GPM Growth Investors, Inc.
GPM Growth Investors, Inc. reported 43 holdings worth US$239M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
GPM Growth Investors, Inc. reported 43 holdings worth US$239M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Microsoft Corp. and Amazon.com, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$239M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 66,941 | US$23.9M | 10.0% |
| Microsoft Corp. | 39,706 | US$14.8M | 6.2% |
| Amazon.com, Inc. | 50,427 | US$12M | 5.0% |
| Apple Inc | 41,387 | US$12M | 5.0% |
| Analog Devices, Inc. | 28,382 | US$11.3M | 4.7% |
| Visa Inc. | 26,747 | US$9.18M | 3.8% |
| Costco Wholesale Corporation | 9,169 | US$8.58M | 3.6% |
| Heico Corporation | 23,761 | US$6.13M | 2.6% |
| Stryker Corporation | 19,037 | US$5.99M | 2.5% |
| Oracle Corporation | 37,488 | US$5.49M | 2.3% |
| Microchip Technology Incorporated | 60,121 | US$5.48M | 2.3% |
| Meta Platforms, Inc. | 8,417 | US$4.74M | 2.0% |
| Mcdonald's Corporation | 16,162 | US$4.37M | 1.8% |
| Csx Corporation | 87,484 | US$4.16M | 1.7% |
| Waste Management, Inc. | 16,050 | US$3.58M | 1.5% |
| Airbnb, Inc. | 22,147 | US$3.17M | 1.3% |
| Charles Schwab Corporation (the) | 31,304 | US$2.89M | 1.2% |
| Carrier Global Corporation | 37,214 | US$2.73M | 1.1% |
| Texas Roadhouse, Inc. | 13,911 | US$2.69M | 1.1% |
| Global Payments Inc. | 32,850 | US$2.38M | 1.00% |
| Tesla, Inc. | 5,370 | US$2.26M | 0.94% |
| Netflix, Inc. | 24,786 | US$1.77M | 0.74% |
| Celsius Holdings, Inc. | 57,006 | US$1.67M | 0.70% |
| Salesforce, Inc. | 10,115 | US$1.58M | 0.66% |
| Adobe Inc. | 6,891 | US$1.41M | 0.59% |
| Mastercard Incorporated | 942 | US$484K | 0.20% |
| Nvidia Corporation | 1,888 | US$378K | 0.16% |
| Plug Power, Inc. | 20,000 | US$54,200 | 0.02% |
| Walt Disney Company (the) | 0 | US$0 | 0.00% |
Source
View original at SEC
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