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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 68 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 NBTB NBT BANCORP INC Financial Services 1.0 $50.0 NEW $50.00 +3.0%
1342 TK TEEKAY CORPORATION LTD Energy 5.0 $50.0 NEW $10.00 +22.5%
1343 KNTK KINETIK HOLDINGS INC Energy 1.0 $49.0 NEW $49.00 +12.4%
1344 GSHD GOOSEHEAD INS INC Financial Services 1.0 $49.0 NEW $49.00 +45.5%
1345 ESI ELEMENT SOLUTIONS INC Basic Materials 1.0 $48.0 NEW $48.00 -25.0%
1346 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 6.0 $48.0 NEW $8.00 +5.1%
1347 AMAL AMALGAMATED FINANCIAL CORP Financial Services 1.0 $46.0 NEW $46.00 +5.8%
1348 UMH UMH PPTYS INC Real Estate 3.0 $46.0 NEW $15.33 +8.7%
1349 GRAB GRAB HOLDINGS LIMITED Technology 12.0 $46.0 NEW $3.83 -5.0%
1350 KULR TECHNOLOGY GROUP INC 12.0 $46.0 NEW $3.83
1351 CRY ARTIVION INC 2.0 $45.0 NEW $22.50 -22.1%
1352 TREE LENDINGTREE INC Financial Services 1.0 $45.0 NEW $45.00 -33.8%
1353 CDLR CADELER A S Industrials 2.0 $44.0 NEW $22.00 +14.5%
1354 BGC BGC GROUP INC Financial Services 4.0 $43.0 NEW $10.75 +10.7%
1355 HROW HARROW INC Healthcare 1.0 $43.0 NEW $43.00 -8.5%
1356 VERA VERA THERAPEUTICS INC Healthcare 1.0 $43.0 NEW $43.00 -14.4%
1357 VTOL BRISTOW GROUP INC Energy 1.0 $42.0 NEW $42.00 +7.3%
1358 NMIH NMI HLDGS INC Financial Services 1.0 $42.0 NEW $42.00 +7.5%
1359 STEP STEPSTONE GROUP INC Financial Services 1.0 $42.0 NEW $42.00 +18.5%
1360 HNI HNI CORP Industrials 1.0 $41.0 NEW $41.00 +21.8%
Page 68 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%