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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 58 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 RIOT RIOT PLATFORMS INC Financial Services 10.0 $274.0 NEW $27.40 -24.8%
1142 EQR EQUITY RESIDENTIAL Real Estate 4.0 $272.0 NEW $68.00 +0.2%
1143 HMC HONDA MOTOR CO LTD Consumer Cyclical 10.0 $272.0 NEW $27.20 +15.5%
1144 SMR NUSCALE PWR CORP Utilities 27.0 $272.0 NEW $10.07 -8.0%
1145 CVBF CVB FINL CORP Financial Services 12.0 $271.0 NEW $22.58 -0.8%
1146 BLDR BUILDERS FIRSTSOURCE INC Industrials 3.0 $269.0 NEW $89.67 -23.4%
1147 MOD MODINE MFG CO Consumer Cyclical 1.0 $268.0 NEW $268.00 -30.1%
1148 EQH EQUITABLE HLDGS INC Financial Services 6.0 $264.0 NEW $44.00 +13.3%
1149 R RYDER SYS INC Industrials 1.0 $264.0 NEW $264.00 -5.4%
1150 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1.0 $262.0 NEW $262.00 +31.0%
1151 ALK ALASKA AIR GROUP INC Industrials 5.0 $261.0 NEW $52.20 -17.6%
1152 CRBG COREBRIDGE FINL INC 9.0 $258.0 NEW $28.67
1153 PPC PILGRIMS PRIDE CORP Consumer Defensive 9.0 $253.0 NEW $28.11 +11.3%
1154 CMRE COSTAMARE INC Industrials 18.0 $253.0 NEW $14.06 +5.6%
1155 J JACOBS SOLUTIONS INC Industrials 2.0 $252.0 NEW $126.00 +20.3%
1156 VRNS VARONIS SYS INC Technology 6.0 $252.0 NEW $42.00 -1.4%
1157 SYY SYSCO CORP Consumer Defensive 3.0 $251.0 NEW $83.67 -0.5%
1158 CATY CATHAY GEN BANCORP Financial Services 4.0 $248.0 NEW $62.00 +0.1%
1159 ENPH ENPHASE ENERGY INC Energy 5.0 $247.0 NEW $49.40 -22.2%
1160 MLI MUELLER INDS INC Industrials 2.0 $246.0 NEW $123.00 -47.9%
Page 58 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%