GPM Growth Investors as of Dec. 31, 2019
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 34 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bscm etf | 10.2 | $14M | 657k | 21.51 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 5.5 | $7.5M | 81k | 92.91 | |
| Microsoft Corporation (MSFT) | 4.7 | $6.4M | 41k | 157.71 | |
| Visa (V) | 4.5 | $6.3M | 33k | 187.91 | |
| UnitedHealth (UNH) | 4.4 | $6.1M | 21k | 293.96 | |
| Apple (AAPL) | 3.8 | $5.2M | 18k | 293.62 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $5.1M | 3.8k | 1339.34 | |
| Stryker Corporation (SYK) | 3.6 | $5.0M | 24k | 209.95 | |
| Air Products & Chemicals (APD) | 3.6 | $4.9M | 21k | 234.99 | |
| Stanley Black & Decker (SWK) | 3.4 | $4.7M | 29k | 165.73 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $4.5M | 33k | 139.41 | |
| Becton, Dickinson and (BDX) | 3.2 | $4.5M | 16k | 271.96 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 3.2 | $4.5M | 89k | 50.48 | |
| Kansas City Southern | 3.2 | $4.4M | 29k | 153.14 | |
| Schwab Strategic Tr intrm trm (SCHR) | 3.2 | $4.4M | 80k | 54.93 | |
| Analog Devices (ADI) | 3.2 | $4.4M | 37k | 118.83 | |
| Northrop Grumman Corporation (NOC) | 3.0 | $4.2M | 12k | 343.95 | |
| Skyworks Solutions (SWKS) | 2.9 | $4.0M | 33k | 120.87 | |
| United Technologies Corporation | 2.6 | $3.6M | 24k | 149.77 | |
| Raytheon Company | 2.4 | $3.3M | 15k | 219.74 | |
| Union Pacific Corporation (UNP) | 2.4 | $3.3M | 18k | 180.77 | |
| Nike (NKE) | 2.3 | $3.2M | 32k | 101.32 | |
| Starbucks Corporation (SBUX) | 2.2 | $3.1M | 35k | 87.91 | |
| Oracle Corporation (ORCL) | 2.2 | $3.1M | 58k | 52.97 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.2 | $3.1M | 28k | 110.95 | |
| Donaldson Company (DCI) | 2.1 | $2.9M | 50k | 57.61 | |
| Johnson & Johnson (JNJ) | 1.6 | $2.3M | 15k | 145.85 | |
| Key (KEY) | 1.6 | $2.2M | 109k | 20.24 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 1.5 | $2.1M | 36k | 57.93 | |
| FedEx Corporation (FDX) | 1.4 | $2.0M | 13k | 151.21 | |
| Schwab U S Small Cap ETF (SCHA) | 0.9 | $1.2M | 16k | 75.61 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.6 | $867k | 3.9k | 222.08 | |
| Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.6 | $799k | 4.0k | 198.02 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.5 | $707k | 11k | 64.56 |
