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GHP Investment Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $2,680,697,636
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SCHWAB STRATEGIC TR · US LCAP GR ETF · 808524300 · shares: $52,793,254
- APPLE INC · COM · 037833100 · shares: $52,519,955
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $40,827,278
- MICROSOFT CORP · COM · 594918104 · shares: $39,355,921
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $35,916,962
- SPDR SERIES TRUST · ST STR SP400GRW · 78464A821 · shares: $35,234,915
- SCHWAB STRATEGIC TR · US LCAP VA ETF · 808524409 · shares: $34,516,482
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $34,223,095
- ISHARES TR · INTL SEL DIV ETF · 464288448 · shares: $32,903,137
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $31,045,350
Reported holdings
1,566 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 1,466,158 shares | $52,679,049 |
| APPLE INC | COM | 037833100 | — | 157,702 shares | $52,517,956 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 119,771 shares | $40,810,882 |
| MICROSOFT CORP | COM | 594918104 | — | 76,196 shares | $39,080,966 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 1,305,100 shares | $35,851,111 |
| SPDR SERIES TRUST | ST STR SP400GRW | 78464A821 | — | 335,612 shares | $35,081,519 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 1,032,307 shares | $34,386,130 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 483,560 shares | $34,144,189 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 | — | 778,337 shares | $32,838,022 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 319,795 shares | $30,981,746 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 | — | 614,826 shares | $30,636,785 |
| FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | 35473P678 | — | 828,351 shares | $29,696,394 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 89,615 shares | $29,647,370 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 55,994 shares | $27,882,406 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 191,597 shares | $27,256,592 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 254,047 shares | $27,175,356 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 204,695 shares | $25,640,062 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 58,343 shares | $25,398,410 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 286,858 shares | $25,389,782 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 202,355 shares | $24,905,812 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 | — | 192,530 shares | $24,663,033 |
| ISHARES TR | S&P SML 600 GWT | 464287887 | — | 153,442 shares | $24,601,364 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 | — | 480,974 shares | $23,923,666 |
| RTX CORPORATION | COM | 75513E101 | — | 123,441 shares | $22,916,787 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 30,323 shares | $22,878,258 |
| UNITED RENTALS INC | COM | 911363109 | — | 22,736 shares | $22,754,152 |
| ESCO TECHNOLOGIES INC | COM | 296315104 | — | 85,404 shares | $22,641,336 |
| META PLATFORMS INC | CL A | 30303M102 | — | 30,729 shares | $22,284,339 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 36,445 shares | $22,115,093 |
| NETAPP INC | COM | 64110D104 | — | 103,344 shares | $21,710,606 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 93,949 shares | $21,446,633 |
| AMETEK INC | COM | 031100100 | — | 85,895 shares | $21,278,812 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 85,297 shares | $21,147,791 |
| LINCOLN ELEC HLDGS INC | COM | 533900106 | — | 78,099 shares | $20,663,476 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 110,762 shares | $20,451,166 |
| ANALOG DEVICES INC | COM | 032654105 | — | 51,287 shares | $20,346,007 |
| PLEXUS CORP | COM | 729132100 | — | 75,611 shares | $19,730,571 |
| TJX COS INC NEW | COM | 872540109 | — | 145,514 shares | $19,252,962 |
| CISCO SYS INC | COM | 17275R102 | — | 178,408 shares | $19,202,081 |
| MCKESSON CORP | COM | 58155Q103 | — | 22,375 shares | $19,103,699 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 185,906 shares | $18,990,297 |
| ULTA BEAUTY INC | COM | 90384S303 | — | 34,339 shares | $18,754,685 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 52,376 shares | $18,672,428 |
| NORDSON CORP | COM | 655663102 | — | 55,897 shares | $18,325,754 |
| NASDAQ INC | COM | 631103108 | — | 197,111 shares | $18,136,140 |
| MERCK & CO INC | COM | 58933Y105 | — | 119,333 shares | $17,340,278 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 56,831 shares | $17,282,181 |
| EMERSON ELEC CO | COM | 291011104 | — | 110,491 shares | $17,137,160 |
| TEXAS INSTRS INC | COM | 882508104 | — | 60,509 shares | $16,948,049 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 76,971 shares | $16,928,165 |
| APPLIED MATLS INC | COM | 038222105 | — | 33,047 shares | $16,899,441 |
| GARMIN LTD | SHS | H2906T109 | — | 57,836 shares | $16,589,716 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 17,052 shares | $16,291,683 |
| WALMART INC | COM | 931142103 | — | 154,452 shares | $16,050,670 |
| CSX CORP | COM | 126408103 | — | 342,105 shares | $15,911,309 |
| MOODYS CORP | COM | 615369105 | — | 34,134 shares | $15,501,141 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 58,048 shares | $15,367,509 |
| STERIS PLC | SHS USD | G8473T100 | — | 72,438 shares | $15,212,645 |
| HOULIHAN LOKEY INC | CL A | 441593100 | — | 119,749 shares | $15,129,049 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 136,487 shares | $14,960,338 |
| LITTELFUSE INC | COM | 537008104 | — | 34,785 shares | $14,739,687 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 234,274 shares | $14,321,179 |
| VISA INC | COM CL A | 92826C839 | — | 38,548 shares | $13,851,353 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 100,319 shares | $13,814,976 |
| KLA CORP | COM NEW | 482480100 | — | 70,654 shares | $13,772,585 |
| CACI INTL INC | CL A | 127190304 | — | 22,078 shares | $13,448,087 |
| VANGUARD INDEX FDS | MRNGSTR MD CP GR | 922908538 | — | 45,597 shares | $13,318,825 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 23,921 shares | $13,008,956 |
| PACKAGING CORP AMER | COM | 695156109 | — | 55,233 shares | $12,662,754 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 86,734 shares | $12,600,755 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 75,256 shares | $12,247,961 |
| STRYKER CORPORATION | COM | 863667101 | — | 44,269 shares | $12,191,288 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 25,347 shares | $12,161,551 |
| BERKLEY W R CORP | COM | 084423102 | — | 179,684 shares | $12,135,836 |
| AMPHENOL CORP | CL A | 032095101 | — | 143,129 shares | $12,065,777 |
| MKS INC. | COM | 55306N104 | — | 44,938 shares | $11,924,763 |
| AMGEN INC | COM | 031162100 | — | 27,926 shares | $11,771,045 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 40,263 shares | $11,493,074 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 146,030 shares | $11,254,528 |
| PROGRESSIVE CORP | COM | 743315103 | — | 54,160 shares | $11,227,935 |
| CME GROUP INC | COM | 12572Q105 | — | 41,374 shares | $10,839,233 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 78,268 shares | $10,647,549 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 44,795 shares | $10,606,643 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 | — | 34,245 shares | $10,551,102 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 104,224 shares | $10,186,820 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 36,330 shares | $9,807,205 |
| CUMMINS INC | COM | 231021106 | — | 18,782 shares | $9,702,069 |
| SNAP ON INC | COM | 833034101 | — | 26,523 shares | $9,637,084 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 58,868 shares | $9,590,182 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 18,630 shares | $9,474,476 |
| EPLUS INC | COM | 294268107 | — | 103,350 shares | $9,302,517 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 129,164 shares | $9,293,322 |
| WATERS CORP | COM | 941848103 | — | 20,950 shares | $9,205,222 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 26,830 shares | $9,063,899 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 40,292 shares | $8,969,727 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 9,836 shares | $8,954,409 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 55,091 shares | $8,875,211 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 31,879 shares | $8,869,828 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 38,036 shares | $8,865,145 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 25,690 shares | $8,839,433 |