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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 21 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 DTE DTE ENERGY CO Utilities 1,362.0 $208K 0.01% NEW $152.37 -10.6%
402 YUM YUM BRANDS INC Consumer Cyclical 1,238.0 $198K 0.01% NEW $159.88 -5.7%
403 HCA HCA HEALTHCARE INC Healthcare 491.0 $191K 0.01% NEW $389.89 +7.6%
404 INGERSOLL RAND INC 2,334.0 $191K 0.01% NEW $81.99
405 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,742.0 $191K 0.01% NEW $109.77 +0.2%
406 PANW PALO ALTO NETWORKS INC Technology 561.0 $191K 0.01% NEW $340.73 +12.4%
407 VLO VALERO ENERGY CORP Energy 727.0 $189K 0.01% NEW $260.29 +33.2%
408 ISCF ISHARES TR 4,360.0 $189K 0.01% NEW $43.29 +7.0%
409 FNDX SCHWAB STRATEGIC TR 5,979.0 $186K 0.01% NEW $31.10 +4.4%
410 JBHT HUNT J B TRANS SVCS INC Industrials 634.0 $183K 0.01% NEW $289.43 -9.0%
411 CLX CLOROX CO DEL Consumer Defensive 1,902.0 $182K 0.01% NEW $95.44 +8.6%
412 WELL WELLTOWER INC Real Estate 776.0 $176K 0.01% NEW $226.97 +5.5%
413 SHY ISHARES TR 2,132.0 $175K 0.01% NEW $82.11 -0.1%
414 LOW LOWES COS INC Consumer Cyclical 792.0 $175K 0.01% NEW $220.49 -6.2%
415 MO ALTRIA GROUP INC Consumer Defensive 2,366.0 $170K 0.01% NEW $71.94 -5.9%
416 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 5,000.0 $170K 0.01% NEW $34.00 +9.5%
417 SNDK SANDISK CORP Technology 73.0 $166K 0.01% NEW $2273.74 -34.7%
418 SPACE EXPLORATION TECHN CORP 943.0 $161K 0.01% NEW $170.86
419 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 6,424.0 $161K 0.01% NEW $25.06 +14.5%
420 VT VANGUARD INTL EQUITY INDEX F 1,016.0 $159K 0.01% NEW $156.89 +3.0%
Page 21 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%