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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 5 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GLW CORNING INC Technology 41,426.0 $10.6M 0.39% NEW $255.43 -40.2%
82 XOM EXXON MOBIL CORP Energy 74,906.0 $10.2M 0.38% NEW $136.72 +15.7%
83 AMGN AMGEN INC Healthcare 28,143.0 $10.2M 0.37% NEW $362.13 +21.6%
84 CACI CACI INTL INC Technology 21,801.0 $10.1M 0.37% NEW $463.27 +34.9%
85 IJH ISHARES TR 128,779.0 $9.9M 0.36% NEW $77.11 -0.6%
86 VBK VANGUARD INDEX FDS 27,000.0 $9.9M 0.36% NEW $365.71 -2.6%
87 DIA STATE STR SPDR DOW JONES IND Financial Services 18,844.0 $9.8M 0.36% NEW $522.40 +2.3%
88 LH LABCORP HOLDINGS INC Healthcare 34,602.0 $9.7M 0.36% NEW $280.00 +19.9%
89 FDX FEDEX CORP Industrials 30,722.0 $9.6M 0.35% NEW $313.13 +7.3%
90 CAH CARDINAL HEALTH INC Healthcare 40,045.0 $9.5M 0.35% NEW $237.56 +0.4%
91 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 49,189.0 $9.5M 0.35% NEW $193.23 +5.5%
92 GOOGL ALPHABET INC Communication Services 26,219.0 $9.4M 0.34% NEW $357.38 -4.3%
93 FERG FERGUSON ENTERPRISES INC Industrials 39,404.0 $9.4M 0.34% NEW $237.33 -0.7%
94 BKNG BOOKING HOLDINGS INC Consumer Cyclical 51,955.0 $9.3M 0.34% NEW $178.24 +17.2%
95 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 9,851.0 $9.2M 0.34% NEW $935.50 +2.2%
96 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 30,913.0 $9.1M 0.33% NEW $293.18 +4.6%
97 CME CME GROUP INC Financial Services 40,765.0 $9.0M 0.33% NEW $220.83 +27.2%
98 SSNC SS&C TECH HLDGS Technology 144,299.0 $9.0M 0.33% NEW $62.05 +33.8%
99 SCHW SCHWAB CHARLES CORP Financial Services 97,007.0 $9.0M 0.33% NEW $92.27 +18.6%
100 DVA DAVITA INC Healthcare 40,223.0 $8.9M 0.33% NEW $222.48 -19.1%
Page 5 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%