GPM Growth Investors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), GPM Growth Investors, Inc. reported 42 stock positions worth $259.9 million. Its top holding was Microsoft (MSFT) at 9.2% of the portfolio, followed by Alphabet Class A (GOOGL, 8.0%) and Schwab US Large-Cap Growth (SCHG, 5.7%). Compared with Q2 2025, it added to 23 and reduced 19. The biggest buy was Invesco Bulletshares 2029 CB (BSCT, shares +29%) and the biggest sale Carrier Global (CARR, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMFIELD HILLS, MI
- CIK
- 0001799367
- Portfolio Value
- $259.9M (Q3 2025)
- SEC Filing
- 0001799367-25-000005 ↗ filed Oct 20, 2025
Holdings Value
Holdings 42 stocks · $259.9M
| MSFT Microsoft Corp. | 9.20% | 46,173 | $23.9M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 7.98% | 85,345 | $20.7M | Reduce -0.4% |
| SCHG Schwab US Large-Cap Growth | 5.66% | 461,297 | $14.7M | Reduce -0.8% |
| BSCS Invesco Bulletshares 2028 CB | 5.28% | 666,918 | $13.7M | Add +2.0% |
| BSCT Invesco Bulletshares 2029 CB | 5.07% | 700,361 | $13.2M | Add +29.1% |
| AAPL Apple Inc. | 5.00% | 50,997 | $13.0M | Add +1.0% |
| ORCL Oracle Corp. | 4.91% | 45,339 | $12.8M | Reduce -16.9% |
| AMZN Amazon.com Inc. | 4.63% | 54,758 | $12.0M | Add +0.8% |
| V Visa Inc. Class A | 4.17% | 31,753 | $10.8M | Add +1.1% |
| COST Costco Wholesale Corp. | 4.03% | 11,327 | $10.5M | Reduce -0.9% |
| SYK Stryker Corp. | 3.28% | 23,056 | $8.5M | Add +1.6% |
| ADI Analog Devices Inc. | 3.21% | 33,943 | $8.3M | Reduce -0.4% |
| SCHX Schwab US Large-Cap ETF | 2.90% | 286,268 | $7.5M | Add +0.2% |
| BSCR Invesco Bulletshares 2027 CB | 2.83% | 372,736 | $7.3M | Reduce -14.7% |
| HEI.A Heico Corp. Class A | 2.70% | 27,659 | $7.0M | Reduce -0.6% |
| MCD McDonald's Corp. | 2.40% | 20,545 | $6.2M | Add +1.4% |
| META Meta Platforms Inc. Class A | 2.23% | 7,908 | $5.8M | Add +1.1% |
| BSJS Invesco Bulletshares 2028 HY | 1.83% | 215,698 | $4.8M | Add +2.3% |
| BSJT Invesco Bulletshares 2029 HY | 1.81% | 218,448 | $4.7M | Reduce -0.8% |
| MCHP Microchip Technology Inc. | 1.80% | 72,746 | $4.7M | Reduce -0.5% |
| TXRH Texas Roadhouse Inc. | 1.68% | 26,222 | $4.4M | Reduce -0.5% |
| WM Waste Management Inc. | 1.53% | 17,975 | $4.0M | Add +8.0% |
| CSX CSX Corp. | 1.52% | 110,910 | $3.9M | Add +1.4% |
| TDY Teledyne Technologies Inc. | 1.43% | 6,353 | $3.7M | Add +1.2% |
| ABNB Airbnb Inc. Class A | 1.31% | 28,047 | $3.4M | Add +17.6% |
| SCHW Schwab (charles) Corp. | 1.24% | 33,678 | $3.2M | Add +1.8% |
| VGT Vanguard Info Tech ETF | 1.11% | 3,875 | $2.9M | Reduce -4.4% |
| CRM Salesforce Inc. | 1.11% | 12,134 | $2.9M | Add +1.0% |
| CELH Celsius Holdings Inc. | 1.06% | 47,826 | $2.7M | Reduce -0.1% |
| BSJR Invesco Bulletshares 2027 HY | 1.05% | 120,224 | $2.7M | Reduce -1.8% |
| CARR Carrier Global Corp. | 1.04% | 45,192 | $2.7M | Reduce -59.5% |
| CP Canadian Pacific Kansas City | 1.02% | 35,687 | $2.7M | Reduce -0.5% |
| ADBE Adobe Inc. | 0.84% | 6,214 | $2.2M | Add +0.1% |
| SPOT Spotify Technology SA | 0.75% | 2,795 | $2.0M | Reduce -2.4% |
| XMMO Invesco S&P Midcap Momentum | 0.61% | 11,647 | $1.6M | Reduce -0.4% |
| WD Walker & Dunlop Inc. | 0.55% | 17,158 | $1.4M | Add +6.8% |
| NKE Nike Inc. Class B | 0.45% | 16,872 | $1.2M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.24% | 2,598 | $633K | Add +3.7% |
| MA Mastercard Inc. Class A | 0.16% | 753 | $428K | Add +10.9% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 13,991 | $382K | Add +0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 2,974 | $341K | Add +20.1% |
| NFLX Netflix Inc. | 0.10% | 224 | $269K | Reduce -19.7% |
Portfolio Sells Q2 2025 → Q3 2025
| CARR Carrier Global Corp. | Reduce -59.5% | 1.04% | −2.21 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -14.7% | 2.83% | −0.58 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 4.03% | −0.46 |
| TXRH Texas Roadhouse Inc. | Reduce -0.5% | 1.68% | −0.28 |
| MCHP Microchip Technology Inc. | Reduce -0.5% | 1.80% | −0.25 |
| HEI.A Heico Corp. Class A | Reduce -0.6% | 2.70% | −0.16 |
| SPOT Spotify Technology SA | Reduce -2.4% | 0.75% | −0.12 |
| CP Canadian Pacific Kansas City | Reduce -0.5% | 1.02% | −0.11 |
| BSJT Invesco Bulletshares 2029 HY | Reduce -0.8% | 1.81% | −0.07 |
| BSJR Invesco Bulletshares 2027 HY | Reduce -1.8% | 1.05% | −0.05 |
| NFLX Netflix Inc. | Reduce -19.7% | 0.10% | −0.04 |
| NKE Nike Inc. Class B | Reduce -1.6% | 0.45% | −0.03 |
| ADI Analog Devices Inc. | Reduce -0.4% | 3.21% | −0.01 |
| XMMO Invesco S&P Midcap Momentum | Reduce -0.4% | 0.61% | +0.01 |
| VGT Vanguard Info Tech ETF | Reduce -4.4% | 1.11% | +0.05 |
| ORCL Oracle Corp. | Reduce -16.9% | 4.91% | +0.17 |
| CELH Celsius Holdings Inc. | Reduce -0.1% | 1.06% | +0.18 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.8% | 5.66% | +0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 7.98% | +1.98 |
Portfolio Buys Q2 2025 → Q3 2025
| BSCT Invesco Bulletshares 2029 CB | Add +29.1% | 5.07% | +1.04 |
| AAPL Apple Inc. | Add +1.0% | 5.00% | +0.88 |
| TDY Teledyne Technologies Inc. | Add +1.2% | 1.43% | +0.16 |
| MSFT Microsoft Corp. | Add +0.6% | 9.20% | +0.13 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 2.90% | +0.13 |
| WD Walker & Dunlop Inc. | Add +6.8% | 0.55% | +0.10 |
| CSX CSX Corp. | Add +1.4% | 1.52% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 0.24% | +0.07 |
| ABNB Airbnb Inc. Class A | Add +17.6% | 1.31% | +0.06 |
| MCD McDonald's Corp. | Add +1.4% | 2.40% | +0.05 |
| SCHW Schwab (charles) Corp. | Add +1.8% | 1.24% | +0.04 |
| WM Waste Management Inc. | Add +8.0% | 1.53% | +0.02 |
| MA Mastercard Inc. Class A | Add +10.9% | 0.16% | +0.01 |
| DIS The Walt Disney Co. | Add +20.1% | 0.13% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.0% | 0.15% | −0.00 |
| BSJS Invesco Bulletshares 2028 HY | Add +2.3% | 1.83% | −0.01 |
| BSCS Invesco Bulletshares 2028 CB | Add +2.0% | 5.28% | −0.04 |
| META Meta Platforms Inc. Class A | Add +1.1% | 2.23% | −0.06 |
| AMZN Amazon.com Inc. | Add +0.8% | 4.63% | −0.11 |
| ADBE Adobe Inc. | Add +0.1% | 0.84% | −0.11 |
| CRM Salesforce Inc. | Add +1.0% | 1.11% | −0.19 |
| V Visa Inc. Class A | Add +1.1% | 4.17% | −0.26 |
| SYK Stryker Corp. | Add +1.6% | 3.28% | −0.29 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $239.5M | GOOGL, BSCV, MSFT, AMZN, AAPL |
| Q1 2026 | 41 | $237.8M | GOOGL, MSFT, BSCS, BSCT, AAPL |
| Q4 2025 | 42 | $256.6M | GOOGL, MSFT, BSCS, BSCT, AAPL |
| Q3 2025 | 42 | $259.9M | MSFT, GOOGL, SCHG, BSCS, BSCT |
| Q2 2025 | 42 | $251.8M | MSFT, GOOGL, SCHG, BSCS, ORCL |
| Q1 2025 | 44 | $228.1M | MSFT, GOOGL, BSCS, SCHG, AAPL |
| Q4 2024 | 43 | $236.7M | MSFT, GOOGL, SCHG, AAPL, BSCS |
| Q3 2024 | 45 | $240.4M | MSFT, GOOGL, AAPL, SCHG, COST |
| Q2 2024 | 43 | $235.2M | MSFT, GOOGL, SCHG, AAPL, COST |