GPM Growth Investors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 30, 2026), GPM Growth Investors, Inc. reported 42 stock positions worth $256.6 million. Its top holding was Alphabet Class A (GOOGL) at 9.9% of the portfolio, followed by Microsoft (MSFT, 8.4%) and Invesco Bulletshares 2028 CB (BSCS, 5.3%). Compared with Q3 2025, it opened 3 new positions, sold out of 3, added to 12 and reduced 27. The biggest buy was a new position in Invesco Bulletshares 2030 CB (BSCU) and the biggest sale Invesco Bulletshares 2027 CB (BSCR, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001799367
- Portfolio Value
- $256.6M (Q4 2025)
- SEC Filing
- 0001799367-26-000001 ↗ filed Jan 30, 2026
Holdings Value
Holdings 42 stocks · $256.6M
| GOOGL Alphabet Inc. Class A | 9.90% | 81,175 | $25.4M | Reduce -4.9% |
| MSFT Microsoft Corp. | 8.39% | 44,511 | $21.5M | Reduce -3.6% |
| BSCS Invesco Bulletshares 2028 CB | 5.32% | 662,293 | $13.6M | Reduce -0.7% |
| BSCT Invesco Bulletshares 2029 CB | 5.24% | 713,716 | $13.4M | Add +1.9% |
| AAPL Apple Inc. | 5.06% | 47,767 | $13.0M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 4.97% | 55,279 | $12.8M | Add +0.9% |
| SCHG Schwab US Large-Cap Growth | 4.96% | 390,308 | $12.7M | Reduce -15.4% |
| V Visa Inc. Class A | 4.19% | 30,649 | $10.7M | Reduce -3.5% |
| COST Costco Wholesale Corp. | 3.65% | 10,861 | $9.4M | Reduce -4.1% |
| ADI Analog Devices Inc. | 3.50% | 33,072 | $9.0M | Reduce -2.6% |
| ORCL Oracle Corp. | 3.36% | 44,193 | $8.6M | Reduce -2.5% |
| SYK Stryker Corp. | 3.07% | 22,405 | $7.9M | Reduce -2.8% |
| SCHX Schwab US Large-Cap ETF | 2.95% | 281,209 | $7.6M | Reduce -1.8% |
| BSCU Invesco Bulletshares 2030 CB | 2.91% | 440,939 | $7.5M | New |
| HEI.A Heico Corp. Class A | 2.65% | 26,918 | $6.8M | Reduce -2.7% |
| MCD McDonald's Corp. | 2.40% | 20,131 | $6.2M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 2.30% | 8,943 | $5.9M | Add +13.1% |
| BSJS Invesco Bulletshares 2028 HY | 2.17% | 252,872 | $5.6M | Add +17.2% |
| BSJU Invesco Bulletshares 2030 HY | 2.11% | 206,997 | $5.4M | New |
| MCHP Microchip Technology Inc. | 1.73% | 69,757 | $4.4M | Reduce -4.1% |
| TXRH Texas Roadhouse Inc. | 1.66% | 25,647 | $4.3M | Reduce -2.2% |
| GPN Global Payments Inc. | 1.61% | 53,439 | $4.1M | New |
| WM Waste Management Inc. | 1.54% | 17,970 | $3.9M | Reduce -0.0% |
| CSX CSX Corp. | 1.52% | 107,236 | $3.9M | Reduce -3.3% |
| TDY Teledyne Technologies Inc. | 1.36% | 6,843 | $3.5M | Add +7.7% |
| ABNB Airbnb Inc. Class A | 1.34% | 25,274 | $3.4M | Reduce -9.9% |
| SCHW Schwab (charles) Corp. | 1.27% | 32,738 | $3.3M | Reduce -2.8% |
| CRM Salesforce Inc. | 1.23% | 11,949 | $3.2M | Reduce -1.5% |
| CELH Celsius Holdings Inc. | 1.15% | 64,590 | $3.0M | Add +35.0% |
| ADBE Adobe Inc. | 1.10% | 8,045 | $2.8M | Add +29.5% |
| VGT Vanguard Info Tech ETF | 1.02% | 3,479 | $2.6M | Reduce -10.2% |
| CP Canadian Pacific Kansas City | 0.98% | 34,261 | $2.5M | Reduce -4.0% |
| CARR Carrier Global Corp. | 0.91% | 44,294 | $2.3M | Reduce -2.0% |
| SPOT Spotify Technology SA | 0.88% | 3,873 | $2.2M | Add +38.6% |
| XMMO Invesco S&P Midcap Momentum | 0.52% | 9,587 | $1.3M | Reduce -17.7% |
| GOOG Alphabet Inc. Class C | 0.32% | 2,634 | $827K | Add +1.4% |
| MA Mastercard Inc. Class A | 0.19% | 874 | $499K | Add +16.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 3,039 | $346K | Add +2.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.13% | 17,473 | $345K | Reduce -95.3% |
| BSJR Invesco Bulletshares 2027 HY | 0.12% | 14,176 | $321K | Reduce -88.2% |
| BSJT Invesco Bulletshares 2029 HY | 0.09% | 10,683 | $230K | Reduce -95.1% |
| NFLX Netflix Inc. | 0.09% | 2,439 | $229K | Add +8.9% |
Portfolio Sells Q3 2025 → Q4 2025
| BSCR Invesco Bulletshares 2027 CB | Reduce -95.3% | 0.13% | −2.69 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -95.1% | 0.09% | −1.72 |
| ORCL Oracle Corp. | Reduce -2.5% | 3.36% | −1.55 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -88.2% | 0.12% | −0.93 |
| MSFT Microsoft Corp. | Reduce -3.6% | 8.39% | −0.81 |
| SCHG Schwab US Large-Cap Growth | Reduce -15.4% | 4.96% | −0.70 |
| WD Walker & Dunlop Inc. | Sold out | 0.00% | −0.55 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.45 |
| COST Costco Wholesale Corp. | Reduce -4.1% | 3.65% | −0.38 |
| SYK Stryker Corp. | Reduce -2.8% | 3.07% | −0.21 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.15 |
| CARR Carrier Global Corp. | Reduce -2.0% | 0.91% | −0.13 |
| VGT Vanguard Info Tech ETF | Reduce -10.2% | 1.02% | −0.09 |
| XMMO Invesco S&P Midcap Momentum | Reduce -17.7% | 0.52% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -4.1% | 1.73% | −0.06 |
| HEI.A Heico Corp. Class A | Reduce -2.7% | 2.65% | −0.06 |
| CP Canadian Pacific Kansas City | Reduce -4.0% | 0.98% | −0.04 |
| TXRH Texas Roadhouse Inc. | Reduce -2.2% | 1.66% | −0.02 |
| MCD McDonald's Corp. | Reduce -2.0% | 2.40% | −0.00 |
| CSX CSX Corp. | Reduce -3.3% | 1.52% | −0.00 |
| WM Waste Management Inc. | Reduce -0.0% | 1.54% | +0.01 |
| V Visa Inc. Class A | Reduce -3.5% | 4.19% | +0.02 |
| ABNB Airbnb Inc. Class A | Reduce -9.9% | 1.34% | +0.03 |
| SCHW Schwab (charles) Corp. | Reduce -2.8% | 1.27% | +0.04 |
| BSCS Invesco Bulletshares 2028 CB | Reduce -0.7% | 5.32% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.8% | 2.95% | +0.05 |
| AAPL Apple Inc. | Reduce -6.3% | 5.06% | +0.07 |
| CRM Salesforce Inc. | Reduce -1.5% | 1.23% | +0.13 |
| ADI Analog Devices Inc. | Reduce -2.6% | 3.50% | +0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -4.9% | 9.90% | +1.92 |
Portfolio Buys Q3 2025 → Q4 2025
| BSCU Invesco Bulletshares 2030 CB | New | 2.91% | +2.91 |
| BSJU Invesco Bulletshares 2030 HY | New | 2.11% | +2.11 |
| GPN Global Payments Inc. | New | 1.61% | +1.61 |
| AMZN Amazon.com Inc. | Add +0.9% | 4.97% | +0.35 |
| BSJS Invesco Bulletshares 2028 HY | Add +17.2% | 2.17% | +0.34 |
| ADBE Adobe Inc. | Add +29.5% | 1.10% | +0.25 |
| BSCT Invesco Bulletshares 2029 CB | Add +1.9% | 5.24% | +0.17 |
| SPOT Spotify Technology SA | Add +38.6% | 0.88% | +0.13 |
| CELH Celsius Holdings Inc. | Add +35.0% | 1.15% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +1.4% | 0.32% | +0.08 |
| META Meta Platforms Inc. Class A | Add +13.1% | 2.30% | +0.07 |
| MA Mastercard Inc. Class A | Add +16.1% | 0.19% | +0.03 |
| DIS The Walt Disney Co. | Add +2.2% | 0.13% | +0.00 |
| NFLX Netflix Inc. | Add +8.9% | 0.09% | −0.01 |
| TDY Teledyne Technologies Inc. | Add +7.7% | 1.36% | −0.07 |
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 |