GPM Growth Investors, Inc.
CIK 1799367 · Holdings on Jun 30, 2026 · First reported Aug 7, 2026
Top ten holdings
Q2 2026- GOOGL9.66%
- BSCV6.79%
- MSFT6.18%
- AMZN5.02%
- AAPL5.00%
- SCHG4.74%
- ADI4.71%
- BSCT4.52%
- V3.83%
- BSCU3.67%
Share classes counted separately54.12%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XMMOWeight increased · +1.32 pp0.59% → 1.91%Shares +17.14K (+176.79%)
- BSCTWeight decreased · -1.10 pp5.62% → 4.52%Shares -132.51K (-18.52%)
- COSTWeight decreased · -0.93 pp4.51% → 3.58%Shares -1.58K (-14.74%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $23.13M | 9.66% | 64.72K shares | 9.60% → 9.66%+0.06 pp -14.65K (-18.45%) | Reduced | ▾ |
| 02 | BSCVINVESCO BULLETSHARES 2031 CBBULETSHS 2031 CP View history and evidence | $16.25M | 6.79% | 991.89K shares | Prior unavailable +991.89K | New | ▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $14.81M | 6.18% | 39.71K shares | 6.94% → 6.18%-0.76 pp -4.86K (-10.90%) | Reduced | ▾ |
| 04 | AMZNAMAZON.COM INC View history and evidence | $12.02M | 5.02% | 50.43K shares | 4.84% → 5.02%+0.18 pp -4.88K (-8.83%) | Reduced | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $11.98M | 5.00% | 41.39K shares | 5.10% → 5.00%-0.10 pp -6.42K (-13.43%) | Reduced | ▾ |
| 06 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $11.35M | 4.74% | 335.30K shares | 4.85% → 4.74%-0.11 pp -60.50K (-15.28%) | Reduced | ▾ |
| 07 | ADIANALOG DEVICES INC View history and evidence | $11.27M | 4.71% | 28.38K shares | 4.38% → 4.71%+0.33 pp -4.36K (-13.30%) | Reduced | ▾ |
| 08 | BSCTINVESCO BULLETSHARES 2029 CBBULETSHS 2029 View history and evidence | $10.83M | 4.52% | 583.18K shares | 5.62% → 4.52%-1.10 pp -132.51K (-18.52%) | Reduced | ▾ |
| 09 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $9.18M | 3.83% | 26.75K shares | 3.88% → 3.83%-0.05 pp -3.79K (-12.42%) | Reduced | ▾ |
| 10 | BSCUINVESCO BULLETSHARES 2030 CBINVSCO 30 CORP View history and evidence | $8.80M | 3.67% | 528.41K shares | 3.21% → 3.67%+0.46 pp +71.17K (+15.56%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DIS WALT DISNEY CO/THE | Non-derivative | -2,977 | -$286.92K | SEC filing ↗ | SEC filing ↗ |
| MSFT MICROSOFT CORP | Call | -100 | -$37.02K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1799367 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 239478735
}Research all 43 reported holdings.
This page includes 30 of 43 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 43 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1799367","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1799367","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.