13F HOLDINGS REPORT
GPM Growth Investors, Inc.
Quarter ended Q2 2025 · Filed August 1, 2025 · Accession 0001799367-25-000004
Total Value
$251.8M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 45,900 | $22.8M | 9.07% |
| 2 | ALPHABET INC | GOOG | 85,697 | $15.1M | 6.00% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 465,025 | $13.6M | 5.39% |
| 4 | INVESCO EXCH TRD SLF IDX FD | IVZ | 653,878 | $13.4M | 5.32% |
| 5 | ORACLE CORP | ORCL-PD | 54,581 | $11.9M | 4.74% |
| 6 | AMAZON COM INC | AMZN | 54,336 | $11.9M | 4.73% |
| 7 | COSTCO WHSL CORP NEW | 22160K105 | 11,425 | $11.3M | 4.49% |
| 8 | VISA INC | V | 31,403 | $11.1M | 4.43% |
| 9 | APPLE INC | AAPL | 50,493 | $10.4M | 4.11% |
| 10 | INVESCO EXCH TRD SLF IDX FD | IVZ | 542,430 | $10.1M | 4.03% |
| 11 | STRYKER CORPORATION | SYK | 22,695 | $9.0M | 3.57% |
| 12 | INVESCO EXCH TRD SLF IDX FD | IVZ | 437,196 | $8.6M | 3.41% |
| 13 | CARRIER GLOBAL CORPORATION | CARR | 111,680 | $8.2M | 3.25% |
| 14 | ANALOG DEVICES INC | ADI | 34,080 | $8.1M | 3.22% |
| 15 | HEICO CORP NEW | HEI-A | 27,833 | $7.2M | 2.86% |
| 16 | SCHWAB STRATEGIC TR | 808524201 | 285,706 | $7.0M | 2.77% |
| 17 | MCDONALDS CORP | MCD | 20,258 | $5.9M | 2.35% |
| 18 | META PLATFORMS INC | META | 7,819 | $5.8M | 2.29% |
| 19 | MICROCHIP TECHNOLOGY INC. | MCHPP | 73,131 | $5.1M | 2.04% |
| 20 | TEXAS ROADHOUSE INC | TXRH | 26,353 | $4.9M | 1.96% |
| 21 | INVESCO EXCH TRD SLF IDX FD | IVZ | 220,224 | $4.7M | 1.88% |
| 22 | INVESCO EXCH TRD SLF IDX FD | IVZ | 210,775 | $4.6M | 1.85% |
| 23 | WASTE MGMT INC DEL | 94106L109 | 16,640 | $3.8M | 1.51% |
| 24 | CSX CORP | CSX | 109,324 | $3.6M | 1.42% |
| 25 | SALESFORCE INC | CRM | 12,016 | $3.3M | 1.30% |
| 26 | TELEDYNE TECHNOLOGIES INC | TDY | 6,275 | $3.2M | 1.28% |
| 27 | AIRBNB INC | ABNB | 23,851 | $3.2M | 1.25% |
| 28 | SCHWAB CHARLES CORP | SCHW-PJ | 33,069 | $3.0M | 1.20% |
| 29 | CANADIAN PACIFIC KANSAS CITY | CP | 35,875 | $2.8M | 1.13% |
| 30 | INVESCO EXCH TRD SLF IDX FD | IVZ | 122,451 | $2.8M | 1.10% |
| 31 | VANGUARD WORLD FD | 92204A702 | 4,052 | $2.7M | 1.07% |
| 32 | ADOBE INC | ADBE | 6,207 | $2.4M | 0.95% |
| 33 | CELSIUS HLDGS INC | CELH | 47,852 | $2.2M | 0.88% |
| 34 | SPOTIFY TECHNOLOGY S A | SPOT | 2,863 | $2.2M | 0.87% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 11,693 | $1.5M | 0.60% |
| 36 | NIKE INC | NKE | 17,147 | $1.2M | 0.48% |
| 37 | WALKER & DUNLOP INC | WD | 16,070 | $1.1M | 0.45% |
| 38 | ALPHABET INC | GOOG | 2,505 | $444,362 | 0.18% |
| 39 | MASTERCARD INCORPORATED | MA | 679 | $381,557 | 0.15% |
| 40 | NETFLIX INC | NFLX | 279 | $373,617 | 0.15% |
| 41 | SCHWAB STRATEGIC TR | 808524797 | 13,990 | $370,735 | 0.15% |
| 42 | DISNEY WALT CO | 254687106 | 2,477 | $307,173 | 0.12% |