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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 41 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 COLB COLUMBIA BKG SYS INC Financial Services 344.0 $11K NEW $32.05 -4.3%
802 PDEC INNOVATOR ETFS TRUST 236.0 $11K NEW $45.89 +2.3%
803 FIGB FIDELITY MERRIMACK STR TR 250.0 $11K NEW $42.83 -0.9%
804 PIPR PIPER SANDLER COMPANIES Financial Services 147.0 $11K NEW $72.58 +2.8%
805 WY WEYERHAEUSER CO Real Estate 441.0 $11K NEW $23.92 -0.9%
806 ACGL ARCH CAP GROUP LTD Financial Services 108.0 $10K NEW $97.06 +1.7%
807 PII POLARIS INC Consumer Cyclical 153.0 $10K NEW $68.44 -6.7%
808 ASA ASA GOLD AND PRECIOUS MTLS L Financial Services 200.0 $10K NEW $52.04 +25.5%
809 RVTY REVVITY INC Healthcare 93.0 $10K NEW $111.27 +16.6%
810 TRN TRINITY INDS INC Industrials 289.0 $10K NEW $34.58 -14.8%
811 QQQM INVESCO EXCH TRADED FD TR II 33.0 $10K NEW $302.27 -1.8%
812 HOOD ROBINHOOD MKTS INC Financial Services 99.0 $10K NEW $100.28 +9.5%
813 GBX GREENBRIER COS INC Industrials 201.0 $10K NEW $49.01 -5.9%
814 SON SONOCO PRODS CO Consumer Cyclical 174.0 $10K NEW $56.35 +0.6%
815 KC KINGSOFT CLOUD HLDGS LTD Technology 1,071.0 $10K NEW $9.05 +17.0%
816 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 1,229.0 $10K NEW $7.88 -5.2%
817 PJT PJT PARTNERS INC Financial Services 64.0 $10K NEW $150.95 +18.4%
818 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 210.0 $10K NEW $45.52 +35.9%
819 PBYI PUMA BIOTECHNOLOGY INC Healthcare 1,170.0 $9K NEW $8.11 +13.9%
820 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 561.0 $9K NEW $16.90 -1.8%
Page 41 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%