GPM Growth Investors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), GPM Growth Investors, Inc. reported 43 stock positions worth $235.2 million. Its top holding was Microsoft (MSFT) at 8.9% of the portfolio, followed by Alphabet Class A (GOOGL, 6.8%) and Schwab US Large-Cap Growth (SCHG, 5.1%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001799367
- Portfolio Value
- $235.2M (Q2 2024)
- SEC Filing
- 0001799367-24-000004 ↗ filed Aug 2, 2024
Holdings Value
Holdings 43 stocks · $235.2M
| MSFT Microsoft Corp. | 8.90% | 46,839 | $20.9M | — |
| GOOGL Alphabet Inc. Class A | 6.83% | 88,206 | $16.1M | — |
| SCHG Schwab US Large-Cap Growth | 5.08% | 118,400 | $11.9M | — |
| AAPL Apple Inc. | 4.74% | 52,975 | $11.2M | — |
| COST Costco Wholesale Corp. | 4.58% | 12,675 | $10.8M | — |
| AMZN Amazon.com Inc. | 4.37% | 53,139 | $10.3M | — |
| V Visa Inc. Class A | 3.52% | 31,553 | $8.3M | — |
| BSCR Invesco Bulletshares 2027 CB | 3.49% | 426,814 | $8.2M | — |
| ADI Analog Devices Inc. | 3.39% | 34,964 | $8.0M | — |
| SYK Stryker Corp. | 3.39% | 23,411 | $8.0M | — |
| BSCS Invesco Bulletshares 2028 CB | 3.35% | 395,515 | $7.9M | — |
| ORCL Oracle Corp. | 3.35% | 55,815 | $7.9M | — |
| MCHP Microchip Technology Inc. | 3.02% | 77,705 | $7.1M | — |
| CARR Carrier Global Corp. | 2.97% | 110,942 | $7.0M | — |
| UNH Unitedhealth Group Inc. | 2.72% | 12,557 | $6.4M | — |
| BSCQ Invesco Bulletshares 2026 CB | 2.53% | 310,723 | $6.0M | — |
| HEI.A Heico Corp. Class A | 2.30% | 30,453 | $5.4M | — |
| MCD McDonald's Corp. | 2.26% | 20,870 | $5.3M | — |
| TXRH Texas Roadhouse Inc. | 2.05% | 28,093 | $4.8M | — |
| CP Canadian Pacific Kansas City | 2.05% | 61,253 | $4.8M | — |
| WD Walker & Dunlop Inc. | 1.95% | 46,795 | $4.6M | — |
| BSCP Invesco Bulletshares 2025 CB | 1.83% | 210,961 | $4.3M | — |
| BSJR Invesco Bulletshares 2027 HY | 1.82% | 194,160 | $4.3M | — |
| SCHX Schwab US Large-Cap ETF | 1.78% | 65,233 | $4.2M | — |
| ADBE Adobe Inc. | 1.60% | 6,773 | $3.8M | — |
| BSJQ Invesco Bulletshares 2026 HY | 1.56% | 159,067 | $3.7M | — |
| HSY The Hershey Co. | 1.46% | 18,700 | $3.4M | — |
| NDSN Nordson Corp. | 1.44% | 14,646 | $3.4M | — |
| SCHW Schwab (charles) Corp. | 1.44% | 45,946 | $3.4M | — |
| BSCT Invesco Bulletshares 2029 CB | 1.27% | 164,780 | $3.0M | — |
| BSJS Invesco Bulletshares 2028 HY | 1.23% | 134,736 | $2.9M | — |
| SCHD Schwab US DVD Equity ETF | 1.21% | 36,711 | $2.9M | — |
| CRM Salesforce Inc. | 1.14% | 10,439 | $2.7M | — |
| TDY Teledyne Technologies Inc. | 1.12% | 6,797 | $2.6M | — |
| VGT Vanguard Info Tech ETF | 1.04% | 4,223 | $2.4M | — |
| NKE Nike Inc. Class B | 0.95% | 29,625 | $2.2M | — |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.78% | 42,113 | $1.8M | — |
| META Meta Platforms Inc. Class A | 0.63% | 2,929 | $1.5M | — |
| SBUX Starbucks Corp. | 0.32% | 9,680 | $754K | — |
| GOOG Alphabet Inc. Class C | 0.21% | 2,691 | $494K | — |
| MA Mastercard Inc. Class A | 0.11% | 596 | $263K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,577 | $256K | — |
| NFLX Netflix Inc. | 0.09% | 324 | $219K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
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 |