Gpm Growth Investors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 30, 2026, Gpm Growth Investors, Inc. disclosed 43 stock positions valued at approximately $236.70M as of quarter-end September 30, 2026. The largest holdings include ALPHABET INC, MICROSOFT CORP, and INVESCO EXCH TRD SLF IDX FD.
- Report Period
- September 30, 2026
- No. of Stocks
- 43
- Portfolio Value
- $236.70M
Holdings by Sector
Gpm Growth Investors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ALPHABET INC | GOOGL | Communication Services | 9.29% | 63,883 | -838 | -1.29% | $21,980,906 |
| MICROSOFT CORP | MSFT | Technology | 8.51% | 39,257 | -449 | -1.13% | $20,134,915 |
| INVESCO EXCH TRD SLF IDX FD | BSCV | Other | 6.60% | 989,948 | -1,941 | -0.20% | $15,611,480 |
| APPLE INC | AAPL | Technology | 5.73% | 40,711 | -676 | -1.63% | $13,557,533 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 5.26% | 49,970 | -457 | -0.91% | $12,450,026 |
| SCHWAB STRATEGIC TR | SCHG | Other | 4.93% | 324,872 | -10,427 | -3.11% | $11,672,651 |
| ANALOG DEVICES INC | ADI | Technology | 4.70% | 28,062 | -320 | -1.13% | $11,132,476 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 4.45% | 578,127 | -5,050 | -0.87% | $10,521,911 |
| VISA INC | V | Financial Services | 4.02% | 26,459 | -288 | -1.08% | $9,507,512 |
| INVESCO EXCH TRD SLF IDX FD | BSCU | Other | 3.66% | 536,097 | +7,689 | +1.46% | $8,652,606 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.49% | 275,274 | +7,966 | +2.98% | $8,258,219 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 3.48% | 9,046 | -123 | -1.34% | $8,234,936 |
| INVESCO EXCH TRD SLF IDX FD | BSJU | Other | 2.69% | 256,056 | +4,124 | +1.64% | $6,368,113 |
| META PLATFORMS INC | META | Communication Services | 2.48% | 8,100 | -317 | -3.77% | $5,873,958 |
| HEICO CORP NEW | HEI-A | Industrials | 2.26% | 23,443 | -318 | -1.34% | $5,352,740 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 2.16% | 239,008 | -439 | -0.18% | $5,118,571 |
| STRYKER CORPORATION | SYK | Healthcare | 2.15% | 18,484 | -553 | -2.90% | $5,090,309 |
| ORACLE CORP | ORCL | Technology | 2.15% | 37,048 | -440 | -1.17% | $5,086,690 |
| MICROCHIP TECHNOLOGY INC. | MCHP | Technology | 1.95% | 59,350 | -771 | -1.28% | $4,615,650 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.72% | 27,802 | +970 | +3.62% | $4,079,944 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.62% | 25,284 | +3,163 | +14.30% | $3,832,549 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.53% | 15,722 | -440 | -2.72% | $3,630,839 |
| VANGUARD WORLD FD | VGT | Other | 1.51% | 28,400 | -356 | -1.24% | $3,569,028 |
| WASTE MGMT INC DEL | WM | Industrials | 1.36% | 15,819 | -231 | -1.44% | $3,225,810 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 1.27% | 30,737 | -567 | -1.81% | $3,004,234 |
| GLOBAL X FDS | PAVE | Other | 1.22% | 54,973 | +2,661 | +5.09% | $2,886,083 |
| AIRBNB INC | ABNB | Consumer Cyclical | 1.18% | 17,417 | -4,730 | -21.36% | $2,798,041 |
| CSX CORP | CSX | Industrials | 1.13% | 57,504 | -29,980 | -34.27% | $2,674,511 |
| SALESFORCE INC | CRM | Technology | 0.97% | 9,970 | -145 | -1.43% | $2,288,813 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 0.90% | 13,700 | -211 | -1.52% | $2,141,858 |
Showing 30 of 43 holdings in the latest reporting period.