Ghp Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 20, 2026, Ghp Investment Advisors, Inc. disclosed 1325 stock positions valued at approximately $2.72B as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 1325
- Portfolio Value
- $2.72B
Holdings by Sector
Ghp Investment Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHG | Other | 1.83% | 1,468,755 | +6,539 | +0.45% | $49,702,690 |
| APPLE INC | AAPL | Technology | 1.73% | 162,262 | -36 | -0.02% | $46,952,100 |
| ALPHABET INC | GOOG | Communication Services | 1.57% | 121,282 | +1,588 | +1.33% | $42,852,706 |
| SPDR SERIES TRUST | MDYG | Other | 1.39% | 336,389 | +6,302 | +1.91% | $37,705,870 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.33% | 1,305,738 | +20,575 | +1.60% | $36,168,946 |
| SCHWAB STRATEGIC TR | SCHV | Other | 1.33% | 1,038,715 | +13,792 | +1.35% | $36,157,682 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.30% | 496,567 | -7,919 | -1.57% | $35,380,395 |
| ISHARES TR | IDV | Other | 1.19% | 778,589 | +18,670 | +2.46% | $32,256,929 |
| ESCO TECHNOLOGIES INC | ESE | Technology | 1.17% | 91,295 | -2,476 | -2.64% | $31,957,005 |
| ISHARES TR | IEFA | Other | 1.13% | 317,111 | +7,597 | +2.45% | $30,626,533 |
| SPDR SERIES TRUST | SLYG | Other | 1.11% | 254,137 | +4,309 | +1.72% | $30,275,318 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.10% | 91,710 | +809 | +0.89% | $30,019,448 |
| SCHWAB STRATEGIC TR | FNDC | Other | 1.09% | 610,029 | +9,807 | +1.63% | $29,623,007 |
| ROCKWELL AUTOMATION INC | ROK | Industrials | 1.07% | 58,694 | +669 | +1.15% | $29,058,116 |
| FRANKLIN TEMPLETON ETF TR | FLGB | Other | 1.05% | 813,058 | +12,871 | +1.61% | $28,692,817 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.04% | 56,698 | +844 | +1.51% | $28,371,307 |
| MICROSOFT CORP | MSFT | Technology | 1.04% | 75,670 | +2,436 | +3.33% | $28,226,500 |
| ISHARES TR | IJT | Other | 1.02% | 156,039 | -1,593 | -1.01% | $27,868,570 |
| SPDR SERIES TRUST | MDYV | Other | 1.01% | 289,767 | +4,717 | +1.65% | $27,484,349 |
| APPLIED MATLS INC | AMAT | Technology | 0.99% | 37,342 | -430 | -1.14% | $26,998,504 |
| ISHARES TR | IJS | Other | 0.98% | 194,925 | -2,133 | -1.08% | $26,642,245 |
| ISHARES TR | IVW | Other | 0.98% | 193,024 | -3,109 | -1.59% | $26,546,544 |
| ISHARES TR | IWF | Other | 0.96% | 209,755 | +157,502 | +301.42% | $26,045,313 |
| EMCOR GROUP INC | EME | Industrials | 0.95% | 31,226 | -662 | -2.08% | $25,914,210 |
| UNITED RENTALS INC | URI | Industrials | 0.91% | 21,777 | +1,408 | +6.91% | $24,671,502 |
| TELEDYNE TECHNOLOGIES INC | TDY | Technology | 0.89% | 36,355 | +323 | +0.90% | $24,245,042 |
| SPDR SERIES TRUST | SPYG | Other | 0.89% | 202,687 | +2,303 | +1.15% | $24,117,675 |
| RTX CORPORATION | RTX | Industrials | 0.88% | 126,215 | -362 | -0.29% | $23,946,819 |
| PLEXUS CORP | PLXS | Technology | 0.87% | 78,401 | -1,390 | -1.74% | $23,572,691 |
| SCHWAB STRATEGIC TR | SCHC | Other | 0.85% | 481,697 | +3,939 | +0.82% | $23,179,248 |
Showing 30 of 1,325 holdings in the latest reporting period.