StockDriftsStockDriftsTop 50 GHP Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 1.83% | 1.47M | $49.7M | +0.45%(+6.54K) | $9.91(+259.25%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.73% | 162.3K | $47.0M | -0.02%(-36) | $51.85(+488.97%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.57% | 121.3K | $42.9M | +1.33%(+1.59K) | $147.59(+132.17%) | 2026-06-30 | |
| MDYG | SPDR SERIES TRUST | 1.39% | 336.4K | $37.7M | +1.91%(+6.30K) | $65.08(+74.52%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.33% | 1.31M | $36.2M | +1.60%(+20.57K) | $16.76(+70.97%) | 2026-06-30 | |
| SCHV | SCHWAB STRATEGIC TR | 1.33% | 1.04M | $36.2M | +1.35%(+13.79K) | $18.83(+88.09%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.3% | 496.6K | $35.4M | -1.57%(-7.92K) | $42.53(+74.01%) | 2026-06-30 | |
| IDV | ISHARES TR | 1.19% | 778.6K | $32.3M | +2.46%(+18.67K) | $29.25(+52.80%) | 2026-06-30 | |
| ESE | ESCO TECHNOLOGIES INC | 1.17% | 91.3K | $32.0M | -2.64%(-2.48K) | $64.22(+376.25%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.13% | 317.1K | $30.6M | +2.45%(+7.60K) | $66.37(+52.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.92% | +59.82% | +9.07% | +54.35% |
| Top 20 Holdings Unweighted | +17.28% | +61.30% | +9.22% | +55.41% |
GHP Investment Advisors, Inc. reports $2.72B in US-listed equity holdings across 1,394 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (1.8%), AAPL (1.7%) and GOOG (1.6%). The top 20 holdings account for 24.49% of reported assets. Its disclosed equity book has returned +59.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from GHP Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1401561). View GHP Investment Advisors, Inc.’s 13F filings on SEC