1y return+18.0%S&P 500 +20.9%
3y return+48.8%S&P 500 +68.5%
5y return+50.7%S&P 500 +74.5%
10y return+184.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $285 against $357 in the S&P 500.2
GHP Investment Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SCHGSchwab Strategic Tr | $49.7M | 1.8% | |
| AAPLApple Inc | $47.0M | 1.7% | |
| GOOGAlphabet Inc | $42.9M | 1.6% | +1.3% |
| MDYGSpdr Series Trust | $37.7M | 1.4% | +1.9% |
| SCHFSchwab Strategic Tr | $36.2M | 1.3% | +1.6% |
| SCHVSchwab Strategic Tr | $36.2M | 1.3% | +1.3% |
| VEAVanguard Tax-managed Fds | $35.4M | 1.3% | −1.6% |
| IDVIshares Tr | $32.3M | 1.2% | +2.5% |
| ESEEsco Technologies Inc | $32.0M | 1.2% | −2.6% |
| IEFAIshares Tr | $30.6M | 1.1% | +2.5% |
| SLYGSpdr Series Trust | $30.3M | 1.1% | +1.7% |
| JPMJpmorgan Chase & Co | $30.0M | 1.1% | |
| FNDCSchwab Strategic Tr | $29.6M | 1.1% | +1.6% |
| ROKRockwell Automation Inc | $29.1M | 1.1% | +1.2% |
| FLGBFranklin Templeton Etf Tr | $28.7M | 1.1% | +1.6% |
| BRK/BBerkshire Hathaway Inc Del | $28.4M | 1.0% | +1.5% |
| MSFTMicrosoft Corp | $28.2M | 1.0% | +3.3% |
| IJTIshares Tr | $27.9M | 1.0% | −1.0% |
| MDYVSpdr Series Trust | $27.5M | 1.0% | +1.7% |
| AMATApplied Matls Inc | $27.0M | 1.0% | −1.1% |
| IJSIshares Tr | $26.6M | 1.0% | −1.1% |
| IVWIshares Tr | $26.5M | 1.0% | −1.6% |
| IWFIshares Tr | $26.0M | 1.0% | |
| EMEEmcor Group Inc | $25.9M | 1.0% | −2.1% |
| URIUnited Rentals Inc | $24.7M | 0.9% | +6.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| EMEEmcor Group Inc | June 30, 2020 | +1154.7% | $25.9M |
| AMATApplied Matls Inc | March 31, 2022 | +448.6% | $27.0M |
| URIUnited Rentals Inc | September 30, 2022 | +319.4% | $24.7M |
| ESEEsco Technologies Inc | June 30, 2020 | +314.1% | $32.0M |
| MKSIMks Inc. | June 30, 2020 | +292.8% | $22.3M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $30.0M |
| PLXSPlexus Corp | March 31, 2021 | +227.4% | $23.6M |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $20.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $47.0M |
| LECOLincoln Elec Hldgs Inc | June 30, 2020 | +215.2% | $20.7M |
Sold off last quarter
- Csg Sys Intl IncCUSIP 126349109 was $9.1M
- Honeywell Intl IncCUSIP 438516106 was $1.0M
- PPGPpg Inds Inc was $175K
- VCITVanguard Scottsdale Fds was $111K
- SPIBSpdr Series Trust was $91K
- Thomson Reuters CorpCUSIP 884903808 was $84K
- IEFIshares Tr was $66K
- Dupont De Nemours IncCUSIP 26614N102 was $47K
- BANFBancfirst Corp was $41K
- BILSpdr Series Trust was $40K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.7% | +14.8% |
| March 31, 2026 | −1.1% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | −1.9% | +2.1% |
| September 30, 2024 | +7.7% | +5.4% |
| June 30, 2024 | −1.4% | +4.0% |
| March 31, 2024 | +7.9% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −4.0% | −3.6% |
| June 30, 2023 | +5.0% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +10.7% | +7.1% |
| September 30, 2022 | −5.5% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −5.5% | −4.9% |
| December 31, 2021 | +9.1% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: GHP Investment Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1401561&type=13F-HR&dateb=&owner=include&count=40CIK 1401561
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1401561/000114036126028841/Filed July 20, 2026 · accession 0001140361-26-028841