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CIK: 0001401561
Total reported value
$2.7B
$2.7B
955 檔
5.7%
During the Q1 2025 filing period, GHP Investment Advisors, Inc. (CIK: 0001401561) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.7B across 955 reported positions.
In Q1 2025, GHP Investment Advisors, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 955 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.76% | +0.08% | -0.24% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.74% | +0.04% | -2.21% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.06% | -0.50% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.08% | +0.83% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.25% | -0.03% | -0.63% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.24% | +0.04% | +1.20% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.17% | +0.02% | +0.92% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.14% | +0.09% | +2.72% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | — | +1.81% | |
| 10 | IDV | Ishares International Select | ETF-Other | 1.08% | -0.14% | +1.54% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.07% | -0.02% | +0.83% | |
| 12 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.02% | +0.01% | +0.61% | |
| 13 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 1.02% | -0.09% | +1.97% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.00% | -0.05% | +0.79% | |
| 15 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.97% | +0.08% | -1.47% | |
| 16 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.96% | +0.02% | -1.64% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.95% | +0.12% | +0.93% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | +0.02% | +0.47% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +0.07% | -1.78% | |
| 20 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.93% | -0.11% | -2.89% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | +0.04% | -0.80% | |
| 22 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | -0.04% | -1.45% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | +0.16% | -0.36% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.12% | +0.63% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.83% | -0.15% | +0.23% | |
| 26 | MCO | Moody's CORP | Stock-Financials | 0.82% | -0.07% | -0.91% | |
| 27 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.82% | -0.07% | +0.09% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.82% | +0.01% | -1.01% | |
| 29 | CW | Curtiss-wright CORP | Stock-Industrials | 0.80% | -0.06% | -3.79% | |
| 30 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.78% | -0.01% | +3.08% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.78% | -0.02% | -0.16% | |
| 32 | ESE | Esco Technologies Inc | Stock-Tech | 0.78% | +0.08% | -2.42% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.08% | -0.99% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.16% | -1.14% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.72% | — | -0.20% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.72% | -0.04% | +1.25% | |
| 37 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.71% | -0.03% | -0.75% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.04% | +1.09% | |
| 39 | STE | STERIS plc | Stock-Healthcare | 0.67% | -0.08% | +3.69% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | -0.11% | -0.88% | |
| 41 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.66% | +0.01% | +2.43% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.06% | +0.57% | |
| 43 | GRMN | Garmin Ltd. | Stock-Tech | 0.66% | -0.05% | -2.03% | |
| 44 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.66% | +0.03% | +0.64% | |
| 45 | EME | Emcor Group Inc | Stock-Industrials | 0.65% | -0.02% | +0.54% | |
| 46 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.63% | +0.21% | +3.14% | |
| 47 | WRB | Wr Berkley CORP | Stock-Financials | 0.62% | -0.02% | +1.79% | |
| 48 | NDSN | Nordson CORP | Stock-Industrials | 0.62% | +0.01% | +1.50% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.61% | -0.01% | -2.50% | |
| 50 | BR | Broadridge Financial Solutio | Stock-Tech | 0.60% | -0.09% | +8.32% |
According to official SEC Form 13F filings, GHP Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 955 disclosed positions in Q1 2025.
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 SCHG, AAPL, BRK-B) accounted for 5.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHG
市值: $36.5M
During Q1 2025, GHP Investment Advisors, Inc.'s top holdings by market value included SCHG (1.8%)、AAPL (1.7%)、BRK-B (1.4%). The largest single position, SCHG, represented 1.8% of total portfolio value.
In Q1 2025, GHP Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 50 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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