Ghp Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Ghp Investment Advisors, Inc. disclosed 1303 stock positions valued at approximately $2.68B as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, APPLE INC, and ALPHABET INC.
- Report Period
- September 30, 2026
- No. of Stocks
- 1303
- Portfolio Value
- $2.68B
Holdings by Sector
Ghp Investment Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | Other | 1.97% | 1,469,337 | +582 | +0.04% | $52,793,254 |
| APPLE INC | AAPL | Technology | 1.96% | 157,708 | -4,554 | -2.81% | $52,519,955 |
| ALPHABET INC | GOOG | Communication Services | 1.52% | 119,819 | -1,463 | -1.21% | $40,827,278 |
| MICROSOFT CORP | MSFT | Technology | 1.47% | 76,732 | +1,062 | +1.40% | $39,355,921 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.34% | 1,307,497 | +1,759 | +0.13% | $35,916,962 |
| SPDR SERIES TRUST | MDYG | Other | 1.31% | 337,079 | +690 | +0.21% | $35,234,915 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.29% | 1,036,220 | -2,495 | -0.24% | $34,516,482 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.28% | 484,677 | -11,890 | -2.39% | $34,223,095 |
| ISHARES TR | IDV | Other | 1.23% | 779,880 | +1,291 | +0.17% | $32,903,137 |
| ISHARES TR | IEFA | Other | 1.16% | 320,452 | +3,341 | +1.05% | $31,045,350 |
| SCHWAB STRATEGIC TR | FNDC | Other | 1.15% | 616,109 | +6,080 | +1.00% | $30,700,736 |
| FRANKLIN TEMPLETON ETF TR | FLGB | Other | 1.11% | 831,148 | +18,090 | +2.22% | $29,796,677 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.11% | 89,779 | -1,931 | -2.11% | $29,701,755 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.05% | 56,619 | -79 | -0.14% | $28,193,625 |
| SPDR SERIES TRUST | SLYG | Other | 1.02% | 254,922 | +785 | +0.31% | $27,268,981 |
| ISHARES TR | IVW | Other | 1.02% | 191,628 | -1,396 | -0.72% | $27,261,007 |
| ISHARES TR | IWF | Other | 0.97% | 206,895 | -2,860 | -1.36% | $25,915,634 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 0.95% | 58,561 | -133 | -0.23% | $25,493,476 |
| SPDR SERIES TRUST | MDYV | Other | 0.95% | 287,660 | -2,107 | -0.73% | $25,460,745 |
| SPDR SERIES TRUST | SPYG | Other | 0.93% | 202,896 | +209 | +0.10% | $24,972,420 |
| ISHARES TR | IJS | Other | 0.92% | 193,222 | -1,703 | -0.87% | $24,751,637 |
| ISHARES TR | IJT | Other | 0.92% | 153,474 | -2,565 | -1.64% | $24,606,510 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.89% | 481,817 | +120 | +0.02% | $23,965,596 |
| RTX CORPORATION | RTX | Industrials | 0.86% | 123,545 | -2,670 | -2.12% | $22,936,125 |
| EMCOR GROUP INC | EME | Industrials | 0.85% | 30,366 | -860 | -2.75% | $22,910,745 |
| UNITED RENTALS INC | URI | Industrials | 0.85% | 22,755 | +978 | +4.49% | $22,773,343 |
| ESCO TECHNOLOGIES INC | ESE | Technology | 0.85% | 85,469 | -5,826 | -6.38% | $22,658,580 |
| META PLATFORMS INC | META | Communication Services | 0.83% | 30,787 | +539 | +1.78% | $22,326,497 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 0.83% | 36,513 | +158 | +0.43% | $22,156,357 |
| NETAPP INC | NTAP | Technology | 0.81% | 103,425 | -6,113 | -5.58% | $21,727,545 |
Showing 30 of 1,303 holdings in the latest reporting period.