Gpm Growth Investors, Inc. Portfolio Holdings by Sector
Gpm Growth Investors, Inc.
- $219 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BSCS SCHG BSCT BSCR SCHX BSJT BSJS BSJR 11 stocks |
$63,224
28.81% of portfolio
|
9
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$27,473
12.52% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META SPOT GOOG 4 stocks |
$19,686
8.97% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,336
5.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$11,244
5.12% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$11,071
5.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD TXRH 2 stocks |
$10,742
4.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI MCHP 2 stocks |
$10,487
4.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$10,184
4.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$8,490
3.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$6,870
3.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$4,067
1.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$3,245
1.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$3,223
1.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$2,829
1.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$2,769
1.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$2,652
1.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$2,558
1.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
NDSN 1 stocks |
$2,533
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
CELH 1 stocks |
$1,706
0.78% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
WD 1 stocks |
$1,418
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,105
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$508
0.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|