GHP Investment Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), GHP Investment Advisors, Inc. reported 952 stock positions worth $2.1 billion. Its top holding was Schwab US Large-Cap Growth (SCHG) at 1.8% of the portfolio, followed by Apple (AAPL, 1.7%) and Berkshire Hathaway Class B (BRK.B, 1.4%). Compared with Q4 2024, it opened 74 new positions, sold out of 95, added to 277 and reduced 237. The biggest buy was Factset Research Systems (FDS, shares +38850%) and the biggest sale Fair Isaac (FICO, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- Denver, CO
- CIK
- 0001401561
- Portfolio Value
- $2.1B (Q1 2025)
- SEC Filing
- 0001140361-25-014991 ↗ filed Apr 23, 2025
Holdings Value
Holdings 952 stocks · $2.1B
| SCHG Schwab US Large-Cap Growth | 1.76% | 1,458,877 | $36.5M | Reduce -0.2% |
| AAPL Apple Inc. | 1.74% | 163,025 | $36.2M | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.36% | 53,219 | $28.3M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.33% | 73,446 | $27.6M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 1.25% | 511,444 | $26.0M | Reduce -0.6% |
| SCHV Schwab US Large-Cap Value | 1.24% | 973,372 | $25.9M | Add +1.2% |
| SCHF Schwab Intl Equity ETF | 1.17% | 1,232,337 | $24.4M | Add +0.9% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.14% | 298,859 | $23.7M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 1.11% | 94,432 | $23.2M | Add +1.8% |
| IDV iShares International Select | 1.08% | 724,423 | $22.5M | Add +1.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.07% | 295,581 | $22.4M | Add +0.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 1.02% | 275,305 | $21.2M | Add +0.6% |
| FLGB Franklin Ftse United Kingdom | 1.02% | 738,578 | $21.2M | Add +2.0% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 1.00% | 577,140 | $20.9M | Add +0.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.97% | 161,730 | $20.1M | Reduce -1.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.96% | 203,918 | $19.9M | Reduce -1.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.95% | 237,710 | $19.7M | Add +0.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.94% | 79,065 | $19.7M | Add +0.5% |
| IVW iShares S&P 500 Growth ETF | 0.93% | 209,294 | $19.4M | Reduce -1.8% |
| HLI Houlihan Lokey Inc. | 0.93% | 120,262 | $19.4M | Reduce -2.9% |
| IWF iShares Russell 1000 Growth | 0.92% | 53,278 | $19.2M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.90% | 98,533 | $18.8M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 0.87% | 115,554 | $18.1M | Reduce -0.4% |
| RTX RTX Corp. | 0.84% | 131,324 | $17.4M | Add +0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.83% | 142,628 | $17.4M | Add +0.2% |
| MCO Moody's Corp. | 0.82% | 36,703 | $17.1M | Reduce -0.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.82% | 474,624 | $17.0M | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.82% | 90,259 | $17.0M | Reduce -1.0% |
| CW Curtiss-Wright Corp. | 0.80% | 52,401 | $16.6M | Reduce -3.8% |
| TDY Teledyne Technologies Inc. | 0.78% | 32,687 | $16.3M | Add +3.1% |
| PGR Progressive Corp. | 0.78% | 57,372 | $16.2M | Reduce -0.2% |
| ESE Esco Technologies Inc. | 0.78% | 101,892 | $16.2M | Reduce -2.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.74% | 191,106 | $15.4M | Reduce -1.0% |
| WMT Walmart Inc. | 0.72% | 171,753 | $15.1M | Reduce -1.1% |
| AXP American Express Co. | 0.72% | 55,704 | $15.0M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.72% | 87,798 | $15.0M | Add +1.3% |
| LECO Lincoln Electric Holdings | 0.71% | 78,550 | $14.9M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.67% | 24,180 | $13.9M | Add +1.1% |
| STE Steris PLC | 0.67% | 61,484 | $13.9M | Add +3.7% |
| SYK Stryker Corp. | 0.67% | 37,286 | $13.9M | Reduce -0.9% |
| TRV The Travelers Cos Inc. | 0.66% | 51,971 | $13.7M | Add +2.4% |
| ORCL Oracle Corp. | 0.66% | 98,221 | $13.7M | Add +0.6% |
| GRMN Garmin Ltd. | 0.66% | 63,078 | $13.7M | Reduce -2.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.66% | 174,495 | $13.7M | Add +0.6% |
| EME Emcor Group Inc. | 0.65% | 36,758 | $13.6M | Add +0.5% |
| ROK Rockwell Automation Inc. | 0.63% | 50,348 | $13.0M | Add +3.1% |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.62% | 182,633 | $13.0M | Add +1.8% |
| NDSN Nordson Corp. | 0.62% | 64,200 | $13.0M | Add +1.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.61% | 106,554 | $12.8M | Reduce -2.5% |
| BR Broadridge Financial Solutio | 0.60% | 51,093 | $12.4M | Add +8.3% |
| V Visa Inc. Class A | 0.59% | 35,036 | $12.3M | Add +0.0% |
| CSCO Cisco Systems Inc. | 0.58% | 195,034 | $12.0M | Add +3.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.58% | 143,956 | $12.0M | Reduce -1.9% |
| MCK McKesson Corp. | 0.57% | 17,528 | $11.8M | Add +0.4% |
| AME Ametek Inc. | 0.57% | 68,300 | $11.8M | Add +7.8% |
| SSNC Ss&c Technologies Holdings | 0.56% | 138,957 | $11.6M | Add +3.0% |
| KLAC KLA Corp. | 0.55% | 16,954 | $11.5M | Add +0.4% |
| ULTA Ulta Beauty Inc. | 0.55% | 31,360 | $11.5M | Add +1.9% |
| NDAQ Nasdaq Inc. | 0.54% | 149,023 | $11.3M | Add +11.6% |
| PKG Packaging Corp. of America | 0.54% | 56,536 | $11.2M | Add +1.6% |
| GLW Corning Inc. | 0.53% | 241,248 | $11.0M | Add +0.5% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.53% | 45,106 | $11.0M | Add +0.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.53% | 214,779 | $11.0M | Add +0.8% |
| MRK Merck & Co. Inc. | 0.52% | 120,859 | $10.8M | Reduce -0.9% |
| EXPD Expeditors Intl Wash Inc. | 0.52% | 90,141 | $10.8M | Add +4.5% |
| COST Costco Wholesale Corp. | 0.52% | 11,449 | $10.8M | Reduce -1.2% |
| NTAP Netapp Inc. | 0.51% | 121,239 | $10.6M | Add +0.6% |
| PLXS Plexus Corp. | 0.51% | 82,370 | $10.6M | Reduce -2.0% |
| AON Aon PLC Class A | 0.50% | 26,315 | $10.5M | Add +1.2% |
| INTU Intuit Inc. | 0.50% | 16,792 | $10.3M | Reduce -0.1% |
| CSX CSX Corp. | 0.48% | 341,963 | $10.1M | Add +0.7% |
| URI United Rentals Inc. | 0.48% | 16,010 | $10.0M | Add +7.8% |
| PH Parker Hannifin Corp. | 0.48% | 16,441 | $10.0M | Add +0.9% |
| ADI Analog Devices Inc. | 0.47% | 48,297 | $9.7M | Add +2.6% |
| EMR Emerson Electric Co. | 0.47% | 88,514 | $9.7M | Add +7.7% |
| PEP Pepsico Inc. | 0.46% | 64,481 | $9.7M | Reduce -2.0% |
| DOX Amdocs Ltd. | 0.46% | 103,993 | $9.5M | Add +1.0% |
| TXN Texas Instruments Inc. | 0.45% | 52,429 | $9.4M | Add +2.9% |
| ADP Automatic Data Processing | 0.45% | 30,491 | $9.3M | Add +0.4% |
| SNA Snap-on Inc. | 0.44% | 27,410 | $9.2M | Add +0.6% |
| EXLS Exlservice Holdings Inc. | 0.44% | 193,733 | $9.1M | Add +0.3% |
| JNJ Johnson & Johnson | 0.44% | 55,026 | $9.1M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.44% | 17,381 | $9.1M | Reduce -0.3% |
| LH Labcorp Holdings Inc. | 0.43% | 38,769 | $9.0M | Add +4.6% |
| MLM Martin Marietta Materials | 0.42% | 18,352 | $8.8M | Add +6.1% |
| WAT Waters Corp. | 0.42% | 23,490 | $8.7M | Add +3.5% |
| APD Air Products & Chemicals Inc. | 0.41% | 29,008 | $8.6M | Add +3.0% |
| TSCO Tractor Supply Company | 0.41% | 155,250 | $8.6M | Add +7.5% |
| SNPS Synopsys Inc. | 0.41% | 19,934 | $8.5M | Reduce -2.8% |
| AMGN Amgen Inc. | 0.41% | 27,344 | $8.5M | Add +3.2% |
| CI The Cigna Group | 0.41% | 25,844 | $8.5M | Add +1.3% |
| LSTR Landstar System Inc. | 0.40% | 55,117 | $8.3M | Reduce -8.8% |
| IJR iShares Core S&P Small-Cap E | 0.40% | 78,944 | $8.3M | Reduce -0.7% |
| CACI Caci International Inc. Class A | 0.39% | 21,842 | $8.0M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.38% | 67,224 | $8.0M | Add +4.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.38% | 19,020 | $8.0M | Reduce -1.1% |
| TGT Target Corp. | 0.38% | 74,764 | $7.8M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 0.37% | 131,958 | $7.7M | Reduce -0.1% |
| TXRH Texas Roadhouse Inc. | 0.36% | 45,508 | $7.6M | Reduce -4.3% |
| LFUS Littelfuse Inc. | 0.36% | 37,602 | $7.4M | Reduce -1.9% |
Other holdings (3): 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 |
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | 550 | $0 | New |
Total filed on the 13F, all lines: $2.1B.
Portfolio Sells Q4 2024 → Q1 2025
| FICO Fair Isaac Corp. | Reduce -99.9% | 0.00% | −0.83 |
| EFOR Everforth Inc. | Reduce -97.7% | 0.00% | −0.26 |
| ICFI Icf International Inc. | Reduce -37.6% | 0.19% | −0.22 |
| AAPL Apple Inc. | Reduce -2.2% | 1.74% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -0.4% | 0.87% | −0.16 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.2% | 1.76% | −0.15 |
| STZ Constellation Brands Inc. Class A | Reduce -32.6% | 0.19% | −0.14 |
| PLXS Plexus Corp. | Reduce -2.0% | 0.51% | −0.11 |
| CW Curtiss-Wright Corp. | Reduce -3.8% | 0.80% | −0.10 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -1.6% | 0.96% | −0.10 |
| LSTR Landstar System Inc. | Reduce -8.8% | 0.40% | −0.09 |
| IWF iShares Russell 1000 Growth | Reduce -0.8% | 0.92% | −0.08 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.8% | 0.93% | −0.08 |
| HLI Houlihan Lokey Inc. | Reduce -2.9% | 0.93% | −0.07 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -1.5% | 0.97% | −0.07 |
| LFUS Littelfuse Inc. | Reduce -1.9% | 0.36% | −0.07 |
| PLUS Eplus Inc. | Reduce -2.6% | 0.30% | −0.06 |
| SYNA Synaptics Inc. | Reduce -1.9% | 0.30% | −0.05 |
| SNPS Synopsys Inc. | Reduce -2.8% | 0.41% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -1.0% | 0.74% | −0.05 |
| GNTX Gentex Corp. | Reduce -8.9% | 0.17% | −0.05 |
| AXP American Express Co. | Reduce -0.2% | 0.72% | −0.05 |
| MLR Miller Industries Inc. | Reduce -4.9% | 0.09% | −0.05 |
| ODFL Old Dominion Freight Line | Reduce -24.0% | 0.14% | −0.05 |
| MRTN Marten Transport Ltd. | Reduce -13.3% | 0.19% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.9% | 0.58% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.52% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -1.9% | 0.19% | −0.04 |
| AMKR Amkor Technology Inc. | Reduce -5.3% | 0.08% | −0.04 |
| FUL H.B. Fuller Co. | Reduce -9.1% | 0.13% | −0.04 |
| TXRH Texas Roadhouse Inc. | Reduce -4.3% | 0.36% | −0.04 |
| SAIA Saia Inc. | Reduce -0.9% | 0.12% | −0.03 |
| FCN Fti Consulting Inc. | Reduce -2.7% | 0.20% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -1.4% | 0.32% | −0.03 |
| CACI Caci International Inc. Class A | Reduce -1.0% | 0.39% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.7% | 0.40% | −0.03 |
| FERG Ferguson Enterprises Inc. | Reduce -3.5% | 0.30% | −0.03 |
| TNET Trinet Group Inc. | Reduce -4.9% | 0.16% | −0.03 |
| IEX Idex Corp. | Reduce -4.7% | 0.15% | −0.03 |
| GPN Global Payments Inc. | Reduce -0.6% | 0.22% | −0.03 |
| TFX Teleflex Inc. | Reduce -12.5% | 0.06% | −0.03 |
| DOW Dow Inc. | Reduce -88.2% | 0.00% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -3.4% | 0.10% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -2.5% | 0.61% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.4% | 0.34% | −0.02 |
| AKAM Akamai Technologies Inc. | Reduce -31.0% | 0.03% | −0.02 |
| GMS GMS Inc. | Reduce -0.4% | 0.15% | −0.02 |
| MAR Marriott International Class A | Reduce -0.0% | 0.13% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -5.2% | 0.21% | −0.02 |
| ATR Aptargroup Inc. | Reduce -1.9% | 0.33% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| FDS Factset Research Systems Inc. | Add +38850.0% | 0.24% | +0.24 |
| IDV iShares International Select | Add +1.5% | 1.08% | +0.17 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.94% | +0.14 |
| WRB WR Berkley Corp. | Add +1.8% | 0.62% | +0.13 |
| FLGB Franklin Ftse United Kingdom | Add +2.0% | 1.02% | +0.13 |
| RTX RTX Corp. | Add +0.6% | 0.84% | +0.13 |
| SCHF Schwab Intl Equity ETF | Add +0.9% | 1.17% | +0.12 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.8% | 1.07% | +0.11 |
| MCK McKesson Corp. | Add +0.4% | 0.57% | +0.10 |
| STE Steris PLC | Add +3.7% | 0.67% | +0.10 |
| BR Broadridge Financial Solutio | Add +8.3% | 0.60% | +0.10 |
| TDY Teledyne Technologies Inc. | Add +3.1% | 0.78% | +0.10 |
| FNDC Schwab Fndmnt Intl SM Eq ETF | Add +0.8% | 1.00% | +0.09 |
| TRV The Travelers Cos Inc. | Add +2.4% | 0.66% | +0.09 |
| AMGN Amgen Inc. | Add +3.2% | 0.41% | +0.09 |
| SSNC Ss&c Technologies Holdings | Add +3.0% | 0.56% | +0.08 |
| CI The Cigna Group | Add +1.3% | 0.41% | +0.08 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.08% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +1.8% | 1.11% | +0.08 |
| EXPD Expeditors Intl Wash Inc. | Add +4.5% | 0.52% | +0.07 |
| SCHV Schwab US Large-Cap Value | Add +1.2% | 1.24% | +0.07 |
| V Visa Inc. Class A | Add +0.0% | 0.59% | +0.07 |
| CME Cme Group Inc. | Add +13.2% | 0.29% | +0.07 |
| CVS CVS Health Corp. | Add +4.9% | 0.19% | +0.07 |
| JNJ Johnson & Johnson | Add +0.6% | 0.44% | +0.07 |
| AON Aon PLC Class A | Add +1.2% | 0.50% | +0.07 |
| CVX Chevron Corp. | Add +7.7% | 0.30% | +0.07 |
| CSGS CSG Systems Intl Inc. | Add +1.1% | 0.33% | +0.06 |
| HIG Hartford Insurance Group Inc. | Add +4.2% | 0.35% | +0.06 |
| NDAQ Nasdaq Inc. | Add +11.6% | 0.54% | +0.06 |
| OSIS Osi Systems Inc. | Add +5.7% | 0.30% | +0.06 |
| XOM Exxon Mobil Corp. | Add +4.2% | 0.38% | +0.06 |
| ICE Intercontinental Exchange Inc. | Add +2.4% | 0.33% | +0.06 |
| SCHC Schwab Intl Small-Cap Equity | Add +0.1% | 0.82% | +0.06 |
| DGX Quest Diagnostics Inc. | Add +5.2% | 0.33% | +0.06 |
| KLAC KLA Corp. | Add +0.4% | 0.55% | +0.06 |
| CSCO Cisco Systems Inc. | Add +3.1% | 0.58% | +0.06 |
| TSCO Tractor Supply Company | Add +7.5% | 0.41% | +0.05 |
| FNF Fidelity National Financial | Add +17.3% | 0.18% | +0.05 |
| CAH Cardinal Health Inc. | Add +3.3% | 0.26% | +0.05 |
| ELV Elevance Health Inc. | Add +0.1% | 0.28% | +0.05 |
| DOX Amdocs Ltd. | Add +1.0% | 0.46% | +0.05 |
| RJF Raymond James Financial Inc. | New | 0.04% | +0.04 |
| PG The Procter & Gamble Co. | Add +1.3% | 0.72% | +0.04 |
| EXLS Exlservice Holdings Inc. | Add +0.3% | 0.44% | +0.04 |
| CPAY Corpay Inc. | Add +25.0% | 0.16% | +0.04 |
| ABT Abbott Laboratories | Add +3.4% | 0.19% | +0.04 |
| LH Labcorp Holdings Inc. | Add +4.6% | 0.43% | +0.04 |
| MKL Markel Group Inc. | Add +1.7% | 0.31% | +0.04 |
| CTSH Cognizant Tech Solutions-A | Add +11.7% | 0.29% | +0.04 |
Notes & Other Activity Q4 2024 → Q1 2025
| JQCNR Nuveen Credit Strategies-RTS | RIGHT 04/29/2025 | New | 550 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |