GHP Investment Advisors, Inc. MCRI — MONARCH CASINO & RESORT INC

Ownership history in GHP Investment Advisors, Inc.  ·  7 quarters on record

AI Ownership Summary

GHP Investment Advisors, Inc. reported MONARCH CASINO & RESORT INC (MCRI) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.12% in 2026 Q2. The latest visible filing shows MCRI at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GHP Investment Advisors, Inc.'s position in MONARCH CASINO & RESORT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MCRI was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCRI stock page GHP Investment Advisors, Inc. fund profile GHP Investment Advisors, Inc. full holdings
How GHP Investment Advisors, Inc. held MCRI — position size vs. price
% of Fund (quarterly)    MCRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 25,344 +5,740 +29.3% 0.12% $3.3M 2026-07-20 $124.07
2026 Q1 ADDED — — — 19,604 +2,164 +12.4% 0.08% $1.9M 2026-04-21 $98.09
2025 Q4 ADDED — — — 17,440 +1,326 +8.2% 0.07% $1.7M 2026-01-27 $88.87
2025 Q3 ADDED — — — 16,114 +2,091 +14.9% 0.07% $1.7M 2025-10-31 $89.06
2025 Q2 ADDED — — — 14,023 +2,948 +26.6% 0.05% $1.2M 2025-08-05 $99.11
2025 Q1 ADDED — — — 11,075 +3,467 +45.6% 0.04% $861K 2025-04-23 $76.46
2024 Q4 INITIATED — — — 7,608 — — 0.03% $600K 2025-01-27 $83.18

🏢 Other funds also holding MCRI

As of 2026 Q2 — sorted by position size

Tributary Capital Management, LLC 3Y 7Y 1.33% Emmett Investment Management, LP 0.81% Wakefield Asset Management LLLP 3Y 7Y 0.36% DAVENPORT & Co LLC 3Y 7Y 0.34% Hillsdale Investment Management Inc. 3Y 7Y 0.27% ArrowMark Colorado Holdings LLC 3Y 7Y 0.19% BRASADA CAPITAL MANAGEMENT, LP 3Y 7Y 0.16% Westover Capital Advisors, LLC 3Y 7Y 0.16% ALGERT GLOBAL LLC 3Y 7Y 0.16% AdvisorShares Investments LLC 3Y 0.15%

FAQ About GHP Investment Advisors, Inc. and MCRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has GHP Investment Advisors, Inc. reported owning MCRI?

GHP Investment Advisors, Inc. reported MCRI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported MCRI position in GHP Investment Advisors, Inc.'s portfolio?

The largest reported portfolio weight for MCRI was 0.12% in 2026 Q2.

What is the latest reported MCRI position on this page?

The most recent filing on this page is 2026 Q2, when GHP Investment Advisors, Inc. reported 25,344 shares, equal to 0.12% of portfolio, with an estimated market value of $3.3M.

What does the chart on this MCRI ownership page compare?

The chart compares GHP Investment Advisors, Inc.'s quarterly MCRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GHP Investment Advisors, Inc. time their MCRI position?

Based on 13F filing dates vs. subsequent MCRI price moves, GHP Investment Advisors, Inc. correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on MCRI relative to SPY over the holding period was +12.2%.

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