GHP Investment Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$14.8M |
| 2 |
Invesco S&P International Developed Low Volatility ETF
IDLV
|
+$13.3M |
| 3 |
Steris
STE
|
+$11.3M |
| 4 |
RTX Corp
RTX
|
+$10.8M |
| 5 |
Aon
AON
|
+$6.41M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
XLNX
Xilinx Inc
XLNX
|
+$2.47M |
| 2 |
Old Dominion Freight Line
ODFL
|
+$928K |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$901K |
| 4 |
Albemarle
ALB
|
+$741K |
| 5 |
Synaptics
SYNA
|
+$597K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 20.58% |
| 2 | Industrials | 12.32% |
| 3 | Financials | 11.04% |
| 4 | Healthcare | 8.51% |
| 5 | Consumer Staples | 5.98% |
Similar funds
GHP Investment Advisors's Q1 2022 Portfolio in Review
As of Q1 2022, GHP Investment Advisors held 964 positions worth $1.52B, up 7.9% from $1.41B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
GHP Investment Advisors deployed $204M of net new capital in Q1 2022, opening 641 new positions and adding to 199 existing holdings. Its largest new stake was Alphabet (Google) Class C: 108,820 shares worth $15.2M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Industrials and Financials.
On the sell side, the largest reduction was Old Dominion Freight Line, an estimated $928K trimmed.
- GHP Investment Advisors's largest Q1 2022 buy was Alphabet (Google) Class C: 108,820 shares worth $15.2M.
- GHP Investment Advisors added most to Schwab Fundamental International Small Company Index ETF in Q1 2022, an estimated $1.42M increase.
- GHP Investment Advisors's biggest Q1 2022 reduction was Old Dominion Freight Line, cutting an estimated $928K.
- GHP Investment Advisors fully exited Xilinx Inc in Q1 2022, selling an estimated $2.47M.
- GHP Investment Advisors's ten largest holdings make up 14% of its $1.52B portfolio in Q1 2022.
- GHP Investment Advisors opened 641 new positions and closed 6 in Q1 2022.
- GHP Investment Advisors's portfolio value rose 7.9% quarter-over-quarter to $1.52B.
Based on GHP Investment Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.