Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GPM Growth Investors, Inc. (CIK 1799367) reported $237.9M across 40 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($22.8M, 9.60%), MSFT ($16.5M, 6.95%), BSCS ($13.6M, 5.70%), BSCT ($13.4M, 5.61%), AAPL ($12.1M, 5.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $22.8M | 9.60% | 79,368 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $16.5M | 6.95% | 44,661 | Added |
| 3 | BSCS | INVESCO EXCH TRD SLF IDX FD | $13.6M | 5.70% | 663,921 | Added |
| 4 | BSCT | INVESCO EXCH TRD SLF IDX FD | $13.4M | 5.61% | 715,691 | Added |
| 5 | AAPL | APPLE INC | $12.1M | 5.10% | 47,807 | Added |
| 6 | SCHG | SCHWAB STRATEGIC TR | $11.5M | 4.85% | 395,795 | Added |
| 7 | AMZN | AMAZON COM INC | $11.5M | 4.84% | 55,308 | Added |
| 8 | COST | COSTCO WHOLESALE CORPORATION | $10.7M | 4.51% | 10,754 | Trimmed |
| 9 | ADI | ANALOG DEVICES INC | $10.4M | 4.38% | 32,737 | Trimmed |
| 10 | V | VISA INC | $9.2M | 3.88% | 30,541 | Trimmed |
| 11 | BSCU | INVESCO EXCH TRD SLF IDX FD | $7.6M | 3.21% | 457,241 | Added |
| 12 | SCHX | SCHWAB STRATEGIC TR | $7.6M | 3.18% | 294,803 | Added |
| 13 | SYK | STRYKER CORPORATION | $7.3M | 3.08% | 22,307 | Trimmed |
| 14 | ORCL | ORACLE CORP | $6.5M | 2.72% | 43,920 | Trimmed |
| 15 | MCD | MCDONALDS CORP | $6.2M | 2.61% | 19,942 | Trimmed |
| 16 | HEI.A | HEICO CORP NEW | $5.9M | 2.46% | 27,729 | Added |
| 17 | BSJU | INVESCO EXCH TRD SLF IDX FD | $5.6M | 2.35% | 217,988 | Added |
| 18 | BSJS | INVESCO EXCH TRD SLF IDX FD | $5.5M | 2.33% | 255,074 | Added |
| 19 | META | META PLATFORMS INC | $5.4M | 2.26% | 9,407 | Added |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC. | $4.5M | 1.88% | 69,224 | Trimmed |
| 21 | CSX | CSX CORP | $4.4M | 1.84% | 106,372 | Trimmed |
| 22 | TXRH | TEXAS ROADHOUSE INC | $4.2M | 1.76% | 25,401 | Trimmed |
| 23 | WM | WASTE MGMT INC DEL | $4.1M | 1.73% | 17,882 | Trimmed |
| 24 | GPN | GLOBAL PMTS INC | $3.5M | 1.45% | 51,296 | Trimmed |
| 25 | ABNB | AIRBNB INC | $3.2M | 1.34% | 25,308 | Added |
Source: SEC Form 13F filings · as of 2026-03-31