GPM Growth Investors, Inc. — 13F Holdings & Portfolio

CIK 1799367 · latest 13F-HR filed 2026-04-24

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$237.9M

Long-equity book

Holdings

42

Distinct positions

Period

2026-03-31

Filed 2026-04-24

Q/Q Activity

+3 / −4 / ↑5 / ↓19

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NETFLIX INC.$2.4M +1046.7%
  • ANALOG DEVICES INC$1.4M +16.1%
  • COSTCO WHOLESALE CORPORATION$1.3M +14.4%
  • CSX CORP$479.3K +12.3%
  • INVESCO EXCHANGE TRADED FD T$78.4K +5.9%
Show all 5

Top Trims

  • MICROSOFT CORP-$5.0M -23.4%
  • ALPHABET INC-$2.6M -10.2%
  • ORACLE CORP-$2.2M -25.0%
  • VISA INC-$1.5M -14.1%
  • AMAZON COM INC-$1.2M -9.7%
Show all 19

New Positions

  • TESLA INC$2.0M
  • NVIDIA CORPORATION$329.3K
  • PLUG PWR INC$45.2K
Show all 3

Exited Positions

  • TELEDYNE TECHNOLOGIES INC$3.5M
  • CANADIAN PACIFIC KANSAS CITY$2.5M
  • INVESCO EXCH TRD SLF IDX FD$344.9K
  • INVESCO EXCH TRD SLF IDX FD$229.8K
Show all 4
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $22.8M 9.60% 79,368 SH
2 MICROSOFT CORP MSFT 594918104 $16.5M 6.93% 44,561 SH
3 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $13.6M 5.70% 663,921 SH
4 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $13.4M 5.61% 715,691 SH
5 APPLE INC AAPL 037833100 $12.1M 5.10% 47,807 SH
6 SCHWAB STRATEGIC TR SCHG 808524300 $11.5M 4.85% 395,795 SH
7 AMAZON COM INC AMZN 023135106 $11.5M 4.84% 55,308 SH
8 COSTCO WHOLESALE CORPORATION COST 22160K105 $10.7M 4.51% 10,754 SH
9 ANALOG DEVICES INC ADI 032654105 $10.4M 4.38% 32,737 SH
10 VISA INC V 92826C839 $9.2M 3.88% 30,541 SH
11 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $7.6M 3.21% 457,241 SH
12 SCHWAB STRATEGIC TR SCHX 808524201 $7.6M 3.18% 294,803 SH
13 STRYKER CORPORATION SYK 863667101 $7.3M 3.08% 22,307 SH
14 ORACLE CORP ORCL 68389X105 $6.5M 2.72% 43,920 SH
15 MCDONALDS CORP MCD 580135101 $6.2M 2.61% 19,942 SH
16 HEICO CORP NEW HEI.A 422806208 $5.9M 2.46% 27,729 SH
17 INVESCO EXCH TRD SLF IDX FD BSJU 46139W841 $5.6M 2.35% 217,988 SH
18 INVESCO EXCH TRD SLF IDX FD BSJS 46138J452 $5.5M 2.33% 255,074 SH
19 META PLATFORMS INC META 30303M102 $5.4M 2.26% 9,407 SH
20 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $4.5M 1.88% 69,224 SH
21 CSX CORP CSX 126408103 $4.4M 1.84% 106,372 SH
22 TEXAS ROADHOUSE INC TXRH 882681109 $4.2M 1.76% 25,401 SH
23 WASTE MGMT INC DEL WM 94106L109 $4.1M 1.73% 17,882 SH
24 GLOBAL PMTS INC GPN 37940X102 $3.5M 1.45% 51,296 SH
25 AIRBNB INC ABNB 009066101 $3.2M 1.34% 25,308 SH
26 SCHWAB CHARLES CORP SCHW 808513105 $3.2M 1.33% 33,653 SH
27 NETFLIX INC. NFLX 64110L106 $2.6M 1.10% 27,273 SH
28 VANGUARD WORLD FD VGT 92204A702 $2.5M 1.06% 3,607 SH
29 CARRIER GLOBAL CORPORATION CARR 14448C104 $2.4M 1.00% 42,164 SH
30 CELSIUS HLDGS INC CELH 15118V207 $2.3M 0.96% 64,334 SH
31 SALESFORCE INC CRM 79466L302 $2.2M 0.92% 11,683 SH
32 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $2.1M 0.90% 4,430 SH
33 TESLA INC TSLA 88160R101 $2.0M 0.84% 5,379 SH
34 ADOBE INC ADBE 00724F101 $1.9M 0.82% 7,980 SH
35 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $1.4M 0.59% 9,694 SH
36 ALPHABET INC GOOG 02079K107 $762.8K 0.32% 2,659 SH
37 MASTERCARD INCORPORATED MA 57636Q104 $459.2K 0.19% 919 SH
38 NVIDIA CORPORATION NVDA 67066G104 $329.3K 0.14% 1,888 SH
39 DISNEY WALT CO DIS 254687106 $286.9K 0.12% 2,977 SH
40 INVESCO EXCH TRD SLF IDX FD BSJR 46138J585 $203.7K 0.09% 9,109 SH
41 PLUG PWR INC PLUG 72919P202 $45.2K 0.02% 20,000 SH
42 MICROSOFT CORP Call MSFT 594918104 $37.0K 0.02% 100 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-24 $237.9M 42 0001799367-26-000002
2025-12-31 2026-01-30 $256.6M 42 0001799367-26-000001