GPM Growth Investors, Inc. historic quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), over 9 quarters from 2023-12-31 to 2026-06-30, GPM Growth Investors, Inc. opened 11 positions, added to 92, reduced 175 and sold out of 9.
- Q2 2026: Stock COST; Country of operation United States; Class COM; Shares before 10,754.
- Q2 2026: Stock MCD; Country of operation United States; Class COM; Shares before 19,942.
- Q2 2026: Stock MSFT; Country of operation United States; Class COM; Shares before 44,561.
- Q2 2026: Stock TXRH; Country of operation United States; Class COM; Shares before 25,401.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1799367), 9 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-24); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-01); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-02); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-08); Q2 2024 (2023-12-31 to 2024-06-30, filed 2024-08-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | COST
COSTCO WHOLESALE CORPORATION | United States | COM | 10,754 | 9,169 | -1,585 | $10,715,608 | $8,577,324 | -$2,138,284 | 2026-08-07 |
|---|
| Q2 2026 | MCD
MCDONALDS CORP | United States | COM | 19,942 | 16,162 | -3,780 | $6,197,774 | $4,368,750 | -$1,829,024 | 2026-08-07 |
|---|
| Q2 2026 | MSFT
MICROSOFT CORP | United States | COM | 44,561 | 39,706 | -4,855 | $16,495,145 | $14,811,132 | -$1,684,013 | 2026-08-07 |
|---|
| Q2 2026 | TXRH
TEXAS ROADHOUSE INC | United States | COM | 25,401 | 13,911 | -11,490 | $4,194,721 | $2,688,023 | -$1,506,698 | 2026-08-07 |
|---|
| Q2 2026 | SYK
STRYKER CORPORATION | United States | COM | 22,307 | 19,037 | -3,270 | $7,329,857 | $5,993,609 | -$1,336,248 | 2026-08-07 |
|---|
| Q2 2026 | GPN
GLOBAL PMTS INC | United States | COM | 51,296 | 32,850 | -18,446 | $3,452,221 | $2,383,596 | -$1,068,625 | 2026-08-07 |
|---|
| Q2 2026 | MCHP
MICROCHIP TECHNOLOGY INC. | United States | COM | 69,224 | 60,121 | -9,103 | $4,472,563 | $5,483,035 | +$1,010,472 | 2026-08-07 |
|---|
| Q2 2026 | ORCL
ORACLE CORP | United States | COM | 43,920 | 37,488 | -6,432 | $6,461,071 | $5,493,866 | -$967,205 | 2026-08-07 |
|---|
| Q2 2026 | ADI
ANALOG DEVICES INC | United States | COM | 32,737 | 28,382 | -4,355 | $10,414,949 | $11,272,479 | +$857,530 | 2026-08-07 |
|---|
| Q2 2026 | NFLX
NETFLIX INC. | United States | COM | 27,273 | 24,786 | -2,487 | $2,622,299 | $1,769,720 | -$852,579 | 2026-08-07 |
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| Q2 2026 | META
META PLATFORMS INC | United States | CL A | 9,407 | 8,417 | -990 | $5,382,027 | $4,741,212 | -$640,815 | 2026-08-07 |
|---|
| Q2 2026 | CELH
CELSIUS HLDGS INC | United States | COM NEW | 64,334 | 57,006 | -7,328 | $2,282,570 | $1,669,136 | -$613,434 | 2026-08-07 |
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| Q2 2026 | CRM
SALESFORCE INC | United States | COM | 11,683 | 10,115 | -1,568 | $2,180,866 | $1,584,616 | -$596,250 | 2026-08-07 |
|---|
| Q2 2026 | WM
WASTE MGMT INC DEL | United States | COM | 17,882 | 16,050 | -1,832 | $4,109,105 | $3,577,224 | -$531,881 | 2026-08-07 |
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| Q2 2026 | ADBE
ADOBE INC | United States | COM | 7,980 | 6,891 | -1,089 | $1,939,778 | $1,412,793 | -$526,985 | 2026-08-07 |
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| Q2 2026 | AMZN
AMAZON COM INC | United States | COM | 55,308 | 50,427 | -4,881 | $11,518,997 | $12,018,771 | +$499,774 | 2026-08-07 |
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| Q2 2026 | CARR
CARRIER GLOBAL CORPORATION | United States | COM | 42,164 | 37,214 | -4,950 | $2,374,262 | $2,729,647 | +$355,385 | 2026-08-07 |
|---|
| Q2 2026 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 79,368 | 64,721 | -14,647 | $22,823,056 | $23,129,362 | +$306,306 | 2026-08-07 |
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| Q2 2026 | HEIA
HEICO CORP NEW | | CL A | 27,729 | 23,761 | -3,968 | $5,853,315 | $6,128,200 | +$274,885 | 2026-08-07 |
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| Q2 2026 | SCHW
SCHWAB CHARLES CORP | United States | COM | 33,653 | 31,304 | -2,349 | $3,162,709 | $2,888,420 | -$274,289 | 2026-08-07 |
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| Q2 2026 | TSLA
TESLA INC | United States | COM | 5,379 | 5,370 | -9 | $1,999,643 | $2,258,622 | +$258,979 | 2026-08-07 |
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| Q2 2026 | SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 4,430 | 4,161 | -269 | $2,148,151 | $1,910,440 | -$237,711 | 2026-08-07 |
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| Q2 2026 | CSX
CSX CORP | United States | COM | 106,372 | 87,484 | -18,888 | $4,366,571 | $4,158,115 | -$208,456 | 2026-08-07 |
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| Q2 2026 | AAPL
APPLE INC | United States | COM | 47,807 | 41,387 | -6,420 | $12,133,034 | $11,975,633 | -$157,401 | 2026-08-07 |
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| Q2 2026 | V
VISA INC | United States | COM CL A | 30,541 | 26,747 | -3,794 | $9,230,712 | $9,176,628 | -$54,084 | 2026-08-07 |
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| Q2 2026 | GOOG
ALPHABET INC | United States | CAP STK CL C | 2,659 | 2,245 | -414 | $762,761 | $793,226 | +$30,465 | 2026-08-07 |
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| Q2 2026 | ABNB
AIRBNB INC | United States | COM CL A | 25,308 | 22,147 | -3,161 | $3,195,894 | $3,169,236 | -$26,658 | 2026-08-07 |
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