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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 $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
$22,831,119
Alphabet
$15,102,309
Oracle
$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)
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 Time

Map of 500 Largest Holdings ofGpm Growth Investors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Corporation stock logo
MSFT
Microsoft
$22,831,119$174,591 -0.8%45,9009.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$15,102,309$17,270 -0.1%85,6976.0%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$13,583,380$73,463 0.5%465,0255.4%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$13,397,960$712,417 5.6%653,8785.3%ETF
Oracle Corporation stock logo
ORCL
Oracle
$11,933,044$4,373 0.0%54,5814.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,920,775$176,390 1.5%54,3364.7%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,310,065$278,173 -2.4%11,4254.5%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$11,149,635$84,857 0.8%31,4034.4%Business Services
Apple Inc. stock logo
AAPL
Apple
$10,359,649$110,997 -1.1%50,4934.1%Computer and Technology
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$10,143,441$505,498 5.2%542,4304.0%ETF
Stryker Corporation stock logo
SYK
Stryker
$8,978,823$44,706 -0.5%22,6953.6%Medical
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$8,590,901$331,712 4.0%437,1963.4%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$8,173,859$241,893 3.0%111,6803.2%Construction
Analog Devices, Inc. stock logo
ADI
Analog Devices
$8,111,722$5,951 -0.1%34,0803.2%Computer and Technology
Heico Corporation stock logo
HEI.A
Heico
$7,201,789$277,380 -3.7%27,8332.9%Aerospace
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$6,982,645$123,984 1.8%285,7062.8%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$5,918,780$34,476 0.6%20,2582.4%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,771,126$68,642 1.2%7,8192.3%Computer and Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$5,146,228$102,740 -2.0%73,1312.0%Computer and Technology
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$4,938,816$68,217 -1.4%26,3532.0%Retail/Wholesale
BSJT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
$4,739,220$138,503 3.0%220,2241.9%ETF
Invesco BulletShares 2028 High Yield Corporate Bond ETF stock logo
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
$4,647,589$495,750 11.9%210,7751.8%Manufacturing
Waste Management, Inc. stock logo
WM
Waste Management
$3,807,565$1,278,646 50.6%16,6401.5%Business Services
CSX Corporation stock logo
CSX
CSX
$3,567,242$31,684 -0.9%109,3241.4%Transportation
Salesforce Inc. stock logo
CRM
Salesforce
$3,276,643$401,400 14.0%12,0161.3%Computer and Technology
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$3,214,745$102,974 -3.1%6,2751.3%Aerospace
Airbnb, Inc. stock logo
ABNB
Airbnb
$3,156,441$88,668 2.9%23,8511.3%Consumer Discretionary
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$3,017,216$73,996 -2.4%33,0691.2%Finance
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$2,843,811$99,087 -3.4%35,8751.1%Transportation
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$2,780,251$204,118 7.9%122,4511.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,687,611$5,970 0.2%4,0521.1%ETF
Adobe Inc. stock logo
ADBE
Adobe
$2,401,364$104,071 -4.2%6,2071.0%Computer and Technology
Celsius Holdings Inc. stock logo
CELH
Celsius
$2,219,854$2,876 -0.1%47,8520.9%Consumer Staples
Spotify Technology stock logo
SPOT
Spotify Technology
$2,196,894$6,906 -0.3%2,8630.9%Computer and Technology
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$1,504,071$7,461 0.5%11,6930.6%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,218,123$18,897 -1.5%17,1470.5%Consumer Discretionary
Walker & Dunlop, Inc. stock logo
WD
Walker & Dunlop
$1,132,614$38,412 -3.3%16,0700.4%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$444,362$3,370 0.8%2,5050.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$381,557$49,451 14.9%6790.2%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$373,617$1,339 -0.4%2790.1%Consumer Discretionary
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$370,735$37,047 -9.1%13,9900.1%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$307,173$3,968 -1.3%2,4770.1%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$0$4,067,443 -100.0%00.0%Medical
Nordson Corporation stock logo
NDSN
Nordson
$0$2,533,200 -100.0%00.0%Industrials

Showing largest 100 holdings. View all holdings.
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