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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 30 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 PLTR PALANTIR TECHNOLOGIES INC Technology 384.0 $45K 0.00% NEW $116.71 +59.6%
582 TOTL SSGA ACTIVE ETF TR 1,123.0 $44K 0.00% NEW $39.46 -1.7%
583 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 1,256.0 $44K 0.00% NEW $35.22 +4.7%
584 CR CRANE COMPANY Industrials 197.0 $44K 0.00% NEW $223.07 -7.2%
585 NKE NIKE INC Consumer Cyclical 1,060.0 $44K 0.00% NEW $41.05 -3.5%
586 ACA ARCOSA INC Industrials 297.0 $43K 0.00% NEW $145.29 -0.0%
587 L LOEWS CORP Financial Services 378.0 $43K 0.00% NEW $113.21 -3.1%
588 SOLV SOLVENTUM CORP Healthcare 553.0 $43K 0.00% NEW $77.15 +18.1%
589 BND VANGUARD BD INDEX FDS 575.0 $42K 0.00% NEW $73.41 -1.5%
590 DGRW WISDOMTREE TR 440.0 $42K 0.00% NEW $95.62 +3.9%
591 NEU NEWMARKET CORP Basic Materials 52.0 $41K 0.00% NEW $791.25 +15.6%
592 HEICO CORP NEW 159.0 $41K 0.00% NEW $257.91
593 IBDT ISHARES TR 1,608.0 $41K 0.00% NEW $25.25 -0.3%
594 SLB SLB LIMITED Energy 870.0 $40K 0.00% NEW $46.49 +23.3%
595 CNP CENTERPOINT ENERGY INC Utilities 901.0 $40K 0.00% NEW $44.04 -10.9%
596 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 2,275.0 $39K 0.00% NEW $17.35 -7.4%
597 PID INVESCO EXCHANGE TRADED FD T 1,773.0 $39K 0.00% NEW $22.20 +2.4%
598 BLD TOPBUILD COR Industrials 111.0 $39K 0.00% NEW $354.53 -0.0%
599 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 769.0 $39K 0.00% NEW $50.99 -6.4%
600 ANNALY CAPITAL MANAGEMENT IN 1,750.0 $39K 0.00% NEW $22.36
Page 30 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%