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CIK: 0001401561
Total reported value
$2.7B
$2.7B
942 檔
6.9%
The Q3 2025 SEC filing reveals that GHP Investment Advisors, Inc. held a total portfolio value of $2.7B, covering 942 public equity positions.
In Q3 2025, GHP Investment Advisors, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 942 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.96% | +0.08% | -0.39% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.79% | +0.04% | +4.25% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.08% | -1.86% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.28% | -0.03% | -0.96% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.24% | — | -1.80% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.23% | +0.02% | +0.36% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.22% | +0.04% | +1.58% | |
| 8 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.22% | +0.09% | +2.58% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.19% | +0.16% | +1.09% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.16% | -0.06% | +0.63% | |
| 11 | IDV | Ishares International Select | ETF-Other | 1.15% | -0.14% | +0.46% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.11% | -0.02% | +0.15% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.06% | -5.24% | |
| 14 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.09% | -0.05% | -0.03% | |
| 15 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 1.05% | -0.09% | +1.07% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | +0.04% | -0.32% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.03% | +0.07% | -1.48% | |
| 18 | HLI | Houlihan Lokey Inc | Stock-Financials | 1.03% | -0.11% | -0.38% | |
| 19 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.98% | +0.01% | +0.56% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.98% | +0.12% | +2.17% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 0.95% | +0.02% | -0.33% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.94% | +0.08% | -1.33% | |
| 23 | EME | Emcor Group Inc | Stock-Industrials | 0.94% | -0.02% | -5.43% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.92% | +0.02% | -0.81% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.91% | -0.12% | -0.89% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.90% | -0.07% | -0.44% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.88% | -0.15% | +0.77% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | +0.08% | +0.91% | |
| 29 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.87% | -0.01% | +2.73% | |
| 30 | ESE | Esco Technologies Inc | Stock-Tech | 0.86% | +0.08% | -1.76% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.04% | -1.08% | |
| 32 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.82% | +0.21% | +4.09% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 0.80% | +0.28% | -0.39% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.78% | — | -0.21% | |
| 35 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.77% | -0.03% | -0.19% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.76% | +0.01% | -0.76% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.04% | -0.15% | |
| 38 | GLW | Corning Inc | Stock-Tech | 0.74% | -0.03% | -6.63% | |
| 39 | MCO | Moody's CORP | Stock-Financials | 0.74% | -0.07% | -0.30% | |
| 40 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.74% | -0.15% | +0.51% | |
| 41 | URI | United Rentals Inc | Stock-Industrials | 0.73% | +0.30% | +4.42% | |
| 42 | CW | Curtiss-wright CORP | Stock-Industrials | 0.72% | -0.06% | -38.58% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.16% | -4.57% | |
| 44 | STE | STERIS plc | Stock-Healthcare | 0.69% | -0.08% | +3.25% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | +0.03% | +0.75% | |
| 46 | GRMN | Garmin Ltd. | Stock-Tech | 0.63% | -0.05% | -1.49% | |
| 47 | AME | Ametek Inc | Stock-Industrials | 0.63% | +0.02% | +6.75% | |
| 48 | NDAQ | Nasdaq Inc | Stock-Financials | 0.62% | -0.09% | +5.48% | |
| 49 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.62% | +0.01% | -0.06% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.61% | -0.11% | +3.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TER | Teradyne Inc | +0.5% | +83.06% | Add |
| 2 | ORCL | Oracle CORP | +0.5% | -5.24% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +1.09% | Add |
| 4 | EME | Emcor Group Inc | +0.3% | -5.43% | Trim |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.86% | Trim |
| 6 | KLAC | Kla CORP | +0.3% | -0.39% | Add |
| 7 | URI | United Rentals Inc | +0.3% | +4.42% | Add |
| 8 | GLW | Corning Inc | +0.2% | -6.63% | Trim |
| 9 | SCHG | Schwab US Large-cap Growth | +0.2% | -0.39% | Add |
| 10 | APH | Amphenol Corp-cl A | +0.2% | +1.55% | Add |
| 11 | ROK | Rockwell Automation Inc | +0.2% | +4.09% | Add |
| 12 | ULTA | Ulta Beauty Inc | +0.2% | +0.51% | Add |
| 13 | ALLE | Allegion plc | +0.2% | +67.31% | Add |
| 14 | LHX | L3harris Technologies Inc | +0.2% | +14.34% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.80% | Trim |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +0.91% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.32% | Trim |
| 18 | MLM | Martin Marietta Materials | +0.1% | +4.15% | Add |
| 19 | AMAT | Applied Materials Inc | +0.1% | +19.76% | Add |
| 20 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.48% | Trim |
| 21 | HLI | Houlihan Lokey Inc | +0.1% | -0.38% | Trim |
| 22 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | -0.03% | Add |
| 23 | TDY | Teledyne Technologies Inc | +0.1% | +2.73% | Add |
| 24 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +2.58% | Add |
| 25 | SCHC | Schwab Intl Small-cap Equity | +0.1% | -0.44% | Trim |
| 26 | ESE | Esco Technologies Inc | +0.1% | -1.76% | Trim |
| 27 | META | Meta Platforms Inc-class A | +0.1% | -0.15% | Add |
| 28 | NDAQ | Nasdaq Inc | +0.1% | +5.48% | Add |
| 29 | EMR | Emerson Electric Co | +0.1% | +4.06% | Add |
| 30 | IDV | Ishares International Select | +0.1% | +0.46% | Add |
| 31 | RTX | Rtx CORP | +0.1% | -0.89% | Trim |
| 32 | SCHF | Schwab Intl Equity ETF | +0.1% | +0.36% | Add |
| 33 | AXP | American Express Co | +0.1% | -0.21% | Add |
| 34 | LECO | Lincoln Electric Holdings | +0.1% | -0.19% | Trim |
| 35 | AAPL | Apple Inc | +0.1% | +4.25% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.15% | Add |
| 37 | TJX | Tjx Companies Inc | 0% | +0.77% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | -0.96% | Trim |
| 39 | FLGB | Franklin Ftse United Kingdom | 0% | +1.07% | Add |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +2.17% | Add |
| 41 | SCHV | Schwab US Large-cap Value | 0% | +1.58% | Add |
| 42 | ICFI | Icf International Inc | -0.2% | -9.53% | Trim |
| 43 | GIS | General Mills Inc | -0.2% | -82.81% | Trim |
| 44 | MRTN | Marten Transport LTD | -0.2% | -92.47% | Trim |
| 45 | LSTR | Landstar System Inc | -0.2% | -11.78% | Trim |
| 46 | SYNA | Synaptics Inc | -0.2% | -15.14% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.2% | -4.42% | Trim |
| 48 | TGT | Target CORP | -0.3% | -79.80% | Trim |
| 49 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 50 | GNTX | Gentex CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, GHP Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 942 disclosed positions in Q3 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, MSFT) accounted for 6.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
BRO
市值: $6.6M
Top Position Liquidated / Trimmed
GNTX
前期市值: $3.5M
During Q3 2025, GHP Investment Advisors, Inc.'s top holdings by market value included SCHG (2.0%)、AAPL (1.8%)、MSFT (1.6%). The largest single position, SCHG, represented 2.0% of total portfolio value.
In Q3 2025, GHP Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 28 positions, trimming 20 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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