Gpm Growth Investors, Inc. Top Holdings and 13F Report (2025) About Gpm Growth Investors, Inc.Investment ActivityGpm Growth Investors, Inc. has $251.83 million in total holdings as of June 30, 2025.Gpm Growth Investors, Inc. owns shares of 42 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.00% of the portfolio was purchased this quarter.About 3.26% of the portfolio was sold this quarter.This quarter, Gpm Growth Investors, Inc. has purchased 44 new stocks and bought additional shares in 21 stocks.Gpm Growth Investors, Inc. sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $22,831,119Alphabet $15,102,309Schwab U.S. Large-Cap Growth ETF $13,583,380Invesco BulletShares 2028 Corporate Bond ETF $13,397,960Oracle $11,933,044 Largest Purchases this Quarter Waste Management 5,588 shares (about $1.28M)Invesco BulletShares 2028 Corporate Bond ETF 34,769 shares (about $712.42K)Invesco BulletShares 2029 Corporate Bond ETF 27,032 shares (about $505.50K)Invesco BulletShares 2028 High Yield Corporate Bond ETF 22,483 shares (about $495.75K)Salesforce 1,472 shares (about $401.40K) Largest Sales this Quarter Costco Wholesale 281 shares (about $278.17K)Heico 1,072 shares (about $277.38K)Microsoft 351 shares (about $174.59K)Apple 541 shares (about $111.00K)Adobe 269 shares (about $104.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGpm Growth Investors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$22,831,119$174,591 ▼-0.8%45,9009.1%Computer and TechnologyGOOGLAlphabet$15,102,309$17,270 ▼-0.1%85,6976.0%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$13,583,380$73,463 ▲0.5%465,0255.4%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$13,397,960$712,417 ▲5.6%653,8785.3%ETFORCLOracle$11,933,044$4,373 ▲0.0%54,5814.7%Computer and TechnologyAMZNAmazon.com$11,920,775$176,390 ▲1.5%54,3364.7%Retail/WholesaleCOSTCostco Wholesale$11,310,065$278,173 ▼-2.4%11,4254.5%Retail/WholesaleVVisa$11,149,635$84,857 ▲0.8%31,4034.4%Business ServicesAAPLApple$10,359,649$110,997 ▼-1.1%50,4934.1%Computer and TechnologyBSCTInvesco BulletShares 2029 Corporate Bond ETF$10,143,441$505,498 ▲5.2%542,4304.0%ETFSYKStryker$8,978,823$44,706 ▼-0.5%22,6953.6%MedicalBSCRInvesco BulletShares 2027 Corporate Bond ETF$8,590,901$331,712 ▲4.0%437,1963.4%ETFCARRCarrier Global$8,173,859$241,893 ▲3.0%111,6803.2%ConstructionADIAnalog Devices$8,111,722$5,951 ▼-0.1%34,0803.2%Computer and TechnologyHEI.AHeico$7,201,789$277,380 ▼-3.7%27,8332.9%AerospaceSCHXSchwab US Large-Cap ETF$6,982,645$123,984 ▲1.8%285,7062.8%ETFMCDMcDonald's$5,918,780$34,476 ▲0.6%20,2582.4%Retail/WholesaleMETAMeta Platforms$5,771,126$68,642 ▲1.2%7,8192.3%Computer and TechnologyMCHPMicrochip Technology$5,146,228$102,740 ▼-2.0%73,1312.0%Computer and TechnologyTXRHTexas Roadhouse$4,938,816$68,217 ▼-1.4%26,3532.0%Retail/WholesaleBSJTInvesco BulletShares 2029 High Yield Corporate Bond ETF$4,739,220$138,503 ▲3.0%220,2241.9%ETFBSJSInvesco BulletShares 2028 High Yield Corporate Bond ETF$4,647,589$495,750 ▲11.9%210,7751.8%ManufacturingWMWaste Management$3,807,565$1,278,646 ▲50.6%16,6401.5%Business ServicesCSXCSX$3,567,242$31,684 ▼-0.9%109,3241.4%TransportationCRMSalesforce$3,276,643$401,400 ▲14.0%12,0161.3%Computer and TechnologyTDYTeledyne Technologies$3,214,745$102,974 ▼-3.1%6,2751.3%AerospaceABNBAirbnb$3,156,441$88,668 ▲2.9%23,8511.3%Consumer DiscretionarySCHWCharles Schwab$3,017,216$73,996 ▼-2.4%33,0691.2%FinanceCPCanadian Pacific Kansas City$2,843,811$99,087 ▼-3.4%35,8751.1%TransportationBSJRInvesco BulletShares 2027 High Yield Corporate Bond ETF$2,780,251$204,118 ▲7.9%122,4511.1%ETFVGTVanguard Information Technology ETF$2,687,611$5,970 ▲0.2%4,0521.1%ETFADBEAdobe$2,401,364$104,071 ▼-4.2%6,2071.0%Computer and TechnologyCELHCelsius$2,219,854$2,876 ▼-0.1%47,8520.9%Consumer StaplesSPOTSpotify Technology$2,196,894$6,906 ▼-0.3%2,8630.9%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$1,504,071$7,461 ▲0.5%11,6930.6%ETFNKENIKE$1,218,123$18,897 ▼-1.5%17,1470.5%Consumer DiscretionaryWDWalker & Dunlop$1,132,614$38,412 ▼-3.3%16,0700.4%FinanceGOOGAlphabet$444,362$3,370 ▲0.8%2,5050.2%Computer and TechnologyMAMastercard$381,557$49,451 ▲14.9%6790.2%Business ServicesNFLXNetflix$373,617$1,339 ▼-0.4%2790.1%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$370,735$37,047 ▼-9.1%13,9900.1%ETFDISWalt Disney$307,173$3,968 ▼-1.3%2,4770.1%Consumer DiscretionaryUNHUnitedHealth Group$0$4,067,443 ▼-100.0%00.0%MedicalNDSNNordson$0$2,533,200 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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