GHP Investment Advisors, Inc. 13F Holdings · Q2 2026
GHP Investment Advisors, Inc. reported 1,394 securities worth $2.72B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SCHG (1.83%), AAPL (1.73%), GOOG (1.57%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $49.7M | 1.83% | 1.5M | Added |
| 2 | AAPL | APPLE INC | $47.0M | 1.73% | 162,262 | Trimmed |
| 3 | GOOG | ALPHABET INC | $42.9M | 1.57% | 121,282 | Added |
| 4 | MDYG | SPDR SERIES TRUST | $37.7M | 1.39% | 336,389 | Added |
| 5 | SCHF | SCHWAB STRATEGIC TR | $36.2M | 1.33% | 1.3M | Added |
| 6 | SCHV | SCHWAB STRATEGIC TR | $36.2M | 1.33% | 1.0M | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $35.4M | 1.30% | 496,567 | Trimmed |
| 8 | IDV | ISHARES TR | $32.3M | 1.19% | 778,589 | Added |
| 9 | ESE | ESCO TECHNOLOGIES INC | $32.0M | 1.17% | 91,295 | Trimmed |
| 10 | IEFA | ISHARES TR | $30.6M | 1.13% | 317,111 | Added |
| 11 | SLYG | SPDR SERIES TRUST | $30.3M | 1.11% | 254,137 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $30.0M | 1.10% | 91,710 | Added |
| 13 | FNDC | SCHWAB STRATEGIC TR | $29.6M | 1.09% | 610,029 | Added |
| 14 | ROK | ROCKWELL AUTOMATION INC | $29.1M | 1.07% | 58,694 | Added |
| 15 | FLGB | FRANKLIN TEMPLETON ETF TR | $28.7M | 1.05% | 813,058 | Added |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $28.4M | 1.04% | 56,698 | Added |
| 17 | MSFT | MICROSOFT CORP | $28.2M | 1.04% | 75,670 | Added |
| 18 | IJT | ISHARES TR | $27.9M | 1.02% | 156,039 | Trimmed |
| 19 | MDYV | SPDR SERIES TRUST | $27.5M | 1.01% | 289,767 | Added |
| 20 | AMAT | APPLIED MATLS INC | $27.0M | 0.99% | 37,342 | Trimmed |
| 21 | IJS | ISHARES TR | $26.6M | 0.98% | 194,925 | Trimmed |
| 22 | IVW | ISHARES TR | $26.5M | 0.98% | 193,024 | Trimmed |
| 23 | IWF | ISHARES TR | $26.0M | 0.96% | 209,755 | Added |
| 24 | EME | EMCOR GROUP INC | $25.9M | 0.95% | 31,226 | Trimmed |
| 25 | URI | UNITED RENTALS INC | $24.7M | 0.91% | 21,777 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR