GPM Growth Investors, Inc.

BLOOMFIELD HILLS, MI · CIK 1799367 · 13F filing filed 2023-07-28

SEC-registered investment adviser since 1993 · corporation

Assets managed$281.3m
Staff5 · 5 in investment roles
Main clients (by assets)High net worth individuals 83%, Individuals 15%, Pension plans 1%
Form ADV · 2026-03-16SEC adviser record

Kindwealth
Others nearbyBloomfield Hills, MI

$190.7m reported value +10.4% vs Q1 2023

40positions

52.9%in top 10

4 new 23 added 13 reduced 2 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	MICROSOFT CORP COM MSFT	MSFT	47,784	$16.3m8.53%	8.53%	Reduced -154	-154 -0.3%
2	APPLE INC COM AAPL	AAPL	82,280	$16.0m8.37%	8.37%	Added +51	+51 0.1%
3	INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB BSCP	BSCP	655,990	$13.2m6.93%	6.93%	Added +9.6k	+9,606 1.5%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	89,031	$10.7m5.59%	5.59%	Added +241	+241 0.3%
5	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	125,946	$9.4m4.95%	4.95%	Added +1.1k	+1,076 0.9%
6	VISA INC COM CL A V	V	30,742	$7.3m3.83%	3.83%	Added +479	+479 1.6%
7	COSTCO WHSL CORP NEW COM COST	COST	13,346	$7.2m3.77%	3.77%	Reduced -23	-23 -0.2%
8	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	79,480	$7.1m3.73%	3.73%	Added +1.3k	+1,253 1.6%
9	STRYKER CORPORATION COM SYK	SYK	22,675	$6.9m3.63%	3.63%	Reduced -223	-223 -1.0%
10	ANALOG DEVICES INC COM ADI	ADI	35,375	$6.9m3.61%	3.61%	Added +169	+169 0.5%
11	UNITEDHEALTH GROUP INC COM UNH	UNH	12,903	$6.2m3.25%	3.25%	Added +1.7k	+1,695 15.1%
12	MCDONALDS CORP COM MCD	MCD	19,329	$5.8m3.03%	3.03%	Reduced -278	-278 -1.4%
13	ORACLE CORP COM ORCL	ORCL	47,577	$5.7m2.97%	2.97%	Reduced -159	-159 -0.3%
14	CARRIER GLOBAL CORPORATION COM CARR	CARR	112,589	$5.6m2.94%	2.94%	Added +2.8k	+2,797 2.5%
15	AMAZON COM INC COM AMZN	AMZN	42,892	$5.6m2.93%	2.93%	Added +511	+511 1.2%
16	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	229,378	$5.2m2.74%	2.74%	Added +14.9k	+14,921 7.0%
17	WALKER & DUNLOP INC COM WD	WD	58,551	$4.6m2.43%	2.43%	Reduced -553	-553 -0.9%
18	HEICO CORP NEW CL A HEI.A	HEI.A	31,926	$4.5m2.35%	2.35%	Reduced -189	-189 -0.6%
19	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	59,766	$4.3m2.28%	2.28%	Added +5.4k	+5,428 10.0%
20	CANADIAN PACIFIC KANSAS CITY COM CP	CP	53,712	$4.3m2.28%	2.28%	New
21	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	208,057	$3.9m2.07%	2.07%	Added +11.5k	+11,476 5.8%
22	NORDSON CORP COM NDSN	NDSN	14,957	$3.7m1.95%	1.95%	Added +261	+261 1.8%
23	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	169,106	$3.7m1.92%	1.92%	Added +89.1k	+89,067 111.3%
24	NIKE INC CL B NKE	NKE	30,486	$3.4m1.76%	1.76%	Added +450	+450 1.5%
25	TEXAS ROADHOUSE INC COM TXRH	TXRH	26,584	$3.0m1.57%	1.57%	Reduced -321	-321 -1.2%
26	ADOBE INC COM ADBE	ADBE	5,949	$2.9m1.53%	1.53%	Added +111	+111 1.9%
27	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	6,898	$2.8m1.49%	1.49%	Added +212	+212 3.2%
28	SCHWAB CHARLES CORP COM SCHW	SCHW	47,658	$2.7m1.42%	1.42%	Reduced -207	-207 -0.4%
29	EDWARDS LIFESCIENCES CORP COM EW	EW	25,523	$2.4m1.26%	1.26%	Reduced -35	-35 -0.1%
30	SALESFORCE INC COM CRM	CRM	10,314	$2.2m1.14%	1.14%	Reduced -50	-50 -0.5%
31	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	28,188	$1.5m0.77%	0.77%	Added +2.4k	+2,433 9.4%
32	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,385	$1.1m0.55%	0.55%	Added +132	+132 5.9%
33	STARBUCKS CORP COM SBUX	SBUX	10,361	$1.0m0.54%	0.54%	Added +377	+377 3.8%
34	ISHARES TR SP SMCP600VL ETF IJS	IJS	8,968	$852.8k0.45%	0.45%	Reduced -6.5k	-6,465 -41.9%
35	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	43,084	$819.7k0.43%	0.43%	Added +28.9k	+28,866 203.0%
36	PACER FDS TR PACER US SMALL CALF	CALF	17,141	$697.6k0.37%	0.37%	New
37	ISHARES TR U.S. MED DVC ETF IHI	IHI	7,911	$446.7k0.23%	0.23%	Reduced -46	-46 -0.6%
38	CINCINNATI FINL CORP COM CINF	CINF	3,175	$309.0k0.16%	0.16%	New
39	ALPHABET INC CAP STK CL C GOOG	GOOG	2,360	$285.5k0.15%	0.15%	Added +17	+17 0.7%
40	META PLATFORMS INC CL A META	META	707	$202.9k0.11%	0.11%	New

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
CANADIAN PAC RY LTD		52,879	$4.1m52.9k shares
COSTAR GROUP INC CSGP	CSGP	30,171	$2.1m30.2k shares