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Portfolio (Quarterly) Guide ↗

GHP Investment Advisors, Inc.

· CIK 0001401561
13F Portfolio $2.7B AUM 1,639 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1394 New
Page 38 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 LNTH LANTHEUS HLDGS INC Healthcare 148.0 $16K 0.00% NEW $110.95 -9.4%
742 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 328.0 $16K 0.00% NEW $49.98 +5.7%
743 CRUS CIRRUS LOGIC INC Technology 110.0 $16K 0.00% NEW $148.54 -25.4%
744 SDVY FIRST TR EXCHANGE TRADED FD 378.0 $16K 0.00% NEW $43.14 +1.6%
745 USFR WISDOMTREE TR 318.0 $16K 0.00% NEW $50.35 -0.0%
746 NWE NORTHWESTERN ENERGY GROUP IN Utilities 223.0 $16K 0.00% NEW $71.62 -0.9%
747 IVOO VANGUARD ADMIRAL FDS INC 121.0 $16K 0.00% NEW $130.41 -0.5%
748 LEN LENNAR CORP Consumer Cyclical 174.0 $16K 0.00% NEW $90.49 -5.9%
749 CAIE CALAMOS ETF TR 578.0 $16K 0.00% NEW $27.21 +0.1%
750 FISV FISERV INC Technology 320.0 $16K 0.00% NEW $49.05 +7.2%
751 JXN JACKSON FINANCIAL INC Financial Services 153.0 $16K 0.00% NEW $102.39 +30.4%
752 ARTY ISHARES TR 200.0 $15K 0.00% NEW $76.20 -0.6%
753 SLQT SELECTQUOTE INC Financial Services 17,990.0 $15K 0.00% NEW $0.84 -35.8%
754 EFAV ISHARES TR 171.0 $15K 0.00% NEW $87.71 +7.2%
755 HP HELMERICH & PAYNE INC Energy 456.0 $15K 0.00% NEW $32.74 +29.6%
756 HRB BLOCK H & R INC Consumer Cyclical 392.0 $15K 0.00% NEW $38.05 +38.0%
757 INDA ISHARES TR 300.0 $15K 0.00% NEW $49.39 +0.3%
758 WST WEST PHARMACEUTICAL SVSC INC Healthcare 41.0 $15K 0.00% NEW $359.00 -3.6%
759 EVEREST GROUP LTD 41.0 $15K 0.00% NEW $357.24
760 NN NEXTNAV INC Communication Services 814.0 $15K 0.00% NEW $17.83 -11.9%
Page 38 of 70  ·  1,394 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.2%
Industrials 26.0%
Financial Services 17.7%
Healthcare 11.0%
Consumer Cyclical 7.0%
Consumer Defensive 3.7%
Communication Services 2.4%
Basic Materials 1.6%
Energy 1.2%
Utilities 0.2%