GPM Growth Investors as of Dec. 31, 2020
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 36 positions in its portfolio as reported in the December 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 | 8.1 | $13M | 589k | 22.39 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 7.0 | $11M | 117k | 97.14 | |
| Apple (AAPL) | 6.3 | $10M | 77k | 132.69 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 6.2 | $10M | 79k | 128.41 | |
| Microsoft Corporation (MSFT) | 6.2 | $10M | 45k | 222.42 | |
| Visa Com Cl A (V) | 4.8 | $7.8M | 36k | 218.74 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $7.8M | 4.4k | 1752.54 | |
| Kansas City Southern Com New | 3.7 | $6.0M | 29k | 204.12 | |
| Stryker Corporation (SYK) | 3.4 | $5.5M | 23k | 245.02 | |
| UnitedHealth (UNH) | 3.1 | $5.0M | 14k | 350.69 | |
| Air Products & Chemicals (APD) | 3.1 | $5.0M | 18k | 273.23 | |
| Check Point Software Tech Lt Ord (CHKP) | 2.8 | $4.5M | 34k | 132.92 | |
| Carrier Global Corporation (CARR) | 2.7 | $4.4M | 116k | 37.72 | |
| Nike CL B (NKE) | 2.7 | $4.3M | 31k | 141.46 | |
| Walker & Dunlop (WD) | 2.4 | $4.0M | 43k | 92.02 | |
| Analog Devices (ADI) | 2.4 | $3.9M | 27k | 147.74 | |
| Charles Schwab Corporation (SCHW) | 2.3 | $3.7M | 70k | 53.03 | |
| Leidos Holdings (LDOS) | 2.2 | $3.7M | 35k | 105.13 | |
| Microchip Technology (MCHP) | 2.2 | $3.5M | 26k | 138.10 | |
| Stanley Black & Decker (SWK) | 2.1 | $3.4M | 19k | 178.57 | |
| Northrop Grumman Corporation (NOC) | 2.1 | $3.3M | 11k | 304.72 | |
| McDonald's Corporation (MCD) | 2.0 | $3.3M | 16k | 214.57 | |
| Skyworks Solutions (SWKS) | 1.9 | $3.1M | 20k | 152.89 | |
| Becton, Dickinson and (BDX) | 1.8 | $3.0M | 12k | 250.25 | |
| Heico Corp Cl A (HEI.A) | 1.6 | $2.6M | 22k | 117.06 | |
| Oracle Corporation (ORCL) | 1.6 | $2.6M | 40k | 64.70 | |
| Lockheed Martin Corporation (LMT) | 1.6 | $2.5M | 7.2k | 355.05 | |
| salesforce (CRM) | 1.5 | $2.4M | 11k | 222.49 | |
| Johnson & Johnson (JNJ) | 1.4 | $2.3M | 15k | 157.38 | |
| AutoZone (AZO) | 1.4 | $2.3M | 1.9k | 1185.49 | |
| Starbucks Corporation (SBUX) | 1.4 | $2.3M | 21k | 106.99 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.9 | $1.4M | 16k | 89.01 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.7 | $1.2M | 18k | 64.12 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.7 | $1.1M | 3.1k | 353.63 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $794k | 4.9k | 160.76 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $693k | 6.1k | 113.46 |
