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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 51 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 AIEQ AMPLIFY ETF TR 30.0 $1K NEW $49.47 +2.6%
1002 URA GLOBAL X FDS 33.0 $1K NEW $44.21 +9.7%
1003 CC CHEMOURS CO Basic Materials 68.0 $1K NEW $20.56 -23.3%
1004 EMBC EMBECTA CORP Healthcare 428.0 $1K NEW $3.26 +50.1%
1005 SAP SAP SE Technology 9.0 $1K NEW $154.11 +43.5%
1006 OGN ORGANON & CO Healthcare 100.0 $1K NEW $13.54 +1.7%
1007 RSPM INVESCO EXCHANGE TRADED FD T 35.0 $1K NEW $38.66 +5.9%
1008 FUBO FUBOTV INC Communication Services 146.0 $1K NEW $9.21 +8.7%
1009 BLOCK INC 17.0 $1K NEW $76.00
1010 YOU CLEAR SECURE INC Technology 22.0 $1K NEW $56.82 -22.0%
1011 RKT ROCKET COS INC Financial Services 79.0 $1K NEW $15.76 -9.6%
1012 VDE VANGUARD WORLD FD 8.0 $1K NEW $150.25 +16.9%
1013 STM STMICROELECTRONICS N V Technology 16.0 $1K NEW $74.94 -31.6%
1014 OCCIDENTAL PETE CORP 45.0 $1K NEW $26.64
1015 BWXT BWX TECHNOLOGIES INC Industrials 6.0 $1K NEW $194.67 -20.0%
1016 BSX BOSTON SCIENTIFIC CORP Healthcare 27.0 $1K NEW $42.70 +10.7%
1017 SONY SONY GROUP CORP Technology 56.0 $1K NEW $20.07 +19.4%
1018 SFYF TIDAL TRUST I 18.0 $1K NEW $62.22 +2.0%
1019 CALY CALLAWAY GOLF CO Consumer Cyclical 59.0 $1K NEW $18.80 -17.3%
1020 FBP FIRST BANCORP CORPORATION Financial Services 42.0 $1K NEW $26.07 +6.4%
Page 51 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%