Core Portfolio Insights Archive


Below is an archive of our Core Portfolio Insights. These insights reflect our thought process for determining if a company meets the GPM Grade criteria: high-quality U.S. based leaders with strong competitive advantages, outstanding management teams, and a business model that we can understand and forecast with reasonable accuracy. 

First Republic (FRC) - July 2022

Microchip (MCHP) - June 2022

Nordson (NDSN) - May 2022

Teledyne Technologies (TDY) - April 2022

Carrier Global (CARR) - March 2022

Analog Devices (ADI) (#2) - March 2022

UnitedHealth Group (UNH) - February 2022

Edwards Lifesciences (EW) - February 2022

Core Portfolio Insights Recap (2021)

Salesforce (CRM) - December 2021

Alphabet (GOOGL) - November 2021

Microsoft (MSFT) - November 2021

Visa (V) - October 2021

Air Products (APD) (#2) - October 2021

AutoZone (AZO) - September 2021

Apple (AAPL) - September 2021

GPM's Stock Portfolio Strategy Overview - September 2021

HEICO (HEI.A) - August 2021

Kansas City Southern (KSU) - August 2021

Air Products (APD) - August 2021

CoStar Group (CSGP) - August 2021

Texas Roadhouse (TXRH) - July 2021

Nike (NKE) - June 2021

Adobe (ADBE) - June 2021

Costco (COST) - June 2021

Analog Devices (ADI) - May 2021

Disclosure:

This blog post or document contains information about a company that is owned in portfolios managed by GPM and is intended exclusively for GPM clients. While this company is owned in a broad cross section of GPM managed portfolios, it should not be implied or assumed that every client portfolio or account currently holds this stock. Data presented is from sources we believe to be reliable. The opinions and commentary presented reflect our best judgement at this time, and may include “forward-looking statements”, all of which are subject to change at any time without obligation to update them. Shares of this stock are NOT held in accounts that invest exclusively in ETFs or mutual funds. Actual future results may be different than our expectations. There can be no assurance that your investment objectives will be realized. Investing involves risk and losses can occur.