Gpm Growth Investors, Inc. Portfolio Holdings by Sector
Gpm Growth Investors, Inc.
- $228 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHG BSCS BSCT BSCR BSJT SCHX BSJS SCHD 11 stocks |
$63,936
28.01% of portfolio
|
8
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$31,073
13.61% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META SPOT GOOG 4 stocks |
$22,105
9.68% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$12,777
5.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI MCHP 2 stocks |
$11,578
5.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11,516
5.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD TXRH SBUX 3 stocks |
$11,174
4.89% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$10,818
4.74% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$10,103
4.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$8,174
3.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$7,341
3.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
WD 1 stocks |
$4,468
1.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$3,913
1.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$3,491
1.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$3,491
1.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$3,025
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
NDSN 1 stocks |
$2,659
1.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$2,513
1.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2,228
0.98% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,402
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$514
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|