13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001401561
Total reported value
$2.7B
$2.7B
943 檔
6.2%
During the Q2 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 943 reported positions.
In Q2 2025, GHP Investment Advisors, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 943 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.90% | +0.08% | +0.49% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | -0.08% | +0.81% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.45% | +0.04% | -1.79% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.03% | +0.41% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.22% | +0.02% | +1.44% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | — | +0.56% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.21% | +0.04% | +1.25% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.19% | +0.09% | +3.10% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.18% | -0.06% | +2.62% | |
| 10 | IDV | Ishares International Select | ETF-Other | 1.14% | -0.14% | +3.07% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.12% | -0.02% | +2.46% | |
| 12 | CW | Curtiss-wright CORP | Stock-Industrials | 1.12% | -0.06% | -1.30% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.08% | -0.05% | +0.77% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.05% | +0.02% | +1.75% | |
| 15 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 1.03% | -0.09% | +3.20% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +0.07% | -1.14% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.00% | +0.04% | -0.32% | |
| 18 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.98% | +0.01% | +1.17% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.06% | +0.59% | |
| 20 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.95% | -0.11% | -0.68% | |
| 21 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.95% | +0.12% | +1.73% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.94% | +0.08% | -0.97% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.16% | -0.19% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.89% | -0.07% | -0.82% | |
| 25 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.88% | +0.02% | -2.16% | |
| 26 | EME | Emcor Group Inc | Stock-Industrials | 0.86% | -0.02% | -1.16% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.85% | -0.12% | -0.07% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.85% | -0.04% | -0.61% | |
| 29 | ESE | Esco Technologies Inc | Stock-Tech | 0.84% | +0.08% | -3.15% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | +0.08% | +3.22% | |
| 31 | MCO | Moody's CORP | Stock-Financials | 0.83% | -0.07% | +1.36% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.04% | +1.14% | |
| 33 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.79% | +0.21% | +6.83% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.79% | — | +0.27% | |
| 35 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.79% | -0.15% | +1.07% | |
| 36 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.78% | -0.01% | +5.31% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | +0.01% | -0.56% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.16% | -1.99% | |
| 39 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.71% | -0.03% | -0.92% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.70% | +0.28% | +4.75% | |
| 41 | STE | STERIS plc | Stock-Healthcare | 0.68% | -0.08% | +4.34% | |
| 42 | PGR | Progressive CORP | Stock-Financials | 0.68% | -0.02% | -0.21% | |
| 43 | SYK | Stryker CORP | Stock-Healthcare | 0.67% | -0.11% | +1.94% | |
| 44 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.66% | -0.15% | +2.04% | |
| 45 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.63% | +0.01% | +2.37% | |
| 46 | NDAQ | Nasdaq Inc | Stock-Financials | 0.63% | -0.09% | +6.79% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.63% | +0.03% | +1.70% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.04% | -0.52% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.61% | -0.14% | +3.66% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.20% | +0.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CW | Curtiss-wright CORP | +0.3% | -1.30% | Trim |
| 2 | MSFT | Microsoft CORP | +0.3% | +0.81% | Add |
| 3 | ORCL | Oracle CORP | +0.3% | +0.59% | Add |
| 4 | FDS | Factset Research Systems Inc | +0.2% | +112.62% | Add |
| 5 | EME | Emcor Group Inc | +0.2% | -1.16% | Trim |
| 6 | TER | Teradyne Inc | +0.2% | +21418.70% | Add |
| 7 | ROK | Rockwell Automation Inc | +0.2% | +6.83% | Add |
| 8 | KLAC | Kla CORP | +0.2% | +4.75% | Add |
| 9 | SCHG | Schwab US Large-cap Growth | +0.1% | +0.49% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +1.14% | Add |
| 11 | APH | Amphenol Corp-cl A | +0.1% | +13.65% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +0.56% | Add |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +1.75% | Add |
| 14 | ULTA | Ulta Beauty Inc | +0.1% | +2.04% | Add |
| 15 | INTU | Intuit Inc | +0.1% | +3.66% | Add |
| 16 | URI | United Rentals Inc | +0.1% | +8.44% | Add |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.22% | Add |
| 18 | EMR | Emerson Electric Co | +0.1% | +7.47% | Add |
| 19 | NDAQ | Nasdaq Inc | +0.1% | +6.79% | Add |
| 20 | FERG | Ferguson Enterprises Inc | +0.1% | +2.78% | Add |
| 21 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | +0.77% | Add |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.14% | Trim |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.32% | Trim |
| 24 | BKNG | Booking Holdings Inc | +0.1% | +6.34% | Add |
| 25 | ALLE | Allegion plc | +0.1% | +1077.26% | Add |
| 26 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -0.82% | Trim |
| 27 | AXP | American Express Co | +0.1% | +0.27% | Add |
| 28 | CACI | Caci International Inc -cl A | +0.1% | -0.74% | Trim |
| 29 | SNPS | Synopsys Inc | +0.1% | +5.48% | Add |
| 30 | PRGS | Progress Software CORP | +0.1% | +8.89% | Add |
| 31 | IDV | Ishares International Select | +0.1% | +3.07% | Add |
| 32 | ESE | Esco Technologies Inc | +0.1% | -3.15% | Trim |
| 33 | DIS | Walt Disney Co/the | +0.1% | +1.60% | Add |
| 34 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.41% | Add |
| 35 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.44% | Add |
| 36 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +3.10% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.46% | Add |
| 38 | NTAP | Netapp Inc | +0.1% | -2.97% | Trim |
| 39 | GOOG | Alphabet Inc-cl C | 0% | -0.19% | Trim |
| 40 | HLI | Houlihan Lokey Inc | 0% | -0.68% | Trim |
| 41 | FLGB | Franklin Ftse United Kingdom | 0% | +3.20% | Add |
| 42 | COLM | Columbia Sportswear Co | -0.1% | EXIT | Sold out |
| 43 | LSTR | Landstar System Inc | -0.1% | -17.93% | Trim |
| 44 | PEP | Pepsico Inc | -0.1% | -11.90% | Trim |
| 45 | GNTX | Gentex CORP | -0.2% | -99.01% | Trim |
| 46 | ICFI | Icf International Inc | -0.2% | -96.23% | Trim |
| 47 | MRTN | Marten Transport LTD | -0.2% | -98.23% | Trim |
| 48 | SYNA | Synaptics Inc | -0.2% | -71.68% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.2% | -12.28% | Trim |
| 50 | AAPL | Apple Inc | -0.3% | -1.79% | 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 943 disclosed positions in Q2 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, MSFT, AAPL) accounted for 6.2% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
COLM
前期市值: $2.1M
During Q2 2025, GHP Investment Advisors, Inc.'s top holdings by market value included SCHG (1.9%)、MSFT (1.6%)、AAPL (1.4%). The largest single position, SCHG, represented 1.9% of total portfolio value.
In Q2 2025, GHP Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 18 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.