GPM Growth Investors, Inc.
Net seller this quarter
$239M
30
-$27.3M
45.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GOOGL | $23.1M | 9.66% | 0.00% | -18.5% | Q4 2019 |
 MSFT | $14.8M | 6.18% | 0.00% | -10.9% | Q4 2019 |
 AMZN | $12M | 5.02% | 0.00% | -8.8% | Q4 2021 |
 AAPL | $12M | 5.00% | 0.00% | -13.4% | Q4 2019 |
 ADI | $11.3M | 4.71% | 0.01% | -13.3% | Q4 2019 |
 V | $9.18M | 3.83% | 0.00% | -12.4% | Q4 2019 |
 COST | $8.58M | 3.58% | 0.00% | -14.7% | Q1 2021 |
 HEI.A | $6.13M | 2.56% | Not reported | -14.3% | Q4 2020 |
 SYK | $5.99M | 2.50% | 0.01% | -14.7% | Q4 2019 |
 ORCL | $5.49M | 2.29% | 0.00% | -14.6% | Q4 2019 |
 MCHP | $5.48M | 2.29% | 0.01% | -13.2% | Q1 2020 |
 META | $4.74M | 1.98% | Not reported | -10.5% | Q2 2023 |
 MCD | $4.37M | 1.82% | 0.00% | -19.0% | Q1 2020 |
 CSX | $4.16M | 1.74% | 0.00% | -17.8% | Q3 2024 |
 WM | $3.58M | 1.49% | 0.00% | -10.2% | Q3 2024 |
 ABNB | $3.17M | 1.32% | Not reported | -12.5% | Q1 2025 |
 SCHW | $2.89M | 1.21% | 0.00% | -7.0% | Q4 2020 |
 CARR | $2.73M | 1.14% | 0.00% | -11.7% | Q4 2020 |
 TXRH | $2.69M | 1.12% | 0.02% | -45.2% | Q2 2021 |
 GPN | $2.38M | 1.00% | 0.01% | -36.0% | Q4 2025 |
 TSLA | $2.26M | 0.94% | 0.00% | -0.2% | Q1 2026 |
 SPOT | $1.91M | 0.80% | 0.00% | -6.1% | Q3 2024 |
 NFLX | $1.77M | 0.74% | 0.00% | -9.1% | Q2 2024 |
 CELH | $1.67M | 0.70% | 0.02% | -11.4% | Q1 2025 |
 CRM | $1.58M | 0.66% | 0.00% | -13.4% | Q1 2020 |
 ADBE | $1.41M | 0.59% | 0.00% | -13.7% | Q1 2021 |
| GOOG | $793K | 0.33% | Not reported | -15.6% | Q2 2022 |
 MA | $484K | 0.20% | 0.00% | +2.5% | Q4 2023 |
 NVDA | $378K | 0.16% | 0.00% | Not reported | Q1 2026 |
 PLUG | $54.2K | 0.02% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| GOOGL | $22.8M | 9.60% | 0.00% | -2.2% | Q4 2019 |
| MSFT | $16.5M | 6.93% | 0.00% | +0.1% | Q4 2019 |
| AAPL | $12.1M | 5.10% | 0.00% | +0.1% | Q4 2019 |
| AMZN | $11.5M | 4.84% | 0.00% | +0.1% | Q4 2021 |
| COST | $10.7M | 4.51% | 0.00% | -1.0% | Q1 2021 |
| ADI | $10.4M | 4.38% | 0.01% | -1.0% | Q4 2019 |
| V | $9.23M | 3.88% | 0.00% | -0.4% | Q4 2019 |
| SYK | $7.33M | 3.08% | 0.01% | -0.4% | Q4 2019 |
| ORCL | $6.46M | 2.72% | 0.00% | -0.6% | Q4 2019 |
| MCD | $6.2M | 2.61% | 0.00% | -0.9% | Q1 2020 |
| HEI.A | $5.85M | 2.46% | Not reported | +3.0% | Q4 2020 |
| META | $5.38M | 2.26% | Not reported | +5.2% | Q2 2023 |
| MCHP | $4.47M | 1.88% | 0.01% | -0.8% | Q1 2020 |
| CSX | $4.37M | 1.84% | 0.01% | -0.8% | Q3 2024 |
| TXRH | $4.19M | 1.76% | 0.04% | -1.0% | Q2 2021 |
| WM | $4.11M | 1.73% | 0.00% | -0.5% | Q3 2024 |
| GPN | $3.45M | 1.45% | 0.02% | -4.0% | Q4 2025 |
| ABNB | $3.2M | 1.34% | Not reported | +0.1% | Q1 2025 |
| SCHW | $3.16M | 1.33% | 0.00% | +2.8% | Q4 2020 |
| NFLX | $2.62M | 1.10% | 0.00% | +1018.2% | Q2 2024 |
| CARR | $2.37M | 1.00% | 0.01% | -4.8% | Q4 2020 |
| CELH | $2.28M | 0.96% | 0.03% | -0.4% | Q1 2025 |
| CRM | $2.18M | 0.92% | 0.00% | -2.2% | Q1 2020 |
| SPOT | $2.15M | 0.90% | 0.00% | +14.4% | Q3 2024 |
| TSLA | $2M | 0.84% | 0.00% | New | Q1 2026 |
| ADBE | $1.94M | 0.82% | 0.00% | -0.8% | Q1 2021 |
| GOOG | $763K | 0.32% | Not reported | +1.0% | Q2 2022 |
| MA | $459K | 0.19% | 0.00% | +5.2% | Q4 2023 |
| NVDA | $329K | 0.14% | 0.00% | New | Q1 2026 |
 DIS | $287K | 0.12% | 0.00% | -2.0% | Q3 2022 |
| PLUG | $45.2K | 0.02% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| GOOGL | $25.4M | 9.90% | 0.00% | -4.9% | Q4 2019 |
| MSFT | $21.5M | 8.39% | 0.00% | -3.6% | Q4 2019 |
| AAPL | $13M | 5.06% | 0.00% | -6.3% | Q4 2019 |
| AMZN | $12.8M | 4.97% | 0.00% | +1.0% | Q4 2021 |
| V | $10.7M | 4.19% | 0.00% | -3.5% | Q4 2019 |
| COST | $9.37M | 3.65% | 0.00% | -4.1% | Q1 2021 |
| ADI | $8.97M | 3.50% | 0.01% | -2.6% | Q4 2019 |
| ORCL | $8.61M | 3.36% | 0.00% | -2.5% | Q4 2019 |
| SYK | $7.87M | 3.07% | 0.01% | -2.8% | Q4 2019 |
| HEI.A | $6.79M | 2.65% | Not reported | -2.7% | Q4 2020 |
| MCD | $6.15M | 2.40% | 0.00% | -2.0% | Q1 2020 |
| META | $5.9M | 2.30% | Not reported | +13.1% | Q2 2023 |
| MCHP | $4.44M | 1.73% | 0.01% | -4.1% | Q1 2020 |
| TXRH | $4.26M | 1.66% | 0.04% | -2.2% | Q2 2021 |
| GPN | $4.14M | 1.61% | 0.02% | New | Q4 2025 |
| WM | $3.95M | 1.54% | 0.00% | 0.0% | Q3 2024 |
| CSX | $3.89M | 1.52% | 0.01% | -3.3% | Q3 2024 |
 TDY | $3.49M | 1.36% | 0.01% | +7.7% | Q2 2022 |
| ABNB | $3.43M | 1.34% | Not reported | -9.9% | Q1 2025 |
| SCHW | $3.27M | 1.27% | 0.00% | -2.8% | Q4 2020 |
| CRM | $3.17M | 1.23% | 0.00% | -1.5% | Q1 2020 |
| CELH | $2.95M | 1.15% | 0.03% | +35.1% | Q1 2025 |
| ADBE | $2.82M | 1.10% | 0.00% | +29.5% | Q1 2021 |
 CP | $2.52M | 0.98% | 0.00% | -4.0% | Q4 2021 |
| CARR | $2.34M | 0.91% | 0.01% | -2.0% | Q4 2020 |
| SPOT | $2.25M | 0.88% | 0.00% | +38.6% | Q3 2024 |
| GOOG | $827K | 0.32% | Not reported | +1.4% | Q2 2022 |
| MA | $499K | 0.19% | 0.00% | +16.1% | Q4 2023 |
| DIS | $346K | 0.13% | 0.00% | +2.2% | Q3 2022 |
| NFLX | $229K | 0.09% | 0.00% | +8.9% | Q2 2024 |
| Q3 2025 | |||||
| MSFT | $23.9M | 9.20% | 0.00% | +0.6% | Q4 2019 |
| GOOGL | $20.7M | 7.98% | 0.00% | -0.4% | Q4 2019 |
| AAPL | $13M | 5.00% | 0.00% | +1.0% | Q4 2019 |
| ORCL | $12.8M | 4.91% | 0.00% | -16.9% | Q4 2019 |
| AMZN | $12M | 4.63% | 0.00% | +0.8% | Q4 2021 |
| V | $10.8M | 4.17% | 0.00% | +1.1% | Q4 2019 |
| COST | $10.5M | 4.03% | 0.00% | -0.9% | Q1 2021 |
| SYK | $8.52M | 3.28% | 0.01% | +1.6% | Q4 2019 |
| ADI | $8.34M | 3.21% | 0.01% | -0.4% | Q4 2019 |
| HEI.A | $7.03M | 2.70% | Not reported | -0.6% | Q4 2020 |
| MCD | $6.24M | 2.40% | 0.00% | +1.4% | Q1 2020 |
| META | $5.81M | 2.23% | Not reported | +1.1% | Q2 2023 |
| MCHP | $4.67M | 1.80% | 0.01% | -0.5% | Q1 2020 |
| TXRH | $4.36M | 1.68% | 0.04% | -0.5% | Q2 2021 |
| WM | $3.97M | 1.53% | 0.00% | +8.0% | Q3 2024 |
| CSX | $3.94M | 1.52% | 0.01% | +1.5% | Q3 2024 |
| TDY | $3.72M | 1.43% | 0.01% | +1.2% | Q2 2022 |
| ABNB | $3.41M | 1.31% | Not reported | +17.6% | Q1 2025 |
| SCHW | $3.22M | 1.24% | 0.00% | +1.8% | Q4 2020 |
| CRM | $2.88M | 1.11% | 0.00% | +1.0% | Q1 2020 |
| CELH | $2.75M | 1.06% | 0.02% | -0.1% | Q1 2025 |
| CARR | $2.7M | 1.04% | 0.01% | -59.5% | Q4 2020 |
| CP | $2.66M | 1.02% | 0.00% | -0.5% | Q4 2021 |
| ADBE | $2.19M | 0.84% | 0.00% | +0.1% | Q1 2021 |
| SPOT | $1.95M | 0.75% | 0.00% | -2.4% | Q3 2024 |
 WD | $1.43M | 0.55% | 0.05% | +6.8% | Q4 2020 |
 NKE | $1.18M | 0.45% | 0.00% | -1.6% | Q4 2019 |
| GOOG | $633K | 0.24% | Not reported | +3.7% | Q2 2022 |
| MA | $428K | 0.16% | 0.00% | +10.9% | Q4 2023 |
| DIS | $341K | 0.13% | 0.00% | +20.1% | Q3 2022 |
| NFLX | $269K | 0.10% | 0.00% | -19.7% | Q2 2024 |