Gpm Growth Investors, Inc. Portfolio Holdings by Sector
Gpm Growth Investors, Inc.
- $242 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHG BSCS BSCT BSCR SCHX BSJT BSJS BSJR 11 stocks |
$69,422
28.71% of portfolio
|
  10  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$37,165
15.37% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL META SPOT GOOG 4 stocks |
$23,513
9.73% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
ADI MCHP 2 stocks |
$13,257
5.48% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,920
4.93% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$11,530
4.77% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$11,310
4.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD TXRH 2 stocks |
$10,856
4.49% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$10,359
4.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK 1 stocks |
$8,978
3.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$8,173
3.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$3,807
1.57% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$3,567
1.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$3,276
1.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$3,214
1.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$3,156
1.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW 1 stocks |
$3,017
1.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$2,219
0.92% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,218
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
WD 1 stocks |
$1,132
0.47% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$680
0.28% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|