Holders — by stockHoldings — by fund
GPM Growth Investors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001799367
$239.5M
disclosed book value
43
positions
9.7%
largest position share
Positions, as of 2026-06-30
top 43 of 43 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 64,721 | $23.1M | 9.7% |
| 2 | BSCVINVESCO EXCH TRD SLF IDX FD | 991,889 | $16.3M | 6.8% |
| 3 | MSFTMICROSOFT CORP | 39,706 | $14.8M | 6.2% |
| 4 | AMZNAMAZON COM INC | 50,427 | $12.0M | 5% |
| 5 | AAPLAPPLE INC | 41,387 | $12.0M | 5% |
| 6 | SCHGSCHWAB STRATEGIC TR | 335,299 | $11.3M | 4.7% |
| 7 | ADIANALOG DEVICES INC | 28,382 | $11.3M | 4.7% |
| 8 | BSCTINVESCO EXCH TRD SLF IDX FD | 583,177 | $10.8M | 4.5% |
| 9 | VVISA INC | 26,747 | $9.2M | 3.8% |
| 10 | BSCUINVESCO EXCH TRD SLF IDX FD | 528,408 | $8.8M | 3.7% |
| 11 | COSTCOSTCO WHOLESALE CORPORATION | 9,169 | $8.6M | 3.6% |
| 12 | SCHXSCHWAB STRATEGIC TR | 267,308 | $7.9M | 3.3% |
| 13 | BSJUINVESCO EXCH TRD SLF IDX FD | 251,932 | $6.5M | 2.7% |
| 14 | HEI/AHEICO CORP NEW | 23,761 | $6.1M | 2.6% |
| 15 | SYKSTRYKER CORPORATION | 19,037 | $6.0M | 2.5% |
| 16 | ORCLORACLE CORP | 37,488 | $5.5M | 2.3% |
| 17 | MCHPMICROCHIP TECHNOLOGY INC. | 60,121 | $5.5M | 2.3% |
| 18 | BSJSINVESCO EXCH TRD SLF IDX FD | 239,447 | $5.2M | 2.2% |
| 19 | METAMETA PLATFORMS INC | 8,417 | $4.7M | 2% |
| 20 | XMMOINVESCO EXCHANGE TRADED FD T | 26,832 | $4.6M | 1.9% |
| 21 | MCDMCDONALDS CORP | 16,162 | $4.4M | 1.8% |
| 22 | CSXCSX CORP | 87,484 | $4.2M | 1.7% |
| 23 | WMWASTE MGMT INC DEL | 16,050 | $3.6M | 1.5% |
| 24 | SPMOINVESCO EXCH TRADED FD TR II | 22,121 | $3.6M | 1.5% |
| 25 | VGTVANGUARD WORLD FD | 28,756 | $3.4M | 1.4% |
| 26 | ABNBAIRBNB INC | 22,147 | $3.2M | 1.3% |
| 27 | PAVEGLOBAL X FDS | 52,312 | $3.1M | 1.3% |
| 28 | SCHWSCHWAB CHARLES CORP | 31,304 | $2.9M | 1.2% |
| 29 | CARRCARRIER GLOBAL CORPORATION | 37,214 | $2.7M | 1.1% |
| 30 | TXRHTEXAS ROADHOUSE INC | 13,911 | $2.7M | 1.1% |
| 31 | GPNGLOBAL PMTS INC | 32,850 | $2.4M | 1% |
| 32 | TSLATESLA INC | 5,370 | $2.3M | 0.9% |
| 33 | SPOTIFY TECHNOLOGY S A | 4,161 | $1.9M | 0.8% |
| 34 | NFLXNETFLIX INC. | 24,786 | $1.8M | 0.7% |
| 35 | CELHCELSIUS HLDGS INC | 57,006 | $1.7M | 0.7% |
| 36 | CRMSALESFORCE INC | 10,115 | $1.6M | 0.7% |
| 37 | ADBEADOBE INC | 6,891 | $1.4M | 0.6% |
| 38 | GOOGALPHABET INC | 2,245 | $793,226 | 0.3% |
| 39 | BSCSINVESCO EXCH TRD SLF IDX FD | 36,142 | $736,032 | 0.3% |
| 40 | MAMASTERCARD INCORPORATED | 942 | $483,811 | 0.2% |
| 41 | NVDANVIDIA CORPORATION | 1,888 | $377,779 | 0.2% |
| 42 | BSJRINVESCO EXCH TRD SLF IDX FD | 9,109 | $203,546 | 0.1% |
| 43 | PLUGPLUG PWR INC | 20,000 | $54,200 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.