GPM Growth Investors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), GPM Growth Investors, Inc. reported 43 stock positions worth $236.7 million. Its top holding was Microsoft (MSFT) at 8.1% of the portfolio, followed by Alphabet Class A (GOOGL, 6.8%) and Schwab US Large-Cap Growth (SCHG, 5.4%). Compared with Q3 2024, it opened 1 new position, sold out of 3, added to 14 and reduced 27. The biggest buy was Invesco Bulletshares 2028 CB (BSCS, shares +60%) and the biggest sale an exit from Invesco Bulletshares 2026 CB (BSCQ).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001799367
- Portfolio Value
- $236.7M (Q4 2024)
- SEC Filing
- 0001799367-25-000001 ↗ filed Feb 6, 2025
Holdings Value
Holdings 43 stocks · $236.7M
| MSFT Microsoft Corp. | 8.10% | 45,497 | $19.2M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 6.80% | 85,044 | $16.1M | Reduce -1.8% |
| SCHG Schwab US Large-Cap Growth | 5.44% | 461,909 | $12.9M | Add +0.6% |
| AAPL Apple Inc. | 5.40% | 51,025 | $12.8M | Reduce -0.8% |
| BSCS Invesco Bulletshares 2028 CB | 5.10% | 600,170 | $12.1M | Add +60.3% |
| AMZN Amazon.com Inc. | 4.87% | 52,494 | $11.5M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 4.57% | 11,807 | $10.8M | Reduce -2.9% |
| V Visa Inc. Class A | 4.14% | 31,024 | $9.8M | Reduce -0.3% |
| ORCL Oracle Corp. | 3.81% | 54,090 | $9.0M | Reduce -0.6% |
| BSCT Invesco Bulletshares 2029 CB | 3.78% | 487,342 | $8.9M | Add +23.5% |
| SYK Stryker Corp. | 3.45% | 22,705 | $8.2M | Reduce -0.8% |
| BSCR Invesco Bulletshares 2027 CB | 3.35% | 407,400 | $7.9M | Reduce -0.3% |
| CARR Carrier Global Corp. | 3.10% | 107,559 | $7.3M | Reduce -0.4% |
| ADI Analog Devices Inc. | 3.07% | 34,232 | $7.3M | Reduce -1.5% |
| MCD McDonald's Corp. | 2.47% | 20,167 | $5.8M | Reduce -1.4% |
| HEI.A Heico Corp. Class A | 2.28% | 28,989 | $5.4M | Reduce -1.3% |
| TXRH Texas Roadhouse Inc. | 2.02% | 26,475 | $4.8M | Reduce -1.2% |
| WD Walker & Dunlop Inc. | 1.89% | 45,969 | $4.5M | Reduce -1.8% |
| BSJT Invesco Bulletshares 2029 HY | 1.86% | 205,888 | $4.4M | New |
| MCHP Microchip Technology Inc. | 1.82% | 75,096 | $4.3M | Reduce -2.2% |
| META Meta Platforms Inc. Class A | 1.80% | 7,275 | $4.3M | Add +73.1% |
| SCHX Schwab US Large-Cap ETF | 1.79% | 182,730 | $4.2M | Add +3.5% |
| BSJS Invesco Bulletshares 2028 HY | 1.66% | 180,931 | $3.9M | Add +36.9% |
| UNH Unitedhealth Group Inc. | 1.65% | 7,737 | $3.9M | Reduce -35.3% |
| CSX CSX Corp. | 1.48% | 108,211 | $3.5M | Add +332.3% |
| CRM Salesforce Inc. | 1.48% | 10,444 | $3.5M | Reduce -2.0% |
| TDY Teledyne Technologies Inc. | 1.28% | 6,518 | $3.0M | Reduce -0.4% |
| CP Canadian Pacific Kansas City | 1.26% | 41,300 | $3.0M | Reduce -31.0% |
| ADBE Adobe Inc. | 1.22% | 6,486 | $2.9M | Reduce -1.9% |
| SCHD Schwab US DVD Equity ETF | 1.16% | 100,761 | $2.8M | Add +0.8% |
| NDSN Nordson Corp. | 1.12% | 12,710 | $2.7M | Reduce -11.3% |
| VGT Vanguard Info Tech ETF | 1.07% | 4,071 | $2.5M | Reduce -0.6% |
| SCHW Schwab (charles) Corp. | 1.06% | 33,962 | $2.5M | Reduce -5.3% |
| BSJR Invesco Bulletshares 2027 HY | 1.04% | 110,068 | $2.5M | Reduce -41.8% |
| WM Waste Management Inc. | 0.94% | 11,045 | $2.2M | Add +144.2% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.76% | 40,914 | $1.8M | Add +2.4% |
| NKE Nike Inc. Class B | 0.59% | 18,534 | $1.4M | Reduce -15.8% |
| SPOT Spotify Technology SA | 0.54% | 2,840 | $1.3M | Add +2.6% |
| SBUX Starbucks Corp. | 0.23% | 6,066 | $554K | Reduce -11.3% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,347 | $447K | Add +0.5% |
| MA Mastercard Inc. Class A | 0.13% | 569 | $300K | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,342 | $261K | Add +4.3% |
| NFLX Netflix Inc. | 0.11% | 286 | $255K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −2.36 |
| BSJQ Invesco Bulletshares 2026 HY | Sold out | 0.00% | −1.49 |
| HSY The Hershey Co. | Sold out | 0.00% | −1.43 |
| UNH Unitedhealth Group Inc. | Reduce -35.3% | 1.65% | −1.25 |
| CP Canadian Pacific Kansas City | Reduce -31.0% | 1.26% | −0.87 |
| MCHP Microchip Technology Inc. | Reduce -2.2% | 1.82% | −0.74 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -41.8% | 1.04% | −0.74 |
| CARR Carrier Global Corp. | Reduce -0.4% | 3.10% | −0.51 |
| NDSN Nordson Corp. | Reduce -11.3% | 1.12% | −0.44 |
| WD Walker & Dunlop Inc. | Reduce -1.8% | 1.89% | −0.32 |
| ADI Analog Devices Inc. | Reduce -1.5% | 3.07% | −0.26 |
| NKE Nike Inc. Class B | Reduce -15.8% | 0.59% | −0.22 |
| HEI.A Heico Corp. Class A | Reduce -1.3% | 2.28% | −0.21 |
| ADBE Adobe Inc. | Reduce -1.9% | 1.22% | −0.21 |
| MCD McDonald's Corp. | Reduce -1.4% | 2.47% | −0.12 |
| MSFT Microsoft Corp. | Reduce -0.8% | 8.10% | −0.11 |
| ORCL Oracle Corp. | Reduce -0.6% | 3.81% | −0.05 |
| SBUX Starbucks Corp. | Reduce -11.3% | 0.23% | −0.04 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -0.3% | 3.35% | +0.00 |
| SYK Stryker Corp. | Reduce -0.8% | 3.45% | +0.01 |
| TXRH Texas Roadhouse Inc. | Reduce -1.2% | 2.02% | +0.05 |
| VGT Vanguard Info Tech ETF | Reduce -0.6% | 1.07% | +0.07 |
| TDY Teledyne Technologies Inc. | Reduce -0.4% | 1.28% | +0.09 |
| COST Costco Wholesale Corp. | Reduce -2.9% | 4.57% | +0.09 |
| SCHW Schwab (charles) Corp. | Reduce -5.3% | 1.06% | +0.10 |
| CRM Salesforce Inc. | Reduce -2.0% | 1.48% | +0.26 |
| AAPL Apple Inc. | Reduce -0.8% | 5.40% | +0.41 |
| V Visa Inc. Class A | Reduce -0.3% | 4.14% | +0.58 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 4.87% | +0.77 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 6.80% | +0.83 |
Portfolio Buys Q3 2024 → Q4 2024
| BSCS Invesco Bulletshares 2028 CB | Add +60.3% | 5.10% | +1.90 |
| BSJT Invesco Bulletshares 2029 HY | New | 1.86% | +1.86 |
| CSX CSX Corp. | Add +332.3% | 1.48% | +1.12 |
| META Meta Platforms Inc. Class A | Add +73.1% | 1.80% | +0.80 |
| BSCT Invesco Bulletshares 2029 CB | Add +23.5% | 3.78% | +0.69 |
| WM Waste Management Inc. | Add +144.2% | 0.94% | +0.55 |
| SCHG Schwab US Large-Cap Growth | Add +0.6% | 5.44% | +0.47 |
| BSJS Invesco Bulletshares 2028 HY | Add +36.9% | 1.66% | +0.44 |
| SCHX Schwab US Large-Cap ETF | Add +3.5% | 1.79% | +0.13 |
| SPOT Spotify Technology SA | Add +2.6% | 0.54% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 0.19% | +0.03 |
| DIS The Walt Disney Co. | Add +4.3% | 0.11% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.6% | 0.13% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.8% | 1.16% | −0.01 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +2.4% | 0.76% | −0.01 |
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 |