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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 63 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 APG API GROUP CORP Industrials 3.0 $128.0 NEW $42.67 -3.4%
1242 FBNC FIRST BANCORP N C Financial Services 2.0 $128.0 NEW $64.00 -0.2%
1243 ACMR ACM RESH INC Technology 1.0 $127.0 NEW $127.00 -37.7%
1244 PLMR PALOMAR HLDGS INC Financial Services 1.0 $127.0 NEW $127.00 +3.8%
1245 ROL ROLLINS INC Consumer Cyclical 3.0 $126.0 NEW $42.00 -12.6%
1246 ELAN ELANCO ANIMAL HEALTH INC Healthcare 5.0 $124.0 NEW $24.80 +1.1%
1247 GWRE GUIDEWIRE SOFTWARE INC Technology 1.0 $124.0 NEW $124.00 +54.1%
1248 BJRI BJS RESTAURANTS INC Consumer Cyclical 2.0 $122.0 NEW $61.00 +9.5%
1249 DCOM DIME COML BANCSHARES INC Financial Services 3.0 $122.0 NEW $40.67 -0.7%
1250 EWTX EDGEWISE THERAPEUTICS INC Healthcare 3.0 $122.0 NEW $40.67 +9.1%
1251 TPG TPG INC Financial Services 3.0 $122.0 NEW $40.67 +29.8%
1252 FDVV FIDELITY COVINGTON TRUST 2.0 $121.0 NEW $60.50 +4.5%
1253 FULT FULTON FINL CORP PA Financial Services 5.0 $121.0 NEW $24.20 -1.7%
1254 ROAD CONSTRUCTION PARTNERS INC Industrials 1.0 $119.0 NEW $119.00 -3.7%
1255 SKT TANGER INC Real Estate 3.0 $119.0 NEW $39.67 -4.1%
1256 MIRM MIRUM PHARMACEUTICALS INC Healthcare 1.0 $118.0 NEW $118.00 -16.5%
1257 WSBC WESBANCO INC Financial Services 3.0 $118.0 NEW $39.33 +2.8%
1258 RB GLOBAL INC 1.0 $117.0 NEW $117.00
1259 TSN TYSON FOODS INC Consumer Defensive 2.0 $115.0 NEW $57.50 -1.7%
1260 ARMK ARAMARK Industrials 2.0 $114.0 NEW $57.00 +4.4%
Page 63 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%