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CIK: 0001799367
Total reported value
$239.5M
$239.5M
45 檔
28.7%
According to the latest 13F quarterly dataset, GPM Growth Investors, Inc. managed an equity portfolio of $239.5M at the end of Q3 2024, spanning 45 distinct U.S. exchange-listed positions.
During Q3 2024, GPM Growth Investors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.21% | -0.77% | -2.04% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.98% | +0.06% | -1.81% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.99% | -0.10% | -2.85% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.97% | -0.11% | -3.08% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.48% | -0.92% | -4.12% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.09% | +0.18% | -0.65% | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 3.86% | -0.43% | -2.47% | |
| 8 | CARR | Carrier Global CORP | Stock-Industrials | 3.62% | +0.14% | -2.65% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.56% | -0.05% | -1.39% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 3.44% | -0.58% | -2.23% | |
| 11 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.35% | — | -4.26% | |
| 12 | ADI | Analog Devices Inc | Stock-Tech | 3.33% | +0.33% | -0.59% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 3.20% | -5.39% | -5.33% | |
| 14 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 3.09% | -1.09% | +139.41% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.91% | — | -4.83% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.59% | -0.79% | -1.99% | |
| 17 | MCHP | Microchip Technology Inc | Stock-Tech | 2.56% | +0.41% | -1.23% | |
| 18 | HEI-A | Heico Corp-class A | Stock-Other | 2.49% | +0.10% | -3.51% | |
| 19 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.36% | — | -6.65% | |
| 20 | WD | Walker & Dunlop Inc | Stock-Other | 2.21% | — | -0.00% | |
| 21 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.13% | — | -2.28% | |
| 22 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 1.97% | -0.64% | -4.58% | |
| 23 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.78% | -0.01% | -2.68% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.66% | +0.10% | -9.76% | |
| 25 | NDSN | Nordson CORP | Stock-Industrials | 1.57% | — | -2.19% | |
| 26 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-Other | 1.49% | — | -4.06% | |
| 27 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.43% | — | -4.16% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.42% | -0.23% | -2.39% | |
| 29 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.22% | -0.16% | -1.91% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.21% | -0.26% | +2.14% | |
| 31 | TDY | Teledyne Technologies Inc | Stock-Tech | 1.19% | — | -3.71% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | — | -9.24% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.28% | +43.46% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.00% | +0.38% | -3.01% | |
| 35 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.97% | -0.12% | -21.99% | |
| 36 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.81% | — | -25.66% | |
| 37 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.77% | — | -5.13% | |
| 38 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.42% | -0.10% | — | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.39% | -0.24% | — | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.36% | -0.10% | — | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.28% | — | -29.34% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.16% | +0.01% | -13.19% | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.12% | +0.01% | -6.04% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.09% | -0.12% | EXIT | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.08% | -0.36% | -11.73% |
According to official SEC Form 13F filings, GPM Growth Investors, Inc. reported a total U.S. public equity portfolio value of $239.5M across 45 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, AAPL) accounted for 28.7% of total reported equity market value during Q3 2024.
During Q3 2024, GPM Growth Investors, Inc.'s top holdings by market value included MSFT (8.2%)、GOOGL (6.0%)、AAPL (5.0%). The largest single position, MSFT, represented 8.2% of total portfolio value.
In Q3 2024, GPM Growth Investors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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