Q2 2026 13F · SEC CIK 1401561

GHP Investment Advisors, Inc.

Wealth managerFiled 2026-07-20 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.7B
Reported positions: 1,394
Top holdings a year, 3 yrs: +17.1%
Assets under management: $3.1B

GHP Investment Advisors, Inc. is a wealth manager that reported 1,394 positions worth $2.7B in its Q2 2026 13F, filed 2026-07-20. Its largest holdings were Schwab U.s. Large-Cap Growth ETF (SCHG, 1.8%), Apple Inc (AAPL, 1.7%), Alphabet Inc (GOOG, 1.6%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.

GHP Investment Advisors, Inc. holdings largest 50 of 1,394 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

GHP Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SCHGSchwab U.s. Large-Cap Growth ETF	1.8%	1.8%	1,468,755	+0.4%	$49.7M
AAPLApple Inc	1.7%	1.7%	162,262	-0.0%	$47.0M
GOOGAlphabet Inc	1.6%	1.4%	121,282	+1.3%	$42.9M
MDYGSpdr Series Trust	1.4%	1.3%	336,389	+1.9%	$37.7M
SCHFSchwab Intl Equity	1.3%	1.3%	1,305,738	+1.6%	$36.2M
SCHVSchwab Strategic Tr	1.3%	1.3%	1,038,715	+1.3%	$36.2M
VEAVanguard Tax-Managed Fds	1.3%	1.3%	496,567	-1.6%	$35.4M
IDVIshares Tr	1.2%	1.3%	778,589	+2.5%	$32.3M
ESEEsco Technologies Inc	1.2%	1.1%	91,295	-2.6%	$32.0M
IEFAIshares Core Msci Eafe ETF	1.1%	1.2%	317,111	+2.5%	$30.6M
SLYGSpdr Series Trust	1.1%	1.0%	254,137	+1.7%	$30.3M
JPMJpmorgan Chase & Co	1.1%	1.1%	91,710	+0.9%	$30.0M
FNDCSchwab Strategic Tr	1.1%	1.1%	610,029	+1.6%	$29.6M
ROKRockwell Automation Inc	1.1%	0.9%	58,694	+1.2%	$29.1M
FLGBFranklin Ftse United Kingdom	1.1%	1.1%	813,058	+1.6%	$28.7M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	56,698	+1.5%	$28.4M
MSFTMicrosoft Corp	1.0%	1.1%	75,670	+3.3%	$28.2M
IJTIshares Tr	1.0%	0.9%	156,039	-1.0%	$27.9M
MDYVSpdr Series Trust	1.0%	1.0%	289,767	+1.7%	$27.5M
AMATApplied Matls Inc	1.0%	—	37,342	—	$27.0M
IJSIShares S&P Small Cap 600 Value	1.0%	1.0%	194,925	-1.1%	$26.6M
IVWIshares	1.0%	0.9%	193,024	-1.6%	$26.5M
IWFIshares Russell 1000 Growth ETF	1.0%	0.9%	209,755	+301.4%	$26.0M
EMEEmcor Group Inc	1.0%	1.0%	31,226	-2.1%	$25.9M
URIUnited Rentals Inc Com	0.9%	—	21,777	—	$24.7M
TDYTeledyne Technologies Inc	0.9%	0.9%	36,355	+0.9%	$24.2M
SPYGSpdr Series Trust	0.9%	0.8%	202,687	+1.1%	$24.1M
RTXRtx Corporation Com	0.9%	1.0%	126,215	-0.3%	$23.9M
PLXSPlexus Corp	0.9%	0.7%	78,401	-1.7%	$23.6M
SCHCSchwab Strategic Tr	0.9%	0.9%	481,697	+0.8%	$23.2M
KLACKla Corp	0.8%	—	75,833	—	$22.9M
MKSIMks Inc.	0.8%	—	50,097	—	$22.3M
CSCOCisco Sys Inc	0.8%	—	187,656	—	$22.0M
TJXTjx Cos Inc New Com	0.8%	0.9%	144,517	+0.3%	$21.9M
IBMInternational Business Machs	0.8%	0.8%	77,837	-1.0%	$21.9M
IVEIshares S&p 500 Value ETF	0.8%	0.8%	94,459	-1.6%	$21.4M
IWDIshares Russell 1000 Value ETF	0.8%	0.8%	87,962	-0.0%	$21.3M
LECOLincoln Electric Holdings Inc	0.8%	0.8%	77,932	+0.8%	$20.7M
ADIAnalog Devices Inc	0.8%	0.7%	51,878	+1.2%	$20.6M
AMEAmetek Inc	0.8%	0.7%	84,747	+2.1%	$20.5M
SLYVSpdr Series Trust	0.7%	0.7%	184,716	+1.6%	$20.2M
AXPAmerican Express Co Com	0.7%	0.7%	57,037	+0.6%	$19.3M
CWCurtiss Wright Corp	0.7%	0.7%	24,727	-7.0%	$18.7M
WMTWalmart Inc	0.7%	0.8%	156,934	-0.7%	$17.8M
TRVTravelers Companies Inc	0.6%	0.6%	53,361	+0.7%	$17.6M
EXPDExpeditors International of Wa	0.6%	—	106,994	—	$17.4M
TXNTexas Instruments Inc	0.6%	—	58,083	—	$17.3M
NDSNNordson Corp.	0.6%	0.6%	56,734	+0.8%	$17.1M
METAMeta Platforms Inc Class A	0.6%	0.7%	30,248	+6.3%	$17.0M
NTAPNetapp Inc	0.6%	—	109,538	—	$17.0M

What GHP Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Russell 1000 Growth ETF+301.4% shares
META Meta Platforms Inc Class A+6.3% shares

Reduced

CW Curtiss Wright Corp-7.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.5% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +20.4%
5 years: +9.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.7B	1,394
Q1 2026	$2.4B	1,437
Q4 2025	$2.4B	985
Q3 2025	$2.4B	942
Q2 2025	$2.3B	943
Q1 2025	$2.1B	954
Q4 2024	$2.1B	973
Q3 2024	$2.2B	968
Q2 2024	$2.0B	970
Q1 2024	$2.0B	839
Q4 2023	$1.9B	845
Q3 2023	$1.6B	936

Questions about GHP Investment Advisors, Inc.'s portfolio

What stocks does GHP Investment Advisors, Inc. own?

GHP Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 20, 2026, lists 1,394 positions worth $2.7B. The largest are Schwab U.s. Large-Cap Growth ETF (SCHG) at 1.8%, Apple Inc (AAPL) at 1.7%, Alphabet Inc (GOOG) at 1.6%, Spdr Series Trust (MDYG) at 1.4% and Schwab Intl Equity (SCHF) at 1.3%.

What did GHP Investment Advisors, Inc. buy last quarter?

In Q2 2026, GHP Investment Advisors, Inc. added Ishares Russell 1000 Growth ETF (IWF) (+301.4% shares) and Meta Platforms Inc Class A (META) (+6.3% shares), compared with its Q1 2026 filing.

What did GHP Investment Advisors, Inc. sell last quarter?

In Q2 2026, GHP Investment Advisors, Inc. cut from its top 50 Ulta Beauty Inc (ULTA), cut from its top 50 Houlihan Lokey Inc (HLI), cut from its top 50 Mckesson Corp Com (MCK), cut from its top 50 Moodys Corp (MCO), cut from its top 50 Nasdaq Inc (NDAQ) and Curtiss Wright Corp (CW) (-7.0% shares), compared with its Q1 2026 filing.

How has GHP Investment Advisors, Inc.'s portfolio performed?

A portfolio copying GHP Investment Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.5% against +20.1%. Over 5 years: +9.3% a year against +11.6%.

When is GHP Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. GHP Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does GHP Investment Advisors, Inc. manage?

GHP Investment Advisors, Inc. reported $3.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.7B.