Sponsored

The Analysis of GPM Growth Investors, Inc.'s Holdings & P&L

Currently, GPM Growth Investors, Inc. holds 43 types of securities in its portfolio with a total value $239.5M. In the most recent quarter, they have increased their positions in BSCV (+991.9K shares, valued at $16.3M), SPMO (+22.1K shares, valued at $3.6M), PAVE (+52.3K shares, valued at $3.1M); decreased their positions in BSCS (-627.8K shares, valued at $12.8M), GOOGL (-14.6K shares, valued at $5.2M), BSCT (-132.5K shares, valued at $2.5M); initiated new positions in BSCV (+991.9K shares, valued at $16.3M), SPMO (+22.1K shares, valued at $3.6M), PAVE (+52.3K shares, valued at $3.1M).

1M P&L

-1.3M-0.71%

3M P&L

+6.7M+3.95%

HY P&L

-5.0M-2.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A83.3M

43.5%

2Internet Content & Information23.9M

12.5%

3Software - Infrastructure14.8M

7.7%

Top Industries by Stock Count

1N/A13 stocks

40.6%

2Internet Content & Information2 stocks

6.3%

3Semiconductors2 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GOOGL ALPHABET INC64.7K shares-18.45%2026-06-302026-08-07

BSCV INVESCO EXCH TRD SLF IDX FD991.9K sharesnew addition2026-06-302026-08-07

MSFT MICROSOFT CORP39.7K shares-10.90%2026-06-302026-08-07

AMZN AMAZON COM INC50.4K shares-8.83%2026-06-302026-08-07

AAPL APPLE INC41.4K shares-13.43%2026-06-302026-08-07

SCHG SCHWAB STRATEGIC TR335.3K shares-15.28%2026-06-302026-08-07

ADI ANALOG DEVICES INC28.4K shares-13.30%2026-06-302026-08-07

BSCT INVESCO EXCH TRD SLF IDX FD583.2K shares-18.52%2026-06-302026-08-07

Sponsored

VISA INC VISA INC26.7K shares-12.42%2026-06-302026-08-07

BSCU INVESCO EXCH TRD SLF IDX FD528.4K shares15.56%2026-06-302026-08-07

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION9.2K shares-14.74%2026-06-302026-08-07

SCHX SCHWAB STRATEGIC TR267.3K shares-9.33%2026-06-302026-08-07

BSJU INVESCO EXCH TRD SLF IDX FD251.9K shares15.57%2026-06-302026-08-07

HEI.A HEICO CORP NEW23.8K shares-14.31%2026-06-302026-08-07

SYK STRYKER CORPORATION19.0K shares-14.66%2026-06-302026-08-07

ORACLE CORP ORACLE CORP37.5K shares-14.64%2026-06-302026-08-07

Sponsored

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.60.1K shares-13.15%2026-06-302026-08-07

INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD239.4K shares-6.13%2026-06-302026-08-07

META PLATFORMS INC META PLATFORMS INC8.4K shares-10.52%2026-06-302026-08-07

XMMO INVESCO EXCHANGE TRADED FD T26.8K shares176.79%2026-06-302026-08-07

MCD MCDONALDS CORP16.2K shares-18.95%2026-06-302026-08-07

CSX CSX CORP87.5K shares-17.76%2026-06-302026-08-07

WASTE MGMT INC DEL WASTE MGMT INC DEL16.1K shares-10.24%2026-06-302026-08-07

SPMO INVESCO EXCH TRADED FD TR II22.1K sharesnew addition2026-06-302026-08-07

Sponsored

VGT VANGUARD WORLD FD28.8K shares697.23%2026-06-302026-08-07

ABNB AIRBNB INC22.1K shares-12.49%2026-06-302026-08-07

PAVE GLOBAL X FDS52.3K sharesnew addition2026-06-302026-08-07

SCHW SCHWAB CHARLES CORP31.3K shares-6.98%2026-06-302026-08-07

CARR CARRIER GLOBAL CORPORATION37.2K shares-11.74%2026-06-302026-08-07

TXRH TEXAS ROADHOUSE INC13.9K shares-45.23%2026-06-302026-08-07

GPN GLOBAL PMTS INC32.9K shares-35.96%2026-06-302026-08-07

TSLA TESLA INC5.4K shares-0.17%2026-06-302026-08-07

Sponsored

SPOTIFY TECHNOLOGY S A SPOTIFY TECHNOLOGY S A4.2K shares-6.07%2026-06-302026-08-07

NETFLIX INC. NETFLIX INC.24.8K shares-9.12%2026-06-302026-08-07

CELH CELSIUS HLDGS INC57.0K shares-11.39%2026-06-302026-08-07

CRM SALESFORCE INC10.1K shares-13.42%2026-06-302026-08-07

ADOBE INC ADOBE INC6.9K shares-13.65%2026-06-302026-08-07

GOOG ALPHABET INC2.2K shares-15.57%2026-06-302026-08-07

BSCS INVESCO EXCH TRD SLF IDX FD36.1K shares-94.56%2026-06-302026-08-07

MASTERCARD INCORPORATED MASTERCARD INCORPORATED942 shares2.50%2026-06-302026-08-07

Sponsored

NVDA NVIDIA CORPORATION1.9K shares0.00%2026-06-302026-08-07

BSJR INVESCO EXCH TRD SLF IDX FD9.1K shares0.00%2026-06-302026-08-07

PLUG PLUG PWR INC20.0K shares0.00%2026-06-302026-08-07

GOOGL

ALPHABET INC

-18.45%

Shares64.7K

Event2026-06-30

Filed2026-08-07

BSCV

INVESCO EXCH TRD SLF IDX FD

New

Shares991.9K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-10.90%

Shares39.7K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-8.83%

Shares50.4K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-13.43%

Shares41.4K

Event2026-06-30

Filed2026-08-07

SCHG

SCHWAB STRATEGIC TR

-15.28%

Shares335.3K

Event2026-06-30

Filed2026-08-07

ADI

ANALOG DEVICES INC

-13.30%

Shares28.4K

Event2026-06-30

Filed2026-08-07

BSCT

INVESCO EXCH TRD SLF IDX FD

-18.52%

Shares583.2K

Event2026-06-30

Filed2026-08-07

VISA INC

-12.42%

Shares26.7K

Event2026-06-30

Filed2026-08-07

BSCU

INVESCO EXCH TRD SLF IDX FD

15.56%

Shares528.4K

Event2026-06-30

Filed2026-08-07

COSTCO WHOLESALE CORPORATION

-14.74%

Shares9.2K

Event2026-06-30

Filed2026-08-07

SCHX

SCHWAB STRATEGIC TR

-9.33%

Shares267.3K

Event2026-06-30

Filed2026-08-07

BSJU

INVESCO EXCH TRD SLF IDX FD

15.57%

Shares251.9K

Event2026-06-30

Filed2026-08-07

HEI.A

HEICO CORP NEW

-14.31%

Shares23.8K

Event2026-06-30

Filed2026-08-07

SYK

STRYKER CORPORATION

-14.66%

Shares19.0K

Event2026-06-30

Filed2026-08-07

ORACLE CORP

-14.64%

Shares37.5K

Event2026-06-30

Filed2026-08-07

MICROCHIP TECHNOLOGY INC.

-13.15%

Shares60.1K

Event2026-06-30

Filed2026-08-07

INVESCO EXCH TRD SLF IDX FD

-6.13%

Shares239.4K

Event2026-06-30

Filed2026-08-07

META PLATFORMS INC

-10.52%

Shares8.4K

Event2026-06-30

Filed2026-08-07

XMMO

INVESCO EXCHANGE TRADED FD T

176.79%

Shares26.8K

Event2026-06-30

Filed2026-08-07

MCD

MCDONALDS CORP

-18.95%

Shares16.2K

Event2026-06-30

Filed2026-08-07

CSX

CSX CORP

-17.76%

Shares87.5K

Event2026-06-30

Filed2026-08-07

WASTE MGMT INC DEL

-10.24%

Shares16.1K

Event2026-06-30

Filed2026-08-07

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares22.1K

Event2026-06-30

Filed2026-08-07

VGT

VANGUARD WORLD FD

697.23%

Shares28.8K

Event2026-06-30

Filed2026-08-07

ABNB

AIRBNB INC

-12.49%

Shares22.1K

Event2026-06-30

Filed2026-08-07

PAVE

GLOBAL X FDS

New

Shares52.3K

Event2026-06-30

Filed2026-08-07

SCHW

SCHWAB CHARLES CORP

-6.98%

Shares31.3K

Event2026-06-30

Filed2026-08-07

CARR

CARRIER GLOBAL CORPORATION

-11.74%

Shares37.2K

Event2026-06-30

Filed2026-08-07

TXRH

TEXAS ROADHOUSE INC

-45.23%

Shares13.9K

Event2026-06-30

Filed2026-08-07

GPN

GLOBAL PMTS INC

-35.96%

Shares32.9K

Event2026-06-30

Filed2026-08-07

TSLA

TESLA INC

-0.17%

Shares5.4K

Event2026-06-30

Filed2026-08-07

SPOTIFY TECHNOLOGY S A

-6.07%

Shares4.2K

Event2026-06-30

Filed2026-08-07

NETFLIX INC.

-9.12%

Shares24.8K

Event2026-06-30

Filed2026-08-07

CELH

CELSIUS HLDGS INC

-11.39%

Shares57.0K

Event2026-06-30

Filed2026-08-07

CRM

SALESFORCE INC

-13.42%

Shares10.1K

Event2026-06-30

Filed2026-08-07

ADOBE INC

-13.65%

Shares6.9K

Event2026-06-30

Filed2026-08-07

GOOG

ALPHABET INC

-15.57%

Shares2.2K

Event2026-06-30

Filed2026-08-07

BSCS

INVESCO EXCH TRD SLF IDX FD

-94.56%

Shares36.1K

Event2026-06-30

Filed2026-08-07

MASTERCARD INCORPORATED

2.50%

Shares942

Event2026-06-30

Filed2026-08-07

NVDA

NVIDIA CORPORATION

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-07

BSJR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares9.1K

Event2026-06-30

Filed2026-08-07

PLUG

PLUG PWR INC

0.00%

Shares20.0K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available