Position in GS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$601,765
+$99,247 QoQ
Shares Held
595
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,066
of 3,125 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in GS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $26,271,955 across 18 Capital Markets names. GS ranks #3 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
119,657 | $16,049,592 | |
| 2 | SCHW |
Schwab Charles Corp
|
97,007 | $8,950,835 | |
| 3 | GS |
Goldman Sachs Group Inc
This page
|
595 | $601,765 | |
| 4 | MS |
Morgan Stanley
|
1,529 | $319,622 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,501 | $217,687 | |
| 6 | EVR |
Evercore Inc.
|
172 | $58,727 | |
| 7 | WULF |
Terawulf Inc.
|
1,000 | $24,700 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
328 | $16,393 |
All Filings in GS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $601,765 | 595 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $502,518 | 594 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $503,667 | 573 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $455,512 | 572 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $405,540 | 573 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $312,477 | 572 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $324,675 | 567 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $280,232 | 566 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $233,849 | 517 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $213,021 | 510 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $196,742 | 510 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $189,935 | 587 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $189,008 | 586 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $191,359 | 585 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $200,877 | 585 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $175,243 | 598 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $140,193 | 472 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $135,010 | 409 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||