GPM Growth Investors

Latest statistics and disclosures from GPM Growth Investors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BSCO, VCIT, MSFT, SCHG, AAPL, and represent 33.99% of GPM Growth Investors's stock portfolio.
  • Added to shares of these 8 stocks: AAPL (+$6.5M), LMT, HEI.A, WD, BSCO, VCIT, MCHP, XLV.
  • Started 3 new stock positions in WD, HEI.A, LMT.
  • Reduced shares in these 10 stocks: CRM, APD, ORCL, SYK, NOC, SBUX, JPM, NKE, UNP, CARR.
  • Sold out of its positions in GSK.
  • GPM Growth Investors was a net buyer of stock by $6.7M.
  • GPM Growth Investors has $148M in assets under management (AUM), dropping by 9.78%.

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Positions held by GPM Growth Investors, Inc. consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for GPM Growth Investors

Companies in the GPM Growth Investors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 7.7 $11M 515k 22.18
Vanguard Scottsdale Fds Int-term Corp (VCIT) 7.5 $11M 116k 95.80
Microsoft Corporation (MSFT) 6.4 $9.5M 45k 210.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 6.4 $9.4M 82k 115.17
Apple (AAPL) 5.9 $8.7M +297% 75k 115.82
Visa Com Cl A (V) 4.8 $7.1M 35k 199.96
Alphabet Cap Stk Cl A (GOOGL) 4.4 $6.5M 4.4k 1465.55
Air Products & Chemicals (APD) 3.6 $5.4M -13% 18k 297.89
Kansas City Southern Com New (KSU) 3.6 $5.3M -2% 29k 180.82
Stryker Corporation (SYK) 3.2 $4.7M -8% 23k 208.38
UnitedHealth (UNH) 3.0 $4.4M -5% 14k 311.77
Check Point Software Tech Lt Ord (CHKP) 2.8 $4.1M -2% 34k 120.33
Nike CL B (NKE) 2.6 $3.9M -7% 31k 125.55
Northrop Grumman Corporation (NOC) 2.4 $3.5M -10% 11k 315.52

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Carrier Global Corporation (CARR) 2.4 $3.5M -7% 115k 30.54
McDonald's Corporation (MCD) 2.3 $3.4M -2% 16k 219.49
Leidos Holdings (LDOS) 2.2 $3.2M -3% 36k 89.16
Analog Devices (ADI) 2.1 $3.1M 27k 116.73
Stanley Black & Decker (SWK) 2.1 $3.0M 19k 162.20
Union Pacific Corporation (UNP) 2.0 $2.9M -9% 15k 196.87
Skyworks Solutions (SWKS) 2.0 $2.9M 20k 145.52
Becton, Dickinson and (BDX) 1.9 $2.8M -4% 12k 232.68
salesforce (CRM) 1.8 $2.7M -25% 11k 251.28
Lockheed Martin Corporation (LMT) 1.8 $2.7M NEW 7.0k 383.33
Microchip Technology (MCHP) 1.8 $2.6M 25k 102.77
JPMorgan Chase & Co. (JPM) 1.7 $2.6M -13% 27k 96.26
Oracle Corporation (ORCL) 1.6 $2.4M -17% 40k 59.71
Xilinx (XLNX) 1.5 $2.3M 22k 104.26
Johnson & Johnson (JNJ) 1.5 $2.2M -4% 15k 148.85
Starbucks Corporation (SBUX) 1.3 $2.0M -16% 23k 85.91
Heico Corp Cl A (HEI.A) 1.3 $2.0M NEW 22k 88.65
Walker & Dunlop (WD) 1.3 $1.9M NEW 37k 53.00
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $1.0M -2% 15k 68.30
Vanguard World Fds Inf Tech Etf (VGT) 0.7 $987k 3.2k 311.36
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $931k -17% 17k 55.29
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.5 $731k -5% 5.0k 146.93
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $628k 6.0k 105.51

Past Filings by GPM Growth Investors

SEC 13F filings are viewable for GPM Growth Investors going back to 2019