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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 64 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 GNW GENWORTH FINL INC Financial Services 12.0 $114.0 NEW $9.50 +4.3%
1262 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 3.0 $112.0 NEW $37.33 +8.7%
1263 IEMG ISHARES INC 1.0 $109.0 NEW $109.00 -24.9%
1264 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 3.0 $104.0 NEW $34.67 +25.6%
1265 HMN HORACE MANN EDUCATORS CORP N Financial Services 2.0 $104.0 NEW $52.00 -1.1%
1266 TWST TWIST BIOSCIENCE CORP Healthcare 1.0 $103.0 NEW $103.00 +45.7%
1267 SKYW SKYWEST INC Industrials 1.0 $100.0 NEW $100.00 +0.9%
1268 COMP COMPASS INC Technology 8.0 $99.0 NEW $12.38 -8.0%
1269 CNA CNA FINL CORP Financial Services 2.0 $98.0 NEW $49.00 +0.9%
1270 GFF GRIFFON CORP Industrials 1.0 $98.0 NEW $98.00 +2.9%
1271 LMAT LEMAITRE VASCULAR INC Healthcare 1.0 $96.0 NEW $96.00 -17.1%
1272 MFG MIZUHO FINANCIAL GROUP INC Financial Services 10.0 $96.0 NEW $9.60 +8.9%
1273 CGDV CAPITAL GROUP DIVIDEND VALUE 2.0 $95.0 NEW $47.50 +5.9%
1274 DQ DAQO NEW ENERGY CORP Technology 7.0 $94.0 NEW $13.43 +0.7%
1275 RITM RITHM CAPITAL CORP Real Estate 10.0 $94.0 NEW $9.40 +7.2%
1276 CENX CENTURY ALUM CO Basic Materials 2.0 $93.0 NEW $46.50 -5.5%
1277 TRMK TRUSTMARK CORP Financial Services 2.0 $93.0 NEW $46.50 -0.6%
1278 ACT ENACT HLDGS INC Financial Services 2.0 $92.0 NEW $46.00 +7.0%
1279 GRC GORMAN RUPP CO Industrials 1.0 $92.0 NEW $92.00 -15.6%
1280 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 1.0 $91.0 NEW $91.00 +62.4%
Page 64 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%