Gpm Growth Investors, Inc. Portfolio Holdings

Gpm Growth Investors, Inc.

  • $242 Million
  • Q2 2025

Gpm Growth Investors, Inc. has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $22.8M, Alphabet Inc. with a value of $15.1M, Schwab Strategic Tr Us Large C with a value of $13.6M, Invesco ETF Fd Tr Invesco Bull with a value of $13.4M, and Oracle Corp with a value of $11.9M.

Examining the 13F form we can see an increase of $22.3M in the current position value, from $219M to 242M.

Below you can find more details about Gpm Growth Investors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $242 Million
ETFs: $69.4 Million
Technology: $67.3 Million
Consumer Cyclical: $27.2 Million
Communication Services: $24.2 Million
Financial Services: $15.7 Million
Industrials: $15.5 Million
Consumer Defensive: $13.5 Million
Healthcare: $8.98 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$22.8 Million 9.44% of portfolio
45,900
Q2 2025 Reduced 0.76%
$1.21T
$15.1 Million 6.25% of portfolio
85,697
Q2 2025 Reduced 0.11%
$0
$13.6 Million 5.62% of portfolio
465,025
Q2 2025 Added 0.54%
$0
$13.4 Million 5.54% of portfolio
653,878
Q2 2025 Added 5.62%
$684B
$11.9 Million 4.94% of portfolio
54,581
Q2 2025 Added 0.04%
$2.26T
$11.9 Million 4.93% of portfolio
54,336
Q2 2025 Added 1.5%
$439B
$11.3 Million 4.68% of portfolio
11,425
Q2 2025 Reduced 2.4%
$551B
$11.1 Million 4.61% of portfolio
31,403
Q2 2025 Added 0.77%
$3.69T
$10.4 Million 4.28% of portfolio
50,493
Q2 2025 Reduced 1.06%
$0
$10.1 Million 4.2% of portfolio
542,430
Q2 2025 Added 5.24%
$142B
$8.98 Million 3.71% of portfolio
22,695
Q2 2025 Reduced 0.5%
$0
$8.59 Million 3.55% of portfolio
437,196
Q2 2025 Added 4.02%
$55B
$8.17 Million 3.38% of portfolio
111,680
Q2 2025 Added 3.05%
$119B
$8.11 Million 3.35% of portfolio
34,080
Q2 2025 Reduced 0.07%
$0
$6.98 Million 2.89% of portfolio
285,706
Q2 2025 Added 1.81%
$222B
$5.92 Million 2.45% of portfolio
20,258
Q2 2025 Added 0.59%
$35.6B
$5.15 Million 2.13% of portfolio
73,131
Q2 2025 Reduced 1.96%
$11.8B
$4.94 Million 2.04% of portfolio
26,353
Q2 2025 Reduced 1.36%
$0
$4.74 Million 1.96% of portfolio
220,224
Q2 2025 Added 3.01%
$0
$4.65 Million 1.92% of portfolio
210,775
Q2 2025 Added 11.94%
$95.6B
$3.81 Million 1.57% of portfolio
16,640
Q2 2025 Added 50.56%
$75.3B
$3.57 Million 1.48% of portfolio
109,324
Q2 2025 Reduced 0.88%
$232B
$3.28 Million 1.36% of portfolio
12,016
Q2 2025 Added 13.96%
$25.9B
$3.21 Million 1.33% of portfolio
6,275
Q2 2025 Reduced 3.1%
$48.5B
$3.16 Million 1.31% of portfolio
23,851
Q2 2025 Added 2.89%
$179B
$3.02 Million 1.25% of portfolio
33,069
Q2 2025 Reduced 2.39%
$0
$2.78 Million 1.15% of portfolio
122,451
Q2 2025 Added 7.92%
$0
$2.69 Million 1.11% of portfolio
4,052
Q2 2025 Added 0.22%
$157B
$2.4 Million 0.99% of portfolio
6,207
Q2 2025 Reduced 4.15%
$4.09B
$2.22 Million 0.92% of portfolio
47,852
Q2 2025 Reduced 0.13%
$133B
$2.2 Million 0.91% of portfolio
2,863
Q2 2025 Reduced 0.31%
$0
$1.5 Million 0.62% of portfolio
11,693
Q2 2025 Added 0.5%
$94.4B
$1.22 Million 0.5% of portfolio
17,147
Q2 2025 Reduced 1.53%
$2.75B
$1.13 Million 0.47% of portfolio
16,070
Q2 2025 Reduced 3.28%
$1.24T
$444,000 0.18% of portfolio
2,505
Q2 2025 Added 0.76%
$548B
$381,000 0.16% of portfolio
679
Q2 2025 Added 14.89%
$0
$370,000 0.15% of portfolio
13,990
Q2 2025 Reduced 9.09%
$545B
$373,000 0.15% of portfolio
279
Q2 2025 Reduced 0.36%
$207B
$307,000 0.13% of portfolio
2,477
Q2 2025 Reduced 1.28%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.37%
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 3.71%

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $242 Million
  • Prior Value $219 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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