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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 47 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 83.0 $4K NEW $51.06 +36.2%
922 IP INTERNATIONAL PAPER CO Consumer Cyclical 111.0 $4K NEW $38.05 +4.8%
923 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 200.0 $4K NEW $21.11 -21.1%
924 HSBC HSBC HLDGS PLC Financial Services 44.0 $4K NEW $95.09 +8.2%
925 HLN HALEON PLC Healthcare 441.0 $4K NEW $9.33 +7.6%
926 WD WALKER & DUNLOP INC Financial Services 75.0 $4K NEW $54.71 -26.4%
927 GRID FIRST TR EXCHANGE-TRADED FD 21.0 $4K NEW $194.00 -6.3%
928 DES WISDOMTREE TR 100.0 $4K NEW $40.68 -0.3%
929 ARKF ARK ETF TR 100.0 $4K NEW $39.46 +19.2%
930 U UNITY SOFTWARE INC Technology 137.0 $4K NEW $28.58 +52.1%
931 FG F&G ANNUITIES & LIFE INC Financial Services 145.0 $4K NEW $26.60 -11.3%
932 MRNA MODERNA INC Healthcare 54.0 $4K NEW $70.04 +103.8%
933 NOV NOV INC Energy 200.0 $4K NEW $18.55 +11.9%
934 FDIS FIDELITY COVINGTON TRUST 36.0 $4K NEW $103.03 -1.7%
935 J P MORGAN EXCHANGE TRADED F 73.0 $4K NEW $50.63
936 LYV LIVE NATION ENTERTAINMENT IN Communication Services 20.0 $4K NEW $183.15 -1.4%
937 EQNR EQUINOR ASA Energy 115.0 $4K NEW $31.40 +32.3%
938 DSTL ETF SER SOLUTIONS 60.0 $4K NEW $59.90 +16.8%
939 SFY TIDAL TRUST I 24.0 $4K NEW $148.88 +3.2%
940 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 21.0 $4K NEW $168.57 -7.5%
Page 47 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%