GHP Investment Advisors, Inc.

Registered adviser

CIK

1401561

Location

Denver, CO

Portfolio Value

Mid $2,656,973,467

Diversification

Diversified

Filing Date

Global Rank

#1,325 / 8,818 ▼ 19 · as of Jun 2026

Top Industry

Specialty Industrial Machinery 7.7%

Period ended 28 days ago

Filed Oct 15, 2026 · 13d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 107563

Roster of Oct 1, 2026

Regulatory AUM

$3,063,634,584

Main clients

Individuals and high net worth (98% of AUM)

Private funds

1 fund · Hedge funds

Focus by fund count, roster of Oct 1, 2026

$10,057,085 gross assets

Private funds on Schedule D 7.B.(1)

As filed Feb 15, 2024; SEC's bulk Form ADV archive ends with 2024 filings.

$6,070,851 gross assets in 1 fund Hedge funds $6,070,851 (1)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$3,063,634,584	Individuals and high net worth (98%)
Mar 2025 to Mar 2026	$2,723,131,280	Individuals and high net worth (99%)
Mar 2024 to Feb 2025	$2,436,575,373	Individuals and high net worth (98%)
May 2023 to Feb 2024	$1,984,694,368	Individuals and high net worth (98%)
Apr 2023	$1,984,694,368	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$2,168,614,353	Individuals and high net worth (96%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 33.6%, 39.7 effective positions, active share 66.6% against every 13F filer's combined book; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

7.5% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 22.8 quarters (12+), a floor since 66.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 66.6%; sector active share 25.7% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,318 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.3%

−0.1 pts

Top 5

27.6%

+0.3 pts

Top 10

34.1%

+0.6 pts

HHI

253

Diversified+1

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.0%	$770,909,068	247
Technology	20.3%	$538,918,505	164
Industrials	16.6%	$440,415,288	187
Financial Services	13.0%	$344,725,178	218
Healthcare	8.2%	$217,302,114	128
Consumer Cyclical	4.8%	$126,712,284	103
Communication Services	3.6%	$95,715,213	46
Consumer Defensive	2.5%	$66,833,776	48
Basic Materials	1.0%	$26,359,324	43
Energy	1.0%	$25,580,932	52
Utilities	0.1%	$2,142,607	37
Real Estate	0.1%	$1,359,178	45

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PERI	Perion Network Ltd.	+89,066	157,173	$1,365,833
APH	Amphenol Corp	+70,347	143,129	$12,065,774
NFLX	Netflix Inc	+64,646	73,183	$5,092,072
SFM	Sprouts Farmers Market, Inc.	+31,122	31,123	$2,065,010
TSCO	Tractor Supply Co	+26,254	165,944	$5,192,386
FLGB		+18,090	831,148	$29,796,655
BRO	Brown & Brown, Inc.	+16,820	126,567	$7,707,929
VEEV	Veeva Systems Inc	+10,151	40,299	$11,503,349
NICE	NICE Ltd.	+9,470	26,918	$2,995,165
TTEK	Tetra Tech Inc	+7,548	223,661	$7,369,629
HBAN	Huntington Bancshares Inc	+7,516	218,228	$3,330,159
SCHW	Schwab Charles Corp	+7,498	104,505	$10,214,317
BKNG	Booking Holdings Inc.	+7,006	58,961	$9,605,335
NDAQ	Nasdaq, Inc.	+6,330	197,616	$18,182,648
FNDC	Schwab Fundamental International Small Equity ETF	+6,080	616,109	$30,700,710
FNB	Fnb Corp	+5,720	256,893	$4,421,128
FSS	Federal Signal Corp	+5,449	28,028	$3,105,221
ZTS	Zoetis Inc.	+5,068	10,684	$746,063
EXLS	ExlService Holdings, Inc.	+4,939	205,333	$7,059,348
MORN	Morningstar, Inc.	+4,488	22,849	$4,342,223
FELE	Franklin Electric Co Inc	+4,385	75,923	$7,280,256
MSA	MSA Safety Inc	+4,286	36,690	$6,526,416
BR	Broadridge Financial Solutions, Inc.	+4,219	55,202	$8,893,042
DORM	Dorman Products, Inc.	+4,055	15,722	$1,927,517
UUUU	Energy Fuels Inc	+4,000	292,879	$3,230,455
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−36,965	50,271	$6,902,208
DOX	Amdocs Ltd	−23,998	65,382	$3,738,542
PBH	Prestige Consumer Healthcare Inc.	−14,155	60,966	$2,796,509
VEA	Vanguard FTSE Developed Markets ETF	−11,890	484,677	$34,223,042
FDXF	FedEx Freight Holding Company, Inc.	−11,772	3,031	$331,530
CSCO	Cisco Systems, Inc.	−9,163	178,493	$19,211,201
LKQ	Lkq Corp	−7,633	26,283	$600,040
NTAP	NetApp, Inc.	−6,113	103,425	$21,727,523
ESE	Esco Technologies Inc	−5,826	85,469	$22,658,686
CMCSA	Comcast Corp	−5,793	98,553	$2,144,512
KLAC	Kla Corp	−5,179	70,654	$13,772,584
MKSI	Mks Inc	−5,138	44,959	$11,930,319
AAPL	Apple Inc.	−4,554	157,708	$52,519,918
MMS	Maximus, Inc.	−4,306	21,236	$1,129,541
AMAT	Applied Materials Inc	−4,295	33,047	$16,899,574
LULU	lululemon athletica inc.	−3,580	101	$9,715
SLGN	Silgan Holdings Inc	−3,508	116,436	$4,046,151
EWU	iShares MSCI United Kingdom ETF	−3,439	159,497	$7,421,395
T	At&T Inc.	−3,223	13,534	$330,229
IWF	iShares Russell 1000 Growth ETF	−2,860	206,895	$25,915,667
PLXS	Plexus Corp	−2,746	75,655	$19,742,171
FIS	Fidelity National Information Services, Inc.	−2,731	15,915	$523,602
IJK	iShares S&P Mid-Cap 400 Growth ETF	−2,715	137,084	$15,025,777
RTX	RTX Corp	−2,670	123,545	$22,936,128
IJT	iShares S&P Small-Cap 600 Growth ETF	−2,565	153,474	$24,606,485
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MBGL	Mobility Global Inc.	119,207	$2,044,400
DBEF	Xtrackers MSCI EAFE Hedged Equity ETF	7,208	$396,079
MFP	Midera Food Processing, Inc.	6,503	$265,451
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	1,040	$150,841
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	602	$100,521
SNY	Sanofi	374	$15,420
AMCR	Amcor plc	266	$11,134
AMT	American Tower Corp	66	$10,803
SCHO	Schwab Short-Term U.S. Treasury ETF	418	$9,973
YSS	York Space Systems Inc.	1,109	$9,592
NUV	Nuveen Municipal Value Fund Inc	760	$6,300
INDV	Indivior Pharmaceuticals, Inc.	150	$5,377
DRI	Darden Restaurants Inc	22	$4,251
OKE	Oneok Inc	45	$3,837
IOT	Samsara Inc.	65	$2,478
OPTU	Optimum Communications, Inc.	2,400	$2,374
QBTS	D-Wave Quantum Inc.	120	$1,988
HAUZ	Xtrackers International Real Estate ETF	60	$1,273
SCHH	Schwab U.S. REIT ETF	57	$1,256
BE	Bloom Energy Corp	4	$1,107
BLBD	Blue Bird Corp	4	$222
CRON	Cronos Group Inc.	50	$165
RDDT	Reddit, Inc.	1	$142
KLAR	Klarna Group plc	10	$123
ADIG	Adi Global Distribution Inc.	2	$35
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
—		1,703	$349,183
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	3,200	$81,664
PDI	PIMCO Dynamic Income Fund	2,982	$49,799
—		111	$39,352
LVHD	Franklin U.S. Low Volatility High Dividend Index ETF	877	$38,590
—		1,201	$37,748
XJH	iShares ESG Select Screened S&P Mid-Cap ETF	686	$35,774
NXPI	NXP Semiconductors N.V.	124	$34,847
RSSE	FT Vest U.S. Equity Equal Weight Buffer ETF - September	1,420	$32,873
ZSEP		1,076	$29,653
—		364	$29,418
XJR	iShares ESG Select Screened S&P Small-Cap ETF	553	$29,168
IPGP	Ipg Photonics Corp	200	$23,464
RNR	Renaissancere Holdings Ltd	74	$23,450
PYLD		854	$22,648
DECK	Deckers Outdoor Corp	228	$22,638
MAC	Macerich Co	896	$22,570
RSMR	FT Vest U.S. Equity Equal Weight Buffer ETF - March	926	$21,923
XSEP	FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September	461	$20,470
HUBB	Hubbell Inc	38	$19,881
DINO	HF Sinclair Corp	266	$18,526
APP	AppLovin Corp	35	$18,033
BUFR	FT Vest Laddered Buffer ETF	488	$17,826
JHMM	John Hancock Multifactor Mid Cap ETF	223	$16,716
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	378	$16,306
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,318 tracked positions · $2,656,973,467 total · filing declares 1,566 positions · $2,680,697,636 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 1,318 positions by value · page 1 of 27

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	1,469,337	+582	$52,793,277	+6.2%	1.99%
AAPL	Apple Inc. Technology	Reduced	157,708	-4,554	$52,519,918	+11.9%	1.98%
GOOG	Alphabet Inc. Communication Services	Reduced	119,819	-1,463	$40,827,125	−4.7%	1.54%
MSFT	Microsoft Corp Technology	Added	76,732	+1,062	$39,355,842	+39.4%	1.48%
SCHF	Schwab International Equity ETF	Added	1,307,497	+1,759	$35,916,942	−0.7%	1.35%
MDYG	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF	Added	337,079	+690	$35,234,867	−6.6%	1.33%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	1,036,220	-2,495	$34,516,488	−4.5%	1.30%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	484,677	-11,890	$34,223,042	−3.3%	1.29%
IDV	iShares International Select Dividend ETF	Added	779,880	+1,291	$32,903,137	+2.0%	1.24%
IEFA	iShares Core MSCI EAFE ETF	Added	320,452	+3,341	$31,045,389	+1.4%	1.17%
FNDC	Schwab Fundamental International Small Equity ETF	Added	616,109	+6,080	$30,700,710	+3.6%	1.16%
FLGB		Added	831,148	+18,090	$29,796,655	+3.8%	1.12%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	89,779	-1,931	$29,701,586	−1.1%	1.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	56,619	-79	$28,193,429	−0.6%	1.06%
SLYG	State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF	Added	254,922	+785	$27,269,005	−9.9%	1.03%
IVW	iShares S&P 500 Growth ETF	Reduced	191,628	-1,396	$27,260,999	+2.7%	1.03%
IWF	iShares Russell 1000 Growth ETF	Reduced	206,895	-2,860	$25,915,667	−0.5%	0.98%
ROK	Rockwell Automation, Inc Industrials	Reduced	58,561	-133	$25,493,359	−12.3%	0.96%
MDYV	State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF	Reduced	287,660	-2,107	$25,460,786	−7.4%	0.96%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	202,896	+209	$24,972,439	+3.5%	0.94%
IJS	iShares S&P Small-Cap 600 Value ETF	Reduced	193,222	-1,703	$24,751,738	−7.1%	0.93%
IJT	iShares S&P Small-Cap 600 Growth ETF	Reduced	153,474	-2,565	$24,606,485	−11.7%	0.93%
SCHC	Schwab International Small-Cap Equity ETF	Added	481,817	+120	$23,965,576	+3.4%	0.90%
RTX	RTX Corp Industrials	Reduced	123,545	-2,670	$22,936,128	−4.2%	0.86%
EME	EMCOR Group, Inc. Industrials	Reduced	30,366	-860	$22,910,843	−11.6%	0.86%
URI	United Rentals, Inc. Industrials	Added	22,755	+978	$22,772,748	−7.7%	0.86%
ESE	Esco Technologies Inc Technology	Reduced	85,469	-5,826	$22,658,686	−29.1%	0.85%
META	Meta Platforms, Inc. Communication Services	Added	30,787	+539	$22,326,116	+31.0%	0.84%
TDY	Teledyne Technologies Inc Technology	Added	36,513	+158	$22,156,453	−8.6%	0.83%
NTAP	NetApp, Inc. Technology	Reduced	103,425	-6,113	$21,727,523	+28.2%	0.82%
IVE	iShares S&P 500 Value ETF	Reduced	93,955	-504	$21,448,046	+0.0%	0.81%
AME	Ametek Inc Industrials	Added	86,118	+1,371	$21,334,011	+4.0%	0.80%
IWD	iShares Russell 1000 Value ETF	Reduced	85,510	-2,452	$21,200,494	−0.6%	0.80%
LECO	Lincoln Electric Holdings Inc Industrials	Added	78,161	+229	$20,679,836	−0.1%	0.78%
EXPD	Expeditors International Of Washington Inc Industrials	Added	110,890	+3,896	$20,474,728	+17.4%	0.77%
ADI	Analog Devices Inc Technology	Reduced	51,340	-538	$20,367,090	−1.2%	0.77%
PLXS	Plexus Corp Technology	Reduced	75,655	-2,746	$19,742,171	−16.3%	0.74%
TJX	Tjx Companies Inc Consumer Cyclical	Added	145,707	+1,190	$19,278,492	−11.9%	0.73%
CSCO	Cisco Systems, Inc. Technology	Reduced	178,493	-9,163	$19,211,201	−12.8%	0.72%
MCK	Mckesson Corp Healthcare	Added	22,394	+1,739	$19,120,220	+22.5%	0.72%
SLYV	State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF	Added	186,468	+1,752	$19,047,705	−5.5%	0.72%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Added	34,406	+741	$18,791,524	+23.8%	0.71%
TRV	Travelers Companies, Inc. Financial Services	Reduced	52,423	-938	$18,689,322	+6.1%	0.70%
NDSN	Nordson Corp Industrials	Reduced	55,993	-741	$18,357,304	+7.3%	0.69%
NDAQ	Nasdaq, Inc. Financial Services	Added	197,616	+6,330	$18,182,648	+20.6%	0.68%
MRK	Merck & Co., Inc. Healthcare	Added	119,871	+1,526	$17,418,454	+14.5%	0.66%
AXP	American Express Co Financial Services	Reduced	56,970	-67	$17,324,576	−10.2%	0.65%
EMR	Emerson Electric Co Industrials	Added	110,668	+2,473	$17,164,606	+10.8%	0.65%
IBM	International Business Machines Corp Technology	Reduced	77,311	-526	$17,003,008	−22.3%	0.64%
TXN	Texas Instruments Inc Technology	Added	60,614	+2,531	$16,977,374	−1.9%	0.64%

Showing the top 50 of 1,318 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.