GHP Investment Advisors, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in GHP Investment Advisors, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 1.75% | 42.594 M $ | 1462216 | 2013/03/31 | -5.077 M $ | -10.70 % |
| 2026/03/31 | AAPL | APPLE INC | 1.69% | 41.190 M $ | 162298 | 2011/09/30 | -2.947 M $ | -6.65 % |
| 2026/03/31 | GOOG | ALPHABET INC | 1.41% | 34.335 M $ | 119694 | 2022/03/31 | -3.138 M $ | -8.59 % |
| 2026/03/31 | IDV | ISHARES TR | 1.33% | 32.342 M $ | 759919 | 2022/03/31 | 2.350 M $ | 7.88 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 1.33% | 32.327 M $ | 504486 | 2018/12/31 | 815.986 K $ | 2.58 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 1.31% | 31.808 M $ | 1285163 | 2013/03/31 | 912.067 K $ | 2.95 % |
| 2026/03/31 | MDYG | SPDR SERIES TRUST | 1.30% | 31.675 M $ | 330087 | 2015/12/31 | 1.144 M $ | 3.82 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 1.29% | 31.260 M $ | 1024923 | 2013/06/30 | 895.614 K $ | 3.01 % |
| 2026/03/31 | IEFA | ISHARES TR | 1.15% | 28.020 M $ | 309514 | 2021/12/31 | 328.294 K $ | 1.20 % |
| 2026/03/31 | FNDC | SCHWAB STRATEGIC TR | 1.14% | 27.826 M $ | 600222 | 2021/12/31 | 1.078 M $ | 4.06 % |
| 2026/03/31 | FLGB | FRANKLIN TEMPLETON ETF TR | 1.14% | 27.815 M $ | 800187 | 2024/06/30 | 788.145 K $ | 2.99 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.12% | 27.109 M $ | 73234 | 2009/12/31 | -8.208 M $ | -23.46 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.10% | 26.765 M $ | 55854 | 2010/03/31 | -1.288 M $ | -4.67 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.10% | 26.740 M $ | 90901 | 2006/12/31 | -2.589 M $ | -8.71 % |
| 2026/03/31 | ESE | ESCO TECHNOLOGIES INC | 1.09% | 26.384 M $ | 93771 | 2012/09/30 | 8.197 M $ | 44.00 % |
| 2026/03/31 | RTX | RTX CORPORATION | 1.00% | 24.417 M $ | 126577 | 2022/03/31 | 1.222 M $ | 5.18 % |
| 2026/03/31 | MDYV | SPDR SERIES TRUST | 1.00% | 24.272 M $ | 285050 | 2015/12/31 | 140.819 K $ | 0.59 % |
| 2026/03/31 | SLYG | SPDR SERIES TRUST | 0.99% | 24.138 M $ | 249828 | 2015/12/31 | 603.274 K $ | 2.58 % |
| 2026/03/31 | EME | EMCOR GROUP INC | 0.97% | 23.543 M $ | 31888 | 2018/12/31 | 4.169 M $ | 20.68 % |
| 2026/03/31 | IJS | ISHARES TR | 0.96% | 23.342 M $ | 197058 | 2006/12/31 | 933.063 K $ | 4.16 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 0.95% | 23.000 M $ | 144021 | 2019/03/31 | 881.076 K $ | 3.96 % |
| 2026/03/31 | IJT | ISHARES TR | 0.94% | 22.811 M $ | 157632 | 2006/12/31 | 559.781 K $ | 2.51 % |
| 2026/03/31 | SCHC | SCHWAB STRATEGIC TR | 0.92% | 22.330 M $ | 477758 | 2014/12/31 | 578.513 K $ | 2.66 % |
| 2026/03/31 | IWF | ISHARES TR | 0.92% | 22.281 M $ | 52253 | 2006/12/31 | -2.466 M $ | -9.91 % |
| 2026/03/31 | IVW | ISHARES TR | 0.91% | 22.185 M $ | 196133 | 2006/12/31 | -2.026 M $ | -8.23 % |
| 2026/03/31 | TDY | TELEDYNE TECHNOLOGIES INC | 0.90% | 21.799 M $ | 36032 | 2011/12/31 | 3.405 M $ | 18.46 % |
| 2026/03/31 | ROK | ROCKWELL AUTOMATION INC | 0.86% | 20.824 M $ | 58025 | 2015/06/30 | -1.709 M $ | -7.76 % |
| 2026/03/31 | IVE | ISHARES TR | 0.83% | 20.273 M $ | 96014 | 2006/12/31 | -89.031 K $ | -0.43 % |
| 2026/03/31 | WMT | WALMART INC | 0.81% | 19.633 M $ | 157970 | 2006/12/31 | 2.047 M $ | 11.55 % |
| 2026/03/31 | SPYG | SPDR SERIES TRUST | 0.81% | 19.620 M $ | 200384 | 2022/03/31 | -1.747 M $ | -8.24 % |
| 2026/03/31 | LECO | LINCOLN ELEC HLDGS INC | 0.79% | 19.249 M $ | 77281 | 2008/09/30 | 731.496 K $ | 3.94 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.78% | 19.057 M $ | 78621 | 2006/12/31 | -4.249 M $ | -18.17 % |
| 2026/03/31 | IWD | ISHARES TR | 0.77% | 18.804 M $ | 88004 | 2006/12/31 | 295.307 K $ | 1.58 % |
| 2026/03/31 | CW | CURTISS WRIGHT CORP | 0.75% | 18.110 M $ | 26588 | 2006/12/31 | 3.873 M $ | 23.55 % |
| 2026/03/31 | AME | AMETEK INC | 0.73% | 17.787 M $ | 82976 | 2022/12/31 | 736.018 K $ | 4.41 % |
| 2026/03/31 | ULTA | ULTA BEAUTY INC | 0.71% | 17.245 M $ | 32992 | 2020/09/30 | -2.677 M $ | -13.60 % |
| 2026/03/31 | SLYV | SPDR SERIES TRUST | 0.71% | 17.194 M $ | 181789 | 2015/12/31 | 650.074 K $ | 3.97 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.71% | 17.151 M $ | 56702 | 2006/12/31 | -3.751 M $ | -18.24 % |
| 2026/03/31 | HLI | HOULIHAN LOKEY INC | 0.70% | 17.062 M $ | 118797 | 2020/06/30 | -3.633 M $ | -17.55 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.68% | 16.554 M $ | 19130 | 2006/12/31 | 843.169 K $ | 5.49 % |
| 2026/03/31 | ADI | ANALOG DEVICES INC | 0.67% | 16.301 M $ | 51238 | 2012/03/31 | 2.368 M $ | 17.31 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.67% | 16.276 M $ | 28448 | 2016/03/31 | -2.194 M $ | -13.33 % |
| 2026/03/31 | PLXS | PLEXUS CORP | 0.66% | 16.161 M $ | 79791 | 2021/03/31 | 4.512 M $ | 37.78 % |
| 2026/03/31 | MCO | MOODYS CORP | 0.65% | 15.781 M $ | 36173 | 2009/12/31 | -2.750 M $ | -14.60 % |
| 2026/03/31 | NDAQ | NASDAQ INC | 0.64% | 15.634 M $ | 184172 | 2022/03/31 | -2.148 M $ | -12.60 % |
| 2026/03/31 | TRV | TRAVELERS COMPANIES INC | 0.64% | 15.461 M $ | 53006 | 2021/06/30 | 85.001 K $ | 0.56 % |
| 2026/03/31 | STE | STERIS PLC | 0.63% | 15.403 M $ | 69657 | 2022/03/31 | -2.172 M $ | -12.78 % |
| 2026/03/31 | PH | PARKER-HANNIFIN CORP | 0.62% | 15.067 M $ | 16830 | 2019/03/31 | 271.794 K $ | 1.85 % |
| 2026/03/31 | NDSN | NORDSON CORP | 0.62% | 14.973 M $ | 56275 | 2006/12/31 | 1.461 M $ | 10.66 % |
| 2026/03/31 | LHX | L3HARRIS TECHNOLOGIES INC | 0.61% | 14.880 M $ | 43111 | 2022/03/31 | 2.116 M $ | 17.57 % |
| 2026/03/31 | URI | UNITED RENTALS INC | 0.61% | 14.840 M $ | 20369 | 2022/09/30 | -1.527 M $ | -9.98 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.61% | 14.730 M $ | 189849 | 2006/12/31 | 108.033 K $ | 0.73 % |
| 2026/03/31 | EXPD | EXPEDITORS INTL WASH INC | 0.60% | 14.615 M $ | 102038 | 2010/09/30 | -569.399 K $ | -3.88 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.60% | 14.520 M $ | 44190 | 2006/12/31 | -925.747 K $ | -6.51 % |
| 2026/03/31 | IJK | ISHARES TR | 0.58% | 14.090 M $ | 140036 | 2006/12/31 | 526.131 K $ | 3.86 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.58% | 14.036 M $ | 57420 | 2006/12/31 | 2.160 M $ | 18.12 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.57% | 13.944 M $ | 115922 | 2013/09/30 | 1.713 M $ | 14.28 % |
| 2026/03/31 | CSX | CSX CORP | 0.57% | 13.886 M $ | 338279 | 2006/12/31 | 1.632 M $ | 13.24 % |
| 2026/03/31 | KLAC | KLA CORP | 0.56% | 13.638 M $ | 9262 | 2021/03/31 | 4.433 M $ | 21.18 % |
| 2026/03/31 | GRMN | GARMIN LTD | 0.56% | 13.624 M $ | 58720 | 2022/03/31 | 1.725 M $ | 14.38 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.56% | 13.601 M $ | 103806 | 2010/09/30 | -171.538 K $ | -1.28 % |
| 2026/03/31 | IJJ | ISHARES TR | 0.56% | 13.574 M $ | 102445 | 2006/12/31 | 94.182 K $ | 0.69 % |
| 2026/03/31 | MLM | MARTIN MARIETTA MATLS INC | 0.55% | 13.330 M $ | 22643 | 2019/06/30 | -714.905 K $ | -5.46 % |
| 2026/03/31 | SPYV | SPDR SERIES TRUST | 0.53% | 12.976 M $ | 229345 | 2019/03/31 | -52.131 K $ | -0.40 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.53% | 12.969 M $ | 88155 | 2006/12/31 | -4.339 M $ | -24.52 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.53% | 12.910 M $ | 37772 | 2022/03/31 | 3.032 M $ | 33.00 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.52% | 12.669 M $ | 74675 | 2010/09/30 | 3.555 M $ | 40.98 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.51% | 12.385 M $ | 85742 | 2006/12/31 | 97.370 K $ | 0.79 % |
| 2026/03/31 | CACI | CACI INTL INC | 0.49% | 11.890 M $ | 21861 | 2006/12/31 | 240.532 K $ | 2.08 % |
| 2026/03/31 | WRB | BERKLEY W R CORP | 0.49% | 11.868 M $ | 179058 | 2006/12/31 | -687.329 K $ | -5.48 % |
| 2026/03/31 | VOT | VANGUARD INDEX FDS | 0.49% | 11.828 M $ | 45961 | 2007/06/30 | -993.972 K $ | -7.81 % |
| 2026/03/31 | PKG | PACKAGING CORP AMER | 0.48% | 11.721 M $ | 55231 | 2011/12/31 | 331.402 K $ | 2.90 % |
| 2026/03/31 | MKSI | MKS INC. | 0.48% | 11.602 M $ | 50487 | 2013/09/30 | 3.330 M $ | 43.81 % |
| 2026/03/31 | NTAP | NETAPP INC | 0.47% | 11.411 M $ | 111449 | 2015/06/30 | -520.459 K $ | -4.39 % |
| 2026/03/31 | LFUS | LITTELFUSE INC | 0.47% | 11.361 M $ | 33479 | 2012/03/31 | 2.943 M $ | 34.17 % |
| 2026/03/31 | PGR | PROGRESSIVE CORP | 0.46% | 11.104 M $ | 56014 | 2006/12/31 | -1.660 M $ | -12.95 % |
| 2026/03/31 | V | VISA INC | 0.45% | 11.026 M $ | 36480 | 2015/12/31 | -1.706 M $ | -13.82 % |
| 2026/03/31 | FDX | FEDEX CORP | 0.45% | 10.951 M $ | 30746 | 2010/09/30 | 2.075 M $ | 23.31 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 0.45% | 10.911 M $ | 56203 | 2014/03/31 | 1.103 M $ | 11.90 % |
| 2026/03/31 | CME | CME GROUP INC | 0.44% | 10.763 M $ | 36440 | 2012/12/31 | 705.959 K $ | 8.15 % |
| 2026/03/31 | CMI | CUMMINS INC | 0.42% | 10.318 M $ | 19178 | 2019/03/31 | 527.800 K $ | 5.40 % |
| 2026/03/31 | GLW | CORNING INC | 0.42% | 10.137 M $ | 74552 | 2012/12/31 | 3.832 M $ | 55.29 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.41% | 10.058 M $ | 10094 | 2006/12/31 | 1.392 M $ | 15.55 % |
| 2026/03/31 | IJR | ISHARES TR | 0.41% | 9.844 M $ | 79187 | 2006/12/31 | 321.532 K $ | 3.44 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.40% | 9.742 M $ | 27688 | 2014/03/31 | 658.997 K $ | 7.50 % |
| 2026/03/31 | SNA | SNAP ON INC | 0.40% | 9.714 M $ | 26745 | 2018/06/30 | 500.282 K $ | 5.40 % |
| 2026/03/31 | SSNC | SS&C TECH HLDGS | 0.39% | 9.500 M $ | 140593 | 2021/06/30 | -2.776 M $ | -22.71 % |
| 2026/03/31 | APH | AMPHENOL CORP | 0.38% | 9.347 M $ | 73973 | 2006/12/31 | -682.728 K $ | -6.50 % |
| 2026/03/31 | LH | LABCORP HOLDINGS INC | 0.38% | 9.175 M $ | 34387 | 2024/06/30 | 553.424 K $ | 6.35 % |
| 2026/03/31 | TSCO | TRACTOR SUPPLY CO | 0.38% | 9.164 M $ | 202288 | 2021/12/31 | -905.681 K $ | -9.42 % |
| 2026/03/31 | CSGS | CSG SYS INTL INC | 0.38% | 9.123 M $ | 114117 | 2020/03/31 | 371.429 K $ | 4.24 % |
| 2026/03/31 | FERG | FERGUSON ENTERPRISES INC | 0.37% | 9.065 M $ | 38860 | 2024/09/30 | 410.945 K $ | 4.77 % |
| 2026/03/31 | OSIS | OSI SYSTEMS INC | 0.36% | 8.817 M $ | 33209 | 2024/06/30 | 344.452 K $ | 4.10 % |
| 2026/03/31 | IJH | ISHARES TR | 0.36% | 8.771 M $ | 129877 | 2006/12/31 | 199.299 K $ | 2.32 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.36% | 8.734 M $ | 56244 | 2006/12/31 | 659.920 K $ | 8.20 % |
| 2026/03/31 | DIA | STATE STR SPDR DOW JONES IND | 0.36% | 8.653 M $ | 18682 | 2010/09/30 | -326.917 K $ | -3.62 % |
| 2026/03/31 | AON | AON PLC | 0.35% | 8.513 M $ | 26374 | 2022/03/31 | -798.191 K $ | -8.53 % |
| 2026/03/31 | BKNG | BOOKING HOLDINGS INC | 0.35% | 8.457 M $ | 2009 | 2022/03/31 | -8.688 M $ | -96.84 % |
| 2026/03/31 | BR | BROADRIDGE FINL SOLUTIONS IN | 0.35% | 8.452 M $ | 52021 | 2007/06/30 | -3.511 M $ | -27.19 % |
| 2026/03/31 | SPGI | S&P GLOBAL INC | 0.34% | 8.358 M $ | 19650 | 2016/06/30 | -1.483 M $ | -18.61 % |