GPM Growth Investors, Inc.

Registered adviser

CIK

1799367

Location

BLOOMFIELD HILLS, MI

Portfolio Value

Small $228,783,721

Diversification

Diversified

Filing Date

Global Rank

#5,936 / 8,827 ▼ 391 · as of Jun 2026

Top Industry

Internet Content & Information 19.7%

Period ended 38 days ago

Filed Oct 30, 2026 · 8d

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 107645

Roster of Nov 1, 2026

Regulatory AUM

$281,313,485

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$281,313,485	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$258,081,531	Individuals and high net worth (98%)
Mar 2024 to Mar 2025	$226,508,275	Individuals and high net worth (99%)
May 2023 to Feb 2024	$182,363,411	Individuals and high net worth (99%)
Apr 2023	$182,363,411	Individuals and high net worth (99%)
Apr 2022 to Mar 2023	$218,877,569	Individuals and high net worth (99%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.2% of the book (60%+)

Turnover

Low turnover

24.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.5 quarters (12+), a floor since 43.7% of the book was already held when coverage starts

Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 72.7%; sector active share 29.4% against the combined 13F book's sector weights.

Over time 25 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

43 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

20.6%

+0.3 pts

Top 5

54.0%

+4.5 pts

Top 10

74.6%

+5.4 pts

HHI

839

Diversified+70

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	32.1%	$73,453,750	12
Technology	25.8%	$59,112,937	9
Communication Services	14.1%	$32,329,923	5
Consumer Cyclical	10.0%	$22,926,091	5
Industrials	5.8%	$13,311,202	5
Financial Services	5.7%	$13,030,127	4
Consumer Defensive	4.2%	$9,529,383	2
Healthcare	2.2%	$5,090,308	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	+7,966	275,274	$8,258,220
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	+7,689	536,097	$8,652,605
BSJU		+4,124	256,056	$6,368,112
SPMO	Invesco Ltd.	+3,163	25,284	$0
PAVE	Global X U.S. Infrastructure Development ETF	+2,661	54,973	$2,886,082
XMMO	Victory Portfolios II	+970	27,802	$0
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	−29,980	57,504	$2,674,511
SCHG	Schwab U.S. Large-Cap Growth ETF	−10,427	324,872	$11,672,650
CELH	Celsius Holdings, Inc.	−9,677	47,329	$1,294,448
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	−6,648	29,494	$593,714
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	−5,050	578,127	$10,521,911
ABNB	Airbnb, Inc.	−4,730	17,417	$2,798,041
BSCV		−1,941	989,948	$15,611,479
GOOGL	Alphabet Inc.	−838	63,883	$21,980,862
MCHP	Microchip Technology Inc	−771	59,350	$4,615,649
AAPL	Apple Inc.	−676	40,711	$13,557,577
SCHW	Schwab Charles Corp	−567	30,737	$3,004,234
SYK	Stryker Corp	−553	18,484	$5,090,308
AMZN	Amazon Com Inc	−457	49,970	$12,450,025
MSFT	Microsoft Corp	−449	39,257	$20,134,915
ORCL	Oracle Corp	−440	37,048	$5,086,690
MCD	Mcdonalds Corp	−440	15,722	$3,630,838
BSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETF	−439	239,008	$5,118,595
CARR	CARRIER GLOBAL Corp	−405	36,809	$2,019,341
NFLX	Netflix Inc	−365	24,421	$1,699,213
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−356	28,400	$3,569,028
ADI	Analog Devices Inc	−320	28,062	$11,132,476
HEI-A	Heico Corp	−318	23,443	$5,352,740
META	Meta Platforms, Inc.	−317	8,100	$5,873,958
V	Visa Inc.	−288	26,459	$9,507,512
WM	Waste Management Inc	−231	15,819	$3,225,810
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
PLTR	Palantir Technologies Inc.	1,359	$254,200
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GPN	Global Payments Inc	32,850	$2,383,596
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $228,783,721 total · filing declares 43 positions · $236,696,069 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GOOGL	Alphabet Inc. Communication Services	Reduced	63,883	-838	$21,980,862	−5.0%	9.61%
MSFT	Microsoft Corp Technology	Reduced	39,257	-449	$20,134,915	+35.9%	8.80%
BSCV		Reduced	989,948	-1,941	$15,611,479	−3.9%	6.82%
AAPL	Apple Inc. Technology	Reduced	40,711	-676	$13,557,577	+13.2%	5.93%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,970	-457	$12,450,025	+3.6%	5.44%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	324,872	-10,427	$11,672,650	+2.9%	5.10%
ADI	Analog Devices Inc Technology	Reduced	28,062	-320	$11,132,476	−1.2%	4.87%
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	Reduced	578,127	-5,050	$10,521,911	−2.9%	4.60%
V	Visa Inc. Financial Services	Reduced	26,459	-288	$9,507,512	+3.6%	4.16%
BSCU	Invesco BulletShares 2030 Corporate Bond ETF	Added	536,097	+7,689	$8,652,605	−1.6%	3.78%
SCHX	Schwab U.S. Large-Cap ETF	Added	275,274	+7,966	$8,258,220	+5.0%	3.61%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	9,046	-123	$8,234,935	−4.0%	3.60%
BSJU		Added	256,056	+4,124	$6,368,112	−2.1%	2.78%
META	Meta Platforms, Inc. Communication Services	Reduced	8,100	-317	$5,873,958	+23.9%	2.57%
HEI-A	Heico Corp Industrials	Reduced	23,443	-318	$5,352,740	−12.7%	2.34%
BSJS	Invesco BulletShares 2028 High Yield Corporate Bond ETF	Reduced	239,008	-439	$5,118,595	−1.7%	2.24%
SYK	Stryker Corp Healthcare	Reduced	18,484	-553	$5,090,308	−15.1%	2.22%
ORCL	Oracle Corp Technology	Reduced	37,048	-440	$5,086,690	−7.4%	2.22%
MCHP	Microchip Technology Inc Technology	Reduced	59,350	-771	$4,615,649	−15.8%	2.02%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	15,722	-440	$3,630,838	−16.9%	1.59%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	28,400	-356	$3,569,028	+3.8%	1.56%
WM	Waste Management Inc Industrials	Reduced	15,819	-231	$3,225,810	−9.8%	1.41%
SCHW	Schwab Charles Corp Financial Services	Reduced	30,737	-567	$3,004,234	+4.0%	1.31%
PAVE	Global X U.S. Infrastructure Development ETF	Added	54,973	+2,661	$2,886,082	−6.4%	1.26%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	17,417	-4,730	$2,798,041	−11.7%	1.22%
CSX	Csx Corp Industrials	Reduced	57,504	-29,980	$2,674,511	−35.7%	1.17%
CRM	Salesforce, Inc. Technology	Reduced	9,970	-145	$2,288,812	+44.4%	1.00%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Reduced	13,700	-211	$2,141,858	−20.3%	0.94%
CARR	CARRIER GLOBAL Corp Industrials	Reduced	36,809	-405	$2,019,341	−26.0%	0.88%
SPOT	Spotify Technology S.A. Communication Services	Reduced	4,126	-35	$2,010,929	+5.3%	0.88%
TSLA	Tesla, Inc. Consumer Cyclical	Held	5,370	0	$1,905,329	−15.6%	0.83%
NFLX	Netflix Inc Communication Services	Reduced	24,421	-365	$1,699,213	−4.0%	0.74%
ADBE	Adobe Inc. Technology	Reduced	6,716	-175	$1,611,437	+14.1%	0.70%
CELH	Celsius Holdings, Inc. Consumer Defensive	Reduced	47,329	-9,677	$1,294,448	−22.4%	0.57%
GOOG	Alphabet Inc. Communication Services	Held	2,245	0	$764,961	−3.6%	0.33%
BSCS	Invesco BulletShares 2028 Corporate Bond ETF	Reduced	29,494	-6,648	$593,714	−19.4%	0.26%
MA	Mastercard Inc Financial Services	Reduced	940	-2	$518,381	+7.1%	0.23%
NVDA	Nvidia Corp Technology	Held	1,888	0	$431,181	+14.1%	0.19%
PLTR	Palantir Technologies Inc. Technology	NEW	1,359	NEW	$254,200	NEW	0.11%
BSJR	Invesco BulletShares 2027 High Yield Corporate Bond ETF	Held	9,109	0	$201,354	−1.1%	0.09%
PLUG	Plug Power Inc Industrials	Held	20,000	0	$38,800	−28.4%	0.02%
XMMO	Victory Portfolios II	Added	27,802	+970	$0	−100.0%	0.00%
SPMO	Invesco Ltd. Financial Services	Added	25,284	+3,163	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.