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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 70 of 70  ·  1,394 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 VNDA VANDA PHARMACEUTICALS INC Healthcare 4.0 $25.0 NEW $6.25 -15.6%
1382 NTGR NETGEAR INC Technology 1.0 $24.0 NEW $24.00 -10.9%
1383 OSBC OLD SECOND BANCORP INC DEL Financial Services 1.0 $24.0 NEW $24.00 +5.5%
1384 REAL THE REALREAL INC Consumer Cyclical 2.0 $24.0 NEW $12.00 -7.5%
1385 AKR ACADIA RLTY TR Real Estate 1.0 $21.0 NEW $21.00 +0.6%
1386 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 2.0 $19.0 NEW $9.50 -11.7%
1387 TRC TEJON RANCH CO Industrials 1.0 $19.0 NEW $19.00 -16.1%
1388 WSR WHITESTONE REIT Real Estate 1.0 $19.0 NEW $19.00 -0.1%
1389 AMRX AMNEAL PHARMACEUTICALS INC Healthcare 1.0 $18.0 NEW $18.00 -0.8%
1390 QXO QXO INC Industrials 1.0 $18.0 NEW $18.00 -22.0%
1391 UPWK UPWORK INC Industrials 2.0 $17.0 NEW $8.50 +1.5%
1392 BV BRIGHTVIEW HLDGS INC Industrials 1.0 $15.0 NEW $15.00 -26.2%
1393 KODK EASTMAN KODAK CO Industrials 1.0 $10.0 NEW $10.00 -5.7%
1394 IHAK ISHARES TR $2.0 NEW
Page 70 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%