GPM Growth Investors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), GPM Growth Investors, Inc. reported 44 stock positions worth $228.1 million. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Alphabet Class A (GOOGL, 5.8%) and Invesco Bulletshares 2028 CB (BSCS, 5.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 2, added to 26 and reduced 15. The biggest buy was a new position in Airbnb Class A (ABNB) and the biggest sale Walker & Dunlop (WD, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001799367
- Portfolio Value
- $228.1M (Q1 2025)
- SEC Filing
- 0001799367-25-000002 ↗ filed May 2, 2025
Holdings Value
Holdings 44 stocks · $228.1M
| MSFT Microsoft Corp. | 7.61% | 46,251 | $17.4M | Add +1.7% |
| GOOGL Alphabet Inc. Class A | 5.82% | 85,795 | $13.3M | Add +0.9% |
| BSCS Invesco Bulletshares 2028 CB | 5.52% | 619,109 | $12.6M | Add +3.2% |
| SCHG Schwab US Large-Cap Growth | 5.08% | 462,510 | $11.6M | Add +0.1% |
| AAPL Apple Inc. | 4.97% | 51,034 | $11.3M | Add +0.0% |
| COST Costco Wholesale Corp. | 4.85% | 11,706 | $11.1M | Reduce -0.9% |
| V Visa Inc. Class A | 4.79% | 31,164 | $10.9M | Add +0.5% |
| AMZN Amazon.com Inc. | 4.46% | 53,532 | $10.2M | Add +2.0% |
| BSCT Invesco Bulletshares 2029 CB | 4.19% | 515,398 | $9.6M | Add +5.8% |
| SYK Stryker Corp. | 3.72% | 22,808 | $8.5M | Add +0.5% |
| BSCR Invesco Bulletshares 2027 CB | 3.61% | 420,315 | $8.2M | Add +3.2% |
| ORCL Oracle Corp. | 3.34% | 54,561 | $7.6M | Add +0.9% |
| ADI Analog Devices Inc. | 3.01% | 34,105 | $6.9M | Reduce -0.4% |
| CARR Carrier Global Corp. | 3.01% | 108,375 | $6.9M | Add +0.8% |
| MCD McDonald's Corp. | 2.76% | 20,140 | $6.3M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 2.72% | 280,633 | $6.2M | Add +53.6% |
| HEI.A Heico Corp. Class A | 2.67% | 28,905 | $6.1M | Reduce -0.3% |
| BSJT Invesco Bulletshares 2029 HY | 1.98% | 213,788 | $4.5M | Add +3.8% |
| META Meta Platforms Inc. Class A | 1.95% | 7,726 | $4.5M | Add +6.2% |
| TXRH Texas Roadhouse Inc. | 1.95% | 26,717 | $4.5M | Add +0.9% |
| BSJS Invesco Bulletshares 2028 HY | 1.79% | 188,292 | $4.1M | Add +4.1% |
| UNH Unitedhealth Group Inc. | 1.78% | 7,766 | $4.1M | Add +0.4% |
| MCHP Microchip Technology Inc. | 1.58% | 74,591 | $3.6M | Reduce -0.7% |
| CSX CSX Corp. | 1.42% | 110,295 | $3.2M | Add +1.9% |
| TDY Teledyne Technologies Inc. | 1.41% | 6,476 | $3.2M | Reduce -0.6% |
| CRM Salesforce Inc. | 1.24% | 10,544 | $2.8M | Add +1.0% |
| ABNB Airbnb Inc. Class A | 1.21% | 23,181 | $2.8M | New |
| SCHW Schwab (charles) Corp. | 1.16% | 33,880 | $2.7M | Reduce -0.2% |
| CP Canadian Pacific Kansas City | 1.14% | 37,125 | $2.6M | Reduce -10.1% |
| WM Waste Management Inc. | 1.12% | 11,052 | $2.6M | Add +0.1% |
| BSJR Invesco Bulletshares 2027 HY | 1.11% | 113,461 | $2.5M | Add +3.1% |
| NDSN Nordson Corp. | 1.11% | 12,558 | $2.5M | Reduce -1.2% |
| ADBE Adobe Inc. | 1.09% | 6,476 | $2.5M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.96% | 4,043 | $2.2M | Reduce -0.7% |
| CELH Celsius Holdings Inc. | 0.75% | 47,914 | $1.7M | New |
| SPOT Spotify Technology SA | 0.69% | 2,872 | $1.6M | Add +1.1% |
| WD Walker & Dunlop Inc. | 0.62% | 16,615 | $1.4M | Reduce -63.9% |
| XMMO Invesco S&P Midcap Momentum | 0.58% | 11,635 | $1.3M | New |
| NKE Nike Inc. Class B | 0.48% | 17,413 | $1.1M | Reduce -6.0% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 15,388 | $430K | Reduce -84.7% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,486 | $388K | Add +5.9% |
| MA Mastercard Inc. Class A | 0.14% | 591 | $324K | Add +3.9% |
| NFLX Netflix Inc. | 0.11% | 280 | $261K | Reduce -2.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 2,509 | $248K | Add +7.1% |
Portfolio Sells Q4 2024 → Q1 2025
| WD Walker & Dunlop Inc. | Reduce -63.9% | 0.62% | −1.27 |
| SCHD Schwab US DVD Equity ETF | Reduce -84.7% | 0.19% | −0.97 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.76 |
| MCHP Microchip Technology Inc. | Reduce -0.7% | 1.58% | −0.24 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.23 |
| ADBE Adobe Inc. | Reduce -0.1% | 1.09% | −0.13 |
| CP Canadian Pacific Kansas City | Reduce -10.1% | 1.14% | −0.12 |
| VGT Vanguard Info Tech ETF | Reduce -0.7% | 0.96% | −0.11 |
| NKE Nike Inc. Class B | Reduce -6.0% | 0.48% | −0.11 |
| ADI Analog Devices Inc. | Reduce -0.4% | 3.01% | −0.06 |
| NDSN Nordson Corp. | Reduce -1.2% | 1.11% | −0.01 |
| NFLX Netflix Inc. | Reduce -2.1% | 0.11% | +0.01 |
| SCHW Schwab (charles) Corp. | Reduce -0.2% | 1.16% | +0.10 |
| TDY Teledyne Technologies Inc. | Reduce -0.6% | 1.41% | +0.13 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 4.85% | +0.28 |
| MCD McDonald's Corp. | Reduce -0.1% | 2.76% | +0.29 |
| HEI.A Heico Corp. Class A | Reduce -0.3% | 2.67% | +0.39 |
Portfolio Buys Q4 2024 → Q1 2025
| ABNB Airbnb Inc. Class A | New | 1.21% | +1.21 |
| SCHX Schwab US Large-Cap ETF | Add +53.6% | 2.72% | +0.93 |
| CELH Celsius Holdings Inc. | New | 0.75% | +0.75 |
| V Visa Inc. Class A | Add +0.5% | 4.79% | +0.64 |
| XMMO Invesco S&P Midcap Momentum | New | 0.58% | +0.58 |
| BSCS Invesco Bulletshares 2028 CB | Add +3.2% | 5.52% | +0.42 |
| BSCT Invesco Bulletshares 2029 CB | Add +5.8% | 4.19% | +0.41 |
| SYK Stryker Corp. | Add +0.5% | 3.72% | +0.27 |
| BSCR Invesco Bulletshares 2027 CB | Add +3.2% | 3.61% | +0.26 |
| WM Waste Management Inc. | Add +0.1% | 1.12% | +0.18 |
| SPOT Spotify Technology SA | Add +1.1% | 0.69% | +0.16 |
| META Meta Platforms Inc. Class A | Add +6.2% | 1.95% | +0.15 |
| UNH Unitedhealth Group Inc. | Add +0.4% | 1.78% | +0.13 |
| BSJS Invesco Bulletshares 2028 HY | Add +4.1% | 1.79% | +0.13 |
| BSJT Invesco Bulletshares 2029 HY | Add +3.8% | 1.98% | +0.11 |
| BSJR Invesco Bulletshares 2027 HY | Add +3.1% | 1.11% | +0.07 |
| MA Mastercard Inc. Class A | Add +3.9% | 0.14% | +0.02 |
| DIS The Walt Disney Co. | Add +7.1% | 0.11% | −0.00 |
| GOOG Alphabet Inc. Class C | Add +5.9% | 0.17% | −0.02 |
| CSX CSX Corp. | Add +1.9% | 1.42% | −0.05 |
| TXRH Texas Roadhouse Inc. | Add +0.9% | 1.95% | −0.07 |
| CARR Carrier Global Corp. | Add +0.8% | 3.01% | −0.09 |
| CRM Salesforce Inc. | Add +1.0% | 1.24% | −0.24 |
| SCHG Schwab US Large-Cap Growth | Add +0.1% | 5.08% | −0.36 |
| AMZN Amazon.com Inc. | Add +2.0% | 4.46% | −0.40 |
| AAPL Apple Inc. | Add +0.0% | 4.97% | −0.43 |
| ORCL Oracle Corp. | Add +0.9% | 3.34% | −0.46 |
| MSFT Microsoft Corp. | Add +1.7% | 7.61% | −0.49 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 5.82% | −0.99 |
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 |