GPM Growth Investors
Latest statistics and disclosures from GPM Growth Investors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GOOGL, MSFT, BSCS, BSCT, AAPL, and represent 32.96% of GPM Growth Investors's stock portfolio.
- Added to shares of these 10 stocks: NFLX, TSLA, SCHX, NVDA, BSJU, BSCU, SPOT, META, HEI.A, SCHG.
- Started 3 new stock positions in TSLA, PLUG, NVDA.
- Reduced shares in these 10 stocks: TDY, CP, GOOGL, BSCR, BSJT, GPN, CARR, BSJR, COST, ADI.
- Sold out of its positions in CP, BSJT, BSCR, TDY.
- GPM Growth Investors was a net seller of stock by $-1.1M.
- GPM Growth Investors has $238M in assets under management (AUM), dropping by -7.30%.
- Central Index Key (CIK): 0001799367
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Portfolio Holdings for GPM Growth Investors
GPM Growth Investors holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.6 | $23M | -2% | 79k | 287.56 |
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| Microsoft Corporation (MSFT) | 7.0 | $17M | 45k | 370.17 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 5.7 | $14M | 664k | 20.42 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 5.6 | $13M | 716k | 18.66 |
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| Apple (AAPL) | 5.1 | $12M | 48k | 253.79 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 4.8 | $12M | 396k | 29.13 |
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| Amazon (AMZN) | 4.8 | $12M | 55k | 208.27 |
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| Costco Wholesale Corporation (COST) | 4.5 | $11M | 11k | 996.43 |
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| Analog Devices (ADI) | 4.4 | $10M | 33k | 318.14 |
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| Visa Com Cl A (V) | 3.9 | $9.2M | 31k | 302.24 |
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| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 3.2 | $7.6M | +3% | 457k | 16.72 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 3.2 | $7.6M | +4% | 295k | 25.64 |
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| Stryker Corporation (SYK) | 3.1 | $7.3M | 22k | 328.59 |
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| Oracle Corporation (ORCL) | 2.7 | $6.5M | 44k | 147.11 |
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| McDonald's Corporation (MCD) | 2.6 | $6.2M | 20k | 310.79 |
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| Heico Corp Cl A (HEI.A) | 2.5 | $5.9M | +3% | 28k | 211.09 |
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| Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) | 2.3 | $5.6M | +5% | 218k | 25.59 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 2.3 | $5.5M | 255k | 21.68 |
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| Meta Platforms Cl A (META) | 2.3 | $5.4M | +5% | 9.4k | 572.13 |
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| Microchip Technology (MCHP) | 1.9 | $4.5M | 69k | 64.61 |
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| CSX Corporation (CSX) | 1.8 | $4.4M | 106k | 41.05 |
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| Texas Roadhouse (TXRH) | 1.8 | $4.2M | 25k | 165.14 |
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| Waste Management (WM) | 1.7 | $4.1M | 18k | 229.79 |
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| Global Payments (GPN) | 1.5 | $3.5M | -4% | 51k | 67.30 |
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| Airbnb Com Cl A (ABNB) | 1.3 | $3.2M | 25k | 126.28 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $3.2M | +2% | 34k | 93.98 |
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| Netflix (NFLX) | 1.1 | $2.6M | +1018% | 27k | 96.15 |
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| Vanguard World Inf Tech Etf (VGT) | 1.1 | $2.5M | +3% | 3.6k | 697.72 |
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| Carrier Global Corporation (CARR) | 1.0 | $2.4M | -4% | 42k | 56.31 |
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| Celsius Hldgs Com New (CELH) | 1.0 | $2.3M | 64k | 35.48 |
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| salesforce (CRM) | 0.9 | $2.2M | -2% | 12k | 186.67 |
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| Spotify Technology S A SHS (SPOT) | 0.9 | $2.1M | +14% | 4.4k | 484.91 |
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| Tesla Motors (TSLA) | 0.8 | $2.0M | NEW | 5.4k | 371.75 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $1.9M | 8.0k | 243.08 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.6 | $1.4M | 9.7k | 145.02 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $763k | 2.7k | 286.86 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $459k | +5% | 919.00 | 499.66 |
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| NVIDIA Corporation (NVDA) | 0.1 | $329k | NEW | 1.9k | 174.40 |
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| Walt Disney Company (DIS) | 0.1 | $287k | -2% | 3.0k | 96.38 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.1 | $204k | -35% | 9.1k | 22.36 |
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| Plug Pwr Com New (PLUG) | 0.0 | $45k | NEW | 20k | 2.26 |
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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 2026 Q1 filed April 24, 2026
- GPM Growth Investors 2025 Q4 filed Jan. 30, 2026
- 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