GPM Growth Investors as of June 30, 2022
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 35 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb | 8.4 | $13M | 618k | 20.74 | |
| Microsoft Corporation (MSFT) | 7.9 | $12M | 48k | 256.82 | |
| Apple (AAPL) | 7.4 | $11M | 83k | 136.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.4 | $9.9M | 4.5k | 2179.27 | |
| UnitedHealth (UNH) | 4.9 | $7.5M | 15k | 513.65 | |
| Charles Schwab Corporation (SCHW) | 4.5 | $6.9M | 110k | 63.18 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.4 | $6.8M | 117k | 57.99 | |
| Costco Wholesale Corporation (COST) | 4.2 | $6.5M | 14k | 479.27 | |
| Visa Com Cl A (V) | 3.8 | $5.8M | 30k | 196.90 | |
| Walker & Dunlop (WD) | 3.8 | $5.8M | 60k | 96.33 | |
| Analog Devices (ADI) | 3.3 | $5.1M | 35k | 146.08 | |
| McDonald's Corporation (MCD) | 3.2 | $5.0M | 20k | 246.86 | |
| Stryker Corporation (SYK) | 3.1 | $4.8M | 24k | 198.92 | |
| Microchip Technology (MCHP) | 3.0 | $4.5M | 78k | 58.08 | |
| Amazon (AMZN) | 2.7 | $4.2M | 39k | 106.22 | |
| Carrier Global Corporation (CARR) | 2.5 | $3.9M | 110k | 35.66 | |
| Canadian Pacific Railway | 2.4 | $3.7M | 52k | 69.84 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.3 | $3.6M | 50k | 71.63 | |
| Ishares Tr Faln Angls Usd (FALN) | 2.3 | $3.6M | 145k | 24.62 | |
| Heico Corp Cl A (HEI.A) | 2.2 | $3.4M | 32k | 105.38 | |
| Oracle Corporation (ORCL) | 2.1 | $3.2M | 46k | 69.86 | |
| Nike CL B (NKE) | 2.0 | $3.1M | 30k | 102.21 | |
| Nordson Corporation (NDSN) | 1.9 | $3.0M | 15k | 202.44 | |
| Edwards Lifesciences (EW) | 1.6 | $2.5M | 26k | 95.07 | |
| Texas Roadhouse (TXRH) | 1.3 | $2.0M | 27k | 73.21 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $2.0M | 5.4k | 366.05 | |
| salesforce (CRM) | 1.2 | $1.8M | 11k | 165.01 | |
| CoStar (CSGP) | 1.2 | $1.8M | 30k | 60.41 | |
| Starbucks Corporation (SBUX) | 1.1 | $1.7M | 22k | 76.39 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.9 | $1.4M | 16k | 89.01 | |
| Teledyne Technologies Incorporated (TDY) | 0.8 | $1.3M | 3.4k | 375.07 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.6 | $965k | 22k | 44.65 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $727k | 2.2k | 326.74 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $546k | 11k | 50.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $252k | 115.00 | 2191.30 |
