GPM Growth Investors as of Dec. 31, 2021
Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 37 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.7 | $16M | 46k | 336.32 | |
| Apple (AAPL) | 7.2 | $15M | 82k | 177.57 | |
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 6.9 | $14M | 634k | 21.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $13M | 4.3k | 2897.12 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.6 | $9.2M | 56k | 163.75 | |
| Charles Schwab Corporation (SCHW) | 4.6 | $9.1M | 109k | 84.10 | |
| Walker & Dunlop (WD) | 3.9 | $7.8M | 52k | 150.88 | |
| Costco Wholesale Corporation (COST) | 3.8 | $7.7M | 14k | 567.69 | |
| UnitedHealth (UNH) | 3.7 | $7.3M | 15k | 502.12 | |
| Stryker Corporation (SYK) | 3.1 | $6.3M | 23k | 267.43 | |
| Carrier Global Corporation (CARR) | 3.0 | $6.0M | 110k | 54.24 | |
| Visa Com Cl A (V) | 2.9 | $5.8M | 27k | 216.71 | |
| McDonald's Corporation (MCD) | 2.7 | $5.4M | 20k | 268.05 | |
| Air Products & Chemicals (APD) | 2.7 | $5.4M | 18k | 304.23 | |
| AutoZone (AZO) | 2.5 | $5.1M | 2.4k | 2096.28 | |
| Nike CL B (NKE) | 2.5 | $5.0M | 30k | 166.68 | |
| Microchip Technology (MCHP) | 2.4 | $4.9M | 56k | 87.07 | |
| Ishares Tr Faln Angls Usd (FALN) | 2.3 | $4.6M | 152k | 29.97 | |
| Analog Devices (ADI) | 2.3 | $4.5M | 26k | 175.78 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.2 | $4.4M | 47k | 92.76 | |
| Heico Corp Cl A (HEI.A) | 2.0 | $4.1M | 32k | 128.53 | |
| Oracle Corporation (ORCL) | 2.0 | $4.0M | 45k | 87.21 | |
| Canadian Pacific Railway | 1.9 | $3.8M | 53k | 71.94 | |
| Stanley Black & Decker (SWK) | 1.8 | $3.5M | 19k | 188.62 | |
| Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) | 1.7 | $3.5M | 69k | 50.56 | |
| Amazon (AMZN) | 1.6 | $3.3M | 978.00 | 3334.36 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $3.3M | 5.7k | 567.04 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.6 | $3.2M | 39k | 80.83 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.5 | $3.1M | 27k | 116.58 | |
| salesforce (CRM) | 1.4 | $2.8M | 11k | 254.09 | |
| Starbucks Corporation (SBUX) | 1.2 | $2.5M | 21k | 116.96 | |
| Texas Roadhouse (TXRH) | 1.2 | $2.4M | 27k | 89.27 | |
| CoStar (CSGP) | 1.2 | $2.4M | 30k | 79.04 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $1.2M | 12k | 102.41 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.6 | $1.2M | 12k | 104.47 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $1.0M | 2.3k | 458.10 | |
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.4 | $766k | 12k | 65.81 |
