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CIK: 0001799367
Total reported value
$239.5M
$239.5M
42 檔
36.3%
At the close of Q4 2025, GPM Growth Investors, Inc. disclosed equity holdings valued at approximately $239.5M, spread across 42 reported holdings.
In Q4 2025, GPM Growth Investors, Inc. adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 9.90% | +0.06% | -4.89% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.39% | -0.77% | -3.60% | |
| 3 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 5.32% | -5.39% | -0.69% | |
| 4 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 5.24% | -1.09% | +1.91% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.06% | -0.10% | -6.33% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.97% | +0.18% | +0.95% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.96% | -0.11% | -15.39% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 4.19% | -0.05% | -3.48% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.65% | -0.92% | -4.11% | |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 3.50% | +0.33% | -2.57% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 3.36% | -0.43% | -2.53% | |
| 12 | SYK | Stryker CORP | Stock-Healthcare | 3.07% | -0.58% | -2.82% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.95% | +0.10% | -1.77% | |
| 14 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.91% | +0.46% | — | |
| 15 | HEI-A | Heico Corp-class A | Stock-Other | 2.65% | +0.10% | -2.68% | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.40% | -0.79% | -2.02% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.30% | -0.28% | +13.09% | |
| 18 | BSJS | Invesco Bulletshares 2028 Hy | ETF-Other | 2.17% | -0.16% | +17.23% | |
| 19 | BSJU | Invesco Bulletshares 2030 Hy | ETF-Other | 2.11% | +0.37% | — | |
| 20 | MCHP | Microchip Technology Inc | Stock-Tech | 1.73% | +0.41% | -4.11% | |
| 21 | TXRH | Texas Roadhouse Inc | Stock-Consumer Disc | 1.66% | -0.64% | -2.19% | |
| 22 | GPN | Global Payments Inc | Stock-Industrials | 1.61% | -0.45% | — | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 1.54% | -0.24% | -0.03% | |
| 24 | CSX | Csx CORP | Stock-Industrials | 1.52% | -0.10% | -3.31% | |
| 25 | TDY | Teledyne Technologies Inc | Stock-Tech | 1.36% | — | +7.71% | |
| 26 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.34% | -0.02% | -9.89% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.27% | -0.12% | -2.79% | |
| 28 | CRM | Salesforce Inc | Stock-Tech | 1.23% | -0.26% | -1.52% | |
| 29 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 1.15% | -0.26% | +35.05% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 1.10% | -0.23% | +29.47% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.02% | +0.38% | -10.22% | |
| 32 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.98% | — | -4.00% | |
| 33 | CARR | Carrier Global CORP | Stock-Industrials | 0.91% | +0.14% | -1.99% | |
| 34 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.88% | -0.10% | +38.57% | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.52% | +1.32% | -17.69% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.32% | +0.01% | +1.39% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.19% | +0.01% | +16.07% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.13% | -0.12% | EXIT | |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.13% | — | -95.31% | |
| 40 | BSJR | Invesco Bulletshares 2027 Hy | ETF-Other | 0.12% | -0.01% | -88.21% | |
| 41 | BSJT | Invesco Bulletshares 2029 Hy | ETF-Other | 0.09% | — | -95.11% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.09% | -0.36% | +988.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.9% | -4.89% | Trim |
| 2 | BSJS | Invesco Bulletshares 2028 Hy | +0.3% | +17.23% | Add |
| 3 | AMZN | Amazon.com Inc | +0.3% | +0.95% | Add |
| 4 | ADI | Analog Devices Inc | +0.3% | -2.57% | Trim |
| 5 | ADBE | Adobe Inc | +0.3% | +29.47% | Add |
| 6 | BSCT | Invesco Bulletshares 2029 Cb | +0.2% | +1.91% | Add |
| 7 | SPOT | Spotify Technology S.A. | +0.1% | +38.57% | Add |
| 8 | CRM | Salesforce Inc | +0.1% | -1.52% | Trim |
| 9 | CELH | Celsius Holdings Inc | +0.1% | +35.05% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +1.39% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +13.09% | Add |
| 12 | AAPL | Apple Inc | +0.1% | -6.33% | Trim |
| 13 | SCHX | Schwab US Large-cap ETF | +0.1% | -1.77% | Trim |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | 0% | -0.69% | Trim |
| 15 | MA | Mastercard Inc - A | 0% | +16.07% | Add |
| 16 | SCHW | Schwab (charles) CORP | 0% | -2.79% | Trim |
| 17 | ABNB | Airbnb Inc-class A | 0% | -9.89% | Trim |
| 18 | V | Visa Inc-class A Shares | 0% | -3.48% | Trim |
| 19 | WM | Waste Management Inc | 0% | -0.03% | Trim |
| 20 | MCD | Mcdonald's CORP | — | -2.02% | Trim |
| 21 | CSX | Csx CORP | — | -3.31% | Trim |
| 22 | DIS | Walt Disney Co/the | — | +2.19% | Add |
| 23 | NFLX | Netflix Inc | 0% | +988.84% | Add |
| 24 | TXRH | Texas Roadhouse Inc | 0% | -2.19% | Trim |
| 25 | CP | Canadian Pacific Kansas City | 0% | -4.00% | Trim |
| 26 | HEI-A | Heico Corp-class A | -0.1% | -2.68% | Trim |
| 27 | TDY | Teledyne Technologies Inc | -0.1% | +7.71% | Add |
| 28 | MCHP | Microchip Technology Inc | -0.1% | -4.11% | Trim |
| 29 | VGT | Vanguard Info Tech ETF | -0.1% | -10.22% | Trim |
| 30 | XMMO | Invesco S&p Midcap Momentum | -0.1% | -17.69% | Trim |
| 31 | CARR | Carrier Global CORP | -0.1% | -1.99% | Trim |
| 32 | SYK | Stryker CORP | -0.2% | -2.82% | Trim |
| 33 | COST | Costco Wholesale CORP | -0.4% | -4.11% | Trim |
| 34 | SCHG | Schwab US Large-cap Growth | -0.7% | -15.39% | Trim |
| 35 | MSFT | Microsoft CORP | -0.8% | -3.60% | Trim |
| 36 | BSJR | Invesco Bulletshares 2027 Hy | -0.9% | -88.21% | Trim |
| 37 | ORCL | Oracle CORP | -1.6% | -2.53% | Trim |
| 38 | BSJT | Invesco Bulletshares 2029 Hy | -1.7% | -95.11% | Trim |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | -2.7% | -95.31% | Trim |
| 40 | BSCU | Invesco Bulletshares 2030 Cb | — | NEW | New buy |
| 41 | BSJU | Invesco Bulletshares 2030 Hy | — | NEW | New buy |
| 42 | GPN | Global Payments Inc | — | NEW | New buy |
| 43 | WD | Walker & Dunlop Inc | — | EXIT | Sold out |
| 44 | NKE | Nike Inc -cl B | — | EXIT | Sold out |
| 45 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, GPM Growth Investors, Inc. reported a total U.S. public equity portfolio value of $239.5M across 42 disclosed positions in Q4 2025.
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 GOOGL, MSFT, BSCS) accounted for 36.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BSCU
市值: $7.5M
Top Position Liquidated / Trimmed
WD
前期市值: $1.4M
During Q4 2025, GPM Growth Investors, Inc.'s top holdings by market value included GOOGL (9.9%)、MSFT (8.4%)、BSCS (5.3%). The largest single position, GOOGL, represented 9.9% of total portfolio value.
In Q4 2025, GPM Growth Investors, Inc. made 45 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 27 holdings, and fully liquidating 3 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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