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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 29 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 717.0 $50K 0.00% NEW $69.74 -15.2%
562 BAX BAXTER INTL INC Healthcare 2,343.0 $50K 0.00% NEW $21.32 +22.5%
563 CG CARLYLE GROUP INC Financial Services 1,186.0 $50K 0.00% NEW $42.11 +16.6%
564 PDI PIMCO DYNAMIC INCOME FD Financial Services 2,982.0 $50K 0.00% NEW $16.70 -8.2%
565 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 276.0 $49K 0.00% NEW $178.95 +21.3%
566 MRCY MERCURY SYS INC Industrials 400.0 $49K 0.00% NEW $122.33 -27.6%
567 BOH BANK HAWAII CORP Financial Services 593.0 $48K 0.00% NEW $81.49 -5.2%
568 JPIE J P MORGAN EXCHANGE TRADED F 1,024.0 $47K 0.00% NEW $46.07 -0.5%
569 ADSK AUTODESK INC Technology 242.0 $47K 0.00% NEW $194.42 +34.1%
570 INGR INGREDION INC Consumer Defensive 496.0 $47K 0.00% NEW $94.71 +10.5%
571 AEIS ADVANCED ENERGY INDS Industrials 125.0 $47K 0.00% NEW $372.87 -26.8%
572 DUPONT DE NEMOURS INC 342.0 $46K 0.00% NEW $135.64
573 IHI ISHARES TR 933.0 $46K 0.00% NEW $49.41 +11.7%
574 SCCO SOUTHERN COPPER CORP Basic Materials 264.0 $46K 0.00% NEW $174.26 +20.4%
575 TREX TREX INC Industrials 915.0 $46K 0.00% NEW $50.04 -8.5%
576 VV VANGUARD INDEX FDS 133.0 $46K 0.00% NEW $343.92 +3.1%
577 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 495.0 $46K 0.00% NEW $92.09 -3.9%
578 EZPW EZCORP INC Financial Services 1,306.0 $45K 0.00% NEW $34.57 -4.5%
579 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 703.0 $45K 0.00% NEW $64.01 +12.0%
580 SPTM SPDR SERIES TRUST 494.0 $45K 0.00% NEW $90.83 +2.7%
Page 29 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%