Gpm Growth Investors, Inc. Portfolio Holdings by Sector
Gpm Growth Investors, Inc.
- $229 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHG BSCR BSCS BSCT BSCQ BSJR SCHX BSJQ 12 stocks |
$62,669
27.34% of portfolio
|
1
|
11
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE 3 stocks |
$32,437
14.15% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META SPOT GOOG 4 stocks |
$18,178
7.93% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI MCHP 2 stocks |
$14,161
6.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,985
5.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD TXRH SBUX 3 stocks |
$11,627
5.07% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$10,773
4.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$9,836
4.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$8,831
3.85% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$8,693
3.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK 1 stocks |
$8,267
3.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$6,987
3.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
WD 1 stocks |
$5,317
2.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
NDSN 1 stocks |
$3,762
1.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3,435
1.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$2,918
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$2,864
1.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$2,322
1.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$1,945
0.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$938
0.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$864
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$418
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|