GPM Growth Investors as of March 31, 2020
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 36 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bsco etf (BSCO) | 9.0 | $10M | 502k | 20.65 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 8.6 | $9.9M | 114k | 87.09 | |
| Microsoft Corporation (MSFT) | 6.2 | $7.1M | 45k | 157.71 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 5.7 | $6.5M | 82k | 79.65 | |
| Visa (V) | 4.5 | $5.2M | 33k | 161.12 | |
| Alphabet Inc Class A cs (GOOGL) | 4.5 | $5.1M | 4.4k | 1162.02 | |
| Apple (AAPL) | 3.9 | $4.5M | 18k | 254.26 | |
| Air Products & Chemicals (APD) | 3.6 | $4.1M | 21k | 199.61 | |
| Stryker Corporation (SYK) | 3.5 | $4.0M | 24k | 166.50 | |
| Becton, Dickinson and (BDX) | 3.3 | $3.8M | 17k | 229.75 | |
| UnitedHealth (UNH) | 3.2 | $3.7M | 15k | 249.41 | |
| Northrop Grumman Corporation (NOC) | 3.2 | $3.7M | 12k | 302.53 | |
| Kansas City Southern | 3.1 | $3.6M | 28k | 127.19 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 3.0 | $3.5M | 35k | 100.54 | |
| Analog Devices (ADI) | 2.5 | $2.9M | 33k | 89.65 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $2.9M | 32k | 90.03 | |
| Nike (NKE) | 2.4 | $2.8M | 33k | 82.75 | |
| Leidos Holdings (LDOS) | 2.2 | $2.5M | 27k | 91.64 | |
| Union Pacific Corporation (UNP) | 2.0 | $2.3M | 16k | 141.02 | |
| Oracle Corporation (ORCL) | 2.0 | $2.3M | 47k | 48.32 | |
| Starbucks Corporation (SBUX) | 2.0 | $2.3M | 34k | 65.74 | |
| United Technologies Corporation | 2.0 | $2.3M | 24k | 94.34 | |
| McDonald's Corporation (MCD) | 1.9 | $2.2M | 13k | 165.33 | |
| Skyworks Solutions (SWKS) | 1.8 | $2.1M | 23k | 89.38 | |
| Raytheon Company | 1.7 | $2.0M | 15k | 131.17 | |
| Stanley Black & Decker (SWK) | 1.6 | $1.9M | 19k | 100.01 | |
| salesforce (CRM) | 1.6 | $1.8M | 13k | 143.98 | |
| Microchip Technology (MCHP) | 1.5 | $1.7M | 25k | 67.82 | |
| Xilinx | 1.4 | $1.6M | 21k | 77.93 | |
| Johnson & Johnson (JNJ) | 1.2 | $1.4M | 11k | 131.17 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 1.2 | $1.4M | 30k | 44.99 | |
| Key (KEY) | 0.9 | $1.1M | 105k | 10.37 | |
| Schwab U S Small Cap ETF (SCHA) | 0.7 | $852k | 17k | 51.50 | |
| Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) | 0.6 | $683k | 4.3k | 159.39 | |
| Consumer Discretionary SPDR (XLY) | 0.5 | $586k | 6.0k | 98.04 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.4 | $433k | 3.0k | 143.95 |
