Filed: 10/20/2025ACC: 0001799367-25-000005
📋 What this filing means
GPM GROWTH INVESTORS, INC. filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $259.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$259.93M
Total AUM (reported)
4M
Total Shares
Allocation by class
COM$131.61M50.6%
CAP STK CL A$20.75M8.0%
US LCAP GR ETF$14.72M5.7%
COM CL A$14.25M5.5%
INVSCO BLSH 28$13.72M5.3%
CL A$13.26M5.1%
BULETSHS 2029$13.17M5.1%
Portfolio Concentration
Top 3$59.38M22.8%
4–10$85.98M33.1%
11–25$84.37M32.5%
Rest$30.21M11.6%
Top 3 weight
22.8%
Top 10 weight
55.9%
Voting Authority Distribution
Total shares with voting rights: 4M
Sole
Full voting authority
3.14M
shares
% of voting shares78.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
857.26K
shares
% of voting shares21.4%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeSole · 78.6% of voting shares
Institutional Holdings42
Rows:
MICROSOFT CORP
SOLEShares46.17K
TypeSH
Market value$23.92M
9.20%
Sole
38.28K
Shared
0.00
None
7.89K
ALPHABET INC
SOLEShares85.34K
TypeSH
Market value$20.75M
7.98%
Sole
72.43K
Shared
0.00
None
12.92K
SCHWAB STRATEGIC TR
SOLEShares461.30K
TypeSH
Market value$14.72M
5.66%
Sole
309.06K
Shared
0.00
None
152.23K
INVESCO EXCH TRD SLF IDX FD
SOLEShares666.92K
TypeSH
Market value$13.72M
5.28%
Sole
556.64K
Shared
0.00
None
110.28K
INVESCO EXCH TRD SLF IDX FD
SOLEShares700.36K
TypeSH
Market value$13.17M
5.07%
Sole
582.76K
Shared
0.00
None
117.60K
APPLE INC
SOLEShares51K
TypeSH
Market value$12.99M
5.00%
Sole
44.19K
Shared
0.00
None
6.81K
ORACLE CORP
SOLEShares45.34K
TypeSH
Market value$12.75M
4.91%
Sole
37.52K
Shared
0.00
None
7.82K
AMAZON COM INC
SOLEShares54.76K
TypeSH
Market value$12.02M
4.63%
Sole
44.36K
Shared
0.00
None
10.40K
VISA INC
SOLEShares31.75K
TypeSH
Market value$10.84M
4.17%
Sole
25.39K
Shared
0.00
None
6.37K
COSTCO WHSL CORP NEW
SOLEShares11.33K
TypeSH
Market value$10.48M
4.03%
Sole
10.10K
Shared
0.00
None
1.23K
STRYKER CORPORATION
SOLEShares23.06K
TypeSH
Market value$8.52M
3.28%
Sole
19.85K
Shared
0.00
None
3.21K
ANALOG DEVICES INC
SOLEShares33.94K
TypeSH
Market value$8.34M
3.21%
Sole
29.30K
Shared
0.00
None
4.64K
SCHWAB STRATEGIC TR
SOLEShares286.27K
TypeSH
Market value$7.54M
2.90%
Sole
136.78K
Shared
0.00
None
149.49K
INVESCO EXCH TRD SLF IDX FD
SOLEShares372.74K
TypeSH
Market value$7.35M
2.83%
Sole
305.99K
Shared
0.00
None
66.75K
HEICO CORP NEW
SOLEShares27.66K
TypeSH
Market value$7.03M
2.70%
Sole
24.59K
Shared
0.00
None
3.07K
MCDONALDS CORP
SOLEShares20.55K
TypeSH
Market value$6.24M
2.40%
Sole
17.24K
Shared
0.00
None
3.31K
META PLATFORMS INC
SOLEShares7.91K
TypeSH
Market value$5.81M
2.23%
Sole
5.96K
Shared
0.00
None
1.95K
INVESCO EXCH TRD SLF IDX FD
SOLEShares215.70K
TypeSH
Market value$4.76M
1.83%
Sole
178.53K
Shared
0.00
None
37.17K
INVESCO EXCH TRD SLF IDX FD
SOLEShares218.45K
TypeSH
Market value$4.71M
1.81%
Sole
182.53K
Shared
0.00
None
35.92K
MICROCHIP TECHNOLOGY INC.
SOLEShares72.75K
TypeSH
Market value$4.67M
1.80%
Sole
60.59K
Shared
0.00
None
12.16K
TEXAS ROADHOUSE INC
SOLEShares26.22K
TypeSH
Market value$4.36M
1.68%
Sole
23.92K
Shared
0.00
None
2.30K
WASTE MGMT INC DEL
SOLEShares17.98K
TypeSH
Market value$3.97M
1.53%
Sole
14.97K
Shared
0.00
None
3K
CSX CORP
SOLEShares110.91K
TypeSH
Market value$3.94M
1.52%
Sole
89.65K
Shared
0.00
None
21.26K
TELEDYNE TECHNOLOGIES INC
SOLEShares6.35K
TypeSH
Market value$3.72M
1.43%
Sole
5.36K
Shared
0.00
None
996.00
AIRBNB INC
SOLEShares28.05K
TypeSH
Market value$3.41M
1.31%
Sole
22.26K
Shared
0.00
None
5.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 46.17K | SH | $23.92M 9.20% | 38.28K | 0.00 | 7.89K |
ALPHABET INCSOLE | CAP STK CL A | 85.34K | SH | $20.75M 7.98% | 72.43K | 0.00 | 12.92K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 461.30K | SH | $14.72M 5.66% | 309.06K | 0.00 | 152.23K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 666.92K | SH | $13.72M 5.28% | 556.64K | 0.00 | 110.28K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 700.36K | SH | $13.17M 5.07% | 582.76K | 0.00 | 117.60K |
APPLE INCSOLE | COM | 51K | SH | $12.99M 5.00% | 44.19K | 0.00 | 6.81K |
ORACLE CORPSOLE | COM | 45.34K | SH | $12.75M 4.91% | 37.52K | 0.00 | 7.82K |
AMAZON COM INCSOLE | COM | 54.76K | SH | $12.02M 4.63% | 44.36K | 0.00 | 10.40K |
VISA INCSOLE | COM CL A | 31.75K | SH | $10.84M 4.17% | 25.39K | 0.00 | 6.37K |
COSTCO WHSL CORP NEWSOLE | COM | 11.33K | SH | $10.48M 4.03% | 10.10K | 0.00 | 1.23K |
STRYKER CORPORATIONSOLE | COM | 23.06K | SH | $8.52M 3.28% | 19.85K | 0.00 | 3.21K |
ANALOG DEVICES INCSOLE | COM | 33.94K | SH | $8.34M 3.21% | 29.30K | 0.00 | 4.64K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 286.27K | SH | $7.54M 2.90% | 136.78K | 0.00 | 149.49K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 372.74K | SH | $7.35M 2.83% | 305.99K | 0.00 | 66.75K |
HEICO CORP NEWSOLE | CL A | 27.66K | SH | $7.03M 2.70% | 24.59K | 0.00 | 3.07K |
MCDONALDS CORPSOLE | COM | 20.55K | SH | $6.24M 2.40% | 17.24K | 0.00 | 3.31K |
META PLATFORMS INCSOLE | CL A | 7.91K | SH | $5.81M 2.23% | 5.96K | 0.00 | 1.95K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 28 HYCORP | 215.70K | SH | $4.76M 1.83% | 178.53K | 0.00 | 37.17K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 HG | 218.45K | SH | $4.71M 1.81% | 182.53K | 0.00 | 35.92K |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 72.75K | SH | $4.67M 1.80% | 60.59K | 0.00 | 12.16K |
TEXAS ROADHOUSE INCSOLE | COM | 26.22K | SH | $4.36M 1.68% | 23.92K | 0.00 | 2.30K |
WASTE MGMT INC DELSOLE | COM | 17.98K | SH | $3.97M 1.53% | 14.97K | 0.00 | 3K |
CSX CORPSOLE | COM | 110.91K | SH | $3.94M 1.52% | 89.65K | 0.00 | 21.26K |
TELEDYNE TECHNOLOGIES INCSOLE | COM | 6.35K | SH | $3.72M 1.43% | 5.36K | 0.00 | 996.00 |
AIRBNB INCSOLE | COM CL A | 28.05K | SH | $3.41M 1.31% | 22.26K | 0.00 | 5.78K |
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