Vault-13

GPM Growth Investors, Inc.

BLOOMFIELD HILLS, MI · CIK 1799367 · 13F filing filed 2026-08-07

SEC-registered investment adviser since 1993 · corporation

$239.5m reported value +0.7% vs Q1 2026
43positions
54.1%in top 10
3 new 4 added 33 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ALPHABET INC CAP STK CL A GOOGL GOOGL 64,721 $23.1m9.66% 9.66% ReducedShares held: Q3 2025 85.3k, Q4 2025 81.2k, Q1 2026 79.4k, Q2 2026 64.7k -14.6k -14,647 -18.4%
2 INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV BSCV 991,889 $16.3m6.79% 6.79% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 991.9k
3 MICROSOFT CORP COM MSFT MSFT 39,706 $14.8m6.18% 6.18% ReducedShares held: Q3 2025 46.2k, Q4 2025 44.5k, Q1 2026 44.6k, Q2 2026 39.7k -4.9k -4,855 -10.9%
4 AMAZON COM INC COM AMZN AMZN 50,427 $12.0m5.02% 5.02% ReducedShares held: Q3 2025 54.8k, Q4 2025 55.3k, Q1 2026 55.3k, Q2 2026 50.4k -4.9k -4,881 -8.8%
5 APPLE INC COM AAPL AAPL 41,387 $12.0m5.00% 5.00% ReducedShares held: Q3 2025 51.0k, Q4 2025 47.8k, Q1 2026 47.8k, Q2 2026 41.4k -6.4k -6,420 -13.4%
6 SCHWAB STRATEGIC TR US LCAP GR ETF SCHG SCHG 335,299 $11.3m4.74% 4.74% ReducedShares held: Q3 2025 461.3k, Q4 2025 390.3k, Q1 2026 395.8k, Q2 2026 335.3k -60.5k -60,496 -15.3%
7 ANALOG DEVICES INC COM ADI ADI 28,382 $11.3m4.71% 4.71% ReducedShares held: Q3 2025 33.9k, Q4 2025 33.1k, Q1 2026 32.7k, Q2 2026 28.4k -4.4k -4,355 -13.3%
8 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT BSCT 583,177 $10.8m4.52% 4.52% ReducedShares held: Q3 2025 700.4k, Q4 2025 713.7k, Q1 2026 715.7k, Q2 2026 583.2k -132.5k -132,514 -18.5%
9 VISA INC COM CL A V V 26,747 $9.2m3.83% 3.83% ReducedShares held: Q3 2025 31.8k, Q4 2025 30.6k, Q1 2026 30.5k, Q2 2026 26.7k -3.8k -3,794 -12.4%
10 INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU BSCU 528,408 $8.8m3.67% 3.67% AddedShares held: Q3 2025 0, Q4 2025 440.9k, Q1 2026 457.2k, Q2 2026 528.4k +71.2k +71,167 15.6%
11 COSTCO WHSL CORP NEW COM COST COST 9,169 $8.6m3.58% 3.58% ReducedShares held: Q3 2025 11.3k, Q4 2025 10.9k, Q1 2026 10.8k, Q2 2026 9.2k -1.6k -1,585 -14.7%
12 SCHWAB STRATEGIC TR US LRG CAP ETF SCHX SCHX 267,308 $7.9m3.29% 3.29% ReducedShares held: Q3 2025 286.3k, Q4 2025 281.2k, Q1 2026 294.8k, Q2 2026 267.3k -27.5k -27,495 -9.3%
13 INVESCO EXCH TRD SLF IDX FD BULLETSHS 2030 BSJU BSJU 251,932 $6.5m2.72% 2.72% AddedShares held: Q3 2025 0, Q4 2025 207.0k, Q1 2026 218.0k, Q2 2026 251.9k +33.9k +33,944 15.6%
14 HEICO CORP NEW CL A HEI.A HEI.A 23,761 $6.1m2.56% 2.56% ReducedShares held: Q3 2025 27.7k, Q4 2025 26.9k, Q1 2026 27.7k, Q2 2026 23.8k -4.0k -3,968 -14.3%
15 STRYKER CORPORATION COM SYK SYK 19,037 $6.0m2.50% 2.50% ReducedShares held: Q3 2025 23.1k, Q4 2025 22.4k, Q1 2026 22.3k, Q2 2026 19.0k -3.3k -3,270 -14.7%
16 ORACLE CORP COM ORCL ORCL 37,488 $5.5m2.29% 2.29% ReducedShares held: Q3 2025 45.3k, Q4 2025 44.2k, Q1 2026 43.9k, Q2 2026 37.5k -6.4k -6,432 -14.6%
17 MICROCHIP TECHNOLOGY INC. COM MCHP MCHP 60,121 $5.5m2.29% 2.29% ReducedShares held: Q3 2025 72.7k, Q4 2025 69.8k, Q1 2026 69.2k, Q2 2026 60.1k -9.1k -9,103 -13.2%
18 INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP BSJS BSJS 239,447 $5.2m2.17% 2.17% ReducedShares held: Q3 2025 215.7k, Q4 2025 252.9k, Q1 2026 255.1k, Q2 2026 239.4k -15.6k -15,627 -6.1%
19 META PLATFORMS INC CL A META META 8,417 $4.7m1.98% 1.98% ReducedShares held: Q3 2025 7.9k, Q4 2025 8.9k, Q1 2026 9.4k, Q2 2026 8.4k -990 -990 -10.5%
20 INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO XMMO 26,832 $4.6m1.91% 1.91% AddedShares held: Q3 2025 11.6k, Q4 2025 9.6k, Q1 2026 9.7k, Q2 2026 26.8k +17.1k +17,138 176.8%
21 MCDONALDS CORP COM MCD MCD 16,162 $4.4m1.82% 1.82% ReducedShares held: Q3 2025 20.5k, Q4 2025 20.1k, Q1 2026 19.9k, Q2 2026 16.2k -3.8k -3,780 -18.9%
22 CSX CORP COM CSX CSX 87,484 $4.2m1.74% 1.74% ReducedShares held: Q3 2025 110.9k, Q4 2025 107.2k, Q1 2026 106.4k, Q2 2026 87.5k -18.9k -18,888 -17.8%
23 WASTE MGMT INC DEL COM WM WM 16,050 $3.6m1.49% 1.49% ReducedShares held: Q3 2025 18.0k, Q4 2025 18.0k, Q1 2026 17.9k, Q2 2026 16.1k -1.8k -1,832 -10.2%
24 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO SPMO 22,121 $3.6m1.49% 1.49% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 22.1k
25 VANGUARD WORLD FD INF TECH ETF VGT VGT 28,756 $3.4m1.44% 1.44% ReducedShares held: Q3 2025 31.0k, Q4 2025 27.8k, Q1 2026 28.9k, Q2 2026 28.8k -100 -100 -0.3%
26 AIRBNB INC COM CL A ABNB ABNB 22,147 $3.2m1.32% 1.32% ReducedShares held: Q3 2025 28.0k, Q4 2025 25.3k, Q1 2026 25.3k, Q2 2026 22.1k -3.2k -3,161 -12.5%
27 GLOBAL X FDS US INFR DEV ETF PAVE PAVE 52,312 $3.1m1.29% 1.29% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 52.3k
28 SCHWAB CHARLES CORP COM SCHW SCHW 31,304 $2.9m1.21% 1.21% ReducedShares held: Q3 2025 33.7k, Q4 2025 32.7k, Q1 2026 33.7k, Q2 2026 31.3k -2.3k -2,349 -7.0%
29 CARRIER GLOBAL CORPORATION COM CARR CARR 37,214 $2.7m1.14% 1.14% ReducedShares held: Q3 2025 45.2k, Q4 2025 44.3k, Q1 2026 42.2k, Q2 2026 37.2k -5.0k -4,950 -11.7%
30 TEXAS ROADHOUSE INC COM TXRH TXRH 13,911 $2.7m1.12% 1.12% ReducedShares held: Q3 2025 26.2k, Q4 2025 25.6k, Q1 2026 25.4k, Q2 2026 13.9k -11.5k -11,490 -45.2%
31 GLOBAL PMTS INC COM GPN GPN 32,850 $2.4m1.00% 1.00% ReducedShares held: Q3 2025 0, Q4 2025 53.4k, Q1 2026 51.3k, Q2 2026 32.9k -18.4k -18,446 -36.0%
32 TESLA INC COM TSLA TSLA 5,370 $2.3m0.94% 0.94% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 5.4k, Q2 2026 5.4k -9 -9 -0.2%
33 SPOTIFY TECHNOLOGY S A SHS SPOT SPOT 4,161 $1.9m0.80% 0.80% ReducedShares held: Q3 2025 2.8k, Q4 2025 3.9k, Q1 2026 4.4k, Q2 2026 4.2k -269 -269 -6.1%
34 NETFLIX INC COM NFLX NFLX 24,786 $1.8m0.74% 0.74% ReducedShares held: Q3 2025 2.2k, Q4 2025 2.4k, Q1 2026 27.3k, Q2 2026 24.8k -2.5k -2,487 -9.1%
35 CELSIUS HLDGS INC COM NEW CELH CELH 57,006 $1.7m0.70% 0.70% ReducedShares held: Q3 2025 47.8k, Q4 2025 64.6k, Q1 2026 64.3k, Q2 2026 57.0k -7.3k -7,328 -11.4%
36 SALESFORCE INC COM CRM CRM 10,115 $1.6m0.66% 0.66% ReducedShares held: Q3 2025 12.1k, Q4 2025 11.9k, Q1 2026 11.7k, Q2 2026 10.1k -1.6k -1,568 -13.4%
37 ADOBE INC COM ADBE ADBE 6,891 $1.4m0.59% 0.59% ReducedShares held: Q3 2025 6.2k, Q4 2025 8.0k, Q1 2026 8.0k, Q2 2026 6.9k -1.1k -1,089 -13.7%
38 ALPHABET INC CAP STK CL C GOOG GOOG 2,245 $793.2k0.33% 0.33% ReducedShares held: Q3 2025 2.6k, Q4 2025 2.6k, Q1 2026 2.7k, Q2 2026 2.2k -414 -414 -15.6%
39 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS BSCS 36,142 $736.0k0.31% 0.31% ReducedShares held: Q3 2025 666.9k, Q4 2025 662.3k, Q1 2026 663.9k, Q2 2026 36.1k -627.8k -627,779 -94.6%
40 MASTERCARD INCORPORATED CL A MA MA 942 $483.8k0.20% 0.20% AddedShares held: Q3 2025 753, Q4 2025 874, Q1 2026 919, Q2 2026 942 +23 +23 2.5%
41 NVIDIA CORPORATION COM NVDA NVDA 1,888 $377.8k0.16% 0.16% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.9k, Q2 2026 1.9k
42 INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR BSJR 9,109 $203.5k0.08% 0.08% UnchangedShares held: Q3 2025 120.2k, Q4 2025 14.2k, Q1 2026 9.1k, Q2 2026 9.1k
43 PLUG POWER INC COM NEW PLUG PLUG 20,000 $54.2k0.02% 0.02% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 20.0k, Q2 2026 20.0k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
DISNEY WALT CO DIS DIS 2,977 $286.9k3.0k shares