Position in TW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$398
-$72 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#544
of 560 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW 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. TW ranks #14 (0.0% 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
|
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 TW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398 | 4 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $470 | 4 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||