GPM Growth Investors as of Sept. 30, 2020
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 37 positions in its portfolio as reported in 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 | 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 | 18k | 297.89 | |
| Kansas City Southern Com New | 3.6 | $5.3M | 29k | 180.82 | |
| Stryker Corporation (SYK) | 3.2 | $4.7M | 23k | 208.38 | |
| UnitedHealth (UNH) | 3.0 | $4.4M | 14k | 311.77 | |
| Check Point Software Tech Lt Ord (CHKP) | 2.8 | $4.1M | 34k | 120.33 | |
| Nike CL B (NKE) | 2.6 | $3.9M | 31k | 125.55 | |
| Northrop Grumman Corporation (NOC) | 2.4 | $3.5M | 11k | 315.52 | |
| Carrier Global Corporation (CARR) | 2.4 | $3.5M | 115k | 30.54 | |
| McDonald's Corporation (MCD) | 2.3 | $3.4M | 16k | 219.49 | |
| Leidos Holdings (LDOS) | 2.2 | $3.2M | 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 | 15k | 196.87 | |
| Skyworks Solutions (SWKS) | 2.0 | $2.9M | 20k | 145.52 | |
| Becton, Dickinson and (BDX) | 1.9 | $2.8M | 12k | 232.68 | |
| salesforce (CRM) | 1.8 | $2.7M | 11k | 251.28 | |
| Lockheed Martin Corporation (LMT) | 1.8 | $2.7M | 7.0k | 383.33 | |
| Microchip Technology (MCHP) | 1.8 | $2.6M | 25k | 102.77 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $2.6M | 27k | 96.26 | |
| Oracle Corporation (ORCL) | 1.6 | $2.4M | 40k | 59.71 | |
| Xilinx | 1.5 | $2.3M | 22k | 104.26 | |
| Johnson & Johnson (JNJ) | 1.5 | $2.2M | 15k | 148.85 | |
| Starbucks Corporation (SBUX) | 1.3 | $2.0M | 23k | 85.91 | |
| Heico Corp Cl A (HEI.A) | 1.3 | $2.0M | 22k | 88.65 | |
| Walker & Dunlop (WD) | 1.3 | $1.9M | 37k | 53.00 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $1.0M | 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 | 17k | 55.29 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $731k | 5.0k | 146.93 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $628k | 6.0k | 105.51 |
