GPM Growth Investors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), GPM Growth Investors, Inc. reported 43 stock positions worth $239.5 million. Its top holding was Alphabet Class A (GOOGL) at 9.7% of the portfolio, followed by Invesco Bulletshares 2031 CB (BSCV, 6.8%) and Microsoft (MSFT, 6.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 4 and reduced 33. The biggest buy was a new position in Invesco Bulletshares 2031 CB (BSCV) and the biggest sale Invesco Bulletshares 2028 CB (BSCS, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001799367
- Portfolio Value
- $239.5M (Q2 2026)
- SEC Filing
- 0001799367-26-000003 ↗ filed Aug 7, 2026
Holdings Value
Holdings 43 stocks · $239.5M
| GOOGL Alphabet Inc. Class A | 9.66% | 64,721 | $23.1M | Reduce -18.4% |
| BSCV Invesco Bulletshares 2031 CB | 6.79% | 991,889 | $16.3M | New |
| MSFT Microsoft Corp. | 6.18% | 39,706 | $14.8M | Reduce -10.9% |
| AMZN Amazon.com Inc. | 5.02% | 50,427 | $12.0M | Reduce -8.8% |
| AAPL Apple Inc. | 5.00% | 41,387 | $12.0M | Reduce -13.4% |
| SCHG Schwab US Large-Cap Growth | 4.74% | 335,299 | $11.3M | Reduce -15.3% |
| ADI Analog Devices Inc. | 4.71% | 28,382 | $11.3M | Reduce -13.3% |
| BSCT Invesco Bulletshares 2029 CB | 4.52% | 583,177 | $10.8M | Reduce -18.5% |
| V Visa Inc. Class A | 3.83% | 26,747 | $9.2M | Reduce -12.4% |
| BSCU Invesco Bulletshares 2030 CB | 3.67% | 528,408 | $8.8M | Add +15.6% |
| COST Costco Wholesale Corp. | 3.58% | 9,169 | $8.6M | Reduce -14.7% |
| SCHX Schwab US Large-Cap ETF | 3.29% | 267,308 | $7.9M | Reduce -9.3% |
| BSJU Invesco Bulletshares 2030 HY | 2.72% | 251,932 | $6.5M | Add +15.6% |
| HEI.A Heico Corp. Class A | 2.56% | 23,761 | $6.1M | Reduce -14.3% |
| SYK Stryker Corp. | 2.50% | 19,037 | $6.0M | Reduce -14.7% |
| ORCL Oracle Corp. | 2.29% | 37,488 | $5.5M | Reduce -14.6% |
| MCHP Microchip Technology Inc. | 2.29% | 60,121 | $5.5M | Reduce -13.2% |
| BSJS Invesco Bulletshares 2028 HY | 2.17% | 239,447 | $5.2M | Reduce -6.1% |
| META Meta Platforms Inc. Class A | 1.98% | 8,417 | $4.7M | Reduce -10.5% |
| XMMO Invesco S&P Midcap Momentum | 1.91% | 26,832 | $4.6M | Add +176.8% |
| MCD McDonald's Corp. | 1.82% | 16,162 | $4.4M | Reduce -18.9% |
| CSX CSX Corp. | 1.74% | 87,484 | $4.2M | Reduce -17.8% |
| WM Waste Management Inc. | 1.49% | 16,050 | $3.6M | Reduce -10.2% |
| SPMO Invesco S&P 500 Momentum ETF | 1.49% | 22,121 | $3.6M | New |
| VGT Vanguard Info Tech ETF | 1.44% | 28,756 | $3.4M | Reduce -0.3% |
| ABNB Airbnb Inc. Class A | 1.32% | 22,147 | $3.2M | Reduce -12.5% |
| PAVE Global X US Infrastructure | 1.29% | 52,312 | $3.1M | New |
| SCHW Schwab (charles) Corp. | 1.21% | 31,304 | $2.9M | Reduce -7.0% |
| CARR Carrier Global Corp. | 1.14% | 37,214 | $2.7M | Reduce -11.7% |
| TXRH Texas Roadhouse Inc. | 1.12% | 13,911 | $2.7M | Reduce -45.2% |
| GPN Global Payments Inc. | 1.00% | 32,850 | $2.4M | Reduce -36.0% |
| TSLA Tesla Inc. | 0.94% | 5,370 | $2.3M | Reduce -0.2% |
| SPOT Spotify Technology SA | 0.80% | 4,161 | $1.9M | Reduce -6.1% |
| NFLX Netflix Inc. | 0.74% | 24,786 | $1.8M | Reduce -9.1% |
| CELH Celsius Holdings Inc. | 0.70% | 57,006 | $1.7M | Reduce -11.4% |
| CRM Salesforce Inc. | 0.66% | 10,115 | $1.6M | Reduce -13.4% |
| ADBE Adobe Inc. | 0.59% | 6,891 | $1.4M | Reduce -13.7% |
| GOOG Alphabet Inc. Class C | 0.33% | 2,245 | $793K | Reduce -15.6% |
| BSCS Invesco Bulletshares 2028 CB | 0.31% | 36,142 | $736K | Reduce -94.6% |
| MA Mastercard Inc. Class A | 0.20% | 942 | $484K | Add +2.5% |
| NVDA Nvidia Corp. | 0.16% | 1,888 | $378K | No change |
| BSJR Invesco Bulletshares 2027 HY | 0.09% | 9,109 | $204K | No change |
| PLUG Plug Power Inc. filed as PLUG PWR INC | 0.02% | 20,000 | $54K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| BSCS Invesco Bulletshares 2028 CB | Reduce -94.6% | 0.31% | −5.39 |
| BSCT Invesco Bulletshares 2029 CB | Reduce -18.5% | 4.52% | −1.09 |
| COST Costco Wholesale Corp. | Reduce -14.7% | 3.58% | −0.92 |
| MCD McDonald's Corp. | Reduce -18.9% | 1.82% | −0.78 |
| MSFT Microsoft Corp. | Reduce -10.9% | 6.18% | −0.75 |
| TXRH Texas Roadhouse Inc. | Reduce -45.2% | 1.12% | −0.64 |
| SYK Stryker Corp. | Reduce -14.7% | 2.50% | −0.58 |
| GPN Global Payments Inc. | Reduce -36.0% | 1.00% | −0.46 |
| ORCL Oracle Corp. | Reduce -14.6% | 2.29% | −0.42 |
| NFLX Netflix Inc. | Reduce -9.1% | 0.74% | −0.36 |
| META Meta Platforms Inc. Class A | Reduce -10.5% | 1.98% | −0.28 |
| CELH Celsius Holdings Inc. | Reduce -11.4% | 0.70% | −0.26 |
| CRM Salesforce Inc. | Reduce -13.4% | 0.66% | −0.26 |
| WM Waste Management Inc. | Reduce -10.2% | 1.49% | −0.23 |
| ADBE Adobe Inc. | Reduce -13.7% | 0.59% | −0.23 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -6.1% | 2.17% | −0.15 |
| SCHW Schwab (charles) Corp. | Reduce -7.0% | 1.21% | −0.12 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.12 |
| SCHG Schwab US Large-Cap Growth | Reduce -15.3% | 4.74% | −0.11 |
| SPOT Spotify Technology SA | Reduce -6.1% | 0.80% | −0.11 |
| AAPL Apple Inc. | Reduce -13.4% | 5.00% | −0.10 |
| CSX CSX Corp. | Reduce -17.8% | 1.74% | −0.10 |
| V Visa Inc. Class A | Reduce -12.4% | 3.83% | −0.05 |
| ABNB Airbnb Inc. Class A | Reduce -12.5% | 1.32% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -15.6% | 0.33% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -18.4% | 9.66% | +0.06 |
| HEI.A Heico Corp. Class A | Reduce -14.3% | 2.56% | +0.10 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.94% | +0.10 |
| SCHX Schwab US Large-Cap ETF | Reduce -9.3% | 3.29% | +0.11 |
| CARR Carrier Global Corp. | Reduce -11.7% | 1.14% | +0.14 |
| AMZN Amazon.com Inc. | Reduce -8.8% | 5.02% | +0.18 |
| ADI Analog Devices Inc. | Reduce -13.3% | 4.71% | +0.33 |
| VGT Vanguard Info Tech ETF | Reduce -0.3% | 1.44% | +0.38 |
| MCHP Microchip Technology Inc. | Reduce -13.2% | 2.29% | +0.41 |
Portfolio Buys Q1 2026 → Q2 2026
| BSCV Invesco Bulletshares 2031 CB | New | 6.79% | +6.79 |
| SPMO Invesco S&P 500 Momentum ETF | New | 1.49% | +1.49 |
| XMMO Invesco S&P Midcap Momentum | Add +176.8% | 1.91% | +1.32 |
| PAVE Global X US Infrastructure | New | 1.29% | +1.29 |
| BSCU Invesco Bulletshares 2030 CB | Add +15.6% | 3.67% | +0.46 |
| BSJU Invesco Bulletshares 2030 HY | Add +15.6% | 2.72% | +0.37 |
| MA Mastercard Inc. Class A | Add +2.5% | 0.20% | +0.01 |
Options Activity Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | call | Sold out | 100 | $37Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $239.5M | GOOGL, BSCV, MSFT, AMZN, AAPL |
| Q1 2026 | 41 | $237.8M | GOOGL, MSFT, BSCS, BSCT, AAPL |
| Q4 2025 | 42 | $256.6M | GOOGL, MSFT, BSCS, BSCT, AAPL |
| Q3 2025 | 42 | $259.9M | MSFT, GOOGL, SCHG, BSCS, BSCT |
| Q2 2025 | 42 | $251.8M | MSFT, GOOGL, SCHG, BSCS, ORCL |
| Q1 2025 | 44 | $228.1M | MSFT, GOOGL, BSCS, SCHG, AAPL |
| Q4 2024 | 43 | $236.7M | MSFT, GOOGL, SCHG, AAPL, BSCS |
| Q3 2024 | 45 | $240.4M | MSFT, GOOGL, AAPL, SCHG, COST |
| Q2 2024 | 43 | $235.2M | MSFT, GOOGL, SCHG, AAPL, COST |