GHP Investment Advisors portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 15, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
GHP Investment Advisors reported a $2.7 bn portfolio of 1,311 companies (1,321 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are SCHG, AAPL, GOOG.
Sections with a free account
What changed this quarter
579 positions with a change (28 new, 195 added to, 253 trimmed, 103 sold); also, 2 entered through an IPO.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Schwab US Large-cap Growth ETFSCHG2.0%
- AppleAAPL2.0%
- AlphabetGOOG · GOOGL1.9%
- MicrosoftMSFT1.5%
- Schwab International Equity ETFSCHF1.3%
- State Street SPDR S&P 400 MC GR ETFMDYG1.3%
- Schwab US Large-cap Value ETFSCHV1.3%
- Vanguard Ftse Developed ETFVEA1.3%
- iShares International Select ETFIDV1.2%
- iShares Core Msci Eafe ETFIEFA1.2%
- Schwab Fndmnt International SM Eq ETFFNDC1.1%
- Franklin Ftse United Kingdom ETFFLGB1.1%
- JPMorgan ChaseJPM1.1%
- Berkshire HathawayBRK/B1.1%
- State Street SPDR S&P 600 SC GR ETFSLYG1.0%
Portfolio by sector
- ● No sector 30%
- ● Information Technology 19%
- ● Industrials 17%
- ● Financials 13%
- ● Health Care 8%
- ● Consumer Discretionary 5%
- ● Communication Services 3%
- ● Consumer Staples 2%
- ● Materials 2%
- ● Energy 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Avala GlobalInvestment firm · $2.7 bn
- Timucuan Asset Management$2.7 bn
- Altrinsic Global AdvisorsInvestment firm · $2.7 bn
- Fairfax Financial HoldingsInsurance holding · $2.6 bn
- Analog Century ManagementInvestment firm · $2.7 bn
- Anomaly Capital ManagementInvestment firm · $2.6 bn