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CIK: 0001401561
Total reported value
$2.7B
$2.7B
1437 檔
6.7%
According to the latest 13F quarterly dataset, GHP Investment Advisors, Inc. managed an equity portfolio of $2.7B at the end of Q1 2026, spanning 1437 distinct U.S. exchange-listed positions.
In Q1 2026, GHP Investment Advisors, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 109 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1437 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.75% | +0.08% | +0.51% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 1.69% | +0.04% | -0.48% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.41% | +0.16% | +2.76% | |
| 4 | IDV | Ishares International Select | ETF-Other | 1.33% | -0.14% | +0.57% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.33% | -0.03% | -0.46% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.31% | +0.02% | +0.04% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 1.30% | +0.09% | +1.84% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.29% | +0.04% | +1.85% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.15% | -0.02% | +0.88% | |
| 10 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.14% | -0.05% | +0.81% | |
| 11 | FLGB | Franklin Ftse United Kingdom | ETF-Other | 1.14% | -0.09% | +2.54% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | -0.08% | +1.22% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.06% | +1.72% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | — | -1.49% | |
| 15 | ESE | Esco Technologies Inc | Stock-Tech | 1.09% | +0.08% | -1.64% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.12% | -1.63% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 1.00% | +0.01% | +1.21% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.99% | +0.12% | +0.63% | |
| 19 | EME | Emcor Group Inc | Stock-Industrials | 0.97% | -0.02% | -3.23% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.96% | +0.02% | -0.10% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.95% | -0.15% | -0.45% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.94% | +0.08% | -0.03% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.92% | -0.07% | -0.07% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | +0.04% | -0.64% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | +0.07% | -1.76% | |
| 26 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.90% | -0.01% | -0.22% | |
| 27 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.86% | +0.21% | +2.53% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.04% | -0.78% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.16% | -0.67% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.08% | +0.84% | |
| 31 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.79% | -0.03% | -0.27% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.78% | +0.02% | -0.41% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | +0.01% | -0.76% | |
| 34 | CW | Curtiss-wright CORP | Stock-Industrials | 0.75% | -0.06% | -10.85% | |
| 35 | AME | Ametek Inc | Stock-Industrials | 0.73% | +0.02% | +2.03% | |
| 36 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.71% | -0.15% | +1.42% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.71% | +0.03% | +0.95% | |
| 38 | AXP | American Express Co | Stock-Financials | 0.71% | — | +1.98% | |
| 39 | HLI | Houlihan Lokey Inc | Stock-Financials | 0.70% | -0.11% | -0.04% | |
| 40 | MCK | Mckesson CORP | Stock-Healthcare | 0.68% | -0.11% | +2.26% | |
| 41 | ADI | Analog Devices Inc | Stock-Tech | 0.67% | +0.09% | +1.55% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.04% | +14.04% | |
| 43 | PLXS | Plexus CORP | Stock-Tech | 0.66% | +0.21% | -1.77% | |
| 44 | MCO | Moody's CORP | Stock-Financials | 0.65% | -0.07% | -1.86% | |
| 45 | NDAQ | Nasdaq Inc | Stock-Financials | 0.64% | -0.09% | +4.95% | |
| 46 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.64% | +0.01% | +1.02% | |
| 47 | STE | STERIS plc | Stock-Healthcare | 0.63% | -0.08% | +3.87% | |
| 48 | PH | Parker Hannifin CORP | Stock-Industrials | 0.62% | -0.02% | +0.81% | |
| 49 | NDSN | Nordson CORP | Stock-Industrials | 0.62% | +0.01% | -1.30% | |
| 50 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.61% | -0.14% | +5.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESE | Esco Technologies Inc | +0.3% | -1.64% | Trim |
| 2 | PLXS | Plexus CORP | +0.2% | -1.77% | Trim |
| 3 | MKSI | Mks Inc | +0.2% | +6.15% | Add |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +3.61% | Add |
| 5 | AMAT | Applied Materials Inc | +0.2% | +5.64% | Add |
| 6 | AMZN | Amazon.com Inc | +0.2% | +223.55% | Add |
| 7 | EME | Emcor Group Inc | +0.1% | -3.23% | Trim |
| 8 | TDY | Teledyne Technologies Inc | +0.1% | -0.22% | Trim |
| 9 | GLW | Corning Inc | +0.1% | -5.81% | Trim |
| 10 | LFUS | Littelfuse Inc | +0.1% | -1.68% | Trim |
| 11 | LHX | L3harris Technologies Inc | +0.1% | +5.08% | Add |
| 12 | ADI | Analog Devices Inc | +0.1% | +1.55% | Add |
| 13 | IDV | Ishares International Select | +0.1% | +0.57% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.34% | Trim |
| 15 | CME | Cme Group Inc | +0.1% | +14.95% | Add |
| 16 | FDX | Fedex CORP | +0.1% | -0.24% | Trim |
| 17 | CVX | Chevron CORP | +0.1% | +0.00% | Add |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +1.69% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -0.67% | Trim |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +1.84% | Add |
| 21 | TER | Teradyne Inc | +0.1% | -7.40% | Trim |
| 22 | CW | Curtiss-wright CORP | +0.1% | -10.85% | Trim |
| 23 | TXN | Texas Instruments Inc | +0.1% | +5.24% | Add |
| 24 | GRMN | Garmin Ltd. | +0.1% | -0.73% | Trim |
| 25 | DVA | Davita Inc | +0.1% | +0.00% | Add |
| 26 | CSX | Csx CORP | +0.1% | -0.51% | Trim |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +3.86% | Add |
| 28 | FLGB | Franklin Ftse United Kingdom | +0.1% | +2.54% | Add |
| 29 | OSK | Oshkosh CORP | +0.1% | +6.51% | Add |
| 30 | SCHV | Schwab US Large-cap Value | +0.1% | +1.85% | Add |
| 31 | FNB | Fnb CORP | +0.1% | +63.68% | Add |
| 32 | WM | Waste Management Inc | +0.1% | +17.74% | Add |
| 33 | UUUU | Energy Fuels Inc | +0.1% | +5.89% | Add |
| 34 | NDSN | Nordson CORP | +0.1% | -1.30% | Trim |
| 35 | TSEM | Tower Semiconductor Ltd. | +0.1% | — | Unchanged |
| 36 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | +0.81% | Add |
| 37 | DOV | Dover CORP | +0.1% | +492.36% | Add |
| 38 | DPZ | Domino's Pizza Inc | +0.1% | +54.30% | Add |
| 39 | ESLT | Elbit Systems Ltd. | +0.1% | — | Unchanged |
| 40 | MCK | Mckesson CORP | +0.1% | +2.26% | Add |
| 41 | MSA | Msa Safety Inc | +0.1% | +88.92% | Add |
| 42 | COST | Costco Wholesale CORP | 0% | -2.76% | Trim |
| 43 | AME | Ametek Inc | 0% | +2.03% | Add |
| 44 | NICE | Nice LTD - Spon Adr | 0% | +126.80% | Add |
| 45 | AMGN | Amgen Inc | 0% | +3.11% | Add |
| 46 | LMT | Lockheed Martin CORP | 0% | +0.22% | Add |
| 47 | SCHF | Schwab Intl Equity ETF | 0% | +0.04% | Add |
| 48 | IJS | Ishares S&p Small-cap 600 Va | 0% | -0.10% | Trim |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.95% | Add |
| 50 | DGX | Quest Diagnostics Inc | 0% | -0.74% | 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 1437 disclosed positions in Q1 2026.
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 6.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
IVOV
市值: $480.0K
Top Position Liquidated / Trimmed
MGIC
前期市值: $1.5M
During Q1 2026, GHP Investment Advisors, Inc.'s top holdings by market value included SCHG (1.8%)、AAPL (1.7%)、GOOG (1.4%). The largest single position, SCHG, represented 1.8% of total portfolio value.
In Q1 2026, GHP Investment Advisors, Inc. made 196 total portfolio adjustments, initiating 5 new buys, adding to 109 positions, trimming 80 holdings, and fully liquidating 2 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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