EdgeMarket › What Ghp Investment Advisors, Inc. reported owning

What Ghp Investment Advisors, Inc. reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

2.4B

Positions

1,437

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
SCHG
Schwab U.S. Large-Cap Growth ETF
42.6M1.8%1.5M35.32+17.3%
AAPL
Apple Inc.
41.2M1.7%162.3K309.35+36.9%
GOOG
Alphabet Inc.
34.3M1.4%119.7K341.75+70.7%
IDV
iShares International Select Dividend ETF
32.3M1.3%759.9K45.09+22.4%
VEA
Vanguard FTSE Developed Markets ETF
32.3M1.3%504.5K73.42+24.7%
SCHF
Schwab International Equity ETF
31.8M1.3%1.3M28.46+24.7%
MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
31.7M1.3%330.1K110.20+24.2%
SCHV
Schwab U.S. Large-Cap Value ETF
31.3M1.3%1.0M34.94+22.7%
IEFA
iShares Core MSCI EAFE ETF
28.0M1.2%309.5K100.85+16.8%
FNDC
Schwab Fundamental International Small Equity
27.8M1.1%600.2K50.98+16.6%
FLGB
Franklin FTSE United Kingdom ETF
27.8M1.1%800.2K37.70+17.5%
MSFT
MICROSOFT CORP
27.1M1.1%73.2K483.24-4.4%
unmapped CUSIP 08467070226.8M1.1%55.9K
JPM
JPMORGAN CHASE & CO
26.7M1.1%90.9K351.58+20.3%
ESE
ESCO TECHNOLOGIES INC
26.4M1.1%93.8K287.24+50.8%
RTX
RTX Corp
24.4M1.0%126.6K209.91+34.1%
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
24.3M1.0%285.1K95.71+17.2%
SLYG
State Street SPDR S&P 600 Small Cap Growth ETF
24.1M1.0%249.8K116.01+27.1%
EME
EMCOR Group, Inc.
23.5M1.0%31.9K776.62+28.3%
IJS
iShares S&P SmallCap 600 Value ETF
23.3M1.0%197.1K138.43+31.2%
TJX
TJX COMPANIES INC /DE/
23.0M0.9%144.0K140.53+1.6%
IJT
iShares S&P SmallCap 600 Growth ETF
22.8M0.9%157.6K173.90+27.0%
SCHC
Schwab International Small-Cap Equity ETF
22.3M0.9%477.8K51.25+17.4%
IWF
iShares Russell 1000 Growth Fund
22.3M0.9%52.3K122.39+11.2%
IVW
iShares S&P 500 Growth ETF
22.2M0.9%196.1K138.83+22.2%
TDY
TELEDYNE TECHNOLOGIES INC
21.8M0.9%36.0K636.15+17.4%
ROK
ROCKWELL AUTOMATION, INC
20.8M0.9%58.0K437.08+28.7%
IVE
iShares S&P 500 Value ETF
20.3M0.8%96.0K237.24+17.6%
WMT
Walmart Inc.
19.6M0.8%158.0K103.70+1.1%
SPYG
State Street SPDR Portfolio S&P 500 Growth ETF
19.6M0.8%200.4K120.21+22.2%
LECO
LINCOLN ELECTRIC HOLDINGS INC
19.2M0.8%77.3K281.82+18.1%
IBM
INTERNATIONAL BUSINESS MACHINES CORP
19.1M0.8%78.6K235.68-2.8%
IWD
iShares Russell 1000 Value ETF
18.8M0.8%88.0K257.29+29.2%
CW
CURTISS WRIGHT CORP
18.1M0.7%26.6K634.99+32.2%
AME
AMETEK INC/
17.8M0.7%83.0K239.55+30.7%
ULTA
Ulta Beauty, Inc.
17.2M0.7%33.0K521.46+0.9%
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
17.2M0.7%181.8K110.42+30.5%
AXP
AMERICAN EXPRESS CO
17.2M0.7%56.7K336.00+8.9%
HLI
HOULIHAN LOKEY, INC.
17.1M0.7%118.8K129.05-33.1%
MCK
MCKESSON CORP
16.6M0.7%19.1K858.90+22.2%
ADI
ANALOG DEVICES INC
16.3M0.7%51.2K373.09+52.4%
META
Meta Platforms, Inc.
16.3M0.7%28.4K549.90-26.5%
PLXS
PLEXUS CORP
16.2M0.7%79.8K240.14+86.6%
MCO
MOODYS CORP /DE/
15.8M0.6%36.2K503.32-2.3%
NDAQ
NASDAQ, INC.
15.6M0.6%184.2K98.22+3.9%
TRV
TRAVELERS COMPANIES, INC.
15.5M0.6%53.0K363.58+32.5%
STE
STERIS plc
15.4M0.6%69.7K237.93-4.7%
PH
Parker-Hannifin Corp
15.1M0.6%16.8K1,001.74+34.8%
NDSN
NORDSON CORP
15.0M0.6%56.3K332.24+55.6%
LHX
L3HARRIS TECHNOLOGIES, INC. /DE/
14.9M0.6%43.1K266.73-3.4%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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