Filed: 7/20/2026ACC: 0001140361-26-028841
📋 What this filing means
GHP INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 1394 equity positions with a total reported market value of $2.72B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1394
Positions
$2.72B
Total AUM (reported)
23.51M
Total Shares
Allocation by class
COM$1.55B57.1%
CL A$89.74M3.3%
US LCAP GR ETF$49.70M1.8%
COM NEW$47.88M1.8%
CAP STK CL C$42.85M1.6%
ST STR SP400GRW$37.71M1.4%
INTL EQTY ETF$36.17M1.3%
Portfolio Concentration
Top 3$139.51M5.1%
4–10$240.25M8.8%
11–25$416.44M15.3%
Rest$1.93B70.7%
Top 3 weight
5.1%
Top 10 weight
14.0%
Voting Authority Distribution
Total shares with voting rights: 23.51M
Sole
Full voting authority
22.95M
shares
% of voting shares97.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
565.08K
shares
% of voting shares2.4%
Investment Discretion (by position count)
Sole1394
Shared0
Other0
Dominant voting typeSole · 97.6% of voting shares
Institutional Holdings1394
Rows:
SCHWAB STRATEGIC TR
SOLEShares1.47M
TypeSH
Market value$49.70M
1.83%
Sole
1.45M
Shared
0.00
None
14.46K
APPLE INC
SOLEShares162.26K
TypeSH
Market value$46.95M
1.73%
Sole
154.61K
Shared
0.00
None
7.66K
ALPHABET INC
SOLEShares121.28K
TypeSH
Market value$42.85M
1.57%
Sole
117.82K
Shared
0.00
None
3.46K
SPDR SERIES TRUST
SOLEShares336.39K
TypeSH
Market value$37.71M
1.39%
Sole
332.82K
Shared
0.00
None
3.56K
SCHWAB STRATEGIC TR
SOLEShares1.31M
TypeSH
Market value$36.17M
1.33%
Sole
1.28M
Shared
0.00
None
26.69K
SCHWAB STRATEGIC TR
SOLEShares1.04M
TypeSH
Market value$36.16M
1.33%
Sole
1.03M
Shared
0.00
None
10.48K
VANGUARD TAX-MANAGED FDS
SOLEShares496.57K
TypeSH
Market value$35.38M
1.30%
Sole
491.92K
Shared
0.00
None
4.65K
ISHARES TR
SOLEShares778.59K
TypeSH
Market value$32.26M
1.19%
Sole
768.85K
Shared
0.00
None
9.74K
ESCO TECHNOLOGIES INC
SOLEShares91.30K
TypeSH
Market value$31.96M
1.17%
Sole
90.06K
Shared
0.00
None
1.24K
ISHARES TR
SOLEShares317.11K
TypeSH
Market value$30.63M
1.13%
Sole
313.35K
Shared
0.00
None
3.77K
SPDR SERIES TRUST
SOLEShares254.14K
TypeSH
Market value$30.28M
1.11%
Sole
251.45K
Shared
0.00
None
2.69K
JPMORGAN CHASE & CO
SOLEShares91.71K
TypeSH
Market value$30.02M
1.10%
Sole
88.65K
Shared
0.00
None
3.06K
SCHWAB STRATEGIC TR
SOLEShares610.03K
TypeSH
Market value$29.62M
1.09%
Sole
602.39K
Shared
0.00
None
7.64K
ROCKWELL AUTOMATION INC
SOLEShares58.69K
TypeSH
Market value$29.06M
1.07%
Sole
57.84K
Shared
0.00
None
851.00
FRANKLIN TEMPLETON ETF TR
SOLEShares813.06K
TypeSH
Market value$28.69M
1.05%
Sole
801.07K
Shared
0.00
None
11.99K
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.70K
TypeSH
Market value$28.37M
1.04%
Sole
55.07K
Shared
0.00
None
1.63K
MICROSOFT CORP
SOLEShares75.67K
TypeSH
Market value$28.23M
1.04%
Sole
71.49K
Shared
0.00
None
4.18K
ISHARES TR
SOLEShares156.04K
TypeSH
Market value$27.87M
1.02%
Sole
154.73K
Shared
0.00
None
1.31K
SPDR SERIES TRUST
SOLEShares289.77K
TypeSH
Market value$27.48M
1.01%
Sole
286.59K
Shared
0.00
None
3.18K
APPLIED MATLS INC
SOLEShares37.34K
TypeSH
Market value$27.00M
0.99%
Sole
35.97K
Shared
0.00
None
1.37K
ISHARES TR
SOLEShares194.93K
TypeSH
Market value$26.64M
0.98%
Sole
192.40K
Shared
0.00
None
2.53K
ISHARES TR
SOLEShares193.02K
TypeSH
Market value$26.55M
0.98%
Sole
193.02K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares209.75K
TypeSH
Market value$26.05M
0.96%
Sole
202K
Shared
0.00
None
7.75K
EMCOR GROUP INC
SOLEShares31.23K
TypeSH
Market value$25.91M
0.95%
Sole
30.79K
Shared
0.00
None
434.00
UNITED RENTALS INC
SOLEShares21.78K
TypeSH
Market value$24.67M
0.91%
Sole
21.51K
Shared
0.00
None
266.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.47M | SH | $49.70M 1.83% | 1.45M | 0.00 | 14.46K |
APPLE INCSOLE | COM | 162.26K | SH | $46.95M 1.73% | 154.61K | 0.00 | 7.66K |
ALPHABET INCSOLE | CAP STK CL C | 121.28K | SH | $42.85M 1.57% | 117.82K | 0.00 | 3.46K |
SPDR SERIES TRUSTSOLE | ST STR SP400GRW | 336.39K | SH | $37.71M 1.39% | 332.82K | 0.00 | 3.56K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 1.31M | SH | $36.17M 1.33% | 1.28M | 0.00 | 26.69K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 1.04M | SH | $36.16M 1.33% | 1.03M | 0.00 | 10.48K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 496.57K | SH | $35.38M 1.30% | 491.92K | 0.00 | 4.65K |
ISHARES TRSOLE | INTL SEL DIV ETF | 778.59K | SH | $32.26M 1.19% | 768.85K | 0.00 | 9.74K |
ESCO TECHNOLOGIES INCSOLE | COM | 91.30K | SH | $31.96M 1.17% | 90.06K | 0.00 | 1.24K |
ISHARES TRSOLE | CORE MSCI EAFE | 317.11K | SH | $30.63M 1.13% | 313.35K | 0.00 | 3.77K |
SPDR SERIES TRUSTSOLE | ST STR SP600GRWO | 254.14K | SH | $30.28M 1.11% | 251.45K | 0.00 | 2.69K |
JPMORGAN CHASE & COSOLE | COM | 91.71K | SH | $30.02M 1.10% | 88.65K | 0.00 | 3.06K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 610.03K | SH | $29.62M 1.09% | 602.39K | 0.00 | 7.64K |
ROCKWELL AUTOMATION INCSOLE | COM | 58.69K | SH | $29.06M 1.07% | 57.84K | 0.00 | 851.00 |
FRANKLIN TEMPLETON ETF TRSOLE | FTSE UNTD KGDM | 813.06K | SH | $28.69M 1.05% | 801.07K | 0.00 | 11.99K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 56.70K | SH | $28.37M 1.04% | 55.07K | 0.00 | 1.63K |
MICROSOFT CORPSOLE | COM | 75.67K | SH | $28.23M 1.04% | 71.49K | 0.00 | 4.18K |
ISHARES TRSOLE | S&P SML 600 GWT | 156.04K | SH | $27.87M 1.02% | 154.73K | 0.00 | 1.31K |
SPDR SERIES TRUSTSOLE | ST STR SP400VAL | 289.77K | SH | $27.48M 1.01% | 286.59K | 0.00 | 3.18K |
APPLIED MATLS INCSOLE | COM | 37.34K | SH | $27.00M 0.99% | 35.97K | 0.00 | 1.37K |
ISHARES TRSOLE | SP SMCP600VL ETF | 194.93K | SH | $26.64M 0.98% | 192.40K | 0.00 | 2.53K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 193.02K | SH | $26.55M 0.98% | 193.02K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 209.75K | SH | $26.05M 0.96% | 202K | 0.00 | 7.75K |
EMCOR GROUP INCSOLE | COM | 31.23K | SH | $25.91M 0.95% | 30.79K | 0.00 | 434.00 |
UNITED RENTALS INCSOLE | COM | 21.78K | SH | $24.67M 0.91% | 21.51K | 0.00 | 266.00 |
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