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Gpm Growth Investors, Inc. Top Holdings and 13F Report (2026)

About Gpm Growth Investors, Inc.

Investment Activity

  • Gpm Growth Investors, Inc. has $237.86 million in total holdings as of March 31, 2026.
  • Gpm Growth Investors, Inc. owns shares of 41 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 2.92% of the portfolio was purchased this quarter.
  • About 3.40% of the portfolio was sold this quarter.
  • This quarter, Gpm Growth Investors, Inc. has purchased 42 new stocks and bought additional shares in 20 stocks.
  • Gpm Growth Investors, Inc. sold shares of 18 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Alphabet
$22,823,056
Microsoft
$16,532,162
Apple
$12,133,034

Largest New Holdings this Quarter

88160R101 - Tesla
$1,999,643 Holding
67066G104 - NVIDIA
$329,269 Holding
72919P202 - Plug Power
$45,200 Holding

Largest Purchases this Quarter

Netflix
24,834 shares (about $2.39M)
Tesla
5,379 shares (about $2.00M)
Schwab US Large-Cap ETF
13,594 shares (about $348.55K)
NVIDIA
1,888 shares (about $329.27K)

Largest Sales this Quarter

Alphabet
1,807 shares (about $519.62K)
Global Payments
2,143 shares (about $144.22K)
Carrier Global
2,130 shares (about $119.94K)
Costco Wholesale
107 shares (about $106.62K)

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
Alphabet Inc. stock logo
GOOGL
Alphabet
$22,823,056$519,621 â–¼-2.2%79,3689.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$16,532,162$55,525 â–²0.3%44,6617.0%Computer and Technology
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$13,559,259$33,249 â–²0.2%663,9215.7%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$13,355,080$36,854 â–²0.3%715,6915.6%ETF
Apple Inc. stock logo
AAPL
Apple
$12,133,034$10,152 â–²0.1%47,8075.1%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$11,529,508$159,836 â–²1.4%395,7954.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,518,997$6,040 â–²0.1%55,3084.8%Retail/Wholesale
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$10,715,608$106,618 â–¼-1.0%10,7544.5%Retail/Wholesale
Analog Devices, Inc. stock logo
ADI
Analog Devices
$10,414,949$106,577 â–¼-1.0%32,7374.4%Computer and Technology
Visa Inc. stock logo
V
Visa
$9,230,712$32,642 â–¼-0.4%30,5413.9%Business Services
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$7,644,658$272,555 â–²3.7%457,2413.2%Manufacturing
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$7,558,748$348,550 â–²4.8%294,8033.2%ETF
Stryker Corporation stock logo
SYK
Stryker
$7,329,857$32,202 â–¼-0.4%22,3073.1%Medical
Oracle Corporation stock logo
ORCL
Oracle
$6,461,071$40,161 â–¼-0.6%43,9202.7%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$6,197,774$58,739 â–¼-0.9%19,9422.6%Retail/Wholesale
Heico Corporation stock logo
HEI.A
Heico
$5,853,315$171,194 â–²3.0%27,7292.5%Aerospace
Invesco BulletShares 2030 High Yield Corporate Bond ETF stock logo
BSJU
Invesco BulletShares 2030 High Yield Corporate Bond ETF
$5,578,313$281,260 â–²5.3%217,9882.3%ETF
Invesco BulletShares 2028 High Yield Corporate Bond ETF stock logo
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
$5,531,280$47,750 â–²0.9%255,0742.3%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,382,027$265,468 â–²5.2%9,4072.3%Computer and Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$4,472,563$34,437 â–¼-0.8%69,2241.9%Computer and Technology
CSX Corporation stock logo
CSX
CSX
$4,366,571$35,467 â–¼-0.8%106,3721.8%Transportation
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$4,194,721$40,624 â–¼-1.0%25,4011.8%Retail/Wholesale
Waste Management, Inc. stock logo
WM
Waste Management
$4,109,105$20,222 â–¼-0.5%17,8821.7%Business Services
Global Payments Inc. stock logo
GPN
Global Payments
$3,452,221$144,224 â–¼-4.0%51,2961.5%Business Services
Airbnb, Inc. stock logo
ABNB
Airbnb
$3,195,894$4,294 â–²0.1%25,3081.3%Consumer Discretionary
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$3,162,709$85,992 â–²2.8%33,6531.3%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$2,622,299$2,387,789 â–²1,018.2%27,2731.1%Consumer Discretionary
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,516,676$89,308 â–²3.7%3,6071.1%ETF
Carrier Global Corporation stock logo
CARR
Carrier Global
$2,374,262$119,941 â–¼-4.8%42,1641.0%Construction
Celsius Holdings Inc. stock logo
CELH
Celsius
$2,282,570$9,083 â–¼-0.4%64,3341.0%Consumer Staples
Salesforce Inc. stock logo
CRM
Salesforce
$2,180,866$49,654 â–¼-2.2%11,6830.9%Computer and Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$2,148,151$270,095 â–²14.4%4,4300.9%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$1,999,643$1,999,643 â–²New Holding5,3790.8%Auto/Tires/Trucks
Adobe Inc. stock logo
ADBE
Adobe
$1,939,778$15,800 â–¼-0.8%7,9800.8%Computer and Technology
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$1,405,824$15,517 â–²1.1%9,6940.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$762,761$7,172 â–²0.9%2,6590.3%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$459,188$22,485 â–²5.1%9190.2%Business Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$329,269$329,269 â–²New Holding1,8880.1%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$286,923$5,976 â–¼-2.0%2,9770.1%Consumer Discretionary
Invesco BulletShares 2027 High Yield Corporate Bond ETF stock logo
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$203,723$113,324 â–¼-35.7%9,1090.1%ETF
Plug Power, Inc. stock logo
PLUG
Plug Power
$45,200$45,200 â–²New Holding20,0000.0%Industrials
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$0$3,494,925 â–¼-100.0%00.0%Aerospace
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$0$2,522,637 â–¼-100.0%00.0%Transportation
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$0$344,917 â–¼-100.0%00.0%ETF
Invesco BulletShares 2029 High Yield Corporate Bond ETF stock logo
BSJT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
$0$229,791 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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