GI

GHP Investment Advisors, Inc.

Diversified strategyMomentum followerLong-term holder

Total reported value

$2.4B

Reporting period: 2026-03-31 · Number of holdings: 1637

GHP Investment Advisors, Inc. disclosed 1637 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.4B and a quarterly turnover rate of 11.8%.

Personality snowflake

Concentration
2.57
Portfolio Stability
11.82
Momentum/Contrarian
100
Sector conviction
51.67
Diversification
100
Sizing Uniformity
71.3

Recent moves

  • Trim MSFT

    +1.2%　-$7.9M

  • Add ESE

    -1.6%　$7.8M

  • Trim KLAC

    -46.2%　-$7.3M

  • Trim SCHG

    +0.5%　-$4.9M

  • Trim ORCL

    -2.9%　-$4.7M

  • Trim BR

    -10.1%　-$4.5M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 1437 holdings (of 1637 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SCHGSchwab US Large-cap GrowthETF-Other1.75%-0.20%+0.51%
2AAPLApple INCStock-Tech1.69%-0.13%-0.48%
3GOOGAlphabet Inc-cl CStock-Comm Services1.41%-0.09%+2.76%
4IDVIshares International SelectETF-Other1.33%+0.10%+0.57%
5VEAVanguard Ftse Developed ETFETF-Other1.33%—-0.46%
6SCHFSchwab Intl Equity ETFETF-Other1.31%—+0.04%
7MDYGSs Spdr S&p 400 Mc Gr ETFETF-Other1.30%+0.07%+1.84%
8SCHVSchwab US Large-cap ValueETF-Other1.29%—+1.85%
9IEFAIshares Core Msci Eafe ETFETF-Other1.15%—+0.88%
10FNDCSchwab Fndmnt Intl Sm Eq ETFETF-Other1.14%—+0.81%
11FLGBFranklin Ftse United KingdomETF-Other1.14%—+2.54%
12MSFTMicrosoft CORPStock-Tech1.12%-0.32%+1.22%
13BRK-BBerkshire Hathaway Inc-cl BStock-Other1.10%—+1.72%
14JPMJpmorgan Chase & CoStock-Financials1.10%-0.12%-1.49%
15ESEEsco Technologies INCStock-Tech1.09%+0.32%-1.64%
16RTXRtx CORPStock-Industrials1.00%—-1.63%
17MDYVSs Spdr S&p 400 Mc Val ETFETF-Other1.00%—+1.21%
18SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other0.99%—+0.63%
19EMEEmcor Group INCStock-Industrials0.97%+0.14%-3.23%
20IJSIshares S&p Small-cap 600 VaETF-Other0.96%—-0.10%
21TJXTjx Companies INCStock-Consumer Disc0.95%—-0.45%
22IJTIshares S&p Small-cap 600 GrETF-Other0.94%—-0.03%
23SCHCSchwab Intl Small-cap EquityETF-Other0.92%—-0.07%
24IWFIshares Russell 1000 GrowthETF-Other0.92%-0.10%-0.64%
25IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.91%-0.10%-1.76%
26TDYTeledyne Technologies INCStock-Tech0.90%+0.14%-0.22%
27ROKRockwell Automation INCStock-Industrials0.86%—+2.53%
28IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.83%—-0.78%
29WMTWalmart INCStock-Consumer Staples0.81%+0.08%-0.67%
30SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.81%—+0.84%
31LECOLincoln Electric HoldingsStock-Industrials0.79%—-0.27%
32IBMIntl Business Machines CORPStock-Tech0.78%-0.18%-0.41%
33IWDIshares Russell 1000 Value EETF-Other0.77%—-0.76%
34CWCurtiss-wright CORPStock-Industrials0.75%+0.07%-10.85%
35AMEAmetek INCStock-Industrials0.73%—+2.03%
36ULTAUlta Beauty INCStock-Consumer Disc0.71%-0.10%+1.42%
37SLYVSs Spdr S&p 600 Sc Val ETFETF-Other0.71%—+0.95%
38AXPAmerican Express CoStock-Financials0.71%-0.14%+1.98%
39HLIHoulihan Lokey INCStock-Financials0.70%-0.15%-0.04%
40MCKMckesson CORPStock-Healthcare0.68%—+2.26%
41ADIAnalog Devices INCStock-Tech0.67%+0.11%+1.55%
42METAMeta Platforms Inc-class AStock-Comm Services0.67%—+14.04%
43PLXSPlexus CORPStock-Tech0.66%+0.17%-1.77%
44MCOMoody's CORPStock-Financials0.65%-0.12%-1.86%
45NDAQNasdaq INCStock-Financials0.64%—+4.95%
46TRVTravelers Cos Inc/theStock-Financials0.64%—+1.02%
47STESTERIS plcStock-Healthcare0.63%—+3.87%
48PHParker Hannifin CORPStock-Industrials0.62%—+0.81%
49NDSNNordson CORPStock-Industrials0.62%—-1.30%
50LHXL3harris Technologies INCStock-Industrials0.61%+0.11%+5.08%
1–50 of 1,437

Holding changes this quarter

GHP Investment Advisors, Inc.'s most significant position changes for 2026-03-31: Add: Microsoft CORP (MSFT) — shares +1.22%; Trim: Esco Technologies INC (ESE) — shares -1.64%; Trim: Kla CORP (KLAC) — shares -46.23%; Add: Schwab US Large-cap Growth (SCHG) — shares +0.51%; Trim: Oracle CORP (ORCL) — shares -2.90%.

Position changes disclosed by GHP Investment Advisors, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1ESEEsco Technologies INC+0.3%-1.64%Trim
2PLXSPlexus CORP+0.2%-1.77%Trim
3MKSIMks INC+0.2%+6.15%Add
4XOMExxon Mobil CORP+0.2%+3.61%Add
5AMATApplied Materials INC+0.2%+5.64%Add
6AMZNAmazon.com INC+0.2%+223.55%Add
7EMEEmcor Group INC+0.1%-3.23%Trim
8TDYTeledyne Technologies INC+0.1%-0.22%Trim
9GLWCorning INC+0.1%-5.81%Trim
10LFUSLittelfuse INC+0.1%-1.68%Trim
11LHXL3harris Technologies INC+0.1%+5.08%Add
12ADIAnalog Devices INC+0.1%+1.55%Add
13IDVIshares International Select+0.1%+0.57%Add
14JNJJohnson & Johnson+0.1%-0.34%Trim
15CMECme Group INC+0.1%+14.95%Add
16FDXFedex CORP+0.1%-0.24%Trim
17CVXChevron CORP+0.1%+0.00%Add
18MRKMerck & Co. INC.+0.1%+1.69%Add
19WMTWalmart INC+0.1%-0.67%Trim
20MDYGSs Spdr S&p 400 Mc Gr ETF+0.1%+1.84%Add
21TERTeradyne INC+0.1%-7.40%Trim
22CWCurtiss-wright CORP+0.1%-10.85%Trim
23TXNTexas Instruments INC+0.1%+5.24%Add
24PGRProgressive CORP-0.1%-0.51%Trim
25ADPAutomatic Data Processing-0.1%+0.76%Add
26ROPRoper Technologies INC-0.1%-1.38%Trim
27WATWaters CORP-0.1%-2.40%Trim
28SNPSSynopsys INC-0.1%-9.13%Trim
29GOOGAlphabet Inc-cl C-0.1%+2.76%Add
30ADBEAdobe INC-0.1%-16.48%Trim
31CTSHCognizant Tech Solutions-a-0.1%-9.05%Trim
32IWFIshares Russell 1000 Growth-0.1%-0.64%Trim
33AMKRAmkor Technology INC-0.1%-72.60%Trim
34ULTAUlta Beauty INC-0.1%+1.42%Add
35IVWIshares S&p 500 Growth ETF-0.1%-1.76%Trim
36SSNCSs&c Technologies Holdings-0.1%+0.53%Add
37MCOMoody's CORP-0.1%-1.86%Trim
38JPMJpmorgan Chase & Co-0.1%-1.49%Trim
39EXLSExlservice Holdings INC-0.1%-3.67%Trim
40AAPLApple INC-0.1%-0.48%Trim
41AXPAmerican Express Co-0.1%+1.98%Add
42HLIHoulihan Lokey INC-0.2%-0.04%Trim
43ITGartner INC-0.2%-26.10%Trim
44INTUIntuit INC-0.2%-3.10%Trim
45BRBroadridge Financial Solutio-0.2%-10.09%Trim
46IBMIntl Business Machines CORP-0.2%-0.41%Trim
47SCHGSchwab US Large-cap Growth-0.2%+0.51%Add
48ORCLOracle CORP-0.2%-2.90%Trim
49KLACKla CORP-0.3%-46.23%Trim
50MSFTMicrosoft CORP-0.3%+1.22%Add

FAQ

What is GHP Investment Advisors, Inc. and what type of investor is it?
GHP Investment Advisors, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $2.4B, spread across 1637 disclosed positions.
What are GHP Investment Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, GHP Investment Advisors, Inc.'s top holdings by market value are: 1. Schwab US Large-cap Growth (SCHG) — $42.6M (1.8%) 2. Apple INC (AAPL) — $41.2M (1.7%) 3. Alphabet Inc-cl C (GOOG) — $34.3M (1.4%) 4. Ishares International Select (IDV) — $32.3M (1.3%) 5. Vanguard Ftse Developed ETF (VEA) — $32.3M (1.3%)
What changes did GHP Investment Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, GHP Investment Advisors, Inc. made 50 notable position adjustments: 0 new positions were initiated, 19 existing holdings were added to, 31 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Microsoft CORP (MSFT) — shares +1.22%; Trim: Esco Technologies INC (ESE) — shares -1.64%; Trim: Kla CORP (KLAC) — shares -46.23%; Add: Schwab US Large-cap Growth (SCHG) — shares +0.51%; Trim: Oracle CORP (ORCL) — shares -2.90%
What sectors does GHP Investment Advisors, Inc. focus on?
GHP Investment Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 26.4% • Financials: 23.1% • Health Care: 15.1% • Communication Services: 10.7% • Consumer Staples: 8.2% • Industrials: 7.0%