Institutions / GPM Growth Investors, Inc.

GPM Growth Investors, Inc.

CIK 1799367 · Institution · as of Jun 30, 2026
Portfolio value
$239.48M
Positions
43
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$239.48M-6.7%
$256.58M$248.03M$239.48MQ4 '25Q2 '26

Positions

43+2.4%
434342Q4 '25Q2 '26

Top holdings

Jun 30, 2026View all 43 →
CompanyClassValueShares% of portfolio
Alphabet Inc.$23.13M64,7219.7%
Invesco Exch Trd Slf Idx Fd$16.25M991,8896.8%
Microsoft Corp$14.81M39,7066.2%
Amazon.com Inc$12.02M50,4275.0%
Apple Inc.$11.98M41,3875.0%
Schwab Strategic Tr$11.35M335,2994.7%
Analog Devices Inc$11.27M28,3824.7%
Invesco Exch Trd Slf Idx Fd$10.83M583,1774.5%
Visa Inc$9.18M26,7473.8%
Invesco Exch Trd Slf Idx Fd$8.80M528,4083.7%
Costco Wholesale Corp /New$8.58M9,1693.6%
Schwab Strategic Tr$7.87M267,3083.3%
Invesco Exch Trd Slf Idx Fd$6.50M251,9322.7%
Heico Corp$6.13M23,7612.6%
Stryker Corp$5.99M19,0372.5%
Oracle Corp$5.49M37,4882.3%
Microchip Technology Inc$5.48M60,1212.3%
Invesco Exch Trd Slf Idx Fd$5.21M239,4472.2%
Meta Platforms Inc$4.74M8,4172.0%
Invesco Exchange Traded Fd T$4.57M26,8321.9%
Mcdonald'S Corp$4.37M16,1621.8%
Csx Corp$4.16M87,4841.7%
Waste Management Inc$3.58M16,0501.5%
Invesco Exch Traded Fd Tr II$3.57M22,1211.5%
Vanguard World Fd$3.44M28,7561.4%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
New46138J429$16.25M+992K
991,889
6.79% of portfolio
medium
Q2 2026
as of
Trim46138J643$-12.75M-626K
-94.54%
36,142
0.31% of portfolio
medium
Q2 2026
as of
TrimAlphabet Inc.$-5.88M-16K
-20.27%
64,721
9.66% of portfolio
medium
Q2 2026
as of
New46138E339$3.57M+22K
22,121
1.49% of portfolio
low
Q2 2026
as of
ExitTeledyne Technologies Inc$-3.49M-7K
-100.00%
low
Q2 2026
as of
New37954Y673$3.08M+52K
52,312
1.29% of portfolio
low
Q2 2026
as of
Add92204A702$3.02M+25K
+726.56%
28,756
1.44% of portfolio
low
Q2 2026
as of
Add46137V464$2.93M+17K
+179.88%
26,832
1.91% of portfolio
low
Q2 2026
as of
Exit13646K108$-2.52M-34K
-100.00%
low
Q2 2026
as of
Trim46138J577$-2.42M-131K
-18.29%
583,177
4.52% of portfolio
low