Filed: 4/24/2026ACC: 0001799367-26-000002
📋 What this filing means
GPM GROWTH INVESTORS, INC. filed this quarterly 13F‑HR report disclosing 41 equity positions with a total reported market value of $237.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
41
Positions
$237.86M
Total AUM (reported)
3.97M
Total Shares
Allocation by class
COM$116.79M49.1%
CAP STK CL A$22.82M9.6%
INVSCO BLSH 28$13.56M5.7%
BULETSHS 2029$13.36M5.6%
COM CL A$12.43M5.2%
CL A$11.69M4.9%
US LCAP GR ETF$11.53M4.8%
Portfolio Concentration
Top 3$52.91M22.2%
4–10$78.90M33.2%
11–25$81.33M34.2%
Rest$24.72M10.4%
Top 3 weight
22.2%
Top 10 weight
55.4%
Voting Authority Distribution
Total shares with voting rights: 3.97M
Sole
Full voting authority
3M
shares
% of voting shares75.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
970.35K
shares
% of voting shares24.5%
Investment Discretion (by position count)
Sole41
Shared0
Other0
Dominant voting typeSole · 75.5% of voting shares
Institutional Holdings41
Rows:
ALPHABET INC
SOLEShares79.37K
TypeSH
Market value$22.82M
9.60%
Sole
66.11K
Shared
0.00
None
13.26K
MICROSOFT CORP
SOLEShares44.66K
TypeSH
Market value$16.53M
6.95%
Sole
34.84K
Shared
0.00
None
9.82K
INVESCO EXCH TRD SLF IDX FD
SOLEShares663.92K
TypeSH
Market value$13.56M
5.70%
Sole
535.49K
Shared
0.00
None
128.43K
INVESCO EXCH TRD SLF IDX FD
SOLEShares715.69K
TypeSH
Market value$13.36M
5.61%
Sole
576.52K
Shared
0.00
None
139.17K
APPLE INC
SOLEShares47.81K
TypeSH
Market value$12.13M
5.10%
Sole
40.16K
Shared
0.00
None
7.65K
SCHWAB STRATEGIC TR
SOLEShares395.80K
TypeSH
Market value$11.53M
4.85%
Sole
241.16K
Shared
0.00
None
154.63K
AMAZON COM INC
SOLEShares55.31K
TypeSH
Market value$11.52M
4.84%
Sole
43.01K
Shared
0.00
None
12.29K
COSTCO WHOLESALE CORPORATION
SOLEShares10.75K
TypeSH
Market value$10.72M
4.51%
Sole
9.47K
Shared
0.00
None
1.28K
ANALOG DEVICES INC
SOLEShares32.74K
TypeSH
Market value$10.41M
4.38%
Sole
27.84K
Shared
0.00
None
4.89K
VISA INC
SOLEShares30.54K
TypeSH
Market value$9.23M
3.88%
Sole
23.63K
Shared
0.00
None
6.91K
INVESCO EXCH TRD SLF IDX FD
SOLEShares457.24K
TypeSH
Market value$7.64M
3.21%
Sole
368.97K
Shared
0.00
None
88.28K
SCHWAB STRATEGIC TR
SOLEShares294.80K
TypeSH
Market value$7.56M
3.18%
Sole
136.27K
Shared
0.00
None
158.53K
STRYKER CORPORATION
SOLEShares22.31K
TypeSH
Market value$7.33M
3.08%
Sole
18.79K
Shared
0.00
None
3.52K
ORACLE CORP
SOLEShares43.92K
TypeSH
Market value$6.46M
2.72%
Sole
35.51K
Shared
0.00
None
8.41K
MCDONALDS CORP
SOLEShares19.94K
TypeSH
Market value$6.20M
2.61%
Sole
16.54K
Shared
0.00
None
3.41K
HEICO CORP NEW
SOLEShares27.73K
TypeSH
Market value$5.85M
2.46%
Sole
23.88K
Shared
0.00
None
3.85K
INVESCO EXCH TRD SLF IDX FD
SOLEShares217.99K
TypeSH
Market value$5.58M
2.35%
Sole
178.91K
Shared
0.00
None
39.08K
INVESCO EXCH TRD SLF IDX FD
SOLEShares255.07K
TypeSH
Market value$5.53M
2.33%
Sole
205.37K
Shared
0.00
None
49.70K
META PLATFORMS INC
SOLEShares9.41K
TypeSH
Market value$5.38M
2.26%
Sole
6.77K
Shared
0.00
None
2.64K
MICROCHIP TECHNOLOGY INC.
SOLEShares69.22K
TypeSH
Market value$4.47M
1.88%
Sole
57.43K
Shared
0.00
None
11.79K
CSX CORP
SOLEShares106.37K
TypeSH
Market value$4.37M
1.84%
Sole
84.51K
Shared
0.00
None
21.86K
TEXAS ROADHOUSE INC
SOLEShares25.40K
TypeSH
Market value$4.19M
1.76%
Sole
22.78K
Shared
0.00
None
2.62K
WASTE MGMT INC DEL
SOLEShares17.88K
TypeSH
Market value$4.11M
1.73%
Sole
14.61K
Shared
0.00
None
3.28K
GLOBAL PMTS INC
SOLEShares51.30K
TypeSH
Market value$3.45M
1.45%
Sole
40.59K
Shared
0.00
None
10.70K
AIRBNB INC
SOLEShares25.31K
TypeSH
Market value$3.20M
1.34%
Sole
20.08K
Shared
0.00
None
5.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL A | 79.37K | SH | $22.82M 9.60% | 66.11K | 0.00 | 13.26K |
MICROSOFT CORPSOLE | COM | 44.66K | SH | $16.53M 6.95% | 34.84K | 0.00 | 9.82K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO BLSH 28 | 663.92K | SH | $13.56M 5.70% | 535.49K | 0.00 | 128.43K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 715.69K | SH | $13.36M 5.61% | 576.52K | 0.00 | 139.17K |
APPLE INCSOLE | COM | 47.81K | SH | $12.13M 5.10% | 40.16K | 0.00 | 7.65K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 395.80K | SH | $11.53M 4.85% | 241.16K | 0.00 | 154.63K |
AMAZON COM INCSOLE | COM | 55.31K | SH | $11.52M 4.84% | 43.01K | 0.00 | 12.29K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 10.75K | SH | $10.72M 4.51% | 9.47K | 0.00 | 1.28K |
ANALOG DEVICES INCSOLE | COM | 32.74K | SH | $10.41M 4.38% | 27.84K | 0.00 | 4.89K |
VISA INCSOLE | COM CL A | 30.54K | SH | $9.23M 3.88% | 23.63K | 0.00 | 6.91K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 30 CORP | 457.24K | SH | $7.64M 3.21% | 368.97K | 0.00 | 88.28K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 294.80K | SH | $7.56M 3.18% | 136.27K | 0.00 | 158.53K |
STRYKER CORPORATIONSOLE | COM | 22.31K | SH | $7.33M 3.08% | 18.79K | 0.00 | 3.52K |
ORACLE CORPSOLE | COM | 43.92K | SH | $6.46M 2.72% | 35.51K | 0.00 | 8.41K |
MCDONALDS CORPSOLE | COM | 19.94K | SH | $6.20M 2.61% | 16.54K | 0.00 | 3.41K |
HEICO CORP NEWSOLE | CL A | 27.73K | SH | $5.85M 2.46% | 23.88K | 0.00 | 3.85K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULLETSHS 2030 | 217.99K | SH | $5.58M 2.35% | 178.91K | 0.00 | 39.08K |
INVESCO EXCH TRD SLF IDX FDSOLE | INVSCO 28 HYCORP | 255.07K | SH | $5.53M 2.33% | 205.37K | 0.00 | 49.70K |
META PLATFORMS INCSOLE | CL A | 9.41K | SH | $5.38M 2.26% | 6.77K | 0.00 | 2.64K |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 69.22K | SH | $4.47M 1.88% | 57.43K | 0.00 | 11.79K |
CSX CORPSOLE | COM | 106.37K | SH | $4.37M 1.84% | 84.51K | 0.00 | 21.86K |
TEXAS ROADHOUSE INCSOLE | COM | 25.40K | SH | $4.19M 1.76% | 22.78K | 0.00 | 2.62K |
WASTE MGMT INC DELSOLE | COM | 17.88K | SH | $4.11M 1.73% | 14.61K | 0.00 | 3.28K |
GLOBAL PMTS INCSOLE | COM | 51.30K | SH | $3.45M 1.45% | 40.59K | 0.00 | 10.70K |
AIRBNB INCSOLE | COM CL A | 25.31K | SH | $3.20M 1.34% | 20.08K | 0.00 | 5.23K |
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