GPM Growth Investors
GPM Growth Investors reported 43 stocks worth $237M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are GOOGL (9.3%), MSFT (8.5%) and BSCV (6.6%). Compared with Q2 2026, the fund opened new positions in PLTR, added to BSCU, SCHX and BSJU, trimmed GOOGL, MSFT and BSCV and sold out of GPN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $22M | 9.3% | 64K | −838 (−1%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $20.1M | 8.5% | 39K | −449 (−1%) | 8 of 8 | |
| 3 |  BSCV Invesco Exch Trd Slf Idx FD | $15.6M | 6.6% | 990K | −1,941 (−0%) | 2 of 8 | |
| 4 |  AAPL Apple Inc | $13.6M | 5.7% | 41K | −676 (−2%) | 8 of 8 | |
| 5 |  AMZN Amazon Com Inc | $12.5M | 5.3% | 50K | −457 (−1%) | 8 of 8 | |
| 6 |  SCHG Schwab Strategic TR | $11.7M | 4.9% | 325K | −10K (−3%) | 8 of 8 | |
| 7 |  ADI Analog Devices Inc | $11.1M | 4.7% | 28K | −320 (−1%) | 8 of 8 | |
| 8 |  BSCT Invesco Exch Trd Slf Idx FD | $10.5M | 4.5% | 578K | −5,050 (−1%) | 8 of 8 | |
| 9 |  V Visa Inc | $9.5M | 4.0% | 26K | −288 (−1%) | 8 of 8 | |
| 10 |  BSCU Invesco Exch Trd Slf Idx FD | $8.7M | 3.7% | 536K | +7,689 (+1%) | 4 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GPN Global Pmts Inc | $2.4M | 33K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →GPM Growth Investors 13F FAQ
What does GPM Growth Investors own?
GPM Growth Investors reported 43 stocks worth $237M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are GOOGL (9.3%), MSFT (8.5%) and BSCV (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did GPM Growth Investors buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 6 added to, 31 trimmed and 1 sold out. New positions include PLTR. It sold all of GPN.
When will GPM Growth Investors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is GPM Growth Investors's portfolio worth?
The Q3 2026 filing reports $237M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.