Gpm Growth Investors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 44Value: $228.1MLatest: 2025Q1

GPM Growth Investors, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 44 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABNB",
  "ADBE",
  "GOOGL",
  "CP.TO",
  null,
  "MCD",
  "HEI-A",
  null,
  "META",
  null,
  null,
  null,
  null,
  "MA",
  "MSFT",
  "ORCL",
  "UNH",
  "AAPL",
  "SCHX",
  "SYK",
  "TXRH",
  "SCHW",
  "WM",
  "AMZN",
  "VGT",
  "V",
  "WD",
  "SCHD",
  "SCHG",
  "NDSN",
  "CRM",
  "TDY",
  "SPOT",
  "CARR",
  "CELH",
  "COST",
  "CSX",
  "ADI",
  "NKE",
  "DIS",
  "GOOG",
  "NFLX",
  "MCHP"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 44
Total Value: 228147726
Accession Number: 0001799367-25-000002
Form Type: 13F-HR
CIK: gpm-growth-investors
Manager Name: Gpm-Growth-Investors

Data Enrichment

84% identified

37 identified7 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

44 positions • $228.1M total value

SEC FilingSEC DataHachi Filing

Manager:

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MICROSOFT CORP

MSFT|594918104

Shares:46.3K

Value:$17.4M

% of Portfolio:7.6% ($17.4M/$228.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:85.8K

Value:$13.3M

% of Portfolio:5.8% ($13.3M/$228.1M)

46138J643

Shares:619.1K

Value:$12.6M

% of Portfolio:5.5% ($12.6M/$228.1M)

808524300

SCHG|808524300

Shares:462.5K

Value:$11.6M

% of Portfolio:5.1% ($11.6M/$228.1M)

Apple Inc.

AAPL|037833100

Shares:51.0K

Value:$11.3M

% of Portfolio:5.0% ($11.3M/$228.1M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:11.7K

Value:$11.1M

% of Portfolio:4.9% ($11.1M/$228.1M)

VISA INC.

V|92826C839

Shares:31.2K

Value:$10.9M

% of Portfolio:4.8% ($10.9M/$228.1M)

AMAZON COM INC

AMZN|023135106

Shares:53.5K

Value:$10.2M

% of Portfolio:4.5% ($10.2M/$228.1M)

46138J577

Shares:515.4K

Value:$9.6M

% of Portfolio:4.2% ($9.6M/$228.1M)

STRYKER CORP

SYK|863667101

Shares:22.8K

Value:$8.5M

% of Portfolio:3.7% ($8.5M/$228.1M)

46138J783

Shares:420.3K

Value:$8.2M

% of Portfolio:3.6% ($8.2M/$228.1M)

ORACLE CORP

ORCL|68389X105

Shares:54.6K

Value:$7.6M

% of Portfolio:3.3% ($7.6M/$228.1M)

ANALOG DEVICES INC

ADI|032654105

Shares:34.1K

Value:$6.9M

% of Portfolio:3.0% ($6.9M/$228.1M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:108.4K

Value:$6.9M

% of Portfolio:3.0% ($6.9M/$228.1M)

MCDONALDS CORP

MCD|580135101

Shares:20.1K

Value:$6.3M

% of Portfolio:2.8% ($6.3M/$228.1M)

808524201

SCHX|808524201

Shares:280.6K

Value:$6.2M

% of Portfolio:2.7% ($6.2M/$228.1M)

HEICO CORP

HEI-A|422806208

Shares:28.9K

Value:$6.1M

% of Portfolio:2.7% ($6.1M/$228.1M)

46138J395

Shares:213.8K

Value:$4.5M

% of Portfolio:2.0% ($4.5M/$228.1M)

Meta Platforms, Inc.

META|30303M102

Shares:7.7K

Value:$4.5M

% of Portfolio:2.0% ($4.5M/$228.1M)

Texas Roadhouse, Inc.

TXRH|882681109

Shares:26.7K

Value:$4.5M

% of Portfolio:2.0% ($4.5M/$228.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	46.3K	QoQ +1.65% (-754) YoY-	All Managers (Combined)	$17.4M	7.6% ($17.4M/$228.1M)	QoQ -9.46% (-$1.8M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	85.8K	QoQ +0.88% (-751) YoY-	All Managers (Combined)	$13.3M	5.8% ($13.3M/$228.1M)	QoQ -17.58% (-$2.8M) YoY-
(cusip46138J643)✕	619.1K	QoQ +3.15% (+18.9K) YoY-	All Managers (Combined)	$12.6M	5.5% ($12.6M/$228.1M)	QoQ +4.28% (+$517.4K) YoY-
(SCHGcusip808524300)	462.5K	QoQ +0.13% (-601) YoY-	All Managers (Combined)	$11.6M	5.1% ($11.6M/$228.1M)	QoQ -10.03% (-$1.3M) YoY-
Apple Inc.(AAPLcusip037833100)	51.0K	QoQ +0.01% (-9) YoY-	All Managers (Combined)	$11.3M	5.0% ($11.3M/$228.1M)	QoQ -11.28% (-$1.4M) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	11.7K	QoQ -0.85% (-101) YoY-	All Managers (Combined)	$11.1M	4.9% ($11.1M/$228.1M)	QoQ +2.33% (-$252.9K) YoY-
VISA INC.(Vcusip92826C839)	31.2K	QoQ +0.45% (+140) YoY-	All Managers (Combined)	$10.9M	4.8% ($10.9M/$228.1M)	QoQ +11.39% (+$1.1M) YoY-
AMAZON COM INC(AMZNcusip023135106)	53.5K	QoQ +1.97% (-1.0K) YoY-	All Managers (Combined)	$10.2M	4.5% ($10.2M/$228.1M)	QoQ -11.56% (-$1.3M) YoY-
(cusip46138J577)✕	515.4K	QoQ +5.75% (+28.1K) YoY-	All Managers (Combined)	$9.6M	4.2% ($9.6M/$228.1M)	QoQ +6.85% (+$612.5K) YoY-
STRYKER CORP(SYKcusip863667101)	22.8K	QoQ +0.45% (+103) YoY-	All Managers (Combined)	$8.5M	3.7% ($8.5M/$228.1M)	QoQ +3.85% (+$315.3K) YoY-
(cusip46138J783)✕	420.3K	QoQ +3.17% (+12.9K) YoY-	All Managers (Combined)	$8.2M	3.6% ($8.2M/$228.1M)	QoQ +3.75% (+$297.8K) YoY-
ORACLE CORP(ORCLcusip68389X105)	54.6K	QoQ +0.87% (-471) YoY-	All Managers (Combined)	$7.6M	3.3% ($7.6M/$228.1M)	QoQ -15.37% (-$1.4M) YoY-
ANALOG DEVICES INC(ADIcusip032654105)	34.1K	QoQ -0.37% (-127) YoY-	All Managers (Combined)	$6.9M	3.0% ($6.9M/$228.1M)	QoQ -5.43% (-$395.0K) YoY-
CARRIER GLOBAL Corp(CARRcusip14448C104)	108.4K	QoQ +0.75% (-816) YoY-	All Managers (Combined)	$6.9M	3.0% ($6.9M/$228.1M)	QoQ -6.41% (-$471.0K) YoY-
MCDONALDS CORP(MCDcusip580135101)	20.1K	QoQ -0.13% (-27) YoY-	All Managers (Combined)	$6.3M	2.8% ($6.3M/$228.1M)	QoQ +7.61% (-$444.9K) YoY-
(SCHXcusip808524201)	280.6K	QoQ +53.57% (+97.9K) YoY-	All Managers (Combined)	$6.2M	2.7% ($6.2M/$228.1M)	QoQ +46.29% (+$2.0M) YoY-
HEICO CORP(HEI-Acusip422806208)	28.9K	QoQ -0.28% (-84) YoY-	All Managers (Combined)	$6.1M	2.7% ($6.1M/$228.1M)	QoQ +13.04% (-$703.8K) YoY-
(cusip46138J395)✕	213.8K	QoQ +3.83% (+7.9K) YoY-	All Managers (Combined)	$4.5M	2.0% ($4.5M/$228.1M)	QoQ +2.31% (+$101.8K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	7.7K	QoQ +6.19% (+451) YoY-	All Managers (Combined)	$4.5M	2.0% ($4.5M/$228.1M)	QoQ +4.53% (+$193.4K) YoY-
Texas Roadhouse, Inc.(TXRHcusip882681109)	26.7K	QoQ +0.91% (-242) YoY-	All Managers (Combined)	$4.5M	2.0% ($4.5M/$228.1M)	QoQ -6.80% (-$325.0K) YoY-