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CIK: 0001401561
Total reported value
$2.7B
$2.7B
985 檔
7.2%
As reported in its official Q4 2025 Form 13F filing, GHP Investment Advisors, Inc.'s tracked investment portfolio stood at $2.7B with 985 total positions.
During Q4 2025, GHP Investment Advisors, Inc. performed routine portfolio adjustments (1 new buys, 23 additions, 26 trims, and 0 full exits), keeping overall allocation balanced.
Showing top 200 holdings (of 985 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.95% | +0.08% | -0.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.04% | -2.30% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.16% | -0.10% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.08% | -0.42% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.30% | -0.03% | -0.35% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.27% | +0.02% | +2.39% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.23% | +0.09% | +2.55% | |
| 8 | IDV | Ishares International Select | ETF-Other | 1.23% | -0.14% | +0.73% | |
| 9 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.23% | +0.04% | +0.52% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.22% | — | -1.04% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.14% | -0.06% | -0.09% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.13% | -0.02% | +1.15% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.09% | -0.05% | +2.41% | |
| 14 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 1.08% | -0.09% | +1.29% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | +0.04% | -0.67% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.01% | +0.07% | -2.06% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.98% | +0.01% | +0.56% | |
| 18 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.12% | -1.07% | |
| 19 | IBM | Intl Business Machines CORP | Stock-Tech | 0.96% | +0.02% | -1.54% | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.96% | +0.12% | +0.49% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.92% | +0.02% | -0.32% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.92% | +0.08% | -0.22% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.91% | -0.15% | -0.40% | |
| 24 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.91% | +0.21% | +1.08% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.90% | -0.07% | +2.01% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | +0.08% | -0.17% | |
| 27 | KLAC | Kla CORP | Stock-Tech | 0.86% | +0.28% | -2.63% | |
| 28 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.85% | -0.11% | -0.12% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.85% | — | -0.25% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.84% | -0.04% | -0.11% | |
| 31 | EME | Emcor Group Inc | Stock-Industrials | 0.83% | -0.02% | -4.09% | |
| 32 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.81% | -0.15% | +1.14% | |
| 33 | MCO | Moody's CORP | Stock-Financials | 0.77% | -0.07% | -0.63% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | +0.01% | -0.44% | |
| 35 | ESE | Esco Technologies Inc | Stock-Tech | 0.77% | +0.08% | -1.67% | |
| 36 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.76% | -0.03% | -0.25% | |
| 37 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.76% | -0.01% | +2.11% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.16% | -1.00% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.06% | -3.04% | |
| 40 | NDAQ | Nasdaq Inc | Stock-Financials | 0.70% | -0.09% | +4.54% | |
| 41 | STE | STERIS plc | Stock-Healthcare | 0.70% | -0.08% | +1.24% | |
| 42 | AME | Ametek Inc | Stock-Industrials | 0.69% | +0.02% | +2.50% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.04% | +2.16% | |
| 44 | CW | Curtiss-wright CORP | Stock-Industrials | 0.68% | -0.06% | -6.10% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.67% | +0.03% | +0.71% | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.63% | -0.11% | +0.71% | |
| 47 | URI | United Rentals Inc | Stock-Industrials | 0.63% | +0.30% | +4.32% | |
| 48 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.63% | +0.01% | -1.32% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.20% | -1.21% | |
| 50 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.60% | +0.04% | +1.96% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ROP | Roper Technologies Inc | +0.4% | +4794.93% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.3% | -0.10% | Trim |
| 3 | WM | Waste Management Inc | +0.2% | +2414.04% | Add |
| 4 | IT | Gartner Inc | +0.1% | +111.73% | Add |
| 5 | EXPD | Expeditors Intl Wash Inc | +0.1% | +1.96% | Add |
| 6 | DPZ | Domino's Pizza Inc | +0.1% | +247.19% | Add |
| 7 | MRK | Merck & Co. Inc. | +0.1% | +0.34% | Add |
| 8 | ROK | Rockwell Automation Inc | +0.1% | +1.08% | Add |
| 9 | IDV | Ishares International Select | +0.1% | +0.73% | Add |
| 10 | NDAQ | Nasdaq Inc | +0.1% | +4.54% | Add |
| 11 | AMAT | Applied Materials Inc | +0.1% | +2.59% | Add |
| 12 | QLYS | Qualys Inc | +0.1% | +6727.06% | Add |
| 13 | ULTA | Ulta Beauty Inc | +0.1% | +1.14% | Add |
| 14 | AXP | American Express Co | +0.1% | -0.25% | Trim |
| 15 | PH | Parker Hannifin CORP | +0.1% | +0.14% | Add |
| 16 | MKSI | Mks Inc | +0.1% | +2.98% | Add |
| 17 | WAT | Waters CORP | +0.1% | -0.42% | Trim |
| 18 | KLAC | Kla CORP | +0.1% | -2.63% | Trim |
| 19 | RTX | Rtx CORP | +0.1% | -1.07% | Trim |
| 20 | AME | Ametek Inc | +0.1% | +2.50% | Add |
| 21 | CAH | Cardinal Health Inc | +0.1% | -2.31% | Trim |
| 22 | PLUS | Eplus Inc | +0.1% | +0.44% | Add |
| 23 | CMI | Cummins Inc | +0.1% | -0.52% | Trim |
| 24 | FDX | Fedex CORP | +0.1% | -0.24% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.92% | Trim |
| 26 | ADI | Analog Devices Inc | +0.1% | +2.91% | Add |
| 27 | JNJ | Johnson & Johnson | +0.1% | +2.55% | Add |
| 28 | CSCO | Cisco Systems Inc | +0.1% | -1.21% | Trim |
| 29 | ✓ | Csg Systems International In | +0.1% | -0.80% | Trim |
| 30 | SCHF | Schwab Intl Equity ETF | 0% | +2.39% | Add |
| 31 | AAPL | Apple Inc | 0% | -2.30% | Trim |
| 32 | FLGB | Franklin Ftse United Kingdom | 0% | +1.29% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | -0.40% | Trim |
| 34 | EMN | Eastman Chemical Co | -0.1% | -73.06% | Trim |
| 35 | ZBRA | Zebra Technologies Corp-cl A | -0.1% | -3.44% | Trim |
| 36 | WRB | Wr Berkley CORP | -0.1% | -0.63% | Trim |
| 37 | NTAP | Netapp Inc | -0.1% | -2.40% | Trim |
| 38 | LH | Labcorp Holdings Inc | -0.1% | -2.32% | Trim |
| 39 | META | Meta Platforms Inc-class A | -0.1% | +2.16% | Add |
| 40 | ESE | Esco Technologies Inc | -0.1% | -1.67% | Trim |
| 41 | URI | United Rentals Inc | -0.1% | +4.32% | Add |
| 42 | TDY | Teledyne Technologies Inc | -0.1% | +2.11% | Add |
| 43 | EME | Emcor Group Inc | -0.1% | -4.09% | Trim |
| 44 | GRMN | Garmin Ltd. | -0.1% | -3.43% | Trim |
| 45 | MSFT | Microsoft CORP | -0.1% | -0.42% | Trim |
| 46 | HLI | Houlihan Lokey Inc | -0.2% | -0.12% | Trim |
| 47 | TER | Teradyne Inc | -0.4% | -77.00% | Trim |
| 48 | ORCL | Oracle CORP | -0.4% | -3.04% | Trim |
| 49 | GLW | Corning Inc | -0.5% | -63.33% | Trim |
| 50 | MSA | Msa Safety Inc | — | NEW | New buy |
According to official SEC Form 13F filings, GHP Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $2.7B across 985 disclosed positions in Q4 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, GOOG) accounted for 7.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
MSA
市值: $1.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $42.5M
During Q4 2025, GHP Investment Advisors, Inc.'s top holdings by market value included SCHG (1.9%)、AAPL (1.8%)、GOOG (1.5%). The largest single position, SCHG, represented 1.9% of total portfolio value.
In Q4 2025, GHP Investment Advisors, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 26 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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