13F HOLDINGS REPORT
GPM Growth Investors, Inc.
Quarter ended Q4 2025 · Filed January 30, 2026 · Accession 0001799367-26-000001
Total Value
$256.6M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 81,175 | $25.4M | 9.90% |
| 2 | MICROSOFT CORP | MSFT | 44,511 | $21.5M | 8.39% |
| 3 | INVESCO EXCH TRD SLF IDX FD | IVZ | 662,293 | $13.6M | 5.32% |
| 4 | INVESCO EXCH TRD SLF IDX FD | IVZ | 713,716 | $13.4M | 5.24% |
| 5 | APPLE INC | AAPL | 47,767 | $13.0M | 5.06% |
| 6 | AMAZON COM INC | AMZN | 55,279 | $12.8M | 4.97% |
| 7 | SCHWAB STRATEGIC TR | 808524300 | 390,308 | $12.7M | 4.96% |
| 8 | VISA INC | V | 30,649 | $10.7M | 4.19% |
| 9 | COSTCO WHSL CORP NEW | 22160K105 | 10,861 | $9.4M | 3.65% |
| 10 | ANALOG DEVICES INC | ADI | 33,072 | $9.0M | 3.50% |
| 11 | ORACLE CORP | ORCL-PD | 44,193 | $8.6M | 3.36% |
| 12 | STRYKER CORPORATION | SYK | 22,405 | $7.9M | 3.07% |
| 13 | SCHWAB STRATEGIC TR | 808524201 | 281,209 | $7.6M | 2.95% |
| 14 | INVESCO EXCH TRD SLF IDX FD | IVZ | 440,939 | $7.5M | 2.91% |
| 15 | HEICO CORP NEW | HEI-A | 26,918 | $6.8M | 2.65% |
| 16 | MCDONALDS CORP | MCD | 20,131 | $6.2M | 2.40% |
| 17 | META PLATFORMS INC | META | 8,943 | $5.9M | 2.30% |
| 18 | INVESCO EXCH TRD SLF IDX FD | IVZ | 252,872 | $5.6M | 2.17% |
| 19 | INVESCO EXCH TRD SLF IDX FD | IVZ | 206,997 | $5.4M | 2.11% |
| 20 | MICROCHIP TECHNOLOGY INC. | MCHPP | 69,757 | $4.4M | 1.73% |
| 21 | TEXAS ROADHOUSE INC | TXRH | 25,647 | $4.3M | 1.66% |
| 22 | GLOBAL PMTS INC | 37940X102 | 53,439 | $4.1M | 1.61% |
| 23 | WASTE MGMT INC DEL | 94106L109 | 17,970 | $3.9M | 1.54% |
| 24 | CSX CORP | CSX | 107,236 | $3.9M | 1.52% |
| 25 | TELEDYNE TECHNOLOGIES INC | TDY | 6,843 | $3.5M | 1.36% |
| 26 | AIRBNB INC | ABNB | 25,274 | $3.4M | 1.34% |
| 27 | SCHWAB CHARLES CORP | SCHW-PJ | 32,738 | $3.3M | 1.27% |
| 28 | SALESFORCE INC | CRM | 11,949 | $3.2M | 1.23% |
| 29 | CELSIUS HLDGS INC | CELH | 64,590 | $3.0M | 1.15% |
| 30 | ADOBE INC | ADBE | 8,045 | $2.8M | 1.10% |
| 31 | VANGUARD WORLD FD | 92204A702 | 3,479 | $2.6M | 1.02% |
| 32 | CANADIAN PACIFIC KANSAS CITY | CP | 34,261 | $2.5M | 0.98% |
| 33 | CARRIER GLOBAL CORPORATION | CARR | 44,294 | $2.3M | 0.91% |
| 34 | SPOTIFY TECHNOLOGY S A | SPOT | 3,873 | $2.2M | 0.88% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,587 | $1.3M | 0.52% |
| 36 | ALPHABET INC | GOOG | 2,634 | $826,549 | 0.32% |
| 37 | MASTERCARD INCORPORATED | MA | 874 | $498,949 | 0.19% |
| 38 | DISNEY WALT CO | 254687106 | 3,039 | $345,747 | 0.13% |
| 39 | INVESCO EXCH TRD SLF IDX FD | IVZ | 17,473 | $344,917 | 0.13% |
| 40 | INVESCO EXCH TRD SLF IDX FD | IVZ | 14,176 | $320,585 | 0.12% |
| 41 | INVESCO EXCH TRD SLF IDX FD | IVZ | 10,683 | $229,791 | 0.09% |
| 42 | NETFLIX INC | NFLX | 2,439 | $228,681 | 0.09% |