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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 15 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PYPL PAYPAL HLDGS INC Financial Services 23,435.0 $1.0M 0.04% NEW $43.18 +42.4%
282 JKHY HENRY JACK & ASSOC INC Technology 7,334.0 $1.0M 0.04% NEW $137.73 +23.2%
283 TROW PRICE T ROWE GROUP INC Financial Services 8,067.0 $917K 0.03% NEW $113.69 -1.2%
284 KO COCA COLA CO Consumer Defensive 11,198.0 $910K 0.03% NEW $81.27 +9.6%
285 IWO ISHARES TR 2,306.0 $908K 0.03% NEW $393.96 -1.8%
286 LKQ LKQ CORP Consumer Cyclical 33,916.0 $893K 0.03% NEW $26.33 -3.7%
287 WSO WATSCO INC Industrials 1,993.0 $831K 0.03% NEW $416.75 -24.9%
288 EBAY EBAY INC. Consumer Cyclical 7,355.0 $822K 0.03% NEW $111.75 -8.5%
289 XSHQ INVESCO EXCH TRADED FD TR II 16,512.0 $798K 0.03% NEW $48.35 +0.6%
290 FORMULA SYSTEMS 1985 LTD 7,716.0 $787K 0.03% NEW $102.01
291 MCD MCDONALDS CORP Consumer Cyclical 2,870.0 $776K 0.03% NEW $270.27 -3.8%
292 LEIDOS HOLDINGS INC 7,392.0 $761K 0.03% NEW $102.98
293 BK BANK OF NY MELLON CORP Financial Services 5,051.0 $730K 0.03% NEW $144.61 -0.6%
294 FIS FIDELITY NATL INFORMATION SV Technology 18,646.0 $725K 0.03% NEW $38.88 +4.3%
295 SGOV ISHARES TR 6,780.0 $683K 0.03% NEW $100.67 -0.0%
296 ASML ASML HLDG NV Technology 342.0 $680K 0.03% NEW $1989.44 -12.8%
297 GE GE AEROSPACE Industrials 1,816.0 $679K 0.03% NEW $373.67 -8.3%
298 NOC NORTHROP GRUMMAN CORP Industrials 1,328.0 $676K 0.03% NEW $509.12 +7.1%
299 LIN LINDE PLC Basic Materials 1,300.0 $675K 0.03% NEW $518.94 -6.5%
300 IDXX IDEXX LABS INC Healthcare 1,269.0 $668K 0.03% NEW $526.44 +3.5%
Page 15 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%