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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 40 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SAFT SAFETY INS GROUP INC Financial Services 167.0 $13K NEW $74.86 +38.6%
782 GEN GEN DIGITAL INC Technology 498.0 $12K NEW $24.89 +22.5%
783 NEM NEWMONT CORP Basic Materials 131.0 $12K NEW $93.40 +41.6%
784 LVS LAS VEGAS SANDS CORP Consumer Cyclical 264.0 $12K NEW $46.25 -4.4%
785 MFA MFA FINL INC Real Estate 1,250.0 $12K NEW $9.69 -8.6%
786 MINT PIMCO ETF TR 119.0 $12K NEW $101.23 -0.5%
787 ASTS AST SPACEMOBILE INC Technology 135.0 $12K NEW $88.87 -30.9%
788 DXYZ DESTINY TECH100 INC 465.0 $12K NEW $25.76 +37.4%
789 VIRTUS CONVERTIBLE & INC FD 750.0 $12K NEW $15.90
790 HOPE HOPE BANCORP INC Financial Services 868.0 $12K NEW $13.68 +1.8%
791 MET METLIFE INC Financial Services 140.0 $12K NEW $84.61 +13.8%
792 BKH BLACK HILLS CORP Utilities 159.0 $12K NEW $74.40 -1.3%
793 PSO PEARSON PLC Communication Services 741.0 $12K NEW $15.89 +4.9%
794 BKU BANKUNITED INC Financial Services 240.0 $12K NEW $48.45 -3.9%
795 NZF NUVEEN MUN CR INCOME FD Financial Services 917.0 $12K NEW $12.68 -3.5%
796 KTB KONTOOR BRANDS INC Consumer Cyclical 139.0 $12K NEW $83.35 -8.2%
797 EXPAND ENERGY CORPORATION 126.0 $11K NEW $91.19
798 MPT MEDICAL PROPERTIES TRUST INC Financial Services 2,475.0 $11K NEW $4.62 -12.8%
799 LITE LUMENTUM HLDGS INC Technology 13.0 $11K NEW $858.08 +11.4%
800 GSK GSK PLC Healthcare 211.0 $11K NEW $52.42 -4.1%
Page 40 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%