | Ss&c Technologies Holdings | +0.1% | +5.46% | Add |
| 23 | WAT | Waters CORP | +0.1% | +2.50% | Add |
| 24 | NDSN | Nordson CORP | +0.1% | +3.18% | Add |
| 25 | EME | Emcor Group Inc | +0.1% | -2.11% | Trim |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.45% | Trim |
| 27 | HLI | Houlihan Lokey Inc | 0% | -2.34% | Trim |
| 28 | AXP | American Express Co | 0% | -1.55% | Trim |
| 29 | PKG | Packaging CORP Of America | 0% | +0.99% | Add |
| 30 | TDY | Teledyne Technologies Inc | 0% | +3.69% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | -0.11% | Trim |
| 32 | GLW | Corning Inc | 0% | +0.52% | Add |
| 33 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | +1.58% | Add |
| 34 | MCO | Moody's CORP | 0% | -1.40% | Trim |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +1.78% | Add |
| 36 | SCHV | Schwab US Large-cap Value | 0% | +1.74% | Add |
| 37 | IJS | Ishares S&p Small-cap 600 Va | 0% | -0.99% | Trim |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +0.96% | Add |
| 39 | VEA | Vanguard Ftse Developed ETF | — | +1.47% | Add |
| 40 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -1.05% | Trim |
| 41 | AAPL | Apple Inc | 0% | -2.59% | Trim |
| 42 | SCHF | Schwab Intl Equity ETF | 0% | -0.06% | Trim |
| 43 | 9HI | Hillenbrand Inc | -0.1% | -82.33% | Trim |
| 44 | WSM | Williams-sonoma Inc | -0.1% | -51.27% | Trim |
| 45 | IART | Integra Lifesciences Holding | -0.1% | -99.97% | Trim |
| 46 | MCK | Mckesson CORP | -0.1% | -0.75% | Trim |
| 47 | SNPS | Synopsys Inc | -0.1% | -0.84% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -0.2% | -0.31% | Trim |
| 49 | FERG | Ferguson Enterprises Inc. | -0.4% | EXIT | Sold out |
| 50 | EWU | Ishares Msci United Kingdom | -0.6% | -57.12% | Trim |
According to official SEC Form 13F filings, GHP Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 968 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SCHG, MSFT) accounted for 6.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
FERG
市值: $7.8M
Top Position Liquidated / Trimmed
FERG
前期市值: $7.0M
During Q3 2024, GHP Investment Advisors, Inc.'s top holdings by market value included AAPL (1.8%)、SCHG (1.8%)、MSFT (1.4%). The largest single position, AAPL, represented 1.8% of total portfolio value.
In Q3 2024, GHP Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 26 positions, trimming 22 holdings, and fully liquidating 1 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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