GPM Growth Investors, Inc. Q2 2025 Filing
Filed August 1, 2025
Portfolio Value
$251.8B
Holdings
42
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 45,900 | $22.8B | 9.07% | |
| 2 | GOOGLALPHABET INC | 85,697 | $15.1B | 6.00% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 465,025 | $13.6B | 5.39% | |
| 4 | BSCSINVESCO EXCH TRD SLF IDX FD | 653,878 | $13.4B | 5.32% | |
| 5 | ORCLORACLE CORP | 54,581 | $11.9B | 4.74% | |
| 6 | AMZNAMAZON COM INC | 54,336 | $11.9B | 4.73% | |
| 7 | COSTCOSTCO WHSL CORP NEW | 11,425 | $11.3B | 4.49% | |
| 8 | VVISA INC | 31,403 | $11.1B | 4.43% | |
| 9 | AAPLAPPLE INC | 50,493 | $10.4B | 4.11% | |
| 10 | BSCTINVESCO EXCH TRD SLF IDX FD | 542,430 | $10.1B | 4.03% | |
| 11 | SYKSTRYKER CORPORATION | 22,695 | $9.0B | 3.57% | |
| 12 | BSCRINVESCO EXCH TRD SLF IDX FD | 437,196 | $8.6B | 3.41% | |
| 13 | CARRCARRIER GLOBAL CORPORATION | 111,680 | $8.2B | 3.25% | |
| 14 | ADIANALOG DEVICES INC | 34,080 | $8.1B | 3.22% | |
| 15 | HEIHEICO CORP NEW | 27,833 | $7.2B | 2.86% | |
| 16 | SCHXSCHWAB STRATEGIC TR | 285,706 | $7.0B | 2.77% | |
| 17 | MCDMCDONALDS CORP | 20,258 | $5.9B | 2.35% | |
| 18 | METAMETA PLATFORMS INC | 7,819 | $5.8B | 2.29% | |
| 19 | MCHPMICROCHIP TECHNOLOGY INC. | 73,131 | $5.1B | 2.04% | |
| 20 | TXRHTEXAS ROADHOUSE INC | 26,353 | $4.9B | 1.96% | |
| 21 | BSJTINVESCO EXCH TRD SLF IDX FD | 220,224 | $4.7B | 1.88% | |
| 22 | BSJSINVESCO EXCH TRD SLF IDX FD | 210,775 | $4.6B | 1.85% | |
| 23 | WMWASTE MGMT INC DEL | 16,640 | $3.8B | 1.51% | |
| 24 | CSXCSX CORP | 109,324 | $3.6B | 1.42% | |
| 25 | CRMSALESFORCE INC | 12,016 | $3.3B | 1.30% | |
| 26 | TDYTELEDYNE TECHNOLOGIES INC | 6,275 | $3.2B | 1.28% | |
| 27 | ABNBAIRBNB INC | 23,851 | $3.2B | 1.25% | |
| 28 | SCHWSCHWAB CHARLES CORP | 33,069 | $3.0B | 1.20% | |
| 29 | CPCANADIAN PACIFIC KANSAS CITY | 35,875 | $2.8B | 1.13% | |
| 30 | BSJRINVESCO EXCH TRD SLF IDX FD | 122,451 | $2.8B | 1.10% | |
| 31 | VGTVANGUARD WORLD FD | 4,052 | $2.7B | 1.07% | |
| 32 | ADBEADOBE INC | 6,207 | $2.4B | 0.95% | |
| 33 | CELHCELSIUS HLDGS INC | 47,852 | $2.2B | 0.88% | |
| 34 | SPOTSPOTIFY TECHNOLOGY S A | 2,863 | $2.2B | 0.87% | |
| 35 | XMMOINVESCO EXCHANGE TRADED FD T | 11,693 | $1.5B | 0.60% | |
| 36 | NKENIKE INC | 17,147 | $1.2B | 0.48% | |
| 37 | WDWALKER & DUNLOP INC | 16,070 | $1.1B | 0.45% | |
| 38 | GOOGALPHABET INC | 2,505 | $444.4M | 0.18% | |
| 39 | MAMASTERCARD INCORPORATED | 679 | $381.6M | 0.15% | |
| 40 | NFLXNETFLIX INC | 279 | $373.6M | 0.15% | |
| 41 | SCHDSCHWAB STRATEGIC TR | 13,990 | $370.7M | 0.15% | |
| 42 | DISDISNEY WALT CO | 2,477 | $307.2M | 0.12% |