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GHP Investment Advisors, Inc. — 13F Holdings & Portfolio

CIK 1401561 · latest 13F-HR filed 2026-10-15

Backtest portfolio

GHP Investment Advisors, Inc. manages $2.68B in 13F-reported U.S. long-equity assets across 1,566 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are SCHG (1.97%), AAPL (1.96%), GOOG (1.52%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 34 new positions and exited 107; 295 existing positions rose in reported value and 627 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$2.68B

Long-equity book

Holdings
1,566

Distinct positions

Period
2026-09-30

Filed 2026-10-15

Q/Q Activity
+34 / −107 / ↑295 / ↓627

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
SCHG2.0% · 0%AAPL2.0% · -3%GOOG1.5% · -1%MSFT1.5% · +1%SCHF1.3% · +0%MDYG1.3% · +0%SCHV1.3% · -0%VEA1.3% · -2%IDV1.2% · +0%IEFA1.2% · +1%FNDC1.1% · +1%FLGB1.1% · +2%JPM1.1% · -2%BRK.B1.1% · -0%SLYG1.0% · +0%IVW1.0% · -1%IWF1.0% · -1%ROK1.0% · -0%MDYV0.9% · -1%SPYG0.9% · +0%IJS0.9% · -1%IJT0.9% · -2%SCHC0.9% · 0%RTX0.9% · -2%EME0.9% · -3%URI0.8% · +4%ESE0.8% · -6%META0.8% · +2%TDY0.8% · +0%NTAP0.8% · -6%IVE0.8% · -0%AME0.8% · +2%IWD0.8% · -3%LECO0.8% · +0%EXPD0.8% · +4%ADI0.8% · -1%PLXS0.7% · -4%TJX0.7% · +1%CSCO0.7% · -5%MCK0.7% · +8%SLYV0.7% · +1%ULTA0.7% · +2%TRV0.7% · -2%NDSN0.7% · -1%NDAQ0.7% · +3%MRK0.7% · +1%AXP0.6% · -0%EMR0.6% · +2%IBM0.6% · -1%TXN0.6% · +4%AMAT0.6% · -12%GRMN0.6% · -1%PH0.6% · +2%WMT0.6% · -1%CSX0.6% · +0%MCO0.6% · -2%JNJ0.6% · +0%STE0.6% · +3%HLI0.6% · +0%IJK0.6% · -2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 14.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 24, 2026.

Assets Under Management
$3.06B
Discretionary
$2.99B
Employees
25
Accounts
4,560
Address
1290 BROADWAY, SUITE 1100
DENVER, CO 80203
Phone
(303) 831-5051
Website
Name Title / Status Ownership Type
FRIEDMAN, BRIAN, JAY ControlPRESIDENT
since Jan 1999
25–50%Individual
IVEY, SEBRINA, CHRISELDA ControlCHIEF COMPLIANCE OFFICER
since Jan 2014
Less than 5%Individual
WAGNER, CARIN, DAWN ControlVICE PRESIDENT OF WEALTH MANAGEMENT
since Jan 2013
10–25%Individual
ENGLE, BRADLEY, ALLENDIRECTOR OF RESEARCH, TRADING, AND ANALYTICS
since Jan 2017
Less than 5%Individual
KITNER, JASON, RICHARDMANAGER OF RESEARCH TRADING AND PORTFOLIO ANALYTICS
since Mar 2022
Less than 5%Individual
LEWTON, CHRISTIAN, ThomasMANAGER OF RESEARCH TRADING AND PORTFOLIO ANALYTICS
since Mar 2022
Less than 5%Individual
Lee, Angela, KennedyDIRECTOR OF TAX
since Mar 2022
Less than 5%Individual
MCCOY, REED, RUMMELWEALTH ADVISOR
since Apr 2022
Less than 5%Individual
MCGUIRE, DEIRDRE, MARIEWEALTH ADVISOR
since Jan 2017
Less than 5%Individual
SULLIVAN, MICHAEL, THOMASVICE PRESIDENT OF WEALTH MANAGEMENT
since Jul 2016
10–25%Individual
TERRAZAS, BARBARA, ELIZABETHWEALTH ADVISOR
since Jan 2020
Less than 5%Individual
WEHNER, JENNIFER, LYNNCLIENT RELATIONS MANAGER
since Mar 2022
Less than 5%Individual
Ownership & leadership changes · 10 filings with changes since Mar 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 15, 2024 filing
  • No longer listedGARCIA, JAMES, ARTHUR · DATA ANALYST · Less than 5% · listed since Mar 2022
May 18, 2022 filing
  • No longer listedHOCHSTADT, ROBERT, WALTER · SHAREHOLDER · 5–10% · control person · listed since Jul 1995
  • No longer listedKAISER, JERALD, RALPH · SHAREHOLDER · 5–10% · listed since Jul 1995
  • AddedGARCIA, JAMES, ARTHUR · DATA ANALYST · Less than 5%
  • AddedKITNER, JASON, RICHARD · MANAGER OF RESEARCH TRADING AND PORTFOLIO ANALYTICS · Less than 5%
  • AddedLEWTON, CHRISTIAN, Thomas · MANAGER OF RESEARCH TRADING AND PORTFOLIO ANALYTICS · Less than 5%
  • AddedLee, Angela, Kennedy · DIRECTOR OF TAX · Less than 5%
  • AddedMCCOY, REED, RUMMEL · WEALTH ADVISOR · Less than 5%
  • AddedWEHNER, JENNIFER, LYNN · CLIENT RELATIONS MANAGER · Less than 5%
Mar 26, 2021 filing
  • AddedTERRAZAS, BARBARA, ELIZABETH · WEALTH ADVISOR · Less than 5%
  • ChangedHOCHSTADT, ROBERT, WALTER · ownership 10–25% → 5–10%
  • ChangedKAISER, JERALD, RALPH · ownership 10–25% → 5–10%
Feb 26, 2020 filing
  • ChangedHOCHSTADT, ROBERT, WALTER · title PRINCIPAL → SHAREHOLDER
  • ChangedMCGUIRE, DEIRDRE, MARIE · title FINANCIAL PLANNING ASSOCIATE → WEALTH ADVISOR
Feb 25, 2019 filing
  • ChangedSULLIVAN, MICHAEL, THOMAS · title WEALTH MANAGEMENT ADVISOR → VICE PRESIDENT OF WEALTH MANAGEMENT
  • ChangedWAGNER, CARIN, DAWN · title VICE PRESIDENT OF PERSONAL WEALTH MANAGEMENT → VICE PRESIDENT OF WEALTH MANAGEMENT
Mar 21, 2018 filing
  • No longer listedROONEY, WILLIAM, ALEXANDER · SHAREHOLDER · 5–10% · listed since Jan 2016
  • AddedENGLE, BRADLEY, ALLEN · DIRECTOR OF RESEARCH, TRADING, AND ANALYTICS · Less than 5%
  • AddedMCGUIRE, DEIRDRE, MARIE · FINANCIAL PLANNING ASSOCIATE · Less than 5%
  • ChangedSULLIVAN, MICHAEL, THOMAS · ownership Less than 5% → 10–25%
  • ChangedWAGNER, CARIN, DAWN · ownership 5–10% → 10–25%
Mar 23, 2017 filing
  • AddedROONEY, WILLIAM, ALEXANDER · SHAREHOLDER · 5–10%
Mar 23, 2016 filing
  • AddedSULLIVAN, MICHAEL, THOMAS · WEALTH MANAGEMENT ADVISOR · Less than 5%
Mar 19, 2015 filing
  • No longer listedLEVEY, STEVEN, IRA · PRINCIPAL · 10–25% · control person · listed since Jul 1995
  • AddedIVEY, SEBRINA, CHRISELDA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedFRIEDMAN, BRIAN, JAY · title PRESIDENT/CHIEF COMPLIANCE OFFICER → PRESIDENT
Mar 15, 2013 filing
  • AddedWAGNER, CARIN, DAWN · VICE PRESIDENT OF PERSONAL WEALTH MANAGEMENT · 5–10% · control person
Older changes (1 more filing)
Mar 28, 2012 filing (earliest on record)
  • ListedFRIEDMAN, BRIAN, JAY · PRESIDENT/CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedHOCHSTADT, ROBERT, WALTER · PRINCIPAL · 10–25% · control person
  • ListedKAISER, JERALD, RALPH · SHAREHOLDER · 10–25%
  • ListedLEVEY, STEVEN, IRA · PRINCIPAL · 10–25% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

GHP Investment Advisors, Inc. Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHG 808524300 $52.7M 1.97% 1,466,158 SH
2 APPLE INC AAPL 037833100 $52.5M 1.96% 157,702 SH
3 ALPHABET INC GOOG 02079K107 $40.8M 1.52% 119,771 SH
4 MICROSOFT CORP MSFT 594918104 $39.1M 1.46% 76,196 SH
5 SCHWAB STRATEGIC TR SCHF 808524805 $35.9M 1.34% 1,305,100 SH
6 SPDR SERIES TRUST MDYG 78464A821 $35.1M 1.31% 335,612 SH
7 SCHWAB STRATEGIC TR SCHV 808524409 $34.4M 1.28% 1,032,307 SH
8 VANGUARD TAX-MANAGED FDS VEA 921943858 $34.1M 1.27% 483,560 SH
9 ISHARES TR IDV 464288448 $32.8M 1.22% 778,337 SH
10 ISHARES TR IEFA 46432F842 $31.0M 1.16% 319,795 SH
11 SCHWAB STRATEGIC TR FNDC 808524748 $30.6M 1.14% 614,826 SH
12 FRANKLIN TEMPLETON ETF TR FLGB 35473P678 $29.7M 1.11% 828,351 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $29.6M 1.11% 89,615 SH
14 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $27.9M 1.04% 55,994 SH
15 ISHARES TR IVW 464287309 $27.3M 1.02% 191,597 SH
16 SPDR SERIES TRUST SLYG 78464A201 $27.2M 1.01% 254,047 SH
17 ISHARES TR IWF 464287614 $25.6M 0.96% 204,695 SH
18 ROCKWELL AUTOMATION INC ROK 773903109 $25.4M 0.95% 58,343 SH
19 SPDR SERIES TRUST MDYV 78464A839 $25.4M 0.95% 286,858 SH
20 SPDR SERIES TRUST SPYG 78464A409 $24.9M 0.93% 202,355 SH
21 ISHARES TR IJS 464287879 $24.7M 0.92% 192,530 SH
22 ISHARES TR IJT 464287887 $24.6M 0.92% 153,442 SH
23 SCHWAB STRATEGIC TR SCHC 808524888 $23.9M 0.89% 480,974 SH
24 RTX CORPORATION RTX 75513E101 $22.9M 0.85% 123,441 SH
25 EMCOR GROUP INC EME 29084Q100 $22.9M 0.85% 30,323 SH
26 UNITED RENTALS INC URI 911363109 $22.8M 0.85% 22,736 SH
27 ESCO TECHNOLOGIES INC ESE 296315104 $22.6M 0.84% 85,404 SH
28 META PLATFORMS INC META 30303M102 $22.3M 0.83% 30,729 SH
29 TELEDYNE TECHNOLOGIES INC TDY 879360105 $22.1M 0.82% 36,445 SH
30 NETAPP INC NTAP 64110D104 $21.7M 0.81% 103,344 SH
31 ISHARES TR IVE 464287408 $21.4M 0.80% 93,949 SH
32 AMETEK INC AME 031100100 $21.3M 0.79% 85,895 SH
33 ISHARES TR IWD 464287598 $21.1M 0.79% 85,297 SH
34 LINCOLN ELEC HLDGS INC LECO 533900106 $20.7M 0.77% 78,099 SH
35 EXPEDITORS INTL WASH INC EXPD 302130109 $20.5M 0.76% 110,762 SH
36 ANALOG DEVICES INC ADI 032654105 $20.3M 0.76% 51,287 SH
37 PLEXUS CORP PLXS 729132100 $19.7M 0.74% 75,611 SH
38 TJX COS INC NEW TJX 872540109 $19.3M 0.72% 145,514 SH
39 CISCO SYS INC CSCO 17275R102 $19.2M 0.72% 178,408 SH
40 MCKESSON CORP MCK 58155Q103 $19.1M 0.71% 22,375 SH
41 SPDR SERIES TRUST SLYV 78464A300 $19.0M 0.71% 185,906 SH
42 ULTA BEAUTY INC ULTA 90384S303 $18.8M 0.70% 34,339 SH
43 TRAVELERS COMPANIES INC TRV 89417E109 $18.7M 0.70% 52,376 SH
44 NORDSON CORP NDSN 655663102 $18.3M 0.68% 55,897 SH
45 NASDAQ INC NDAQ 631103108 $18.1M 0.68% 197,111 SH
46 MERCK & CO INC MRK 58933Y105 $17.3M 0.65% 119,333 SH
47 AMERICAN EXPRESS CO AXP 025816109 $17.3M 0.64% 56,831 SH
48 EMERSON ELEC CO EMR 291011104 $17.1M 0.64% 110,491 SH
49 TEXAS INSTRS INC TXN 882508104 $16.9M 0.63% 60,509 SH
50 INTERNATIONAL BUSINESS MACHS IBM 459200101 $16.9M 0.63% 76,971 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-15 $2.68B 1,566 0001140361-26-039674
2026-06-30 2026-07-20 $2.72B 1,639 0001140361-26-028841
2026-03-31 2026-04-21 $2.43B 1,637 0001140361-26-015752
2025-12-31 2026-01-27 $2.43B 1,187 0001140361-26-002431
Filer Information
Address
1290 N BROADWAY, STE. 1100
DENVER, CO 80203
Phone
(303) 831-5000
Filing Manager
GHP Investment Advisors, Inc.
Denver, CO
Signatory
Sebrina Ivey
CCO