GPM Growth Investors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), GPM Growth Investors, Inc. reported 45 stock positions worth $240.4 million. Its top holding was Microsoft (MSFT) at 8.2% of the portfolio, followed by Alphabet Class A (GOOGL, 6.0%) and Apple (AAPL, 5.0%). Compared with Q2 2024, it opened 3 new positions, sold out of 1, added to 3 and reduced 39. The biggest buy was Invesco Bulletshares 2029 CB (BSCT, shares +139%) and the biggest sale an exit from Invesco Bulletshares 2025 CB (BSCP).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001799367
- Portfolio Value
- $240.4M (Q3 2024)
- SEC Filing
- 0001799367-24-000005 ↗ filed Nov 8, 2024
Holdings Value
Holdings 45 stocks · $240.4M
| MSFT Microsoft Corp. | 8.21% | 45,885 | $19.7M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 5.98% | 86,612 | $14.4M | Reduce -1.8% |
| AAPL Apple Inc. | 4.99% | 51,464 | $12.0M | Reduce -2.9% |
| SCHG Schwab US Large-Cap Growth | 4.97% | 114,751 | $12.0M | Reduce -3.1% |
| COST Costco Wholesale Corp. | 4.48% | 12,153 | $10.8M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 4.09% | 52,792 | $9.8M | Reduce -0.7% |
| ORCL Oracle Corp. | 3.86% | 54,436 | $9.3M | Reduce -2.5% |
| CARR Carrier Global Corp. | 3.62% | 108,002 | $8.7M | Reduce -2.6% |
| V Visa Inc. Class A | 3.56% | 31,115 | $8.6M | Reduce -1.4% |
| SYK Stryker Corp. | 3.44% | 22,889 | $8.3M | Reduce -2.2% |
| BSCR Invesco Bulletshares 2027 CB | 3.35% | 408,651 | $8.1M | Reduce -4.3% |
| ADI Analog Devices Inc. | 3.33% | 34,759 | $8.0M | Reduce -0.6% |
| BSCS Invesco Bulletshares 2028 CB | 3.20% | 374,429 | $7.7M | Reduce -5.3% |
| BSCT Invesco Bulletshares 2029 CB | 3.09% | 394,493 | $7.4M | Add +139.4% |
| UNH Unitedhealth Group Inc. | 2.91% | 11,951 | $7.0M | Reduce -4.8% |
| MCD McDonald's Corp. | 2.59% | 20,454 | $6.2M | Reduce -2.0% |
| MCHP Microchip Technology Inc. | 2.56% | 76,751 | $6.2M | Reduce -1.2% |
| HEI.A Heico Corp. Class A | 2.49% | 29,384 | $6.0M | Reduce -3.5% |
| BSCQ Invesco Bulletshares 2026 CB | 2.36% | 290,064 | $5.7M | Reduce -6.7% |
| WD Walker & Dunlop Inc. | 2.21% | 46,793 | $5.3M | Reduce 0.0% |
| CP Canadian Pacific Kansas City | 2.13% | 59,859 | $5.1M | Reduce -2.3% |
| TXRH Texas Roadhouse Inc. | 1.97% | 26,806 | $4.7M | Reduce -4.6% |
| BSJR Invesco Bulletshares 2027 HY | 1.78% | 188,954 | $4.3M | Reduce -2.7% |
| SCHX Schwab US Large-Cap ETF | 1.66% | 58,865 | $4.0M | Reduce -9.8% |
| NDSN Nordson Corp. | 1.57% | 14,325 | $3.8M | Reduce -2.2% |
| BSJQ Invesco Bulletshares 2026 HY | 1.49% | 152,608 | $3.6M | Reduce -4.1% |
| HSY The Hershey Co. | 1.43% | 17,923 | $3.4M | Reduce -4.2% |
| ADBE Adobe Inc. | 1.42% | 6,611 | $3.4M | Reduce -2.4% |
| BSJS Invesco Bulletshares 2028 HY | 1.22% | 132,164 | $2.9M | Reduce -1.9% |
| CRM Salesforce Inc. | 1.21% | 10,662 | $2.9M | Add +2.1% |
| TDY Teledyne Technologies Inc. | 1.19% | 6,545 | $2.9M | Reduce -3.7% |
| SCHD Schwab US DVD Equity ETF | 1.17% | 33,320 | $2.8M | Reduce -9.2% |
| META Meta Platforms Inc. Class A | 1.00% | 4,202 | $2.4M | Add +43.5% |
| VGT Vanguard Info Tech ETF | 1.00% | 4,096 | $2.4M | Reduce -3.0% |
| SCHW Schwab (charles) Corp. | 0.97% | 35,843 | $2.3M | Reduce -22.0% |
| NKE Nike Inc. Class B | 0.81% | 22,022 | $1.9M | Reduce -25.7% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.77% | 39,952 | $1.9M | Reduce -5.1% |
| SPOT Spotify Technology SA | 0.42% | 2,767 | $1.0M | New |
| WM Waste Management Inc. | 0.39% | 4,523 | $939K | New |
| CSX CSX Corp. | 0.36% | 25,031 | $864K | New |
| SBUX Starbucks Corp. | 0.28% | 6,840 | $667K | Reduce -29.3% |
| GOOG Alphabet Inc. Class C | 0.16% | 2,336 | $391K | Reduce -13.2% |
| MA Mastercard Inc. Class A | 0.12% | 560 | $277K | Reduce -6.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 2,246 | $216K | Reduce -12.8% |
| NFLX Netflix Inc. | 0.08% | 286 | $203K | Reduce -11.7% |
Portfolio Sells Q2 2024 → Q3 2024
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −1.83 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 5.98% | −0.85 |
| MSFT Microsoft Corp. | Reduce -2.0% | 8.21% | −0.69 |
| SCHW Schwab (charles) Corp. | Reduce -22.0% | 0.97% | −0.47 |
| MCHP Microchip Technology Inc. | Reduce -1.2% | 2.56% | −0.46 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 4.09% | −0.27 |
| ADBE Adobe Inc. | Reduce -2.4% | 1.42% | −0.18 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -6.7% | 2.36% | −0.17 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -5.3% | 3.20% | −0.15 |
| NKE Nike Inc. Class B | Reduce -25.7% | 0.81% | −0.14 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -4.3% | 3.35% | −0.13 |
| SCHX Schwab US Large-Cap ETF | Reduce -9.8% | 1.66% | −0.12 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.1% | 4.97% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -4.1% | 4.48% | −0.10 |
| TXRH Texas Roadhouse Inc. | Reduce -4.6% | 1.97% | −0.08 |
| BSJQ Invesco Bulletshares 2026 HY | Reduce -4.1% | 1.49% | −0.07 |
| ADI Analog Devices Inc. | Reduce -0.6% | 3.33% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -13.2% | 0.16% | −0.05 |
| SBUX Starbucks Corp. | Reduce -29.3% | 0.28% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.2% | 1.17% | −0.04 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -2.7% | 1.78% | −0.04 |
| VGT Vanguard Info Tech ETF | Reduce -3.0% | 1.00% | −0.04 |
| HSY The Hershey Co. | Reduce -4.2% | 1.43% | −0.03 |
| DIS The Walt Disney Co. | Reduce -12.8% | 0.09% | −0.02 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -1.9% | 1.22% | −0.01 |
| NFLX Netflix Inc. | Reduce -11.7% | 0.08% | −0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -5.1% | 0.77% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -6.0% | 0.12% | +0.00 |
| V Visa Inc. Class A | Reduce -1.4% | 3.56% | +0.04 |
| SYK Stryker Corp. | Reduce -2.2% | 3.44% | +0.05 |
| TDY Teledyne Technologies Inc. | Reduce -3.7% | 1.19% | +0.07 |
| CP Canadian Pacific Kansas City | Reduce -2.3% | 2.13% | +0.08 |
| NDSN Nordson Corp. | Reduce -2.2% | 1.57% | +0.12 |
| UNH Unitedhealth Group Inc. | Reduce -4.8% | 2.91% | +0.19 |
| HEI.A Heico Corp. Class A | Reduce -3.5% | 2.49% | +0.19 |
| AAPL Apple Inc. | Reduce -2.9% | 4.99% | +0.25 |
| WD Walker & Dunlop Inc. | Reduce 0.0% | 2.21% | +0.26 |
| MCD McDonald's Corp. | Reduce -2.0% | 2.59% | +0.33 |
| ORCL Oracle Corp. | Reduce -2.5% | 3.86% | +0.51 |
| CARR Carrier Global Corp. | Reduce -2.6% | 3.62% | +0.64 |
Portfolio Buys Q2 2024 → Q3 2024
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 |