GPM Growth Investors

GPM Growth Investors as of June 30, 2023

Portfolio Holdings for GPM Growth Investors

GPM Growth Investors holds 40 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 8.5 $16M 48k 340.54
Apple (AAPL) 8.4 $16M 82k 193.97
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 6.9 $13M 656k 20.13
Alphabet Cap Stk Cl A (GOOGL) 5.6 $11M 89k 119.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 5.0 $9.4M 126k 74.95
Visa Com Cl A (V) 3.8 $7.3M 31k 237.48
Costco Wholesale Corporation (COST) 3.8 $7.2M 13k 538.38
Microchip Technology (MCHP) 3.7 $7.1M 80k 89.59
Stryker Corporation (SYK) 3.6 $6.9M 23k 305.09
Analog Devices (ADI) 3.6 $6.9M 35k 194.81
UnitedHealth (UNH) 3.3 $6.2M 13k 480.64
McDonald's Corporation (MCD) 3.0 $5.8M 19k 298.41
Oracle Corporation (ORCL) 3.0 $5.7M 48k 119.09
Carrier Global Corporation (CARR) 2.9 $5.6M 113k 49.71
Amazon (AMZN) 2.9 $5.6M 43k 130.36
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) 2.7 $5.2M 229k 22.80
Walker & Dunlop (WD) 2.4 $4.6M 59k 79.09
Heico Corp Cl A (HEI.A) 2.4 $4.5M 32k 140.60
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.3 $4.3M 60k 72.62
Canadian Pacific Kansas City (CP) 2.3 $4.3M 54k 80.77
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 2.1 $3.9M 208k 18.95
Nordson Corporation (NDSN) 1.9 $3.7M 15k 248.18
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 1.9 $3.7M 169k 21.64
Nike CL B (NKE) 1.8 $3.4M 31k 110.37
Texas Roadhouse (TXRH) 1.6 $3.0M 27k 112.28
Adobe Systems Incorporated (ADBE) 1.5 $2.9M 5.9k 488.99
Teledyne Technologies Incorporated (TDY) 1.5 $2.8M 6.9k 411.11
Charles Schwab Corporation (SCHW) 1.4 $2.7M 48k 56.68
Edwards Lifesciences (EW) 1.3 $2.4M 26k 94.33
salesforce (CRM) 1.1 $2.2M 10k 211.26
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.5M 28k 52.37
Vanguard World Fds Inf Tech Etf (VGT) 0.6 $1.1M 2.4k 442.16
Starbucks Corporation (SBUX) 0.5 $1.0M 10k 99.06
Ishares Tr Sp Smcp600vl Etf (IJS) 0.4 $853k 9.0k 95.09
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $820k 43k 19.03
Pacer Fds Tr Pacer Us Small (CALF) 0.4 $698k 17k 40.70
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $447k 7.9k 56.46
Cincinnati Financial Corporation (CINF) 0.2 $309k 3.2k 97.32
Alphabet Cap Stk Cl C (GOOG) 0.1 $286k 2.4k 120.97
Meta Platforms Cl A (META) 0.1 $203k 707.00 286.98