StockDriftsStockDriftsTop 43 GPM Growth Investors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 9.66% | 64.7K | $23.1M | -18.45%(-14.65K) | $70.15(+391.38%) | 2026-06-30 | |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 6.79% | 991.9K | $16.3M | new | $16.38(-0.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.18% | 39.7K | $14.8M | -10.90%(-4.86K) | $164.70(+195.13%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.02% | 50.4K | $12.0M | -8.83%(-4.88K) | $156.62(+67.62%) | 2026-06-30 | |
| AAPL | APPLE INC | 5% | 41.4K | $12.0M | -13.43%(-6.42K) | $73.89(+313.27%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.74% | 335.3K | $11.3M | -15.28%(-60.50K) | $12.37(+187.94%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 4.71% | 28.4K | $11.3M | -13.30%(-4.36K) | $130.23(+201.76%) | 2026-06-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 4.52% | 583.2K | $10.8M | -18.52%(-132.51K) | $18.51(+0.42%) | 2026-06-30 | |
| V | VISA INC | 3.83% | 26.7K | $9.2M | -12.42%(-3.79K) | $190.40(+90.10%) | 2026-06-30 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 3.67% | 528.4K | $8.8M | +15.56%(+71.17K) | $16.87(-1.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.93% | +40.23% | +8.18% | +48.17% |
| Top 20 Holdings Unweighted | +11.09% | +37.10% | +7.91% | +46.30% |
GPM Growth Investors, Inc. reports $239.48M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (9.7%), BSCV (6.8%) and MSFT (6.2%). The top 20 holdings account for 79.41% of reported assets. Its disclosed equity book has returned +40.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from GPM Growth Investors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1799367). View GPM Growth Investors, Inc.’s 13F filings on SEC