StockDriftsStockDriftsTop 50 Ghp Investment Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 1.97% | 1.47M | $52.8M | +0.04%(+582) | $9.92(+258.49%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.96% | 157.7K | $52.5M | -2.81%(-4.55K) | $51.85(+561.41%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.52% | 119.8K | $40.8M | -1.21%(-1.46K) | $147.59(+130.48%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.47% | 76.7K | $39.4M | +1.40%(+1.06K) | $95.05(+461.31%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 1.34% | 1.31M | $35.9M | +0.13%(+1.76K) | $16.77(+60.42%) | 2026-09-30 | |
| MDYG | SPDR SERIES TRUST | 1.31% | 337.1K | $35.2M | +0.21%(+690) | $64.14(+61.33%) | 2026-09-30 | |
| SCHV | SCHWAB STRATEGIC TR | 1.29% | 1.04M | $34.5M | -0.24%(-2.50K) | $18.83(+80.57%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 1.28% | 484.7K | $34.2M | -2.39%(-11.89K) | $42.53(+63.08%) | 2026-09-30 | |
| IDV | ISHARES TR | 1.23% | 779.9K | $32.9M | +0.17%(+1.29K) | $29.23(+44.49%) | 2026-09-30 | |
| IEFA | ISHARES TR | 1.16% | 320.5K | $31.0M | +1.05%(+3.34K) | $66.87(+43.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.08% | +60.50% | +8.76% | +52.20% |
| Top 20 Holdings Unweighted | +17.26% | +61.22% | +8.79% | +52.39% |
Ghp Investment Advisors INC reports $2.68B in US-listed equity holdings across 1,321 positions in its most recent 13F filing. Its largest disclosed positions are SCHG (2.0%), AAPL (2.0%) and GOOG (1.5%). The top 20 holdings account for 24.79% of reported assets. Its disclosed equity book has returned +60.50% on a three-year cumulative basis. Figures reflect the Q3 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