Latest GHP Investment Advisors, Inc. Stock Portfolio

GHP Investment Advisors, Inc. Performance:

2026 Q1: -1.16%YTD: -1.16%2025: 13.21%

Performance for 2026 Q1 is -1.16%, and YTD is -1.16%, and 2025 is 13.21%.

About GHP Investment Advisors, Inc. and 13F Hedge Fund Stock Holdings

GHP Investment Advisors, Inc. is a hedge fund based in Denver, CO. On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, GHP Investment Advisors, Inc. reported an equity portfolio of $2.4 Billions as of 31 Mar, 2026.

The top stock holdings of GHP Investment Advisors, Inc. are FNDA, AAPL, GOOG. The fund has invested 1.8% of it's portfolio in SCHWAB STRATEGIC TR and 1.7% of portfolio in APPLE INC.

The fund managers got completely rid off MAGIC SOFTWARE ENTERPRISES L (MGIC), SEALED AIR CORP NEW (SEE) and WISDOMTREE TR (AGZD) stocks. They significantly reduced their stock positions in EVERUS CONSTR GROUP, SYSCO CORP (SYY) and MGIC INVT CORP WIS (MTG). GHP Investment Advisors, Inc. opened new stock positions in VANGUARD ADMIRAL FDS INC (IVOG), MORNINGSTAR INC (MORN) and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to WABTEC (WAB), PROSHARES TR (ANEW) and LAM RESEARCH CORP (LRCX).

GHP Investment Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that GHP Investment Advisors, Inc. made a return of -1.16% in the last quarter. In trailing 12 months, it's portfolio return was 14.78%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard admiral fds inc	479,981
vanguard admiral fds inc	430,944
morningstar inc	420,259
ishares tr	369,241
ishares tr	304,542
brookfield corp	217,001
ppg inds inc	174,856
astrazeneca plc	157,776

New stocks bought by GHP Investment Advisors, Inc.

Additions

Ticker	% Inc.
wabtec	86,400
dover corp	492
autozone inc	433
howmet aerospace inc	330
sherwin williams co	242
amazon com inc	223
vanguard specialized funds	146
manulife finl corp	143

Additions to existing portfolio by GHP Investment Advisors, Inc.

Reductions

Ticker	% Reduced
amkor technology inc	-72.6
illinois tool wks inc	-46.93
kla corp	-46.23
agnico eagle mines ltd	-40.64
general mills inc	-36.81
first amern finl corp	-35.63
eastman chem co	-32.5
twilio inc	-32.15

GHP Investment Advisors, Inc. reduced stake in above stock

Sold off

None of the stocks were completely sold off by GHP Investment Advisors, Inc.

Sector Distribution

GHP Investment Advisors, Inc. has about 33.3% of it's holdings in Others sector.

Sector	%
Others	33.3
Technology	17.9
Industrials	16.4
Financial Services	11.6
Healthcare	7.2
Consumer Cyclical	5.2
Communication Services	3
Consumer Defensive	2.9
Energy	1.1
Basic Materials	1.1

Market Cap. Distribution

GHP Investment Advisors, Inc. has about 57.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	39.9
UNALLOCATED	33.3
MEGA-CAP	17.3
MID-CAP	8.9

Stocks belong to which Index?

About 57% of the stocks held by GHP Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	51.4
Others	43
RUSSELL 2000	5.6

Top 5 Winners (%)		%
EMGF	ishares inc
	sandisk corp	145.5 %
OXY	occidental pete corp	122.5 %
VAL	valaris ltd	94.5 %
DOCN	digitalocean hldgs inc	78.3 %

Top 5 Winners ($)		$
ESE	esco technologies inc	8.1 M
PLXS	plexus corp	4.5 M
EME	emcor group inc	4.1 M
GLW	corning inc	3.7 M
CW	curtiss wright corp	3.7 M

Top 5 Losers (%)		%
VERI	veritone inc	-57.6 %
	net lease office properties	-55.4 %
TEAM	atlassian corporation	-55.0 %
TDUP	thredup inc	-48.6 %
FVRR	fiverr intl ltd	-48.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-8.3 M
FNDA	schwab strategic tr	-5.1 M
ORCL	oracle corp	-4.3 M
IBM	international business machs	-4.2 M
INTU	intuit	-3.9 M

GHP Investment Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of GHP Investment Advisors, Inc.

GHP Investment Advisors, Inc. has 1435 stocks in it's portfolio. About 13.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. ESE was the most profitable stock for GHP Investment Advisors, Inc. last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.70	162,298	41,189,700	reduced	-0.48

AAXJ	ishares tr	1.33	759,919	32,342,100	added	0.57

AAXJ	ishares tr	0.28	81,317	6,894,530	reduced	-1.64

AAXJ	ishares tr	0.09	26,782	2,109,640	reduced	-0.65

AAXJ	ishares tr	0.07	10,934	1,745,110	added	0.05

AAXJ	ishares tr	0.06	14,818	1,406,930	reduced	-2.46

AAXJ	ishares tr	0.03	8,363	621,808	reduced	-3.32

AAXJ	ishares tr	0.02	3,553	395,670	reduced	-0.64

AAXJ	ishares tr	0.01	5,157	342,057	unchanged	0.00

AAXJ	ishares tr	0.01	2,850	223,469	unchanged	0.00

AAXJ	ishares tr	0.00	1,048	124,293	unchanged	0.00

ABBV	abbvie inc	0.05	5,591	1,216,050	reduced	-4.44

ABC	cencora inc	0.01	734	230,579	added	0.27

ABT	abbott laboratories	0.13	30,252	3,106,020	added	2.86

ACN	accenture plc ireland	0.18	22,387	4,439,180	added	1.54

ACSG	dbx etf tr	0.02	8,972	529,249	reduced	-5.33

ACWF	ishares tr	0.06	29,123	1,346,370	reduced	-2.61

ACWF	ishares tr	0.01	2,733	191,802	unchanged	0.00

ACWF	ishares tr	0.01	4,360	182,205	unchanged	0.00

ACWV	ishares inc	0.01	5,711	357,751	unchanged	0.00