GPM Growth Investors, Inc. - Q3 2020 holdings

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$148 Million is the total value of GPM Growth Investors, Inc.'s 37 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 60.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
BSCO BuyINVESCO EXCH TRD SLF IDX FD$11,425,000
+2.5%
515,120
+1.9%
7.75%
-6.6%
VCIT BuyVANGUARD SCOTTSDALE FDSint-term corp$11,079,000
+1.9%
115,645
+1.2%
7.51%
-7.2%
AAPL BuyAPPLE INC$8,713,000
+26.3%
75,231
+298.0%
5.91%
+15.1%
LMT NewLOCKHEED MARTIN CORP$2,681,000–6,994
+100.0%
1.82%–
MCHP BuyMICROCHIP TECHNOLOGY INC.$2,614,000
-1.2%
25,436
+1.2%
1.77%
-10.0%
HEIA NewHEICO CORP NEWcl a$1,957,000–22,076
+100.0%
1.33%–
WD NewWALKER & DUNLOP INC$1,941,000–36,622
+100.0%
1.32%–
XLV BuySELECT SECTOR SPDR TRsbi healthcare$628,000
+7.2%
5,952
+1.6%
0.43%
-2.3%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-10-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP16Q3 20238.5%
APPLE INC16Q3 20238.4%
ALPHABET INC16Q3 20236.9%
SCHWAB STRATEGIC TR16Q3 20236.4%
VISA INC16Q3 20235.2%
UNITEDHEALTH GROUP INC16Q3 20234.9%
STRYKER CORPORATION16Q3 20233.8%
ANALOG DEVICES INC16Q3 20234.0%
NIKE INC16Q3 20232.7%
ORACLE CORP16Q3 20233.0%

View GPM Growth Investors, Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-05
13F-HR2023-10-31
13F-HR2023-07-28
13F-HR2023-04-11
13F-HR2023-01-10
13F-HR2022-10-12
13F-HR2022-07-12
13F-HR2022-04-11
13F-HR2022-01-18
13F-HR2021-10-20

View GPM Growth Investors, Inc.'s complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (148149000.0 != 147459000.0)

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