GPM Growth Investors as of Sept. 30, 2022
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 37 positions in its portfolio as reported in the September 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 (BSCO) | 8.3 | $13M | 613k | 20.39 | |
| Apple (AAPL) | 7.6 | $12M | 83k | 138.20 | |
| Microsoft Corporation (MSFT) | 7.4 | $11M | 48k | 232.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.8 | $8.7M | 91k | 95.65 | |
| Charles Schwab Corporation (SCHW) | 5.3 | $7.9M | 110k | 71.87 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.4 | $6.6M | 118k | 55.81 | |
| Costco Wholesale Corporation (COST) | 4.3 | $6.4M | 14k | 472.23 | |
| UnitedHealth (UNH) | 3.8 | $5.7M | 11k | 505.04 | |
| Visa Com Cl A (V) | 3.6 | $5.3M | 30k | 177.66 | |
| Walker & Dunlop (WD) | 3.3 | $5.0M | 60k | 83.73 | |
| Analog Devices (ADI) | 3.3 | $4.9M | 35k | 139.35 | |
| Amazon (AMZN) | 3.2 | $4.8M | 43k | 113.01 | |
| Microchip Technology (MCHP) | 3.2 | $4.8M | 78k | 61.04 | |
| Stryker Corporation (SYK) | 3.1 | $4.7M | 23k | 202.54 | |
| McDonald's Corporation (MCD) | 3.1 | $4.6M | 20k | 230.75 | |
| Carrier Global Corporation (CARR) | 2.6 | $3.9M | 110k | 35.56 | |
| Heico Corp Cl A (HEI.A) | 2.4 | $3.7M | 32k | 114.61 | |
| Canadian Pacific Railway | 2.3 | $3.5M | 53k | 66.72 | |
| Ishares Tr Faln Angls Usd (FALN) | 2.2 | $3.3M | 140k | 23.90 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.2 | $3.3M | 49k | 66.44 | |
| Nordson Corporation (NDSN) | 2.1 | $3.1M | 15k | 212.30 | |
| Oracle Corporation (ORCL) | 1.9 | $2.9M | 47k | 61.08 | |
| First Republic Bank/san F (FRCB) | 1.7 | $2.6M | 20k | 130.53 | |
| Nike CL B (NKE) | 1.7 | $2.5M | 31k | 83.11 | |
| Texas Roadhouse (TXRH) | 1.6 | $2.4M | 27k | 87.28 | |
| Edwards Lifesciences (EW) | 1.4 | $2.2M | 26k | 82.64 | |
| CoStar (CSGP) | 1.4 | $2.1M | 31k | 69.66 | |
| Teledyne Technologies Incorporated (TDY) | 1.4 | $2.0M | 6.0k | 337.48 | |
| salesforce (CRM) | 1.1 | $1.6M | 11k | 143.85 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $1.5M | 5.5k | 275.21 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.9 | $1.3M | 16k | 82.47 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $1.0M | 25k | 42.33 | |
| Starbucks Corporation (SBUX) | 0.5 | $792k | 9.4k | 84.23 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.4 | $660k | 2.1k | 307.26 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.3 | $456k | 9.7k | 47.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $226k | 2.3k | 96.21 | |
| Walt Disney Company (DIS) | 0.1 | $206k | 2.2k | 94.24 |
