GHP Investment Advisors, Inc. Q4 2022 vs. Q1 2023 Fund Holdings Comparison: Tech Stocks Continue to See Growth

Investment firms are always on the lookout for opportunities to make the most of their clients' money. It is important for them to keep a close eye on their portfolios and make data-driven decisions that can yield the best possible returns. This is where a 13F filing comes into play, which requires investment firms to disclose their holdings to the SEC on a quarterly basis. In this blog post, we will analyze the Q4 2022 and Q1 2023 13F holdings comparison of GHP Investment Advisors, Inc.

As we dive into the data, we can see that GHP has made some interesting moves between the two quarters. The filings show that GHP has increased its holdings in the technology sector, with Apple Inc, Schwab Strategic TR, and Microsoft Corp seeing the most growth. Apple Inc saw a 27.5% increase in value, going from $24,139,000 to $30,773,000, while Schwab Strategic TR saw a 26.8% increase, going from $18,243,000 to $23,131,000. Microsoft Corp also saw a healthy increase of 21.9% from $17,713,000 to $21,596,000.

One of the notable changes in GHP's portfolio is that they have decreased their holdings in Johnson & Johnson. The company saw their holdings fall 11%, from $8,166,000 to $7,267,000. However, it is important to note that this does not mean that GHP no longer sees the value in Johnson & Johnson's stock. It could be that GHP is simply diversifying its portfolio and making changes to optimize returns.

Another interesting change in GHP's holdings is their investment in Vanguard Tax-Managed FDS, which saw a 10.8% increase in value from $18,119,000 to $20,084,000. This indicates that GHP may be interested in adding tax-friendly investments to their portfolio.

Looking at the data, it is clear that GHP has a strong interest in technology companies. Along with Apple Inc, Schwab Strategic TR, and Microsoft Corp, GHP also increased its holdings in Synaptics Inc by 19.4%, going from $8,345,000 to $9,964,000. These moves by GHP suggest that they have confidence in these particular technology companies and see long-term growth potential in them.

In conclusion, GHP Investment Advisors, Inc.'s Q4 2022 vs. Q1 2023 13F holdings comparison shows that the firm is continuing to invest in technology stocks, which have seen healthy growth between the two quarters. While they have made some changes to their portfolio, these changes may simply reflect their strategy to optimize returns and not a loss of confidence in any particular company. It is always interesting to see how investment firms adjust their holdings in response to market conditions, and the 13F filings offer a unique glimpse into these decisions.