Universe · entity
GHP Investment Advisors, Inc.
Institutional manager (13F) · CIK 1401561
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $43M | 1,462,216 |
| 2 | APPLE INC | $41M | 162,298 |
| 3 | ALPHABET INC | $34M | 119,694 |
| 4 | ISHARES TR | $32M | 759,919 |
| 5 | VANGUARD TAX-MANAGED FDS | $32M | 504,486 |
| 6 | SCHWAB STRATEGIC TR | $32M | 1,285,163 |
| 7 | SPDR SERIES TRUST | $32M | 330,087 |
| 8 | SCHWAB STRATEGIC TR | $31M | 1,024,923 |
| 9 | ISHARES TR | $28M | 309,514 |
| 10 | SCHWAB STRATEGIC TR | $28M | 600,222 |
| 11 | FRANKLIN TEMPLETON ETF TR | $28M | 800,187 |
| 12 | MICROSOFT CORP | $27M | 73,234 |
| 13 | BERKSHIRE HATHAWAY INC DEL | $27M | 55,854 |
| 14 | JPMORGAN CHASE & CO | $27M | 90,901 |
| 15 | ESCO TECHNOLOGIES INC | $26M | 93,771 |
| 16 | RTX CORPORATION | $24M | 126,577 |
| 17 | SPDR SERIES TRUST | $24M | 285,050 |
| 18 | SPDR SERIES TRUST | $24M | 249,828 |
| 19 | EMCOR GROUP INC | $24M | 31,888 |
| 20 | ISHARES TR | $23M | 197,058 |
| 21 | TJX COS INC NEW | $23M | 144,021 |
| 22 | ISHARES TR | $23M | 157,632 |
| 23 | SCHWAB STRATEGIC TR | $22M | 477,758 |
| 24 | ISHARES TR | $22M | 52,253 |
| 25 | ISHARES TR | $22M | 196,133 |
| 26 | TELEDYNE TECHNOLOGIES INC | $22M | 36,032 |
| 27 | ROCKWELL AUTOMATION INC | $21M | 58,025 |
| 28 | ISHARES TR | $20M | 96,014 |
| 29 | WALMART INC | $20M | 157,970 |
| 30 | SPDR SERIES TRUST | $20M | 200,384 |
| 31 | LINCOLN ELEC HLDGS INC | $19M | 77,281 |
| 32 | INTERNATIONAL BUSINESS MACHS | $19M | 78,621 |
| 33 | ISHARES TR | $19M | 88,004 |
| 34 | CURTISS WRIGHT CORP | $18M | 26,588 |
| 35 | AMETEK INC | $18M | 82,976 |
| 36 | ULTA BEAUTY INC | $17M | 32,992 |
| 37 | SPDR SERIES TRUST | $17M | 181,789 |
| 38 | AMERICAN EXPRESS CO | $17M | 56,702 |
| 39 | HOULIHAN LOKEY INC | $17M | 118,797 |
| 40 | MCKESSON CORP | $17M | 19,130 |
| 41 | ANALOG DEVICES INC | $16M | 51,238 |
| 42 | META PLATFORMS INC | $16M | 28,448 |
| 43 | PLEXUS CORP | $16M | 79,791 |
| 44 | MOODYS CORP | $16M | 36,173 |
| 45 | NASDAQ INC | $16M | 184,172 |
| 46 | TRAVELERS COMPANIES INC | $15M | 53,006 |
| 47 | STERIS PLC | $15M | 69,657 |
| 48 | PARKER-HANNIFIN CORP | $15M | 16,830 |
| 49 | NORDSON CORP | $15M | 56,275 |
| 50 | L3HARRIS TECHNOLOGIES INC | $15M | 43,111 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.