GPM Growth Investors as of March 31, 2022
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 32 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.9 | $14M | 47k | 308.32 | |
| Apple (AAPL) | 7.9 | $14M | 82k | 174.61 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 7.2 | $13M | 624k | 21.07 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.9 | $13M | 4.5k | 2781.40 | |
| Charles Schwab Corporation (SCHW) | 5.1 | $9.2M | 109k | 84.31 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.5 | $8.2M | 110k | 74.82 | |
| Costco Wholesale Corporation (COST) | 4.3 | $7.8M | 14k | 575.82 | |
| Walker & Dunlop (WD) | 4.3 | $7.8M | 60k | 129.42 | |
| UnitedHealth (UNH) | 4.1 | $7.5M | 15k | 510.00 | |
| Stryker Corporation (SYK) | 3.6 | $6.5M | 24k | 267.33 | |
| Amazon (AMZN) | 3.4 | $6.1M | 1.9k | 3259.69 | |
| Visa Com Cl A (V) | 3.3 | $6.0M | 27k | 221.77 | |
| Microchip Technology (MCHP) | 3.2 | $5.8M | 78k | 75.14 | |
| Analog Devices (ADI) | 3.2 | $5.8M | 35k | 165.19 | |
| Carrier Global Corporation (CARR) | 2.8 | $5.0M | 110k | 45.87 | |
| McDonald's Corporation (MCD) | 2.8 | $5.0M | 20k | 247.29 | |
| AutoZone (AZO) | 2.7 | $4.9M | 2.4k | 2044.66 | |
| Canadian Pacific Railway | 2.4 | $4.3M | 53k | 82.54 | |
| Ishares Tr Faln Angls Usd (FALN) | 2.3 | $4.2M | 151k | 27.76 | |
| Nike CL B (NKE) | 2.2 | $4.1M | 30k | 134.56 | |
| Heico Corp Cl A (HEI.A) | 2.2 | $4.0M | 32k | 126.82 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.1 | $3.9M | 49k | 78.90 | |
| Oracle Corporation (ORCL) | 2.1 | $3.8M | 45k | 82.73 | |
| Edwards Lifesciences (EW) | 1.7 | $3.1M | 26k | 117.71 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $2.6M | 5.8k | 455.70 | |
| salesforce (CRM) | 1.3 | $2.3M | 11k | 212.32 | |
| Texas Roadhouse (TXRH) | 1.3 | $2.3M | 27k | 83.75 | |
| CoStar (CSGP) | 1.1 | $2.0M | 30k | 66.62 | |
| Starbucks Corporation (SBUX) | 1.1 | $2.0M | 22k | 90.96 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.9 | $1.6M | 16k | 102.42 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $933k | 2.2k | 416.52 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $704k | 12k | 60.95 |
