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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 37 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 DINO HF SINCLAIR CORP Energy 266.0 $19K 0.00% NEW $69.65 +39.3%
722 NET CLOUDFLARE INC Technology 75.0 $18K 0.00% NEW $245.28 +25.7%
723 TXT TEXTRON INC Industrials 200.0 $18K 0.00% NEW $91.75 -10.3%
724 AVEM AMERICAN CENTY ETF TR 189.0 $18K 0.00% NEW $96.49 -1.3%
725 APP APPLOVIN CORP Technology 35.0 $18K 0.00% NEW $515.26 -39.3%
726 FORTINET INC 117.0 $18K 0.00% NEW $153.62
727 BUFR FIRST TR EXCHNG TRADED FD VI 488.0 $18K 0.00% NEW $36.53 +2.6%
728 HSY HERSHEY CO Consumer Defensive 100.0 $18K 0.00% NEW $175.45 +3.3%
729 SPOT SPOTIFY TECHNOLOGY S A Communication Services 38.0 $17K 0.00% NEW $459.13 +14.8%
730 RACE FERRARI N V Consumer Cyclical 47.0 $17K 0.00% NEW $369.55 +12.0%
731 SPYM SPDR SERIES TRUST 196.0 $17K 0.00% NEW $87.88 +3.3%
732 AVK ADVENT CONV & INCOME FD Financial Services 1,300.0 $17K 0.00% NEW $13.10 -4.0%
733 KBH KB HOME Consumer Cyclical 270.0 $17K 0.00% NEW $62.59 -12.6%
734 JHMM JOHN HANCOCK EXCHANGE TRADED 223.0 $17K 0.00% NEW $74.96 +1.2%
735 VST VISTRA CORP Utilities 105.0 $17K 0.00% NEW $158.64 -11.9%
736 GRNY TIDAL TRUST I 600.0 $17K 0.00% NEW $27.65 +1.6%
737 PNR PENTAIR PLC Industrials 216.0 $17K 0.00% NEW $76.71 -19.0%
738 RFV INVESCO EXCHANGE TRADED FD T 116.0 $17K 0.00% NEW $142.66 +4.8%
739 SAN BANCO SANTANDER SA Financial Services 1,195.0 $16K 0.00% NEW $13.80 +5.4%
740 DHS WISDOMTREE TR 145.0 $16K 0.00% NEW $113.69 +4.1%
Page 37 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%