GHP Investment Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), GHP Investment Advisors, Inc. reported 971 stock positions worth $2.1 billion. Its top holding was Apple (AAPL) at 1.9% of the portfolio, followed by Schwab US Large-Cap Growth (SCHG, 1.9%) and Microsoft (MSFT, 1.4%). Compared with Q3 2024, it opened 81 new positions, sold out of 76, added to 244 and reduced 257. The biggest buy was Franklin Ftse United Kingdom (FLGB, shares +34%) and the biggest sale Fair Isaac (FICO, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001401561
- Portfolio Value
- $2.1B (Q4 2024)
- SEC Filing
- 0001140361-25-002077 ↗ filed Jan 27, 2025
Holdings Value
Holdings 971 stocks · $2.1B
| AAPL Apple Inc. | 1.95% | 166,703 | $41.7M | Reduce -1.4% |
| SCHG Schwab US Large-Cap Growth | 1.90% | 1,462,363 | $40.8M | Reduce -0.2% |
| MSFT Microsoft Corp. | 1.43% | 72,841 | $30.7M | Reduce -1.2% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.18% | 290,957 | $25.3M | Add +3.1% |
| SCHV Schwab US Large-Cap Value | 1.17% | 961,795 | $25.1M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 1.15% | 514,663 | $24.6M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.13% | 53,486 | $24.2M | Add +0.8% |
| SCHF Schwab Intl Equity ETF | 1.05% | 1,221,084 | $22.6M | Add +3.5% |
| IJS iShares S&P Small-Cap 600 Va | 1.05% | 207,320 | $22.5M | Reduce -0.5% |
| JPM JPMorgan Chase & Co. | 1.04% | 92,756 | $22.2M | Add +0.1% |
| IJT iShares S&P Small-Cap 600 GR | 1.04% | 164,142 | $22.2M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 1.03% | 115,968 | $22.1M | Add +1.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 1.02% | 273,646 | $21.9M | Add +0.8% |
| IVW iShares S&P 500 Growth ETF | 1.01% | 213,087 | $21.6M | Reduce -11.6% |
| IWF iShares Russell 1000 Growth | 1.01% | 53,710 | $21.6M | Reduce -1.4% |
| HLI Houlihan Lokey Inc. | 1.00% | 123,843 | $21.5M | Reduce -3.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.99% | 235,513 | $21.3M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 293,139 | $20.6M | Add +7.3% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.91% | 572,628 | $19.5M | Add +8.3% |
| IDV iShares International Select | 0.91% | 713,450 | $19.5M | Add +8.3% |
| CW Curtiss-Wright Corp. | 0.90% | 54,467 | $19.3M | Reduce -4.3% |
| IVE iShares S&P 500 Value ETF | 0.89% | 99,978 | $19.1M | Reduce -1.0% |
| FLGB Franklin Ftse United Kingdom | 0.89% | 724,284 | $19.0M | Add +33.6% |
| FICO Fair Isaac Corp. | 0.83% | 8,937 | $17.8M | Reduce -39.7% |
| MCO Moody's Corp. | 0.82% | 37,039 | $17.5M | Reduce -1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.81% | 78,694 | $17.3M | Add +1.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.80% | 142,303 | $17.2M | Add +1.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.79% | 193,015 | $17.0M | Add +16.1% |
| IWD iShares Russell 1000 Value E | 0.79% | 91,180 | $16.9M | Reduce -0.3% |
| EME Emcor Group Inc. | 0.77% | 36,562 | $16.6M | Reduce -3.2% |
| AXP American Express Co. | 0.77% | 55,814 | $16.6M | Reduce -2.1% |
| SCHC Schwab Intl Small-Cap Equity | 0.76% | 474,197 | $16.3M | Add +2.4% |
| ORCL Oracle Corp. | 0.76% | 97,666 | $16.3M | Reduce -1.6% |
| WMT Walmart Inc. | 0.73% | 173,736 | $15.7M | Reduce -2.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.71% | 173,392 | $15.1M | Add +2.3% |
| RTX RTX Corp. | 0.70% | 130,502 | $15.1M | Add +1.2% |
| LECO Lincoln Electric Holdings | 0.69% | 79,147 | $14.8M | Reduce -0.5% |
| TDY Teledyne Technologies Inc. | 0.69% | 31,709 | $14.7M | Add +4.0% |
| PG The Procter & Gamble Co. | 0.68% | 86,716 | $14.5M | Add +1.9% |
| META Meta Platforms Inc. Class A | 0.65% | 23,920 | $14.0M | Add +0.0% |
| NTAP Netapp Inc. | 0.65% | 120,470 | $14.0M | Add +1.1% |
| ROK Rockwell Automation Inc. | 0.65% | 48,816 | $14.0M | Add +4.8% |
| ESE Esco Technologies Inc. | 0.65% | 104,423 | $13.9M | Reduce -2.2% |
| PGR Progressive Corp. | 0.64% | 57,466 | $13.8M | Reduce -0.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.64% | 109,282 | $13.7M | Reduce -0.5% |
| SYK Stryker Corp. | 0.63% | 37,618 | $13.5M | Add +0.8% |
| ULTA Ulta Beauty Inc. | 0.62% | 30,774 | $13.4M | Add +2.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.62% | 146,669 | $13.3M | Reduce -0.4% |
| GRMN Garmin Ltd. | 0.62% | 64,382 | $13.3M | Reduce -2.8% |
| NDSN Nordson Corp. | 0.62% | 63,252 | $13.2M | Add +3.2% |
| PLXS Plexus Corp. | 0.61% | 84,023 | $13.1M | Reduce -3.5% |
| PKG Packaging Corp. of America | 0.58% | 55,647 | $12.5M | Reduce -0.6% |
| TRV The Travelers Cos Inc. | 0.57% | 50,738 | $12.2M | Add +0.7% |
| STE Steris PLC | 0.57% | 59,298 | $12.2M | Add +5.7% |
| MRK Merck & Co. Inc. | 0.57% | 122,020 | $12.1M | Reduce -1.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.53% | 45,105 | $11.4M | Reduce -0.2% |
| AME Ametek Inc. | 0.53% | 63,387 | $11.4M | Add +11.7% |
| GLW Corning Inc. | 0.53% | 240,125 | $11.4M | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.52% | 189,182 | $11.2M | Add +3.2% |
| V Visa Inc. Class A | 0.52% | 35,029 | $11.1M | Reduce -0.8% |
| CSX CSX Corp. | 0.51% | 339,453 | $11.0M | Add +2.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.51% | 213,089 | $10.9M | Add +4.5% |
| BR Broadridge Financial Solutio | 0.50% | 47,168 | $10.7M | Add +14.7% |
| KLAC KLA Corp. | 0.50% | 16,882 | $10.6M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.50% | 11,584 | $10.6M | Reduce -5.4% |
| INTU Intuit Inc. | 0.49% | 16,815 | $10.6M | Reduce -1.0% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.49% | 179,414 | $10.5M | Add +1.9% |
| URI United Rentals Inc. | 0.49% | 14,855 | $10.5M | Add +6.3% |
| LSTR Landstar System Inc. | 0.48% | 60,452 | $10.4M | Reduce -4.8% |
| PH Parker Hannifin Corp. | 0.48% | 16,297 | $10.4M | Reduce -1.1% |
| NDAQ Nasdaq Inc. | 0.48% | 133,504 | $10.3M | Add +19.5% |
| SSNC Ss&c Technologies Holdings | 0.48% | 134,931 | $10.2M | Add +1.9% |
| EMR Emerson Electric Co. | 0.48% | 82,201 | $10.2M | Add +8.3% |
| ADI Analog Devices Inc. | 0.47% | 47,083 | $10.0M | Add +3.1% |
| TGT Target Corp. | 0.47% | 73,996 | $10.0M | Reduce -1.5% |
| PEP Pepsico Inc. | 0.47% | 65,768 | $10.0M | Reduce -1.1% |
| SNPS Synopsys Inc. | 0.46% | 20,516 | $10.0M | Reduce -2.9% |
| MCK McKesson Corp. | 0.46% | 17,457 | $9.9M | Add +0.9% |
| EXPD Expeditors Intl Wash Inc. | 0.45% | 86,304 | $9.6M | Add +4.7% |
| TXN Texas Instruments Inc. | 0.45% | 50,954 | $9.6M | Add +5.5% |
| AON Aon PLC Class A | 0.44% | 25,994 | $9.3M | Add +1.0% |
| SNA Snap-on Inc. | 0.43% | 27,246 | $9.2M | Reduce -0.1% |
| IJR iShares Core S&P Small-Cap E | 0.43% | 79,508 | $9.2M | Reduce -1.7% |
| LFUS Littelfuse Inc. | 0.42% | 38,332 | $9.0M | Reduce -0.3% |
| MLM Martin Marietta Materials | 0.42% | 17,300 | $8.9M | Add +4.8% |
| CACI Caci International Inc. Class A | 0.42% | 22,067 | $8.9M | Reduce -2.8% |
| ICFI Icf International Inc. | 0.41% | 74,575 | $8.9M | Reduce -3.2% |
| ADP Automatic Data Processing | 0.41% | 30,364 | $8.9M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.41% | 17,433 | $8.8M | Add +2.3% |
| DOX Amdocs Ltd. | 0.41% | 102,932 | $8.8M | Reduce -0.1% |
| TXRH Texas Roadhouse Inc. | 0.40% | 47,531 | $8.6M | Reduce -2.9% |
| EXLS Exlservice Holdings Inc. | 0.40% | 193,084 | $8.6M | Add +3.7% |
| LH Labcorp Holdings Inc. | 0.40% | 37,074 | $8.5M | Add +4.4% |
| WAT Waters Corp. | 0.39% | 22,703 | $8.4M | Add +5.2% |
| FDX FedEx Corp. | 0.39% | 29,561 | $8.3M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 0.38% | 132,069 | $8.2M | Reduce -0.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.38% | 19,235 | $8.2M | Reduce -1.0% |
| APD Air Products & Chemicals Inc. | 0.38% | 28,167 | $8.2M | Add +10.9% |
| JNJ Johnson & Johnson | 0.37% | 54,704 | $7.9M | Add +2.2% |
| TTEK Tetra Tech Inc. | 0.36% | 195,681 | $7.8M | Reduce -0.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $8K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 6 | $7K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 45 | $1K | No change |
Total filed on the 13F, all lines: $2.1B.
Portfolio Sells Q3 2024 → Q4 2024
| FICO Fair Isaac Corp. | Reduce -39.7% | 0.83% | −0.49 |
| ICFI Icf International Inc. | Reduce -3.2% | 0.41% | −0.17 |
| EWU iShares MSCI United Kingdom | Reduce -28.1% | 0.30% | −0.15 |
| ELV Elevance Health Inc. | Reduce -8.9% | 0.23% | −0.12 |
| DOW Dow Inc. | Reduce -73.7% | 0.03% | −0.12 |
| KLAC KLA Corp. | Reduce -1.0% | 0.50% | −0.11 |
| CACI Caci International Inc. Class A | Reduce -2.8% | 0.42% | −0.11 |
| NSIT Insight Enterprises Inc. | Reduce -3.8% | 0.23% | −0.10 |
| UHS Universal Health Services-B | Reduce -0.8% | 0.29% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 0.57% | −0.08 |
| GPC Genuine Parts Co. | Reduce -8.0% | 0.26% | −0.07 |
| TGT Target Corp. | Reduce -1.5% | 0.47% | −0.07 |
| STZ Constellation Brands Inc. Class A | Reduce -5.4% | 0.33% | −0.07 |
| LSTR Landstar System Inc. | Reduce -4.8% | 0.48% | −0.07 |
| TTEK Tetra Tech Inc. | Reduce -0.8% | 0.36% | −0.06 |
| CVS CVS Health Corp. | Reduce -7.7% | 0.11% | −0.06 |
| EMN Eastman Chemical Co. | Reduce -6.7% | 0.19% | −0.06 |
| MRTN Marten Transport Ltd. | Reduce -8.9% | 0.24% | −0.05 |
| PEP Pepsico Inc. | Reduce -1.1% | 0.47% | −0.05 |
| ADBE Adobe Inc. | Reduce -2.7% | 0.29% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -11.6% | 1.01% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -5.0% | 0.17% | −0.05 |
| LFUS Littelfuse Inc. | Reduce -0.3% | 0.42% | −0.05 |
| FCN Fti Consulting Inc. | Reduce -1.7% | 0.23% | −0.04 |
| EFOR Everforth Inc. | Reduce -5.0% | 0.26% | −0.04 |
| TFX Teleflex Inc. | Reduce -7.1% | 0.09% | −0.04 |
| AOS Smith (a.o.) Corp. | Reduce -7.3% | 0.09% | −0.04 |
| DVA Davita Inc. | Reduce -3.6% | 0.31% | −0.04 |
| SJM The JM Smucker Co. | Reduce -7.2% | 0.20% | −0.03 |
| MMS Maximus Inc. | Reduce -4.8% | 0.11% | −0.03 |
| PGR Progressive Corp. | Reduce -0.7% | 0.64% | −0.03 |
| GIS General Mills Inc. | Reduce -0.2% | 0.21% | −0.03 |
| FUL H.B. Fuller Co. | Reduce -2.5% | 0.16% | −0.03 |
| ZD Ziff Davis Inc. | Reduce -72.0% | 0.01% | −0.03 |
| SNPS Synopsys Inc. | Reduce -2.9% | 0.46% | −0.03 |
| AMD Advanced Micro Devices | Reduce -3.8% | 0.06% | −0.02 |
| ODFL Old Dominion Freight Line | Reduce -1.3% | 0.19% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -1.0% | 0.89% | −0.02 |
| ESNT Essent Group Ltd. | Reduce -1.5% | 0.12% | −0.02 |
| MSFT Microsoft Corp. | Reduce -1.2% | 1.43% | −0.02 |
| CP Canadian Pacific Kansas City | Reduce -3.0% | 0.11% | −0.02 |
| IQLT iShares MSCI International Q | Reduce -21.6% | 0.05% | −0.02 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.7% | 1.04% | −0.02 |
| TNET Trinet Group Inc. | Reduce -4.7% | 0.18% | −0.02 |
| IGRO iShares Intl Div Growth ETF | Reduce -0.6% | 0.20% | −0.02 |
| WEX Wex Inc. | Reduce -2.1% | 0.08% | −0.02 |
| ST Sensata Technologies Holdplc | Reduce -65.4% | 0.01% | −0.02 |
| ORCL Oracle Corp. | Reduce -1.6% | 0.76% | −0.02 |
| GGG Graco Inc. | Reduce -4.5% | 0.24% | −0.02 |
| LKQ LKQ Corp. | Reduce -6.5% | 0.11% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| FLGB Franklin Ftse United Kingdom | Add +33.6% | 0.89% | +0.18 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +16.1% | 0.79% | +0.16 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 1.03% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 1.04% | +0.14 |
| NDAQ Nasdaq Inc. | Add +19.5% | 0.48% | +0.11 |
| EMR Emerson Electric Co. | Add +8.3% | 0.48% | +0.09 |
| BR Broadridge Financial Solutio | Add +14.7% | 0.50% | +0.09 |
| ULTA Ulta Beauty Inc. | Add +2.3% | 0.62% | +0.09 |
| AME Ametek Inc. | Add +11.7% | 0.53% | +0.09 |
| ROK Rockwell Automation Inc. | Add +4.8% | 0.65% | +0.08 |
| CSCO Cisco Systems Inc. | Add +3.2% | 0.52% | +0.08 |
| TDY Teledyne Technologies Inc. | Add +4.0% | 0.69% | +0.08 |
| EXLS Exlservice Holdings Inc. | Add +3.7% | 0.40% | +0.07 |
| MCK McKesson Corp. | Add +0.9% | 0.46% | +0.07 |
| DIS The Walt Disney Co. | Add +3.8% | 0.36% | +0.07 |
| SKX Skechers USA Inc. Class A | Add +7326.2% | 0.06% | +0.06 |
| BKNG Booking Holdings Inc. | Add +1.8% | 0.34% | +0.06 |
| EXPE Expedia Group Inc. | Add +13.5% | 0.15% | +0.05 |
| OSIS Osi Systems Inc. | Add +11.3% | 0.23% | +0.05 |
| TJX TJX Companies Inc. | Add +1.5% | 0.80% | +0.05 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +3.1% | 1.18% | +0.04 |
| PCAR Paccar Inc. | Add +7.7% | 0.30% | +0.04 |
| DHI D.R. Horton Inc. | Add +414.8% | 0.05% | +0.04 |
| WAT Waters Corp. | Add +5.2% | 0.39% | +0.04 |
| WFC Wells Fargo & Co. | Add +21.3% | 0.10% | +0.04 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +0.8% | 1.02% | +0.04 |
| APD Air Products & Chemicals Inc. | Add +10.9% | 0.38% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +1.7% | 0.23% | +0.03 |
| MKL Markel Group Inc. | Add +1.9% | 0.28% | +0.03 |
| LH Labcorp Holdings Inc. | Add +4.4% | 0.40% | +0.03 |
| BAC Bank of America Corp. | Add +0.7% | 0.27% | +0.03 |
| WRB WR Berkley Corp. | Add +1.9% | 0.49% | +0.03 |
| ADP Automatic Data Processing | Add +0.6% | 0.41% | +0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +2.3% | 0.71% | +0.03 |
| CMI Cummins Inc. | Add +1.7% | 0.30% | +0.03 |
| PBH Prestige Consumer Healthcare | Add +0.2% | 0.32% | +0.03 |
| TRV The Travelers Cos Inc. | Add +0.7% | 0.57% | +0.03 |
| MCRI Monarch Casino & Resort Inc. | New | 0.03% | +0.03 |
| GPN Global Payments Inc. | Add +1.1% | 0.25% | +0.03 |
| AON Aon PLC Class A | Add +1.0% | 0.44% | +0.03 |
| CME Cme Group Inc. | Add +6.2% | 0.22% | +0.03 |
| SSNC Ss&c Technologies Holdings | Add +1.9% | 0.48% | +0.03 |
| META Meta Platforms Inc. Class A | Add +0.0% | 0.65% | +0.03 |
| ALSN Allison Transmission Holding | Add +51.6% | 0.06% | +0.03 |
| BLK BlackRock Inc. | Add +1.4% | 0.22% | +0.02 |
| CPAY Corpay Inc. | Add +11.6% | 0.12% | +0.02 |
| FDX FedEx Corp. | Add +1.0% | 0.39% | +0.02 |
| PAYX Paychex Inc. | Add +17.3% | 0.10% | +0.02 |
| IBM Intl Business Machines Corp. | Add +1.3% | 0.81% | +0.02 |
| ACN Accenture PLC Class A | Add +4.5% | 0.35% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,391 | $2.7B | SCHG, AAPL, GOOG, MDYG, SCHF |
| Q1 2026 | 1,434 | $2.4B | SCHG, AAPL, GOOG, IDV, VEA |
| Q4 2025 | 982 | $2.4B | SCHG, AAPL, GOOG, MSFT, VEA |
| Q3 2025 | 940 | $2.4B | SCHG, AAPL, MSFT, VEA, JPM |
| Q2 2025 | 941 | $2.3B | SCHG, MSFT, AAPL, VEA, SCHF |
| Q1 2025 | 952 | $2.1B | SCHG, AAPL, BRK.B, MSFT, VEA |
| Q4 2024 | 971 | $2.1B | AAPL, SCHG, MSFT, MDYG, SCHV |
| Q3 2024 | 966 | $2.2B | AAPL, SCHG, MSFT, FICO, VEA |
| Q2 2024 | 968 | $2.0B | SCHG, AAPL, MSFT, VEA, MDYG |
| Q1 2024 | 836 | $2.0B | SCHG, MSFT, AAPL, VEA, MDYG |