GHP Investment Advisors, Inc.
Top Portfolio Positions
1,156 positions ·
$1,685,637,565 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
162,298 | $41,189,608 | 2.44% | |
| MSFT |
Microsoft Corp
Technology
|
73,234 | $27,109,029 | 1.61% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
55,854 | $26,765,235 | 1.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
90,901 | $26,739,437 | 1.59% | |
| ESE |
Esco Technologies Inc
Technology
|
93,771 | $26,384,346 | 1.57% | |
| RTX |
RTX Corp
Industrials
|
126,577 | $24,416,703 | 1.45% | |
| EME |
EMCOR Group, Inc.
Industrials
|
31,888 | $23,543,228 | 1.40% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
144,021 | $23,000,153 | 1.36% | |
| TDY |
Teledyne Technologies Inc
Technology
|
36,032 | $21,799,719 | 1.29% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
58,025 | $20,824,011 | 1.24% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HLIO
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,757,163 | 42,608 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,250,859 | 42,080 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,156,618 | 41,370 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,308,604 | 39,215 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,279,652 | 39,877 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,728,460 | 38,720 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,775,346 | 37,219 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,875,190 | 39,271 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,618,001 | 36,205 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,374,966 | 30,319 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,965,101 | 35,420 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,171,717 | 32,860 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,702,950 | 26,039 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,173,073 | 21,548 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,204,743 | 43,572 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,624,980 | 24,528 | Shares | Sole | 2022-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||