GPM Growth Investors, Inc. holds a focused book of 43 stocks worth $239.5M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Invesco Bulletshares 2031 CB and trimmed Alphabet Inc-CL A. Their largest long position is Alphabet Inc-CL A at 10% of the equity book. Cloning the disclosed picks since 2024 would be +15% (+7.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning GPM Growth Investors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
66% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as GPM Growth Investors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 58 / 43 | $387.7B |
| BANK OF AMERICA CORP /DE/ | 58 / 43 | $221.5B |
| ROYAL BANK OF CANADA | 58 / 43 | $111.9B |
| UBS Group AG | 58 / 43 | $93.0B |
| AMERIPRISE FINANCIAL INC | 58 / 43 | $90.6B |
| WELLS FARGO & COMPANY/MN | 58 / 43 | $90.1B |
| RAYMOND JAMES FINANCIAL INC | 58 / 43 | $48.6B |
| ENVESTNET ASSET MANAGEMENT INC | 58 / 43 | $32.6B |
Ranked by how many of GPM Growth Investors, Inc.'s top 43 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL A | $23.1M | 64.7K | 9.7% | ▼−18% Reduced · −15K sh | |
| 2 | Invesco Exch TRD SLF Idx FD BULETSHS 2031 CP | $16.3M | 991.9K | 6.8% | ▲New New position | |
| 3 | Microsoft Corp COM | $14.8M | 39.7K | 6.2% | ▼−11% Reduced · −5K sh | |
| 4 | Amazon Com Inc COM | $12.0M | 50.4K | 5.0% | ▼−8.8% Reduced · −5K sh | |
| 5 | Apple Inc COM | $12.0M | 41.4K | 5.0% | ▼−13% Reduced · −6K sh | |
| 6 | Schwab Strategic TR US LCAP GR ETF | $11.3M | 335.3K | 4.7% | ▼−15% Reduced · −60K sh | |
| 7 | Analog Devices Inc COM | $11.3M | 28.4K | 4.7% | ▼−13% Reduced · −4K sh | |
| 8 | Invesco Exch TRD SLF Idx FD BULETSHS 2029 | $10.8M | 583.2K | 4.5% | ▼−19% Reduced · −133K sh | |
| 9 | Visa Inc COM CL A | $9.2M | 26.7K | 3.8% | ▼−12% Reduced · −4K sh | |
| 10 | Invesco Exch TRD SLF Idx FD INVSCO 30 CORP | $8.8M | 528.4K | 3.7% | ▲+16% Added · +71K sh | |
| 11 | Costco Wholesale Corporation COM | $8.6M | 9.2K | 3.6% | ▼−15% Reduced · −2K sh | |
| 12 | Schwab Strategic TR US LRG CAP ETF | $7.9M | 267.3K | 3.3% | ▼−9.3% Reduced · −27K sh | |
| 13 | Invesco Exch TRD SLF Idx FD BULLETSHS 2030 | $6.5M | 251.9K | 2.7% | ▲+16% Added · +34K sh | |
| 14 | Heico Corp New CL A | $6.1M | 23.8K | 2.6% | ▼−14% Reduced · −4K sh | |
| 15 | Stryker Corporation COM | $6.0M | 19.0K | 2.5% | ▼−15% Reduced · −3K sh | |
| 16 | Oracle Corp COM | $5.5M | 37.5K | 2.3% | ▼−15% Reduced · −6K sh | |
| 17 | Microchip Technology Inc. COM | $5.5M | 60.1K | 2.3% | ▼−13% Reduced · −9K sh | |
| 18 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $5.2M | 239.4K | 2.2% | ▼−6.1% Reduced · −16K sh | |
| 19 | Meta Platforms Inc CL A | $4.7M | 8.4K | 2.0% | ▼−11% Reduced · −990 sh | |
| 20 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $4.6M | 26.8K | 1.9% | ▲+177% Added · +17K sh | |
| 21 | McDonalds Corp COM | $4.4M | 16.2K | 1.8% | ▼−19% Reduced · −4K sh | |
| 22 | CSX Corp COM | $4.2M | 87.5K | 1.7% | ▼−18% Reduced · −19K sh | |
| 23 | Waste Mgmt Inc Del COM | $3.6M | 16.1K | 1.5% | ▼−10% Reduced · −2K sh | |
| 24 | Invesco Exch Traded FD TR II S&P 500 MOMNTM | $3.6M | 22.1K | 1.5% | ▲New New position | |
| 25 | Vanguard World FD INF TECH ETF | $3.4M | 28.8K | 1.4% | ▲+697% Added · +25K sh | |
| 26 | Airbnb Inc COM CL A | $3.2M | 22.1K | 1.3% | ▼−12% Reduced · −3K sh | |
| 27 | Global X FDS US INFR DEV ETF | $3.1M | 52.3K | 1.3% | ▲New New position | |
| 28 | Schwab Charles Corp COM | $2.9M | 31.3K | 1.2% | ▼−7.0% Reduced · −2K sh | |
| 29 | Carrier Global Corporation COM | $2.7M | 37.2K | 1.1% | ▼−12% Reduced · −5K sh | |
| 30 | Texas Roadhouse Inc COM | $2.7M | 13.9K | 1.1% | ▼−45% Reduced · −11K sh | |
| 31 | Global PMTS Inc COM | $2.4M | 32.9K | 1.0% | ▼−36% Reduced · −18K sh | |
| 32 | Tesla Inc COM | $2.3M | 5.4K | 0.9% | ▼−0.2% Reduced · −9 sh | |
| 33 | Spotify Technology S A SHS | $1.9M | 4.2K | 0.8% | ▼−6.1% Reduced · −269 sh | |
| 34 | Netflix Inc. COM | $1.8M | 24.8K | 0.7% | ▼−9.1% Reduced · −2K sh | |
| 35 | Celsius Hldgs Inc COM NEW | $1.7M | 57.0K | 0.7% | ▼−11% Reduced · −7K sh | |
| 36 | Salesforce Inc COM | $1.6M | 10.1K | 0.7% | ▼−13% Reduced · −2K sh | |
| 37 | Adobe Inc COM | $1.4M | 6.9K | 0.6% | ▼−14% Reduced · −1K sh | |
| 38 | Alphabet Inc CAP STK CL C | $793K | 2.2K | 0.3% | ▼−16% Reduced · −414 sh | |
| 39 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $736K | 36.1K | 0.3% | ▼−95% Reduced · −628K sh | |
| 40 | Mastercard Incorporated CL A | $484K | 942 | 0.2% | ▲+2.5% Added · +23 sh | |
| 41 | Nvidia Corporation COM | $378K | 1.9K | 0.2% | —Held | |
| 42 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $204K | 9.1K | 0.1% | —Held | |
| 43 | Plug PWR Inc COM NEW | $54K | 20.0K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1799367/holdings"
Use Arkolith to show GPM Growth Investors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 43 | $239.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 42 | $237.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 42 | $256.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 42 | $259.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 1, 2025 | 42 | $251.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 44 | $228.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 43 | $236.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 45 | $240.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.