GPM Growth Investors, Inc. In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), GPM Growth Investors, Inc. reported 41 stock positions worth $237.8 million . Its top holding was Alphabet Class A (GOOGL) at 9.6% of the portfolio, followed by Microsoft (MSFT, 6.9% ) and Invesco Bulletshares 2028 CB (BSCS, 5.7% ). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 20 and reduced 18. The biggest buy was Netflix (NFLX, shares +1018% ) and the biggest sale an exit from Teledyne Technologies (TDY).
Location BLOOMFIELD HILLS, MI
CIK 0001799367
Portfolio Value $237.8M (Q1 2026) Holdings 41 stocks · $237.8M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q4 2025 GOOGL Alphabet Inc. Class A 79,368 $22.8M Reduce -2.2% MSFT Microsoft Corp. 44,561 $16.5M Add +0.1% BSCS Invesco Bulletshares 2028 CB 663,921 $13.6M Add +0.3% BSCT Invesco Bulletshares 2029 CB 715,691 $13.4M Add +0.3% AAPL Apple Inc. 47,807 $12.1M Add +0.1% SCHG Schwab US Large-Cap Growth 395,795 $11.5M Add +1.4% AMZN Amazon.com Inc. 55,308 $11.5M Add +0.1% COST Costco Wholesale Corp. 10,754 $10.7M Reduce -1.0% ADI Analog Devices Inc. 32,737 $10.4M Reduce -1.0% V Visa Inc. Class A 30,541 $9.2M Reduce -0.3% BSCU Invesco Bulletshares 2030 CB 457,241 $7.6M Add +3.7% SCHX Schwab US Large-Cap ETF 294,803 $7.6M Add +4.8% SYK Stryker Corp. 22,307 $7.3M Reduce -0.4% ORCL Oracle Corp. 43,920 $6.5M Reduce -0.6% MCD McDonald's Corp. 19,942 $6.2M Reduce -0.9% HEI.A Heico Corp. Class A 27,729 $5.9M Add +3.0% BSJU Invesco Bulletshares 2030 HY 217,988 $5.6M Add +5.3% BSJS Invesco Bulletshares 2028 HY 255,074 $5.5M Add +0.9% META Meta Platforms Inc. Class A 9,407 $5.4M Add +5.2% MCHP Microchip Technology Inc. 69,224 $4.5M Reduce -0.8% CSX CSX Corp. 106,372 $4.4M Reduce -0.8% TXRH Texas Roadhouse Inc. 25,401 $4.2M Reduce -1.0% WM Waste Management Inc. 17,882 $4.1M Reduce -0.5% GPN Global Payments Inc. 51,296 $3.5M Reduce -4.0% ABNB Airbnb Inc. Class A 25,308 $3.2M Add +0.1% SCHW Schwab (charles) Corp. 33,653 $3.2M Add +2.8% NFLX Netflix Inc. 27,273 $2.6M Add +1018.2% VGT Vanguard Info Tech ETF 3,607 $2.5M Add +3.7% CARR Carrier Global Corp. 42,164 $2.4M Reduce -4.8% CELH Celsius Holdings Inc. 64,334 $2.3M Reduce -0.4% CRM Salesforce Inc. 11,683 $2.2M Reduce -2.2% SPOT Spotify Technology SA 4,430 $2.1M Add +14.4% TSLA Tesla Inc. 5,379 $2.0M New ADBE Adobe Inc. 7,980 $1.9M Reduce -0.8% XMMO Invesco S&P Midcap Momentum 9,694 $1.4M Add +1.1% GOOG Alphabet Inc. Class C 2,659 $763K Add +0.9% MA Mastercard Inc. Class A 919 $459K Add +5.2% NVDA Nvidia Corp. 1,888 $329K New DIS The Walt Disney Co. filed as DISNEY WALT CO 2,977 $287K Reduce -2.0% BSJR Invesco Bulletshares 2027 HY 9,109 $204K Reduce -35.7% PLUG Plug Power Inc. filed as PLUG PWR INC 20,000 $45K New
Options reported separately and not counted above: MSFT calls ($37K).
Portfolio Sells Q4 2025 → Q1 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▲ TDY Teledyne Technologies Inc. Sold out 0.00% −1.36 CP Canadian Pacific Kansas City Sold out 0.00% −0.98 ORCL Oracle Corp. Reduce -0.6% 2.72% −0.64 CRM Salesforce Inc. Reduce -2.2% 0.92% −0.32 V Visa Inc. Class A Reduce -0.3% 3.88% −0.31 GOOGL Alphabet Inc. Class A Reduce -2.2% 9.60% −0.31 ADBE Adobe Inc. Reduce -0.8% 0.82% −0.28 CELH Celsius Holdings Inc. Reduce -0.4% 0.96% −0.19 GPN Global Payments Inc. Reduce -4.0% 1.45% −0.16 BSCR Invesco Bulletshares 2027 CB Sold out 0.00% −0.13 BSJT Invesco Bulletshares 2029 HY Sold out 0.00% −0.09 BSJR Invesco Bulletshares 2027 HY Reduce -35.7% 0.09% −0.04 DIS The Walt Disney Co. Reduce -2.0% 0.12% −0.01 SYK Stryker Corp. Reduce -0.4% 3.08% +0.01 CARR Carrier Global Corp. Reduce -4.8% 1.00% +0.09 TXRH Texas Roadhouse Inc. Reduce -1.0% 1.76% +0.10 MCHP Microchip Technology Inc. Reduce -0.8% 1.88% +0.15 WM Waste Management Inc. Reduce -0.5% 1.73% +0.19 MCD McDonald's Corp. Reduce -0.9% 2.61% +0.21 CSX CSX Corp. Reduce -0.8% 1.84% +0.32 COST Costco Wholesale Corp. Reduce -1.0% 4.51% +0.86 ADI Analog Devices Inc. Reduce -1.0% 4.38% +0.88
Portfolio Buys Q4 2025 → Q1 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
Stock Change vs Q4 2025 % Of Portfolio Change To Portfolio ▼ NFLX Netflix Inc. Add +1018.2% 1.10% +1.01 TSLA Tesla Inc. New 0.84% +0.84 BSCS Invesco Bulletshares 2028 CB Add +0.3% 5.70% +0.38 BSCT Invesco Bulletshares 2029 CB Add +0.3% 5.62% +0.38 BSCU Invesco Bulletshares 2030 CB Add +3.7% 3.21% +0.31 BSJU Invesco Bulletshares 2030 HY Add +5.3% 2.35% +0.24 SCHX Schwab US Large-Cap ETF Add +4.8% 3.18% +0.23 BSJS Invesco Bulletshares 2028 HY Add +0.9% 2.33% +0.16 NVDA Nvidia Corp. New 0.14% +0.14 XMMO Invesco S&P Midcap Momentum Add +1.1% 0.59% +0.07 SCHW Schwab (charles) Corp. Add +2.8% 1.33% +0.06 AAPL Apple Inc. Add +0.1% 5.10% +0.04 VGT Vanguard Info Tech ETF Add +3.7% 1.06% +0.04 SPOT Spotify Technology SA Add +14.4% 0.90% +0.03 PLUG Plug Power Inc. New 0.02% +0.02 ABNB Airbnb Inc. Class A Add +0.1% 1.34% +0.01 GOOG Alphabet Inc. Class C Add +0.9% 0.32% −0.00 MA Mastercard Inc. Class A Add +5.2% 0.19% −0.00 META Meta Platforms Inc. Class A Add +5.2% 2.26% −0.04 SCHG Schwab US Large-Cap Growth Add +1.4% 4.85% −0.11 AMZN Amazon.com Inc. Add +0.1% 4.84% −0.13 HEI.A Heico Corp. Class A Add +3.0% 2.46% −0.19 MSFT Microsoft Corp. Add +0.1% 6.94% −1.45
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ MSFT Microsoft Corp. call New 100 $37K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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