GPM Growth Investors, Inc. has filed a Form 13F-HR disclosing its equity portfolio as of the close of business on September 30, 2026. The filing reveals the firm holds positions in 43 different companies, with the total value of the portfolio reported as $236,696,069.
The largest holding in the portfolio is Microsoft Corporation, which represents approximately 12.8% of the total assets. The firm holds 39,257 shares of Microsoft, valued at $29,188,000. Following Microsoft, the portfolio includes significant positions in Invesco Exchange Traded Fund Trust II S&P 500 Momentum (25,284 shares), Invesco Exchange Traded Fund Trust Invesco BulletShares 2027 Corporate Bond ETF (91,09 shares), and Invesco Exchange Traded Fund Trust Invesco BulletShares 2029 Corporate Bond ETF (578,127 shares).
The top individual stock holdings, excluding exchange-traded funds, include:
- Alphabet Inc. Class A: 63,883 shares
- Apple Inc.: 40,711 shares
- NVIDIA Corporation: 1,888 shares
- Amazon.com Inc.: 49,970 shares
- Meta Platforms Inc. Class A: 8,100 shares
- Visa Inc. Class A: 26,459 shares
- Oracle Corporation: 37,048 shares
- Salesforce Inc.: 9,970 shares
- Stratagene (Stryker Corporation): 18,484 shares
The filing also lists positions in Plug Power Inc., Tesla Inc., and Waste Management Inc., among others. The report was signed by Charles Roehrer, Compliance Assistant, on October 30, 2026.
