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Size ($ in 1000's)
At 12/31/2023: $212,252
At 09/30/2023: $191,382
GPM Growth Investors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from GPM Growth Investors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the GPM Growth Investors Inc. top holdings by largest position size, as per the latest 13f filing made by GPM Growth Investors Inc..
In the GPM Growth Investors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by GPM Growth Investors Inc. in that top holding, then the share count change between reporting periods, and finally the GPM Growth Investors Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
47,324 |
-661 |
$17,796 | | MSFT | 47,324 | -661 | $17,796 | | APPLE INC |
75,838 |
-3,664 |
$14,601 | | AAPL | 75,838 | -3,664 | $14,601 | | INVESCO EXCH TRD SLF IDX FD |
647,476 |
-46,678 |
$13,244 | | BSCP | 647,476 | -46,678 | $13,244 | | ALPHABET INC |
86,877 |
-529 |
$12,136 | | GOOGL | 86,877 | -529 | $12,136 | | SCHWAB STRATEGIC TR |
115,901 |
-3,560 |
$9,615 | | SCHG | 115,901 | -3,560 | $9,615 | | COSTCO WHSL CORP NEW |
12,799 |
-192 |
$8,448 | | COST | 12,799 | -192 | $8,448 | | VISA INC |
30,789 |
-6 |
$8,016 | | V | 30,789 | -6 | $8,016 | | AMAZON COM INC |
52,621 |
+149 |
$7,995 | | AMZN | 52,621 | +149 | $7,995 | | MICROCHIP TECHNOLOGY INC. |
78,583 |
-636 |
$7,087 | | MCHP | 78,583 | -636 | $7,087 | | ANALOG DEVICES INC |
35,140 |
-30 |
$6,977 | | ADI | 35,140 | -30 | $6,977 | | UNITEDHEALTH GROUP INC |
12,690 |
-22 |
$6,681 | | UNH | 12,690 | -22 | $6,681 | | INVESCO EXCH TRD SLF IDX FD |
338,278 |
+2,108 |
$6,581 | | BSCR | 338,278 | +2,108 | $6,581 | | STRYKER CORPORATION |
21,917 |
-213 |
$6,563 | | SYK | 21,917 | -213 | $6,563 | | INVESCO EXCH TRD SLF IDX FD |
338,736 |
-19,446 |
$6,538 | | BSCQ | 338,736 | -19,446 | $6,538 | | CARRIER GLOBAL CORPORATION |
110,014 |
-1,203 |
$6,320 | | CARR | 110,014 | -1,203 | $6,320 | | INVESCO EXCH TRD SLF IDX FD |
256,628 |
+1,590 |
$5,936 | | BSJQ | 256,628 | +1,590 | $5,936 | | MCDONALDS CORP |
19,680 |
-310 |
$5,835 | | MCD | 19,680 | -310 | $5,835 | | ORACLE CORP |
51,130 |
+1,352 |
$5,391 | | ORCL | 51,130 | +1,352 | $5,391 | | WALKER & DUNLOP INC |
46,981 |
-9,811 |
$5,215 | | WD | 46,981 | -9,811 | $5,215 |  HEICO CORP NEW |
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$4,358 | | HEI.A | 30,596 | -738 | $4,358 | | CANADIAN PACIFIC KANSAS CITY |
55,040 |
+1,597 |
$4,351 | | CP | 55,040 | +1,597 | $4,351 | | INVESCO EXCH TRD SLF IDX FD |
182,391 |
+1,650 |
$4,080 | | BSJR | 182,391 | +1,650 | $4,080 | | NORDSON CORP |
14,706 |
+59 |
$3,885 | | NDSN | 14,706 | +59 | $3,885 | | TEXAS ROADHOUSE INC |
28,926 |
-247 |
$3,536 | | TXRH | 28,926 | -247 | $3,536 | | ADOBE INC |
5,799 |
-3 |
$3,460 | | ADBE | 5,799 | -3 | $3,460 | | HERSHEY CO |
17,877 |
+17,877 |
$3,333 | | HSY | 17,877 | +17,877 | $3,333 | | NIKE INC |
30,620 |
+400 |
$3,324 | | NKE | 30,620 | +400 | $3,324 | | SCHWAB STRATEGIC TR |
57,786 |
+18,803 |
$3,259 | | SCHX | 57,786 | +18,803 | $3,259 | | SCHWAB CHARLES CORP |
46,419 |
-311 |
$3,194 | | SCHW | 46,419 | -311 | $3,194 | | SCHWAB STRATEGIC TR |
41,383 |
-18,279 |
$3,150 | | SCHD | 41,383 | -18,279 | $3,150 | | TELEDYNE TECHNOLOGIES INC |
6,807 |
+7 |
$3,038 | | TDY | 6,807 | +7 | $3,038 | | SALESFORCE INC |
10,170 |
-6 |
$2,676 | | CRM | 10,170 | -6 | $2,676 | | VANGUARD WORLD FDS (VGT) |
4,123 |
+1,340 |
$1,996 | | VGT | 4,123 | +1,340 | $1,996 | | PACER FDS TR |
37,364 |
+375 |
$1,795 | | CALF | 37,364 | +375 | $1,795 | | STARBUCKS CORP |
10,688 |
+28 |
$1,026 | | SBUX | 10,688 | +28 | $1,026 | | ALPHABET INC |
2,572 |
+150 |
$362 | | GOOG | 2,572 | +150 | $362 | | META PLATFORMS INC |
667 |
-40 |
$236 | | META | 667 | -40 | $236 |
See Full List: All Stocks Held By GPM Growth Investors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By GPM Growth Investors Inc.
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