GPM Growth Investors, Inc.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.
Portfolio Concentration
29 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 33.4% | $52,411,429 |
| Communication Services | 20.6% | $32,343,938 |
| Consumer Cyclical | 15.6% | $24,503,400 |
| Industrials | 12.1% | $19,030,979 |
| Financial Services | 8.0% | $12,548,859 |
| Consumer Defensive | 6.5% | $10,246,459 |
| Healthcare | 3.8% | $5,993,609 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MA | Mastercard Inc | +23 | 942 | $483,811 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSX | Csx Corp | −18,888 | 87,484 | $4,158,114 | |
| GPN | Global Payments Inc | −18,446 | 32,850 | $2,383,596 | |
| GOOGL | Alphabet Inc. | −15,061 | 66,966 | $23,922,568 | |
| TXRH | Texas Roadhouse, Inc. | −11,490 | 13,911 | $2,688,022 | |
| MCHP | Microchip Technology Inc | −9,103 | 60,121 | $5,483,035 | |
| CELH | Celsius Holdings, Inc. | −7,328 | 57,006 | $1,669,135 | |
| ORCL | Oracle Corp | −6,432 | 37,488 | $5,493,866 | |
| AAPL | Apple Inc. | −6,420 | 41,387 | $11,975,742 | |
| MSFT | Microsoft Corp | −4,955 | 39,706 | $14,811,132 | |
| CARR | CARRIER GLOBAL Corp | −4,950 | 37,214 | $2,729,646 | |
| AMZN | Amazon Com Inc | −4,881 | 50,427 | $12,018,771 | |
| ADI | Analog Devices Inc | −4,355 | 28,382 | $11,272,478 | |
| HEI | Heico Corp | −3,968 | 23,761 | $6,128,199 | |
| V | Visa Inc. | −3,794 | 26,747 | $9,176,628 | |
| MCD | Mcdonalds Corp | −3,780 | 16,162 | $4,368,750 | |
| SYK | Stryker Corp | −3,270 | 19,037 | $5,993,609 | |
| ABNB | Airbnb, Inc. | −3,161 | 22,147 | $3,169,235 | |
| NFLX | Netflix Inc | −2,487 | 24,786 | $1,769,720 | |
| SCHW | Schwab Charles Corp | −2,349 | 31,304 | $2,888,420 | |
| WM | Waste Management Inc | −1,832 | 16,050 | $3,577,224 | |
| COST | Costco Wholesale Corp /New | −1,585 | 9,169 | $8,577,324 | |
| CRM | Salesforce, Inc. | −1,568 | 10,115 | $1,584,615 | |
| ADBE | Adobe Inc. | −1,089 | 6,891 | $1,412,792 | |
| META | Meta Platforms, Inc. | −990 | 8,417 | $4,741,211 | |
| SPOT | Spotify Technology S.A. | −269 | 4,161 | $1,910,439 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DIS | Walt Disney Co | 2,977 | $286,923 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 66,966 | $23,922,568 | 15.23% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 39,706 | $14,811,132 | 9.43% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 50,427 | $12,018,771 | 7.65% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 41,387 | $11,975,742 | 7.62% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 28,382 | $11,272,478 | 7.18% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 26,747 | $9,176,628 | 5.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 9,169 | $8,577,324 | 5.46% | |
| HEI |
Heico Corp
Industrials
|
Reduced | 23,761 | $6,128,199 | 3.90% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 19,037 | $5,993,609 | 3.82% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 37,488 | $5,493,866 | 3.50% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 60,121 | $5,483,035 | 3.49% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 8,417 | $4,741,211 | 3.02% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 16,162 | $4,368,750 | 2.78% | |
| CSX |
Csx Corp
Industrials
|
Reduced | 87,484 | $4,158,114 | 2.65% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 16,050 | $3,577,224 | 2.28% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Reduced | 22,147 | $3,169,235 | 2.02% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Reduced | 31,304 | $2,888,420 | 1.84% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
Reduced | 37,214 | $2,729,646 | 1.74% | |
| TXRH |
Texas Roadhouse, Inc.
Consumer Cyclical
|
Reduced | 13,911 | $2,688,022 | 1.71% | |
| GPN |
Global Payments Inc
Industrials
|
Reduced | 32,850 | $2,383,596 | 1.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 5,370 | $2,258,622 | 1.44% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
Reduced | 4,161 | $1,910,439 | 1.22% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 24,786 | $1,769,720 | 1.13% | |
| CELH |
Celsius Holdings, Inc.
Consumer Defensive
|
Reduced | 57,006 | $1,669,135 | 1.06% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 10,115 | $1,584,615 | 1.01% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 6,891 | $1,412,792 | 0.90% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 942 | $483,811 | 0.31% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,888 | $377,769 | 0.24% | |
| PLUG |
Plug Power Inc
Industrials
|
Held | 20,000 | $54,200 | 0.03% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.