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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 45 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TXNM ENERGY INC 95.0 $5K NEW $56.79
882 PSKY PARAMOUNT SKYDANCE CORP Communication Services 547.0 $5K NEW $9.86 +9.5%
883 VOD VODAFONE GROUP PLC Communication Services 404.0 $5K NEW $13.23 +20.1%
884 EOG EOG RES INC Energy 41.0 $5K NEW $129.73 +11.4%
885 OMF ONEMAIN HLDGS INC Financial Services 87.0 $5K NEW $60.98 +4.8%
886 EVRG EVERGY INC Utilities 61.0 $5K NEW $86.44 -5.8%
887 VONG VANGUARD SCOTTSDALE FDS 41.0 $5K NEW $128.32 -0.5%
888 CFFN CAPITOL FED FINL INC Financial Services 615.0 $5K NEW $8.51 +1.5%
889 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 84.0 $5K NEW $62.23 -29.8%
890 KRG KITE REALTY GROUP TRUST Real Estate 184.0 $5K NEW $28.38 -8.4%
891 CCJ CAMECO CORP Energy 51.0 $5K NEW $101.86 +4.4%
892 COHR COHERENT CORP Technology 13.0 $5K NEW $394.54 -25.1%
893 ROKU ROKU INC Communication Services 37.0 $5K NEW $138.16 +13.1%
894 RHI ROBERT HALF INC. Industrials 166.0 $5K NEW $30.70 +46.5%
895 FGMC FG MERGER II CORP Financial Services 500.0 $5K NEW $10.10 -55.9%
896 XYLD GLOBAL X FDS 122.0 $5K NEW $40.70 +2.0%
897 REMX VANECK ETF TRUST 56.0 $5K NEW $88.50 -10.5%
898 FDP DEL MONTE CORP Consumer Defensive 177.0 $5K NEW $27.92 +1.5%
899 HOG HARLEY DAVIDSON INC Consumer Cyclical 200.0 $5K NEW $24.46 +13.8%
900 MAGS LISTED FDS TR 76.0 $5K NEW $64.30 +6.6%
Page 45 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%