GPM Growth Investors
Latest statistics and disclosures from GPM Growth Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, GOOGL, SCHG, BSCS, BSCT, and represent 33.19% of GPM Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: BSCT, ABNB, WM, BSCS, MSFT, SYK, AAPL, V, BSJS, AMZN.
- Reduced shares in these 10 stocks: CARR, ORCL, BSCR, VGT, SCHG, COST, GOOGL, NFLX, BSJR, SPOT.
- GPM Growth Investors was a net seller of stock by $-3.3M.
- GPM Growth Investors has $260M in assets under management (AUM), dropping by 3.22%.
- Central Index Key (CIK): 0001799367
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Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.2 | $24M | 46k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 8.0 | $21M | 85k | 243.10 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 5.7 | $15M | 461k | 31.91 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 5.3 | $14M | 667k | 20.57 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 5.1 | $13M | +29% | 700k | 18.81 |
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| Apple (AAPL) | 5.0 | $13M | 51k | 254.63 |
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| Oracle Corporation (ORCL) | 4.9 | $13M | -16% | 45k | 281.24 |
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| Amazon (AMZN) | 4.6 | $12M | 55k | 219.57 |
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| Visa Com Cl A (V) | 4.2 | $11M | 32k | 341.38 |
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| Costco Wholesale Corporation (COST) | 4.0 | $11M | 11k | 925.63 |
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| Stryker Corporation (SYK) | 3.3 | $8.5M | 23k | 369.67 |
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| Analog Devices (ADI) | 3.2 | $8.3M | 34k | 245.70 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.9 | $7.5M | 286k | 26.34 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 2.8 | $7.3M | -14% | 373k | 19.71 |
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| Heico Corp Cl A (HEI.A) | 2.7 | $7.0M | 28k | 254.09 |
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| McDonald's Corporation (MCD) | 2.4 | $6.2M | 21k | 303.89 |
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| Meta Platforms Cl A (META) | 2.2 | $5.8M | 7.9k | 734.38 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 1.8 | $4.8M | +2% | 216k | 22.08 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) | 1.8 | $4.7M | 218k | 21.57 |
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| Microchip Technology (MCHP) | 1.8 | $4.7M | 73k | 64.22 |
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| Texas Roadhouse (TXRH) | 1.7 | $4.4M | 26k | 166.15 |
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| Waste Management (WM) | 1.5 | $4.0M | +8% | 18k | 220.83 |
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| CSX Corporation (CSX) | 1.5 | $3.9M | 111k | 35.51 |
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| Teledyne Technologies Incorporated (TDY) | 1.4 | $3.7M | 6.4k | 586.04 |
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| Airbnb Com Cl A (ABNB) | 1.3 | $3.4M | +17% | 28k | 121.42 |
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| Charles Schwab Corporation (SCHW) | 1.2 | $3.2M | 34k | 95.47 |
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| Vanguard World Inf Tech Etf (VGT) | 1.1 | $2.9M | -4% | 3.9k | 746.63 |
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| salesforce (CRM) | 1.1 | $2.9M | 12k | 237.00 |
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| Celsius Hldgs Com New (CELH) | 1.1 | $2.7M | 48k | 57.49 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 1.1 | $2.7M | 120k | 22.74 |
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| Carrier Global Corporation (CARR) | 1.0 | $2.7M | -59% | 45k | 59.70 |
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| Canadian Pacific Kansas City (CP) | 1.0 | $2.7M | 36k | 74.49 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $2.2M | 6.2k | 352.75 |
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| Spotify Technology S A SHS (SPOT) | 0.8 | $2.0M | -2% | 2.8k | 698.00 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.6 | $1.6M | 12k | 135.23 |
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| Walker & Dunlop (WD) | 0.6 | $1.4M | +6% | 17k | 83.62 |
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| Nike CL B (NKE) | 0.5 | $1.2M | 17k | 69.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $633k | +3% | 2.6k | 243.55 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $428k | +10% | 753.00 | 568.81 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $382k | 14k | 27.30 |
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| Walt Disney Company (DIS) | 0.1 | $341k | +20% | 3.0k | 114.50 |
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| Netflix (NFLX) | 0.1 | $269k | -19% | 224.00 | 1198.92 |
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Past Filings by GPM Growth Investors
SEC 13F filings are viewable for GPM Growth Investors going back to 2019
- GPM Growth Investors 2025 Q3 filed Oct. 20, 2025
- GPM Growth Investors 2025 Q2 filed Aug. 1, 2025
- GPM Growth Investors 2025 Q1 filed May 2, 2025
- GPM Growth Investors 2024 Q4 filed Feb. 6, 2025
- GPM Growth Investors 2024 Q3 filed Nov. 8, 2024
- GPM Growth Investors 2024 Q2 filed Aug. 2, 2024
- GPM Growth Investors 2023 Q4 filed Feb. 5, 2024
- GPM Growth Investors 2023 Q3 filed Oct. 31, 2023
- GPM Growth Investors 2023 Q2 filed July 28, 2023
- GPM Growth Investors 2023 Q1 filed April 11, 2023
- GPM Growth Investors 2022 Q4 filed Jan. 10, 2023
- GPM Growth Investors 2022 Q3 filed Oct. 12, 2022
- GPM Growth Investors 2022 Q2 filed July 12, 2022
- GPM Growth Investors 2022 Q1 filed April 11, 2022
- GPM Growth Investors 2021 Q4 filed Jan. 18, 2022
- GPM Growth Investors 2021 Q3 filed Oct. 20, 2021