GPM Growth Investors as of June 30, 2020
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 35 positions in its portfolio as reported in the June 2020 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 | $11M | 506k | 22.04 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 8.1 | $11M | 114k | 95.14 | |
| Microsoft Corporation (MSFT) | 6.9 | $9.3M | 46k | 203.51 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 6.2 | $8.4M | 83k | 101.54 | |
| Visa Com Cl A (V) | 5.2 | $7.0M | 36k | 193.16 | |
| Apple (AAPL) | 5.1 | $6.9M | 19k | 364.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.7 | $6.3M | 4.5k | 1418.11 | |
| Air Products & Chemicals (APD) | 3.7 | $5.0M | 21k | 241.45 | |
| Kansas City Southern Com New | 3.3 | $4.5M | 30k | 149.29 | |
| Stryker Corporation (SYK) | 3.3 | $4.5M | 25k | 180.18 | |
| UnitedHealth (UNH) | 3.3 | $4.4M | 15k | 294.98 | |
| Northrop Grumman Corporation (NOC) | 2.9 | $3.8M | 13k | 307.45 | |
| Check Point Software Tech Lt Ord (CHKP) | 2.8 | $3.8M | 35k | 107.42 | |
| Leidos Holdings (LDOS) | 2.6 | $3.5M | 37k | 93.68 | |
| Analog Devices (ADI) | 2.5 | $3.3M | 27k | 122.64 | |
| Nike CL B (NKE) | 2.4 | $3.3M | 34k | 98.04 | |
| Becton, Dickinson and (BDX) | 2.2 | $3.0M | 13k | 239.26 | |
| McDonald's Corporation (MCD) | 2.2 | $3.0M | 16k | 184.48 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $2.9M | 31k | 94.07 | |
| Carrier Global Corporation (CARR) | 2.1 | $2.8M | 125k | 22.22 | |
| Union Pacific Corporation (UNP) | 2.0 | $2.7M | 16k | 169.07 | |
| salesforce (CRM) | 2.0 | $2.7M | 14k | 187.36 | |
| Oracle Corporation (ORCL) | 2.0 | $2.7M | 48k | 55.27 | |
| Microchip Technology (MCHP) | 2.0 | $2.6M | 25k | 105.30 | |
| Stanley Black & Decker (SWK) | 2.0 | $2.6M | 19k | 139.36 | |
| Skyworks Solutions (SWKS) | 1.9 | $2.6M | 20k | 127.87 | |
| Johnson & Johnson (JNJ) | 1.6 | $2.2M | 16k | 140.65 | |
| Xilinx | 1.6 | $2.1M | 22k | 98.40 | |
| Starbucks Corporation (SBUX) | 1.5 | $2.0M | 28k | 73.60 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.8 | $1.1M | 21k | 51.77 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.8 | $1.0M | 16k | 65.37 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.7 | $897k | 3.2k | 278.83 | |
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.5 | $671k | 5.3k | 127.76 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $586k | 5.9k | 100.05 | |
| Glaxosmithkline Sponsored Adr | 0.2 | $212k | 5.2k | 40.84 |
