GHP Investment Advisors, Inc.

Denver, CO · CIK 1401561 · 13F filing filed 2026-07-20

SEC-registered investment adviser since 1995 · corporation

Assets managed$3.1bn
Staff25 · 22 in investment roles
Main clients (by assets)High net worth individuals 88%, Individuals 10%
Private funds1 (1 hedge) · $10.1m gross assets
Form ADV · 2026-03-24SEC adviser record

Kindhedge funds, wealth
Others nearbyDenver, CO
FamilyGHP Investment Advisors, Inc. · 2 related pages

As an employer

Offices in1 country
Private fundshedge 1

$2.7bn reported value +12.0% vs Q1 2026

1,394positions

14.0%in top 10

39 new 306 added 230 reduced 82 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	1,468,755	$49.7m1.83%	1.83%	Added +6.5k	+6,539 0.5%
2	APPLE INC COM AAPL	AAPL	162,262	$47.0m1.73%	1.73%	Reduced -36	-36 -0.0%
3	ALPHABET INC CAP STK CL C GOOG	GOOG	121,282	$42.9m1.57%	1.57%	Added +1.6k	+1,588 1.3%
4	SPDR SER TR S&P 400 MDCP GRW MDYG	MDYG	336,389	$37.7m1.39%	1.39%	Added +6.3k	+6,302 1.9%
5	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	1,305,738	$36.2m1.33%	1.33%	Added +20.6k	+20,575 1.6%
6	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	1,038,715	$36.2m1.33%	1.33%	Added +13.8k	+13,792 1.4%
7	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	496,567	$35.4m1.30%	1.30%	Reduced -7.9k	-7,919 -1.6%
8	ISHARES TR INTL SEL DIV ETF IDV	IDV	778,589	$32.3m1.19%	1.19%	Added +18.7k	+18,670 2.5%
9	ESCO TECHNOLOGIES INC COM ESE	ESE	91,295	$32.0m1.17%	1.17%	Reduced -2.5k	-2,476 -2.6%
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	317,111	$30.6m1.13%	1.13%	Added +7.6k	+7,597 2.5%
11	SPDR SERIES TRUST S&P 600 SMCP GRW SLYG	SLYG	254,137	$30.3m1.11%	1.11%	Added +4.3k	+4,309 1.7%
12	JPMORGAN CHASE & CO COM JPM	JPM	91,710	$30.0m1.10%	1.10%	Added +809	+809 0.9%
13	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDC	FNDC	610,029	$29.6m1.09%	1.09%	Added +9.8k	+9,807 1.6%
14	ROCKWELL AUTOMATION INC COM ROK	ROK	58,694	$29.1m1.07%	1.07%	Added +669	+669 1.1%
15	FRANKLIN TEMPLETON ETF TR FTSE UNTD KGDM FLGB	FLGB	813,058	$28.7m1.05%	1.05%	Added +12.9k	+12,871 1.6%
16	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	56,698	$28.4m1.04%	1.04%	Added +844	+844 1.5%
17	MICROSOFT CORP COM MSFT	MSFT	75,670	$28.2m1.04%	1.04%	Added +2.4k	+2,436 3.3%
18	ISHARES TR S&P SML 600 GWT IJT	IJT	156,039	$27.9m1.02%	1.02%	Reduced -1.6k	-1,593 -1.0%
19	SPDR SER TR S&P 400 MDCP VAL MDYV	MDYV	289,767	$27.5m1.01%	1.01%	Added +4.7k	+4,717 1.6%
20	APPLIED MATLS INC COM AMAT	AMAT	37,342	$27.0m0.99%	0.99%	Reduced -430	-430 -1.1%
21	ISHARES TR SP SMCP600VL ETF IJS	IJS	194,925	$26.6m0.98%	0.98%	Reduced -2.1k	-2,133 -1.1%
22	ISHARES TR S&P 500 GRWT ETF IVW	IVW	193,024	$26.5m0.98%	0.98%	Reduced -3.1k	-3,109 -1.6%
23	ISHARES TR RUS 1000 GRW ETF IWF	IWF	209,755	$26.0m0.96%	0.96%	Added +743	+743 0.4%
24	EMCOR GROUP INC COM EME	EME	31,226	$25.9m0.95%	0.95%	Reduced -662	-662 -2.1%
25	UNITED RENTALS INC COM URI	URI	21,777	$24.7m0.91%	0.91%	Added +1.4k	+1,408 6.9%
26	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	36,355	$24.2m0.89%	0.89%	Added +323	+323 0.9%
27	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	202,687	$24.1m0.89%	0.89%	Added +2.3k	+2,303 1.1%
28	RTX CORPORATION COM RTX	RTX	126,215	$23.9m0.88%	0.88%	Reduced -362	-362 -0.3%
29	PLEXUS CORP COM PLXS	PLXS	78,401	$23.6m0.87%	0.87%	Reduced -1.4k	-1,390 -1.7%
30	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	481,697	$23.2m0.85%	0.85%	Added +3.9k	+3,939 0.8%
31	KLA CORP COM NEW KLAC	KLAC	75,833	$22.9m0.84%	0.84%	Reduced -16.8k	-16,787 -18.1%
32	MKS INC. COM MKSI	MKSI	50,097	$22.3m0.82%	0.82%	Reduced -390	-390 -0.8%
33	CISCO SYS INC COM CSCO	CSCO	187,656	$22.0m0.81%	0.81%	Reduced -2.2k	-2,193 -1.2%
34	TJX COS INC NEW COM TJX	TJX	144,517	$21.9m0.80%	0.80%	Added +496	+496 0.3%
35	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	77,837	$21.9m0.80%	0.80%	Reduced -784	-784 -1.0%
36	ISHARES TR S&P 500 VAL ETF IVE	IVE	94,459	$21.4m0.79%	0.79%	Reduced -1.6k	-1,555 -1.6%
37	ISHARES TR RUS 1000 VAL ETF IWD	IWD	87,962	$21.3m0.78%	0.78%	Reduced -42	-42 -0.1%
38	LINCOLN ELEC HLDGS INC COM LECO	LECO	77,932	$20.7m0.76%	0.76%	Added +651	+651 0.8%
39	ANALOG DEVICES INC COM ADI	ADI	51,878	$20.6m0.76%	0.76%	Added +640	+640 1.2%
40	AMETEK INC COM AME	AME	84,747	$20.5m0.75%	0.75%	Added +1.8k	+1,771 2.1%
41	SPDR SER TR S&P 600 SMCP VAL SLYV	SLYV	184,716	$20.2m0.74%	0.74%	Added +2.9k	+2,927 1.6%
42	AMERICAN EXPRESS CO COM AXP	AXP	57,037	$19.3m0.71%	0.71%	Added +335	+335 0.6%
43	CURTISS WRIGHT CORP COM CW	CW	24,727	$18.7m0.69%	0.69%	Reduced -1.9k	-1,861 -7.0%
44	WALMART INC COM WMT	WMT	156,934	$17.8m0.65%	0.65%	Reduced -1.0k	-1,036 -0.7%
45	TRAVELERS COMPANIES INC COM TRV	TRV	53,361	$17.6m0.65%	0.65%	Added +355	+355 0.7%
46	EXPEDITORS INTL WASH INC COM EXPD	EXPD	106,994	$17.4m0.64%	0.64%	Added +5.0k	+4,956 4.9%
47	TEXAS INSTRS INC COM TXN	TXN	58,083	$17.3m0.64%	0.64%	Added +1.9k	+1,880 3.4%
48	NORDSON CORP COM NDSN	NDSN	56,734	$17.1m0.63%	0.63%	Added +459	+459 0.8%
49	META PLATFORMS INC CL A META	META	30,248	$17.0m0.63%	0.63%	Added +1.8k	+1,800 6.3%
50	NETAPP INC COM NTAP	NTAP	109,538	$17.0m0.62%	0.62%	Reduced -1.9k	-1,911 -1.7%
51	PARKER-HANNIFIN CORP COM PH	PH	16,824	$16.5m0.60%	0.60%	Reduced -6	-6 -0.0%
52	ISHARES TR S&P MC 400GR ETF IJK	IJK	139,799	$16.4m0.60%	0.60%	Reduced -237	-237 -0.2%
53	CSX CORP COM CSX	CSX	341,197	$16.2m0.60%	0.60%	Added +2.9k	+2,918 0.9%
54	HOULIHAN LOKEY INC CL A HLI	HLI	119,657	$16.0m0.59%	0.59%	Added +860	+860 0.7%
55	MOODYS CORP COM MCO	MCO	34,662	$15.7m0.58%	0.58%	Reduced -1.5k	-1,511 -4.2%
56	LITTELFUSE INC COM LFUS	LFUS	34,336	$15.6m0.57%	0.57%	Added +857	+857 2.6%
57	MCKESSON CORP COM MCK	MCK	20,655	$15.6m0.57%	0.57%	Added +1.5k	+1,525 8.0%
58	EMERSON ELEC CO COM EMR	EMR	108,195	$15.5m0.57%	0.57%	Added +4.4k	+4,389 4.2%
59	MERCK & CO INC COM MRK	MRK	118,345	$15.2m0.56%	0.56%	Added +2.4k	+2,423 2.1%
60	ULTA BEAUTY INC COM ULTA	ULTA	33,665	$15.2m0.56%	0.56%	Added +673	+673 2.0%
61	NASDAQ INC COM NDAQ	NDAQ	191,286	$15.1m0.55%	0.55%	Added +7.1k	+7,114 3.9%
62	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	101,841	$15.0m0.55%	0.55%	Reduced -604	-604 -0.6%
63	STERIS PLC SHS USD STE	STE	70,459	$14.8m0.55%	0.55%	Added +802	+802 1.1%
64	JOHNSON & JOHNSON COM JNJ	JNJ	58,033	$14.7m0.54%	0.54%	Added +613	+613 1.1%
65	MARTIN MARIETTA MATLS INC COM MLM	MLM	24,626	$14.2m0.52%	0.52%	Added +2.0k	+1,983 8.8%
66	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	46,285	$14.2m0.52%	0.52%	Added +324	+324 0.7%
67	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	233,175	$14.2m0.52%	0.52%	Added +3.8k	+3,830 1.7%
68	GARMIN LTD SHS GRMN	GRMN	58,659	$13.9m0.51%	0.51%	Reduced -61	-61 -0.1%
69	CUMMINS INC COM CMI	CMI	19,081	$13.6m0.50%	0.50%	Reduced -97	-97 -0.5%
70	STRYKER CORPORATION COM SYK	SYK	42,192	$13.3m0.49%	0.49%	Reduced -2.0k	-1,998 -4.5%
71	PACKAGING CORP AMER COM PKG	PKG	55,709	$13.3m0.49%	0.49%	Added +478	+478 0.9%
72	VISA INC COM CL A V	V	37,935	$13.0m0.48%	0.48%	Added +1.5k	+1,455 4.0%
73	AMPHENOL CORP CL A APH	APH	72,782	$12.8m0.47%	0.47%	Reduced -1.2k	-1,191 -1.6%
74	ORACLE CORP COM ORCL	ORCL	87,236	$12.8m0.47%	0.47%	Reduced -919	-919 -1.0%
75	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	43,805	$12.7m0.47%	0.47%	Added +694	+694 1.6%
76	BERKLEY W R CORP COM WRB	WRB	179,803	$12.7m0.47%	0.47%	Added +745	+745 0.4%
77	PROCTER AND GAMBLE CO COM PG	PG	86,325	$12.7m0.47%	0.47%	Added +583	+583 0.7%
78	PROGRESSIVE CORP COM PGR	PGR	54,213	$11.8m0.44%	0.44%	Reduced -1.8k	-1,801 -3.2%
79	ISHARES TR CORE S&P SCP ETF IJR	IJR	78,678	$11.7m0.43%	0.43%	Reduced -509	-509 -0.6%
80	SNAP ON INC COM SNA	SNA	26,660	$10.7m0.39%	0.39%	Reduced -85	-85 -0.3%
81	CORNING INC COM GLW	GLW	41,426	$10.6m0.39%	0.39%	Reduced -33.1k	-33,126 -44.4%
82	EXXON MOBIL CORP COM XOM	XOM	74,906	$10.2m0.38%	0.38%	Added +231	+231 0.3%
83	AMGEN INC COM AMGN	AMGN	28,143	$10.2m0.37%	0.37%	Added +455	+455 1.6%
84	CACI INTL INC CL A CACI	CACI	21,801	$10.1m0.37%	0.37%	Reduced -60	-60 -0.3%
85	ISHARES TR CORE S&P MCP ETF IJH	IJH	128,779	$9.9m0.36%	0.36%	Reduced -1.1k	-1,098 -0.8%
86	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	27,000	$9.9m0.36%	0.36%	Reduced -242	-242 -0.9%
87	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	18,844	$9.8m0.36%	0.36%	Added +162	+162 0.9%
88	LABCORP HOLDINGS INC COM SHS LH	LH	34,602	$9.7m0.36%	0.36%	Added +215	+215 0.6%
89	FEDEX CORP COM FDX	FDX	30,722	$9.6m0.35%	0.35%	Reduced -24	-24 -0.1%
90	CARDINAL HEALTH INC COM CAH	CAH	40,045	$9.5m0.35%	0.35%	Added +1.6k	+1,554 4.0%
91	TEXAS ROADHOUSE INC COM TXRH	TXRH	49,189	$9.5m0.35%	0.35%	Added +1.2k	+1,182 2.5%
92	ALPHABET INC CAP STK CL A GOOGL	GOOGL	26,219	$9.4m0.34%	0.34%	Reduced -152	-152 -0.6%
93	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	39,404	$9.4m0.34%	0.34%	Added +544	+544 1.4%
94	BOOKING HOLDINGS INC COM BKNG	BKNG	51,955	$9.3m0.34%	0.34%	Added +1.7k	+1,730 3.4%
95	COSTCO WHSL CORP NEW COM COST	COST	9,851	$9.2m0.34%	0.34%	Reduced -243	-243 -2.4%
96	AIR PRODS & CHEMS INC COM APD	APD	30,913	$9.1m0.33%	0.33%	Added +2.7k	+2,685 9.5%
97	CME GROUP INC COM CME	CME	40,765	$9.0m0.33%	0.33%	Added +4.3k	+4,325 11.9%
98	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	144,299	$9.0m0.33%	0.33%	Added +3.7k	+3,706 2.6%
99	SCHWAB CHARLES CORP COM SCHW	SCHW	97,007	$9.0m0.33%	0.33%	Added +13.0k	+13,039 15.5%
100	DAVITA INC COM DVA	DVA	40,223	$8.9m0.33%	0.33%	Added +484	+484 1.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CSG SYS INTL INC		114,117	$9.1m114.1k shares
HONEYWELL INTL INC		2,285	$1.0m2.3k shares
PPG INDS INC PPG	PPG	1,636	$174.9k1.6k shares
VANGUARD SCOTTSDALE FDS VCIT	VCIT	1,341	$111.0k1.3k shares
SPDR SER TR SPIB	SPIB	2,700	$90.6k2.7k shares
THOMSON REUTERS CORP		933	$84.0k933 shares
ISHARES TR IEF	IEF	688	$65.7k688 shares
DUPONT DE NEMOURS INC DWDP	DWDP	343	$47.1k343 shares
BANCFIRST CORP BANF	BANF	374	$40.6k374 shares
SPDR SER TR BIL	BIL	436	$40.0k436 shares
FIDELITY COVINGTON TRUST FENI	FENI	885	$32.9k885 shares
GOLDMAN SACHS ETF TR GBIL	GBIL	325	$32.6k325 shares
ANGEL OAK FINL STRATEGIES IN FINS	FINS	2,500	$31.9k2.5k shares
FS CREDIT OPPORTUNITIES CORP FSCO	FSCO	5,600	$28.6k5.6k shares
FS SPECIALTY LENDING FD FSSL	FSSL	2,000	$25.0k2.0k shares
WISDOMTREE TR XC	XC	637	$19.9k637 shares
FIDELITY COVINGTON TRUST FMDE	FMDE	540	$19.4k540 shares
ANGEL OAK FUNDS TRUST CARY	CARY	900	$18.7k900 shares
ATOMERA INC ATOM	ATOM	4,433	$16.9k4.4k shares
CARNIVAL CORP		608	$15.7k608 shares
BRINKS CO BCO	BCO	145	$15.0k145 shares
BNY MELLON ETF TRUST BKIE	BKIE	151	$14.1k151 shares
PACER FDS TR COWG	COWG	373	$12.6k373 shares
BLACKROCK MUNIYIELD QUALITY MYI	MYI	1,178	$12.4k1.2k shares
ISHARES TR IGIB	IGIB	228	$12.1k228 shares