GPM Growth Investors, Inc.

BLOOMFIELD HILLS, MI · CIK 1799367 · 13F filing filed 2025-08-01

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

$251.8m reported value +10.4% vs Q1 2025

42positions

52.3%in top 10

0 new 21 added 21 reduced 2 sold out vs Q1 2025

Holdings, Q2 2025

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	45,900	$22.8m9.07%	9.07%	Reduced -351	-351 -0.8%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	85,697	$15.1m6.00%	6.00%	Reduced -98	-98 -0.1%
3	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	465,025	$13.6m5.39%	5.39%	Added +2.5k	+2,515 0.5%
4	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	653,878	$13.4m5.32%	5.32%	Added +34.8k	+34,769 5.6%
5	ORACLE CORP COM ORCL	ORCL	54,581	$11.9m4.74%	4.74%	Added +20	+20 0.0%
6	AMAZON COM INC COM AMZN	AMZN	54,336	$11.9m4.73%	4.73%	Added +804	+804 1.5%
7	COSTCO WHSL CORP NEW COM COST	COST	11,425	$11.3m4.49%	4.49%	Reduced -281	-281 -2.4%
8	VISA INC COM CL A V	V	31,403	$11.1m4.43%	4.43%	Added +239	+239 0.8%
9	APPLE INC COM AAPL	AAPL	50,493	$10.4m4.11%	4.11%	Reduced -541	-541 -1.1%
10	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	542,430	$10.1m4.03%	4.03%	Added +27.0k	+27,032 5.2%
11	STRYKER CORPORATION COM SYK	SYK	22,695	$9.0m3.57%	3.57%	Reduced -113	-113 -0.5%
12	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	437,196	$8.6m3.41%	3.41%	Added +16.9k	+16,881 4.0%
13	CARRIER GLOBAL CORPORATION COM CARR	CARR	111,680	$8.2m3.25%	3.25%	Added +3.3k	+3,305 3.0%
14	ANALOG DEVICES INC COM ADI	ADI	34,080	$8.1m3.22%	3.22%	Reduced -25	-25 -0.1%
15	HEICO CORP NEW CL A HEI.A	HEI.A	27,833	$7.2m2.86%	2.86%	Reduced -1.1k	-1,072 -3.7%
16	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	285,706	$7.0m2.77%	2.77%	Added +5.1k	+5,073 1.8%
17	MCDONALDS CORP COM MCD	MCD	20,258	$5.9m2.35%	2.35%	Added +118	+118 0.6%
18	META PLATFORMS INC CL A META	META	7,819	$5.8m2.29%	2.29%	Added +93	+93 1.2%
19	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	73,131	$5.1m2.04%	2.04%	Reduced -1.5k	-1,460 -2.0%
20	TEXAS ROADHOUSE INC COM TXRH	TXRH	26,353	$4.9m1.96%	1.96%	Reduced -364	-364 -1.4%
21	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 HG BSJT	BSJT	220,224	$4.7m1.88%	1.88%	Added +6.4k	+6,436 3.0%
22	INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP BSJS	BSJS	210,775	$4.6m1.85%	1.85%	Added +22.5k	+22,483 11.9%
23	WASTE MGMT INC DEL COM WM	WM	16,640	$3.8m1.51%	1.51%	Added +5.6k	+5,588 50.6%
24	CSX CORP COM CSX	CSX	109,324	$3.6m1.42%	1.42%	Reduced -971	-971 -0.9%
25	SALESFORCE INC COM CRM	CRM	12,016	$3.3m1.30%	1.30%	Added +1.5k	+1,472 14.0%
26	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	6,275	$3.2m1.28%	1.28%	Reduced -201	-201 -3.1%
27	AIRBNB INC COM CL A ABNB	ABNB	23,851	$3.2m1.25%	1.25%	Added +670	+670 2.9%
28	SCHWAB CHARLES CORP COM SCHW	SCHW	33,069	$3.0m1.20%	1.20%	Reduced -811	-811 -2.4%
29	CANADIAN PACIFIC KANSAS CITY COM CP	CP	35,875	$2.8m1.13%	1.13%	Reduced -1.2k	-1,250 -3.4%
30	INVESCO EXCH TRD SLF IDX FD BULETSHS 2027 BSJR	BSJR	122,451	$2.8m1.10%	1.10%	Added +9.0k	+8,990 7.9%
31	VANGUARD WORLD FD INF TECH ETF VGT	VGT	4,052	$2.7m1.07%	1.07%	Added +9	+9 0.2%
32	ADOBE INC COM ADBE	ADBE	6,207	$2.4m0.95%	0.95%	Reduced -269	-269 -4.2%
33	CELSIUS HLDGS INC COM NEW CELH	CELH	47,852	$2.2m0.88%	0.88%	Reduced -62	-62 -0.1%
34	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	2,863	$2.2m0.87%	0.87%	Reduced -9	-9 -0.3%
35	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	11,693	$1.5m0.60%	0.60%	Added +58	+58 0.5%
36	NIKE INC CL B NKE	NKE	17,147	$1.2m0.48%	0.48%	Reduced -266	-266 -1.5%
37	WALKER & DUNLOP INC COM WD	WD	16,070	$1.1m0.45%	0.45%	Reduced -545	-545 -3.3%
38	ALPHABET INC CAP STK CL C GOOG	GOOG	2,505	$444.4k0.18%	0.18%	Added +19	+19 0.8%
39	MASTERCARD INCORPORATED CL A MA	MA	679	$381.6k0.15%	0.15%	Added +88	+88 14.9%
40	NETFLIX INC COM NFLX	NFLX	279	$373.6k0.15%	0.15%	Reduced -1	-1 -0.4%
41	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	13,990	$370.7k0.15%	0.15%	Reduced -1.4k	-1,398 -9.1%
42	DISNEY WALT CO COM DIS	DIS	2,477	$307.2k0.12%	0.12%	Reduced -32	-32 -1.3%

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
UNITEDHEALTH GROUP INC UNH	UNH	7,766	$4.1m7.8k shares
NORDSON CORP NDSN	NDSN	12,558	$2.5m12.6k shares