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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 $236.70 million in total holdings as of September 30, 2026.
  • Gpm Growth Investors, Inc. owns shares of 43 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 0.63% of the portfolio was purchased this quarter.
  • About 3.23% of the portfolio was sold this quarter.
  • This quarter, Gpm Growth Investors, Inc. has purchased 43 new stocks and bought additional shares in 6 stocks.
  • Gpm Growth Investors, Inc. sold shares of 31 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Alphabet
$21,980,906
Microsoft
$20,134,915
Apple
$13,557,533
Amazon.com
$12,450,026

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC
$254,201 Holding

Largest Purchases this Quarter

Invesco S&P 500 Momentum ETF
3,163 shares (about $479.45K)
PALANTIR TECHNOLOGIES INC
1,359 shares (about $254.20K)
Schwab US Large-Cap ETF
7,966 shares (about $238.98K)
Invesco S&P MidCap Momentum ETF
970 shares (about $142.35K)
Global X U.S. Infrastructure Development ETF
2,661 shares (about $139.70K)

Largest Sales this Quarter

CSX
29,980 shares (about $1.39M)
Airbnb
4,730 shares (about $759.87K)
Schwab U.S. Large-Cap Growth ETF
10,427 shares (about $374.64K)
Alphabet
838 shares (about $288.34K)
Celsius
9,677 shares (about $264.67K)

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
$21,980,906$288,340 ▼-1.3%63,8839.3%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$20,134,915$230,292 ▼-1.1%39,2578.5%Technology
Invesco BulletShares 2031 Corporate Bond ETF stock logo
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
$15,611,480$30,610 ▼-0.2%989,9486.6%ETF
Apple Inc. stock logo
AAPL
Apple
$13,557,533$225,121 ▼-1.6%40,7115.7%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,450,026$113,862 ▼-0.9%49,9705.3%Consumer Discretionary
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$11,672,651$374,642 ▼-3.1%324,8724.9%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$11,132,476$126,947 ▼-1.1%28,0624.7%Technology
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$10,521,911$91,910 ▼-0.9%578,1274.4%ETF
Visa Inc. stock logo
V
Visa
$9,507,512$103,487 ▼-1.1%26,4594.0%Finance
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$8,652,606$124,100 ▲1.5%536,0973.7%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$8,258,219$238,980 ▲3.0%275,2743.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$8,234,936$111,972 ▼-1.3%9,0463.5%Consumer Staples
Invesco BulletShares 2030 High Yield Corporate Bond ETF stock logo
BSJU
Invesco BulletShares 2030 High Yield Corporate Bond ETF
$6,368,113$102,564 ▲1.6%256,0562.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$5,873,958$229,882 ▼-3.8%8,1002.5%Communication Services
Heico Corporation stock logo
HEI.A
Heico
$5,352,740$72,609 ▼-1.3%23,4432.3%Industrials
Invesco BulletShares 2028 High Yield Corporate Bond ETF stock logo
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
$5,118,571$9,402 ▼-0.2%239,0082.2%ETF
Stryker Corporation stock logo
SYK
Stryker
$5,090,309$152,291 ▼-2.9%18,4842.2%Healthcare
Oracle Corporation stock logo
ORCL
Oracle
$5,086,690$60,412 ▼-1.2%37,0482.1%Technology
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$4,615,650$59,961 ▼-1.3%59,3502.0%Technology
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$4,079,944$142,348 ▲3.6%27,8021.7%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$3,832,549$479,448 ▲14.3%25,2841.6%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$3,630,839$101,614 ▼-2.7%15,7221.5%Consumer Discretionary
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$3,569,028$44,739 ▼-1.2%28,4001.5%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$3,225,810$47,106 ▼-1.4%15,8191.4%Industrials
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$3,004,234$55,419 ▼-1.8%30,7371.3%Finance
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$2,886,083$139,703 ▲5.1%54,9731.2%ETF
Airbnb, Inc. stock logo
ABNB
Airbnb
$2,798,041$759,874 ▼-21.4%17,4171.2%Consumer Discretionary
CSX Corporation stock logo
CSX
CSX
$2,674,511$1,394,370 ▼-34.3%57,5041.1%Industrials
Salesforce Inc. stock logo
CRM
Salesforce
$2,288,813$33,288 ▼-1.4%9,9701.0%Technology
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$2,141,858$32,988 ▼-1.5%13,7000.9%Consumer Discretionary
Carrier Global Corporation stock logo
CARR
Carrier Global
$2,019,342$22,218 ▼-1.1%36,8090.9%Industrials
Spotify Technology stock logo
SPOT
Spotify Technology
$2,010,930$17,058 ▼-0.8%4,1260.8%Communication Services
Tesla, Inc. stock logo
TSLA
Tesla
$1,905,3300.0%5,3700.8%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$1,699,213$25,397 ▼-1.5%24,4210.7%Communication Services
Adobe Inc. stock logo
ADBE
Adobe
$1,611,437$41,989 ▼-2.5%6,7160.7%Technology
Celsius Holdings Inc. stock logo
CELH
Celsius
$1,294,448$264,666 ▼-17.0%47,3290.5%Consumer Staples
Alphabet Inc. stock logo
GOOG
Alphabet
$764,9610.0%2,2450.3%Communication Services
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$593,567$133,791 ▼-18.4%29,4940.3%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$518,382$1,103 ▼-0.2%9400.2%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$431,1920.0%1,8880.2%Technology
PALANTIR TECHNOLOGIES INC
$254,201$254,201 ▲New Holding1,3590.1%CL A
Invesco BulletShares 2027 High Yield Corporate Bond ETF stock logo
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$201,3540.0%9,1090.1%ETF
Plug Power, Inc. stock logo
PLUG
Plug Power
$38,8000.0%20,0000.0%Industrials
Global Payments Inc. stock logo
GPN
Global Payments
$0$2,383,596 ▼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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