Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GHP Investment Advisors, Inc. (CIK 1401561) reported $2.43B across 1,423 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($42.6M, 1.75%), AAPL ($41.2M, 1.69%), GOOG ($34.3M, 1.41%), VEA ($32.3M, 1.33%), IDV ($32.3M, 1.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | $42.6M | 1.75% | 1.5M | Added |
| 2 | AAPL | APPLE INC | $41.2M | 1.69% | 162,298 | Trimmed |
| 3 | GOOG | ALPHABET INC | $34.3M | 1.41% | 119,694 | Added |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $32.3M | 1.33% | 504,486 | Trimmed |
| 5 | IDV | ISHARES TR | $32.3M | 1.33% | 759,919 | Added |
| 6 | SCHF | SCHWAB STRATEGIC TR | $31.8M | 1.31% | 1.3M | Added |
| 7 | MDYG | SPDR SERIES TRUST | $31.7M | 1.30% | 330,087 | Added |
| 8 | SCHV | SCHWAB STRATEGIC TR | $31.3M | 1.29% | 1.0M | Added |
| 9 | IEFA | ISHARES TR | $28.0M | 1.15% | 309,514 | Added |
| 10 | FNDC | SCHWAB STRATEGIC TR | $27.8M | 1.14% | 600,222 | Added |
| 11 | FLGB | FRANKLIN TEMPLETON ETF TR | $27.8M | 1.14% | 800,187 | Added |
| 12 | MSFT | MICROSOFT CORP | $27.1M | 1.12% | 73,234 | Added |
| 13 | JPM | JPMORGAN CHASE & CO | $26.7M | 1.10% | 90,901 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.8M | 1.10% | 55,854 | Added |
| 15 | ESE | ESCO TECHNOLOGIES INC | $26.4M | 1.09% | 93,771 | Trimmed |
| 16 | MDYV | SPDR SERIES TRUST | $24.3M | 1.00% | 285,050 | Added |
| 17 | RTX | RTX CORPORATION | $24.4M | 1.00% | 126,577 | Trimmed |
| 18 | SLYG | SPDR SERIES TRUST | $24.1M | 0.99% | 249,828 | Added |
| 19 | EME | EMCOR GROUP INC | $23.5M | 0.97% | 31,888 | Trimmed |
| 20 | IJS | ISHARES TR | $23.3M | 0.96% | 197,058 | Trimmed |
| 21 | TJX | TJX COS INC NEW | $23.0M | 0.95% | 144,021 | Trimmed |
| 22 | IJT | ISHARES TR | $22.8M | 0.94% | 157,632 | Trimmed |
| 23 | SCHC | SCHWAB STRATEGIC TR | $22.3M | 0.92% | 477,758 | Trimmed |
| 24 | IWF | ISHARES TR | $22.3M | 0.92% | 52,253 | Trimmed |
| 25 | IVW | ISHARES TR | $22.2M | 0.91% | 196,133 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31