GHP Investment Advisors, Inc.

RIA/Wealth

GHP Investment Advisors, Inc. is a RIA/Wealth based in Denver, CO led by Michael Thomas Sullivan, reporting $2.7B in AUM as of Q3 2025 with SCHG as the largest holding (2% allocation).

PresidentMichael Thomas Sullivan

Portfolio Value: $2.4B
Positions: 941
Top Holding: SCHG at 1.96%
Last Reported: Q3 2025

Address1290 Broadway, Suite 1100, Denver, CO, 80203, United States

Top Holdings

Largest long holdings in GHP Investment Advisors, Inc.'s portfolio (13.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$46.6M	1.96%	-$180.8K Sold	— 1.5M shares	≤ Q2 2013 Held for 12y 5m+
2 Apple AAPL	Consumer Electronics Technology	$42.5M	1.79%	+$1.7M Bought	0.00% 166.9K shares	Q2 2023 Held for 2y 5m
3 Microsoft MSFT	Software - Infrastructure Technology	$37.6M	1.58%	-$714.8K Sold	0.00% 72.7K shares	≤ Q2 2013 Held for 12y 5m+
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$30.5M	1.28%	-$295.6K Sold	— 508.6K shares	Q4 2018 Held for 6y 11m
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$29.4M	1.24%	-$539.1K Sold	0.00% 93.3K shares	≤ Q2 2013 Held for 12y 5m+
6 Schwab International Equity SCHF	ETF ETF	$29.2M	1.23%	+$105.6K Bought	— 1.3M shares	≤ Q2 2013 Held for 12y 5m+
7 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$29.1M	1.22%	+$452.2K Bought	— 1.0M shares	≤ Q2 2013 Held for 12y 5m+
8 SPDR S&P 400 Mid Cap Growth ETF MDYG	ETF ETF	$28.9M	1.22%	+$728.1K Bought	— 316.1K shares	Q4 2015 Held for 9y 11m
9 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$28.4M	1.19%	+$306.6K Bought	0.00% 116.6K shares	Q1 2022 Held for 3y 8m
10 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$27.6M	1.16%	+$172.4K Bought	0.00% 55.0K shares	Q4 2019 Held for 5y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GHP Investment Advisors, Inc.'s latest filing

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Market Value

$2.4B

Prior: $2.3B

Q/Q Change

+5.44%

+$122.8M

Net Flows % of MV

-0.694%

Turnover Ratio

2.08%

New Purchases

32 stocks

$1.6M

Added To

240 stocks

+$34.2M

Sold Out Of

49 stocks

$6.2M

Reduced Holdings

221 stocks

-$46.0M

Increased Positions

Position	Shares Δ	Change
1 Dorman Products DORM	New	0 → 5.1K +$787.7K
2 ETHA iShares Ethereum Trust ETHA	New	0 → 15.9K +$500.7K
3 Leidos Holdings LDOS	New	0 → 1.1K +$199.5K
4 Pan American Silver PAAS	New	0 → 559.0 +$21.7K
5 iShares MSCI Global Min Vol Factor ACWV	New	0 → 161.0 +$19.3K

Decreased Positions

Position	Shares Δ	Change
1 GMS GMS	Sold	44.4K → 0 −$4.8M
2 Sapiens International Corporation N.V. SPNS	Sold	20.8K → 0 −$609.2K
3 ProShares Ether Strategy EETH	Sold	6.5K → 0 −$301.4K
4 iShares 7-10 Year Treasury Bond IEF	Sold	876.0 → 0 −$83.9K
5 Calamos Strategic Total Return CSQ	Sold	3.4K → 0 −$62.0K

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Analytics

Portfolio insights and performance metrics for GHP Investment Advisors, Inc.

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Sector Allocation

ETF

28.60%

Technology

20.90%

Industrials

15.40%

Financial Services

13.80%

Healthcare

7.30%

Consumer Cyclical

5.20%

Communication Services

3.00%

Consumer Defensive

2.80%

Basic Materials

1.10%

Energy

0.80%

Utilities

0.10%

Real Estate

0.10%

Market Cap Distribution

Mega Cap (> $200B)

18.18%

Large Cap ($10B - $200B)

41.99%

Mid Cap ($2B - $10B)

8.69%

Small Cap ($300M - $2B)

1.16%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.50%

N/A (ETF or Unknown)

29.47%

Portfolio Concentration

Top 10 Holdings %

13.86%

Top 20 Holdings %

24.42%

Top 50 Holdings %

47.83%

Top 100 Holdings %

71.0%