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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 $236.68 million in total holdings as of December 31, 2024.
  • Gpm Growth Investors, Inc. owns shares of 43 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 13.52% of the portfolio was purchased this quarter.
  • About 8.69% of the portfolio was sold this quarter.
  • This quarter, Gpm Growth Investors, Inc. has purchased 45 new stocks and bought additional shares in 14 stocks.
  • Gpm Growth Investors, Inc. sold shares of 27 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Microsoft
$19,176,986
Alphabet
$16,098,894
Apple
$12,777,681

Largest New Holdings this Quarter

Largest Purchases this Quarter

Schwab U.S. Large-Cap Growth ETF
347,158 shares (about $9.68M)
Invesco BulletShares 2028 Corporate Bond ETF
225,741 shares (about $4.54M)
Schwab US Large-Cap ETF
123,865 shares (about $2.87M)
CSX
83,180 shares (about $2.68M)

Largest Sales this Quarter

UnitedHealth Group
4,214 shares (about $2.13M)
Canadian Pacific Kansas City
18,559 shares (about $1.34M)
Nordson
1,615 shares (about $337.92K)
Costco Wholesale
346 shares (about $317.03K)

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
$19,176,986$163,542 -0.8%45,4978.1%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,098,894$296,824 -1.8%85,0446.8%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$12,873,404$9,675,294 302.5%461,9095.4%ETF
Apple Inc. stock logo
AAPL
Apple
$12,777,681$109,934 -0.9%51,0255.4%Computer and Technology
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$12,081,422$4,544,166 60.3%600,1705.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,516,659$65,378 -0.6%52,4944.9%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$10,818,400$317,029 -2.8%11,8074.6%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$9,804,825$28,760 -0.3%31,0244.1%Business Services
Oracle Co. stock logo
ORCL
Oracle
$9,013,558$57,657 -0.6%54,0903.8%Computer and Technology
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$8,937,852$1,702,851 23.5%487,3423.8%ETF
Stryker Co. stock logo
SYK
Stryker
$8,174,935$66,249 -0.8%22,7053.5%Medical
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$7,936,152$24,369 -0.3%407,4003.4%ETF
Carrier Global Co. stock logo
CARR
Carrier Global
$7,341,977$30,239 -0.4%107,5593.1%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$7,272,931$111,966 -1.5%34,2323.1%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$5,846,212$83,198 -1.4%20,1672.5%Retail/Wholesale
HEICO Co. stock logo
HEI.A
HEICO
$5,394,273$73,502 -1.3%28,9892.3%Aerospace
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$4,776,884$59,722 -1.2%26,4752.0%Retail/Wholesale
Walker & Dunlop, Inc. stock logo
WD
Walker & Dunlop
$4,468,646$80,101 -1.8%45,9691.9%Finance
BSJT
Invesco BulletShares 2029 High Yield Corporate Bond ETF
$4,404,809$4,404,809 New Holding205,8881.9%ETF
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$4,306,756$94,914 -2.2%75,0961.8%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,259,585$1,799,272 73.1%7,2751.8%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$4,235,671$2,871,184 210.4%182,7301.8%ETF
Invesco BulletShares 2028 High Yield Corporate Bond ETF stock logo
BSJS
Invesco BulletShares 2028 High Yield Corporate Bond ETF
$3,922,584$1,057,269 36.9%180,9311.7%Manufacturing
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$3,913,839$2,131,694 -35.3%7,7371.7%Medical
CSX Co. stock logo
CSX
CSX
$3,491,969$2,684,219 332.3%108,2111.5%Transportation
Salesforce, Inc. stock logo
CRM
Salesforce
$3,491,743$72,884 -2.0%10,4441.5%Computer and Technology
Teledyne Technologies Incorporated stock logo
TDY
Teledyne Technologies
$3,025,199$12,532 -0.4%6,5181.3%Aerospace
Canadian Pacific Kansas City Limited stock logo
CP
Canadian Pacific Kansas City
$2,988,881$1,343,115 -31.0%41,3001.3%Transportation
Adobe Inc. stock logo
ADBE
Adobe
$2,884,194$55,585 -1.9%6,4861.2%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,752,785$1,842,484 202.4%100,7611.2%ETF
Nordson Co. stock logo
NDSN
Nordson
$2,659,440$337,923 -11.3%12,7101.1%Industrial Products
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,531,348$15,545 -0.6%4,0711.1%ETF
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$2,513,528$139,213 -5.2%33,9621.1%Finance
BSJR
Invesco BulletShares 2027 High Yield Corporate Bond ETF
$2,465,523$1,767,046 -41.7%110,0681.0%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$2,228,771$1,316,075 144.2%11,0450.9%Business Services
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$1,800,625$42,338 2.4%40,9140.8%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,402,468$263,937 -15.8%18,5340.6%Consumer Discretionary
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$1,270,559$32,659 2.6%2,8400.5%Business Services
Starbucks Co. stock logo
SBUX
Starbucks
$553,523$70,628 -11.3%6,0660.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$446,963$2,095 0.5%2,3470.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$299,618$4,739 1.6%5690.1%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$260,782$10,690 4.3%2,3420.1%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$254,9180.0%2860.1%Consumer Discretionary
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$0$5,673,652 -100.0%00.0%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$0$3,579,421 -100.0%00.0%ETF
The Hershey Company stock logo
HSY
Hershey
$0$3,437,273 -100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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