GHP Investment Advisors, Inc.
Annual return '25
+24.8%
SPY '25
+17.7%
Alpha
+7.1ptsvs SPY
Invested
$2.4B
Holdings
1,369
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.3k shares)
1.8%
02
$AAPL
APPLE INC
Q1 2026: Increased +1420500.0% (12 → 170.5k shares)
1.7%
03
$GOOG
ALPHABET INC
Q1 2026: Increased +66585.3% (34 → 22.7k shares)
1.5%
04
$IDV
ISHARES TR
Q1 2026: Exited (was 1.7k shares)
1.4%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 1.7k shares)
1.4%
06
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 2.4k shares)
1.4%
07
$MDYG
SPDR SERIES TRUST
Q1 2026: Exited (was 1.5k shares)
1.3%
08
$SCHV
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 3.0k shares)
1.3%
09
$IEFA
ISHARES TR
Q1 2026: Exited (was 640 shares)
1.2%
10
$FNDC
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.3k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.