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Gpm Growth Investors, Inc. Top Holdings and 13F Report (2025)

About Gpm Growth Investors, Inc.

Investment Activity

  • Gpm Growth Investors, Inc. has $228.15 million in total holdings as of March 31, 2025.
  • Gpm Growth Investors, Inc. owns shares of 44 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 4.74% of the portfolio was purchased this quarter.
  • About 3.45% of the portfolio was sold this quarter.
  • This quarter, Gpm Growth Investors, Inc. has purchased 43 new stocks and bought additional shares in 26 stocks.
  • Gpm Growth Investors, Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Microsoft
$17,362,163
Alphabet
$13,267,411
Apple
$11,336,182

Largest New Holdings this Quarter

009066101 - Airbnb
$2,769,202 Holding
15118V207 - Celsius
$1,706,697 Holding
46137V464 - Invesco S&P MidCap Momentum ETF
$1,323,598 Holding

Largest Purchases this Quarter

Airbnb
23,181 shares (about $2.77M)
Schwab US Large-Cap ETF
97,903 shares (about $2.16M)
Celsius
47,914 shares (about $1.71M)
Invesco S&P MidCap Momentum ETF
11,635 shares (about $1.32M)
Invesco BulletShares 2029 Corporate Bond ETF
28,056 shares (about $519.88K)

Largest Sales this Quarter

Walker & Dunlop
29,354 shares (about $2.51M)
Schwab US Dividend Equity ETF
85,373 shares (about $2.39M)
Canadian Pacific Kansas City
4,175 shares (about $293.13K)
Costco Wholesale
101 shares (about $95.52K)
NIKE
1,121 shares (about $71.16K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGpm Growth Investors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$17,362,163$283,044 1.7%46,2517.6%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$13,267,411$116,135 0.9%85,7955.8%Computer and Technology
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$12,598,868$385,409 3.2%619,1095.5%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$11,581,250$15,049 0.1%462,5105.1%ETF
Apple Inc. stock logo
AAPL
Apple
$11,336,182$1,999 0.0%51,0345.0%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$11,071,301$95,524 -0.9%11,7064.9%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$10,921,735$49,064 0.5%31,1644.8%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$10,184,998$197,490 2.0%53,5324.5%Retail/Wholesale
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$9,550,325$519,878 5.8%515,3984.2%ETF
Stryker Co. stock logo
SYK
Stryker
$8,490,278$38,342 0.5%22,8083.7%Medical
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$8,233,971$253,005 3.2%420,3153.6%ETF
Oracle Co. stock logo
ORCL
Oracle
$7,628,173$65,851 0.9%54,5613.3%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$6,877,955$25,612 -0.4%34,1053.0%Computer and Technology
Carrier Global Co. stock logo
CARR
Carrier Global
$6,870,975$51,734 0.8%108,3753.0%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$6,291,132$8,434 -0.1%20,1402.8%Retail/Wholesale
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$6,196,376$2,161,698 53.6%280,6332.7%ETF
HEICO Co. stock logo
HEI.A
HEICO
$6,098,088$17,721 -0.3%28,9052.7%Aerospace
BSJT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
$4,506,651$166,532 3.8%213,7882.0%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,452,957$259,938 6.2%7,7262.0%Computer and Technology
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$4,451,854$40,324 0.9%26,7172.0%Retail/Wholesale
Invesco BulletShares 2028 High Yield Corporate Bond ETF stock logo
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
$4,074,639$159,292 4.1%188,2921.8%Manufacturing
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$4,067,443$15,189 0.4%7,7661.8%Medical
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$3,610,950$24,447 -0.7%74,5911.6%Computer and Technology
CSX Co. stock logo
CSX
CSX
$3,245,982$61,332 1.9%110,2951.4%Transportation
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$3,223,170$20,904 -0.6%6,4761.4%Aerospace
Salesforce, Inc. stock logo
CRM
Salesforce
$2,829,588$26,836 1.0%10,5441.2%Computer and Technology
Airbnb, Inc. stock logo
ABNB
Airbnb
$2,769,202$2,769,202 New Holding23,1811.2%Consumer Discretionary
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$2,652,126$6,419 -0.2%33,8801.2%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$2,606,546$293,127 -10.1%37,1251.1%Transportation
Waste Management, Inc. stock logo
WM
Waste Management
$2,558,649$1,621 0.1%11,0521.1%Business Services
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$2,542,071$76,019 3.1%113,4611.1%ETF
Nordson Co. stock logo
NDSN
Nordson
$2,533,200$30,661 -1.2%12,5581.1%Industrials
Adobe Inc. stock logo
ADBE
Adobe
$2,483,740$3,835 -0.2%6,4761.1%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,192,842$15,187 -0.7%4,0431.0%ETF
Celsius Holdings, Inc. stock logo
CELH
Celsius
$1,706,697$1,706,697 New Holding47,9140.7%Consumer Staples
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$1,579,686$17,601 1.1%2,8720.7%Business Services
Walker & Dunlop, Inc. stock logo
WD
Walker & Dunlop
$1,418,256$2,505,657 -63.9%16,6150.6%Finance
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$1,323,598$1,323,598 New Holding11,6350.6%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,105,377$71,161 -6.0%17,4130.5%Consumer Discretionary
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$430,248$2,387,026 -84.7%15,3880.2%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$388,388$21,716 5.9%2,4860.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$323,939$12,059 3.9%5910.1%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$261,108$5,595 -2.1%2800.1%Consumer Discretionary
The Walt Disney Company stock logo
DIS
Walt Disney
$247,638$16,483 7.1%2,5090.1%Consumer Discretionary
Pacer US Small Cap Cash Cows ETF stock logo
CALF
Pacer US Small Cap Cash Cows ETF
$0$1,800,625 -100.0%00.0%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$0$553,523 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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