GHP Investment Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
1,394
Total value ($000)
$2,721,551
Net value change ($000)
+291,133 (12.0%)
New positions
38
Sold out positions
81
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AMAT 14,089 109.1%
MKSI 10,681 92.1%
URI 9,832 66.3%
KLAC 9,242 67.8%
GOOGL 8,518 24.8%
ROK 8,234 39.5%
PLXS 7,412 45.9%
CSCO 7,312 49.6%
SCHG 7,109 16.7%
TXN 6,402 58.7%
Top Reduces (Value $000, Stocks/ETFs)
CSGS -9,123 -100.0%
TSCO -4,748 -51.8%
INTU -2,777 -38.5%
CTSH -2,446 -61.0%
XOM -2,428 -19.2%
DOX -2,221 -33.0%
LHX -2,151 -14.5%
ULTA -2,063 -12.0%
PRGS -1,940 -99.6%
WMT -1,859 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type