GPM Growth Investors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 1, 2025), GPM Growth Investors, Inc. reported 42 stock positions worth $251.8 million. Its top holding was Microsoft (MSFT) at 9.1% of the portfolio, followed by Alphabet Class A (GOOGL, 6.0%) and Schwab US Large-Cap Growth (SCHG, 5.4%). Compared with Q1 2025, it sold out of 2, added to 21 and reduced 21. The biggest buy was Oracle (ORCL, shares +0%) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001799367
- Portfolio Value
- $251.8M (Q2 2025)
- SEC Filing
- 0001799367-25-000004 ↗ filed Aug 1, 2025
Holdings Value
Holdings 42 stocks · $251.8M
| MSFT Microsoft Corp. | 9.07% | 45,900 | $22.8M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 6.00% | 85,697 | $15.1M | Reduce -0.1% |
| SCHG Schwab US Large-Cap Growth | 5.39% | 465,025 | $13.6M | Add +0.5% |
| BSCS Invesco Bulletshares 2028 CB | 5.32% | 653,878 | $13.4M | Add +5.6% |
| ORCL Oracle Corp. | 4.74% | 54,581 | $11.9M | Add +0.0% |
| AMZN Amazon.com Inc. | 4.73% | 54,336 | $11.9M | Add +1.5% |
| COST Costco Wholesale Corp. | 4.49% | 11,425 | $11.3M | Reduce -2.4% |
| V Visa Inc. Class A | 4.43% | 31,403 | $11.1M | Add +0.8% |
| AAPL Apple Inc. | 4.11% | 50,493 | $10.4M | Reduce -1.1% |
| BSCT Invesco Bulletshares 2029 CB | 4.03% | 542,430 | $10.1M | Add +5.2% |
| SYK Stryker Corp. | 3.57% | 22,695 | $9.0M | Reduce -0.5% |
| BSCR Invesco Bulletshares 2027 CB | 3.41% | 437,196 | $8.6M | Add +4.0% |
| CARR Carrier Global Corp. | 3.25% | 111,680 | $8.2M | Add +3.0% |
| ADI Analog Devices Inc. | 3.22% | 34,080 | $8.1M | Reduce -0.1% |
| HEI.A Heico Corp. Class A | 2.86% | 27,833 | $7.2M | Reduce -3.7% |
| SCHX Schwab US Large-Cap ETF | 2.77% | 285,706 | $7.0M | Add +1.8% |
| MCD McDonald's Corp. | 2.35% | 20,258 | $5.9M | Add +0.6% |
| META Meta Platforms Inc. Class A | 2.29% | 7,819 | $5.8M | Add +1.2% |
| MCHP Microchip Technology Inc. | 2.04% | 73,131 | $5.1M | Reduce -2.0% |
| TXRH Texas Roadhouse Inc. | 1.96% | 26,353 | $4.9M | Reduce -1.4% |
| BSJT Invesco Bulletshares 2029 HY | 1.88% | 220,224 | $4.7M | Add +3.0% |
| BSJS Invesco Bulletshares 2028 HY | 1.85% | 210,775 | $4.6M | Add +11.9% |
| WM Waste Management Inc. | 1.51% | 16,640 | $3.8M | Add +50.6% |
| CSX CSX Corp. | 1.42% | 109,324 | $3.6M | Reduce -0.9% |
| CRM Salesforce Inc. | 1.30% | 12,016 | $3.3M | Add +14.0% |
| TDY Teledyne Technologies Inc. | 1.28% | 6,275 | $3.2M | Reduce -3.1% |
| ABNB Airbnb Inc. Class A | 1.25% | 23,851 | $3.2M | Add +2.9% |
| SCHW Schwab (charles) Corp. | 1.20% | 33,069 | $3.0M | Reduce -2.4% |
| CP Canadian Pacific Kansas City | 1.13% | 35,875 | $2.8M | Reduce -3.4% |
| BSJR Invesco Bulletshares 2027 HY | 1.10% | 122,451 | $2.8M | Add +7.9% |
| VGT Vanguard Info Tech ETF | 1.07% | 4,052 | $2.7M | Add +0.2% |
| ADBE Adobe Inc. | 0.95% | 6,207 | $2.4M | Reduce -4.2% |
| CELH Celsius Holdings Inc. | 0.88% | 47,852 | $2.2M | Reduce -0.1% |
| SPOT Spotify Technology SA | 0.87% | 2,863 | $2.2M | Reduce -0.3% |
| XMMO Invesco S&P Midcap Momentum | 0.60% | 11,693 | $1.5M | Add +0.5% |
| NKE Nike Inc. Class B | 0.48% | 17,147 | $1.2M | Reduce -1.5% |
| WD Walker & Dunlop Inc. | 0.45% | 16,070 | $1.1M | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 0.18% | 2,505 | $444K | Add +0.8% |
| MA Mastercard Inc. Class A | 0.15% | 679 | $382K | Add +14.9% |
| NFLX Netflix Inc. | 0.15% | 279 | $374K | Reduce -0.4% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 13,990 | $371K | Reduce -9.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 2,477 | $307K | Reduce -1.3% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −1.78 |
| NDSN Nordson Corp. | Sold out | 0.00% | −1.11 |
| AAPL Apple Inc. | Reduce -1.1% | 4.11% | −0.86 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 4.49% | −0.36 |
| WD Walker & Dunlop Inc. | Reduce -3.3% | 0.45% | −0.17 |
| SYK Stryker Corp. | Reduce -0.5% | 3.57% | −0.16 |
| TDY Teledyne Technologies Inc. | Reduce -3.1% | 1.28% | −0.14 |
| ADBE Adobe Inc. | Reduce -4.2% | 0.95% | −0.14 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.1% | 0.15% | −0.04 |
| CP Canadian Pacific Kansas City | Reduce -3.4% | 1.13% | −0.01 |
| CSX CSX Corp. | Reduce -0.9% | 1.42% | −0.01 |
| NKE Nike Inc. Class B | Reduce -1.5% | 0.48% | −0.00 |
| TXRH Texas Roadhouse Inc. | Reduce -1.4% | 1.96% | +0.01 |
| DIS The Walt Disney Co. | Reduce -1.3% | 0.12% | +0.01 |
| NFLX Netflix Inc. | Reduce -0.4% | 0.15% | +0.03 |
| SCHW Schwab (charles) Corp. | Reduce -2.4% | 1.20% | +0.04 |
| CELH Celsius Holdings Inc. | Reduce -0.1% | 0.88% | +0.13 |
| SPOT Spotify Technology SA | Reduce -0.3% | 0.87% | +0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 6.00% | +0.18 |
| HEI.A Heico Corp. Class A | Reduce -3.7% | 2.86% | +0.19 |
| ADI Analog Devices Inc. | Reduce -0.1% | 3.22% | +0.21 |
| MCHP Microchip Technology Inc. | Reduce -2.0% | 2.04% | +0.46 |
| MSFT Microsoft Corp. | Reduce -0.8% | 9.07% | +1.46 |
Portfolio Buys Q1 2025 → Q2 2025
| ORCL Oracle Corp. | Add +0.0% | 4.74% | +1.39 |
| WM Waste Management Inc. | Add +50.6% | 1.51% | +0.39 |
| META Meta Platforms Inc. Class A | Add +1.2% | 2.29% | +0.34 |
| SCHG Schwab US Large-Cap Growth | Add +0.5% | 5.39% | +0.32 |
| AMZN Amazon.com Inc. | Add +1.5% | 4.73% | +0.27 |
| CARR Carrier Global Corp. | Add +3.0% | 3.25% | +0.23 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 1.07% | +0.11 |
| CRM Salesforce Inc. | Add +14.0% | 1.30% | +0.06 |
| BSJS Invesco Bulletshares 2028 HY | Add +11.9% | 1.85% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +1.8% | 2.77% | +0.06 |
| ABNB Airbnb Inc. Class A | Add +2.9% | 1.25% | +0.04 |
| XMMO Invesco S&P Midcap Momentum | Add +0.5% | 0.60% | +0.02 |
| MA Mastercard Inc. Class A | Add +14.9% | 0.15% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.18% | +0.01 |
| BSJR Invesco Bulletshares 2027 HY | Add +7.9% | 1.10% | −0.01 |
| BSJT Invesco Bulletshares 2029 HY | Add +3.0% | 1.88% | −0.09 |
| BSCT Invesco Bulletshares 2029 CB | Add +5.2% | 4.03% | −0.16 |
| BSCR Invesco Bulletshares 2027 CB | Add +4.0% | 3.41% | −0.20 |
| BSCS Invesco Bulletshares 2028 CB | Add +5.6% | 5.32% | −0.20 |
| V Visa Inc. Class A | Add +0.8% | 4.43% | −0.36 |
| MCD McDonald's Corp. | Add +0.6% | 2.35% | −0.41 |
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 |