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CIK: 0001799367
Total reported value
$239.5M
$239.5M
43 檔
30.5%
During the Q4 2024 filing period, GPM Growth Investors, Inc. (CIK: 0001799367) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $239.5M across 43 reported positions.
During Q4 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 | 8.10% | -0.77% | -0.85% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.80% | +0.06% | -1.81% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.44% | -0.11% | +302.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.40% | -0.10% | -0.85% | |
| 5 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 5.10% | -5.39% | +60.29% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.87% | +0.18% | -0.56% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.57% | -0.92% | -2.85% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.14% | -0.05% | -0.29% | |
| 9 | ORCL | Oracle CORP | Stock-Tech | 3.81% | -0.43% | -0.64% | |
| 10 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 3.78% | -1.09% | +23.54% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 3.45% | -0.58% | -0.80% | |
| 12 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 3.35% | — | -0.31% | |
| 13 | CARR | Carrier Global CORP | Stock-Industrials | 3.10% | +0.14% | -0.41% | |
| 14 | ADI | Analog Devices Inc | Stock-Tech | 3.07% | +0.33% | -1.52% | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.47% | -0.79% | -1.40% | |
| 16 | HEI-A | Heico Corp-class A | Stock-Other | 2.28% | +0.10% | -1.34% | |
| 17 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 2.02% | -0.64% | -1.23% | |
| 18 | WD | Walker & Dunlop Inc | Stock-Other | 1.89% | — | -1.76% | |
| 19 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 1.86% | — | — | |
| 20 | MCHP | Microchip Technology Inc | Stock-Tech | 1.82% | +0.41% | -2.16% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.80% | -0.28% | +73.13% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.79% | +0.10% | +210.42% | |
| 23 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 1.66% | -0.16% | +36.90% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.65% | — | -35.26% | |
| 25 | CSX | Csx CORP | Stock-Industrials | 1.48% | -0.10% | +332.31% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.48% | -0.26% | -2.04% | |
| 27 | TDY | Teledyne Technologies Inc | Stock-Tech | 1.28% | — | -0.41% | |
| 28 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.26% | — | -31.00% | |
| 29 | ADBE | Adobe Inc | Stock-Tech | 1.22% | -0.23% | -1.89% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.16% | — | +202.40% | |
| 31 | NDSN | Nordson CORP | Stock-Industrials | 1.12% | — | -11.27% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.07% | +0.38% | -0.61% | |
| 33 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.06% | -0.12% | -5.25% | |
| 34 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 1.04% | -0.01% | -41.75% | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 0.94% | -0.24% | +144.20% | |
| 36 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.76% | — | +2.41% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.59% | — | -15.84% | |
| 38 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.54% | -0.10% | +2.64% | |
| 39 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.23% | — | -11.32% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.19% | +0.01% | +0.47% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.13% | +0.01% | +1.61% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.11% | -0.12% | EXIT | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.11% | -0.36% | — |
According to official SEC Form 13F filings, GPM Growth Investors, Inc. reported a total U.S. public equity portfolio value of $239.5M across 43 disclosed positions in Q4 2024.
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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, SCHG) accounted for 30.5% of total reported equity market value during Q4 2024.
During Q4 2024, GPM Growth Investors, Inc.'s top holdings by market value included MSFT (8.1%)、GOOGL (6.8%)、SCHG (5.4%). The largest single position, MSFT, represented 8.1% of total portfolio value.
In Q4 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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