Gpm Growth Investors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 7, 2026, Gpm Growth Investors, Inc. disclosed 43 stock positions valued at approximately $239.48M as of quarter-end June 30, 2026. The largest holdings include ALPHABET INC, INVESCO EXCH TRD SLF IDX FD, and MICROSOFT CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 43
- Portfolio Value
- $239.48M
Holdings by Sector
Gpm Growth Investors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 9.66% | 64,721 | -14,647 | -18.45% | $23,129,362 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 6.79% | 991,889 | +991,889 | +100.00% | $16,252,102 |
| MICROSOFT CORP | MSFT | Technology | 6.18% | 39,706 | -4,855 | -10.90% | $14,811,132 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.02% | 50,427 | -4,881 | -8.83% | $12,018,771 |
| APPLE INC | AAPL | Technology | 5.00% | 41,387 | -6,420 | -13.43% | $11,975,633 |
| SCHWAB STRATEGIC TR | SCHG | Other | 4.74% | 335,299 | -60,496 | -15.28% | $11,346,518 |
| ANALOG DEVICES INC | ADI | Technology | 4.71% | 28,382 | -4,355 | -13.30% | $11,272,479 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 4.52% | 583,177 | -132,514 | -18.52% | $10,832,513 |
| VISA INC | V | Financial Services | 3.83% | 26,747 | -3,794 | -12.42% | $9,176,628 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 3.67% | 528,408 | +71,167 | +15.56% | $8,795,352 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.58% | 9,169 | -1,585 | -14.74% | $8,577,324 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.29% | 267,308 | -27,495 | -9.33% | $7,866,887 |
| INVESCO EXCH TRD SLF IDX FD | BSJU | Other | 2.72% | 251,932 | +33,944 | +15.57% | $6,502,642 |
| HEICO CORP NEW | HEI-A | Industrials | 2.56% | 23,761 | -3,968 | -14.31% | $6,128,200 |
| STRYKER CORPORATION | SYK | Healthcare | 2.50% | 19,037 | -3,270 | -14.66% | $5,993,609 |
| ORACLE CORP | ORCL | Technology | 2.29% | 37,488 | -6,432 | -14.64% | $5,493,866 |
| MICROCHIP TECHNOLOGY INC. | MCHP | Technology | 2.29% | 60,121 | -9,103 | -13.15% | $5,483,035 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 2.17% | 239,447 | -15,627 | -6.13% | $5,206,776 |
| META PLATFORMS INC | META | Communication Services | 1.98% | 8,417 | -990 | -10.52% | $4,741,212 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.91% | 26,832 | +17,138 | +176.79% | $4,565,196 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.82% | 16,162 | -3,780 | -18.95% | $4,368,750 |
| CSX CORP | CSX | Industrials | 1.74% | 87,484 | -18,888 | -17.76% | $4,158,115 |
| WASTE MGMT INC DEL | WM | Industrials | 1.49% | 16,050 | -1,832 | -10.24% | $3,577,224 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.49% | 22,121 | +22,121 | +100.00% | $3,573,426 |
| VANGUARD WORLD FD | VGT | Other | 1.44% | 28,756 | +25,149 | +697.23% | $3,436,917 |
| AIRBNB INC | ABNB | Consumer Cyclical | 1.32% | 22,147 | -3,161 | -12.49% | $3,169,236 |
| GLOBAL X FDS | PAVE | Other | 1.29% | 52,312 | +52,312 | +100.00% | $3,082,223 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.21% | 31,304 | -2,349 | -6.98% | $2,888,420 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 1.14% | 37,214 | -4,950 | -11.74% | $2,729,647 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 1.12% | 13,911 | -11,490 | -45.23% | $2,688,023 |
Showing 30 of 43 holdings in the latest reporting period.