13F HOLDINGS REPORT
GPM Growth Investors, Inc.
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001799367-25-000005
Total Value
$259.9M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 46,173 | $23.9M | 9.20% |
| 2 | ALPHABET INC | GOOG | 85,345 | $20.7M | 7.98% |
| 3 | SCHWAB STRATEGIC TR | 808524300 | 461,297 | $14.7M | 5.66% |
| 4 | INVESCO EXCH TRD SLF IDX FD | IVZ | 666,918 | $13.7M | 5.28% |
| 5 | INVESCO EXCH TRD SLF IDX FD | IVZ | 700,361 | $13.2M | 5.07% |
| 6 | APPLE INC | AAPL | 50,997 | $13.0M | 5.00% |
| 7 | ORACLE CORP | ORCL-PD | 45,339 | $12.8M | 4.91% |
| 8 | AMAZON COM INC | AMZN | 54,758 | $12.0M | 4.63% |
| 9 | VISA INC | V | 31,753 | $10.8M | 4.17% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 11,327 | $10.5M | 4.03% |
| 11 | STRYKER CORPORATION | SYK | 23,056 | $8.5M | 3.28% |
| 12 | ANALOG DEVICES INC | ADI | 33,943 | $8.3M | 3.21% |
| 13 | SCHWAB STRATEGIC TR | 808524201 | 286,268 | $7.5M | 2.90% |
| 14 | INVESCO EXCH TRD SLF IDX FD | IVZ | 372,736 | $7.3M | 2.83% |
| 15 | HEICO CORP NEW | HEI-A | 27,659 | $7.0M | 2.70% |
| 16 | MCDONALDS CORP | MCD | 20,545 | $6.2M | 2.40% |
| 17 | META PLATFORMS INC | META | 7,908 | $5.8M | 2.23% |
| 18 | INVESCO EXCH TRD SLF IDX FD | IVZ | 215,698 | $4.8M | 1.83% |
| 19 | INVESCO EXCH TRD SLF IDX FD | IVZ | 218,448 | $4.7M | 1.81% |
| 20 | MICROCHIP TECHNOLOGY INC. | MCHPP | 72,746 | $4.7M | 1.80% |
| 21 | TEXAS ROADHOUSE INC | TXRH | 26,222 | $4.4M | 1.68% |
| 22 | WASTE MGMT INC DEL | 94106L109 | 17,975 | $4.0M | 1.53% |
| 23 | CSX CORP | CSX | 110,910 | $3.9M | 1.52% |
| 24 | TELEDYNE TECHNOLOGIES INC | TDY | 6,353 | $3.7M | 1.43% |
| 25 | AIRBNB INC | ABNB | 28,047 | $3.4M | 1.31% |
| 26 | SCHWAB CHARLES CORP | SCHW-PJ | 33,678 | $3.2M | 1.24% |
| 27 | VANGUARD WORLD FD | 92204A702 | 3,875 | $2.9M | 1.11% |
| 28 | SALESFORCE INC | CRM | 12,134 | $2.9M | 1.11% |
| 29 | CELSIUS HLDGS INC | CELH | 47,826 | $2.7M | 1.06% |
| 30 | INVESCO EXCH TRD SLF IDX FD | IVZ | 120,224 | $2.7M | 1.05% |
| 31 | CARRIER GLOBAL CORPORATION | CARR | 45,192 | $2.7M | 1.04% |
| 32 | CANADIAN PACIFIC KANSAS CITY | CP | 35,687 | $2.7M | 1.02% |
| 33 | ADOBE INC | ADBE | 6,214 | $2.2M | 0.84% |
| 34 | SPOTIFY TECHNOLOGY S A | SPOT | 2,795 | $2.0M | 0.75% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 11,647 | $1.6M | 0.61% |
| 36 | WALKER & DUNLOP INC | WD | 17,158 | $1.4M | 0.55% |
| 37 | NIKE INC | NKE | 16,872 | $1.2M | 0.45% |
| 38 | ALPHABET INC | GOOG | 2,598 | $632,743 | 0.24% |
| 39 | MASTERCARD INCORPORATED | MA | 753 | $428,314 | 0.16% |
| 40 | SCHWAB STRATEGIC TR | 808524797 | 13,991 | $381,954 | 0.15% |
| 41 | DISNEY WALT CO | 254687106 | 2,974 | $340,523 | 0.13% |
| 42 | NETFLIX INC | NFLX | 224 | $268,558 | 0.10% |