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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 50 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 NWSA NEWS CORP NEW Communication Services 83.0 $2K NEW $24.83 +25.6%
982 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 85.0 $2K NEW $23.59 +7.8%
983 FIX COMFORT SYS USA INC Industrials 1.0 $2K NEW $1982.00 -18.5%
984 RA BROOKFIELD REAL ASSETS INCOM Financial Services 153.0 $2K NEW $12.88 -2.0%
985 DOCU DOCUSIGN INC Technology 44.0 $2K NEW $44.43 +43.6%
986 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 11.0 $2K NEW $173.18 -5.9%
987 ALLY ALLY FINL INC Financial Services 39.0 $2K NEW $46.36 -7.8%
988 TTD THE TRADE DESK INC Technology 100.0 $2K NEW $18.08 -25.8%
989 O REALTY INCOME CORP Real Estate 29.0 $2K NEW $61.97 -0.3%
990 TIDAL TRUST II 142.0 $2K NEW $12.23
991 SPYH NEOS ETF TRUST 31.0 $2K NEW $55.84 +1.5%
992 ING ING GROEP N.V. Financial Services 54.0 $2K NEW $31.39 +11.8%
993 BTI BRITISH AMERN TOB PLC Consumer Defensive 27.0 $2K NEW $61.78 -8.9%
994 PUK PRUDENTIAL PLC Financial Services 62.0 $2K NEW $26.82 +3.4%
995 LMND LEMONADE INC Financial Services 25.0 $2K NEW $65.08 -17.1%
996 IONQ IONQ INC Technology 30.0 $2K NEW $53.27 -20.3%
997 NGG NATIONAL GRID PLC Utilities 19.0 $2K NEW $82.89 -4.2%
998 ZG ZILLOW GROUP INC 50.0 $2K NEW $31.38
999 PHG KONINKLIJKE PHILIPS N V Healthcare 56.0 $2K NEW $27.20 -1.0%
1000 BIOHAVEN LTD 100.0 $1K NEW $14.88
Page 50 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%