GHP Investment Advisors, Inc. holds a diversified book of 1437 reported positions worth $2.4B as of Q1 2026 (disclosed Apr 21, 2026, a ~21-day 13F lag). This quarter they opened Vanguard S&P Mid-Cap 400 Val and trimmed Apple Inc. Their largest long position is Schwab US Large-Cap Growth at 2% of the reported non-option book. Cloning the disclosed picks since 2013 would be +253% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +303.6%, a 50.4-point gap that is the cost of the ~21-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning GHP Investment Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as GHP Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Uhlmann Price Securities, LLC | 23 / 80 | $2.4B |
| Ardent Capital Management, Inc. | 12 / 80 | $199.6M |
| New World Advisors LLC | 28 / 80 | $450.9M |
| Independent Investors Inc | 19 / 80 | $397.6M |
| Bonness Enterprises Inc | 14 / 80 | $224.1M |
| Persium Advisors, LLC | 20 / 80 | $110.7M |
| AdviceOne Advisory Services, LLC | 16 / 80 | $127.3M |
| Armstrong Henry H Associates Inc | 15 / 80 | $673.6M |
Ranked by the share of each fund's own book sitting in the names it shares with GHP Investment Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US LCAP GR ETF | $42.6M | 1.46M | 1.8% | ▲+0.5% Added · +7K sh | |
| 2 | Apple Inc COM | $41.2M | 162.3K | 1.7% | ▼−0.5% Reduced · −775 sh | |
| 3 | Alphabet Inc CAP STK CL C | $34.3M | 119.7K | 1.4% | ▲+2.8% Added · +3K sh | |
| 4 | Ishares TR INTL SEL DIV ETF | $32.3M | 759.9K | 1.3% | ▲+0.6% Added · +4K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $32.3M | 504.5K | 1.3% | ▼−0.5% Reduced · −2K sh | |
| 6 | Schwab Strategic TR INTL EQTY ETF | $31.8M | 1.29M | 1.3% | ▲~0% Added · +561 sh | |
| 7 | SPDR Series Trust STATE STREET SPD | $31.7M | 330.1K | 1.3% | ▲+1.8% Added · +6K sh | |
| 8 | Schwab Strategic TR US LCAP VA ETF | $31.3M | 1.02M | 1.3% | ▲+1.8% Added · +19K sh | |
| 9 | Ishares TR CORE MSCI EAFE | $28.0M | 309.5K | 1.2% | ▲+0.9% Added · +3K sh | |
| 10 | Schwab Strategic TR FUNDAMENTAL INTL | $27.8M | 600.2K | 1.1% | ▲+0.8% Added · +5K sh | |
| 11 | Franklin Templeton ETF TR FTSE UNTD KGDM | $27.8M | 800.2K | 1.1% | ▲+2.5% Added · +20K sh | |
| 12 | Microsoft Corp COM | $27.1M | 73.2K | 1.1% | ▲+1.2% Added · +883 sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $26.8M | 55.9K | 1.1% | ▲+1.7% Added · +947 sh | |
| 14 | JPMorgan Chase & Co COM | $26.7M | 90.9K | 1.1% | ▼−1.5% Reduced · −1K sh | |
| 15 | Esco Technologies Inc COM | $26.4M | 93.8K | 1.1% | ▼−1.6% Reduced · −2K sh | |
| 16 | RTX Corporation COM | $24.4M | 126.6K | 1.0% | ▼−1.6% Reduced · −2K sh | |
| 17 | SPDR Series Trust STATE STREET SPD | $24.3M | 285.1K | 1.0% | ▲+1.2% Added · +3K sh | |
| 18 | SPDR Series Trust STATE STREET SPD | $24.1M | 249.8K | 1.0% | ▲+0.6% Added · +2K sh | |
| 19 | Emcor Group Inc COM | $23.5M | 31.9K | 1.0% | ▼−3.2% Reduced · −1K sh | |
| 20 | Ishares TR SP SMCP600VL ETF | $23.3M | 197.1K | 1.0% | ▼−0.1% Reduced · −207 sh | |
| 21 | TJX Cos Inc New COM | $23.0M | 144.0K | 0.9% | ▼−0.5% Reduced · −655 sh | |
| 22 | Ishares TR S&P SML 600 GWT | $22.8M | 157.6K | 0.9% | ▼~0% Reduced · −53 sh | |
| 23 | Schwab Strategic TR INTL SCEQT ETF | $22.3M | 477.8K | 0.9% | ▼−0.1% Reduced · −352 sh | |
| 24 | Ishares TR RUS 1000 GRW ETF | $22.3M | 52.3K | 0.9% | ▼−0.6% Reduced · −334 sh | |
| 25 | Ishares TR S&P 500 GRWT ETF | $22.2M | 196.1K | 0.9% | ▼−1.8% Reduced · −4K sh | |
| 26 | Teledyne Technologies Inc COM | $21.8M | 36.0K | 0.9% | ▼−0.2% Reduced · −79 sh | |
| 27 | Rockwell Automation Inc COM | $20.8M | 58.0K | 0.9% | ▲+2.5% Added · +1K sh | |
| 28 | Ishares TR S&P 500 VAL ETF | $20.3M | 96.0K | 0.8% | ▼−0.8% Reduced · −759 sh | |
| 29 | Walmart Inc COM | $19.6M | 158.0K | 0.8% | ▼−0.7% Reduced · −1K sh | |
| 30 | SPDR Series Trust STATE STREET SPD | $19.6M | 200.4K | 0.8% | ▲+0.8% Added · +2K sh | |
| 31 | Lincoln Elec Hldgs Inc COM | $19.2M | 77.3K | 0.8% | ▼−0.3% Reduced · −208 sh | |
| 32 | International Business Machs COM | $19.1M | 78.6K | 0.8% | ▼−0.4% Reduced · −326 sh | |
| 33 | Ishares TR RUS 1000 VAL ETF | $18.8M | 88.0K | 0.8% | ▼−0.8% Reduced · −677 sh | |
| 34 | Curtiss Wright Corp COM | $18.1M | 26.6K | 0.7% | ▼−11% Reduced · −3K sh | |
| 35 | Ametek Inc COM | $17.8M | 83.0K | 0.7% | ▲+2.0% Added · +2K sh | |
| 36 | Ulta Beauty Inc COM | $17.2M | 33.0K | 0.7% | ▲+1.4% Added · +463 sh | |
| 37 | SPDR Series Trust STATE STREET SPD | $17.2M | 181.8K | 0.7% | ▲+0.9% Added · +2K sh | |
| 38 | American Express Co COM | $17.2M | 56.7K | 0.7% | ▲+2.0% Added · +1K sh | |
| 39 | Houlihan Lokey Inc CL A | $17.1M | 118.8K | 0.7% | ▼~0% Reduced · −48 sh | |
| 40 | McKesson Corp COM | $16.6M | 19.1K | 0.7% | ▲+2.3% Added · +422 sh | |
| 41 | Analog Devices Inc COM | $16.3M | 51.2K | 0.7% | ▲+1.6% Added · +784 sh | |
| 42 | Meta Platforms Inc CL A | $16.3M | 28.4K | 0.7% | ▲+14% Added · +4K sh | |
| 43 | Plexus Corp COM | $16.2M | 79.8K | 0.7% | ▼−1.8% Reduced · −1K sh | |
| 44 | Moodys Corp COM | $15.8M | 36.2K | 0.6% | ▼−1.9% Reduced · −685 sh | |
| 45 | Nasdaq Inc COM | $15.6M | 184.2K | 0.6% | ▲+4.9% Added · +9K sh | |
| 46 | Travelers Companies Inc COM | $15.5M | 53.0K | 0.6% | ▲+1.0% Added · +536 sh | |
| 47 | Steris PLC SHS USD | $15.4M | 69.7K | 0.6% | ▲+3.9% Added · +3K sh | |
| 48 | Parker-Hannifin Corp COM | $15.1M | 16.8K | 0.6% | ▲+0.8% Added · +135 sh | |
| 49 | Nordson Corp COM | $15.0M | 56.3K | 0.6% | ▼−1.3% Reduced · −741 sh | |
| 50 | L3harris Technologies Inc COM | $14.9M | 43.1K | 0.6% | ▲+5.1% Added · +2K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1401561/holdings"
Use Arkolith to show GHP Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 1,637 | $2.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 1,187 | $2.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 31d | 1,156 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 36d | 1,155 | $2.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 1,173 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 1,178 | $2.1B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 24d | 1,145 | $2.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 8, 2024 | 39d | 1,082 | $2.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 25d | 839 | $2.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 26, 2024 | 26d | 846 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 17, 2023 | 17d | 937 | $1.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 917 | $1.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 21, 2023 | 21d | 918 | $1.6B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 16, 2023 | 47d | 929 | $1.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 928 | $1.3B | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 42d | 936 | $1.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 28, 2022 | 28d | 960 | $1.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 322 | $1.4B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 12, 2021 | 43d | 301 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 44d | 295 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 14, 2021 | 44d | 291 | $1.2B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 43d | 278 | $1.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 47d | 269 | $884.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.