GPM Growth Investors
BLOOMFIELD HILLS, MIfiles as GPM Growth Investors, Inc.
$239m in 43 US stocks at the end of 30 June 2026. The top 10 are 54.1% of the money. It changed about 13.6% of the portfolio this quarter.
Value
$239m
Stocks
43
Top 10 share
54.1%
Turnover
13.6%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exch TRD SLF IDX FDBSCV6.8% of the fund
- Invesco Exch Traded FD TR IISPMO1.5% of the fund
- Global X FDSPAVE1.3% of the fund
Added
Bought more of a stock they already held.
- Invesco Exch TRD SLF IDX FDBSCU3.7% of the fund+16%
- Invesco Exch TRD SLF IDX FDBSJU2.7% of the fund+16%
- Invesco Exchange Traded FD TXMMO1.9% of the fund+177%
- MastercardMA0.2% of the fund+3%
Cut
Sold some of their stake.
- AlphabetGOOGL9.7% of the fund-18%
- MicrosoftMSFT6.2% of the fund-11%
- Amazon.comAMZN5.0% of the fund-9%
- AppleAAPL5.0% of the fund-13%
- Schwab Strategic TRSCHG4.7% of the fund-15%
- Analog DevicesADI4.7% of the fund-13%
- Invesco Exch TRD SLF IDX FDBSCT4.5% of the fund-19%
- VisaV3.8% of the fund-12%
- Costco WholesaleCOST3.6% of the fund-15%
- Schwab Strategic TRSCHX3.3% of the fund-9%
- HeicoHEI-A2.6% of the fund-14%
- StrykerSYK2.5% of the fund-15%
- OracleORCL2.3% of the fund-15%
- Microchip TechnologyMCHP2.3% of the fund-13%
- Invesco Exch TRD SLF IDX FDBSJS2.2% of the fund-6%
- Meta PlatformsMETA2.0% of the fund-11%
- McDonald'sMCD1.8% of the fund-19%
- CSXCSX1.7% of the fund-18%
- Waste ManagementWM1.5% of the fund-10%
- AirbnbABNB1.3% of the fund-12%
- Charles SchwabSCHW1.2% of the fund-7%
- Carrier GlobalCARR1.1% of the fund-12%
- Texas RoadhouseTXRH1.1% of the fund-45%
- Global PaymentsGPN1.0% of the fund-36%
- Spotify TechnologySPOT0.8% of the fund-6%
Sold out
Sold their entire stake.
- Walt DisneyDIS-100%
Holdings
- Invesco Exch TRD SLF IDX FDBSCV
- Share
- 6.8%
- Value
- $16m
- Shares
- 991,889
New
- Schwab Strategic TRSCHG
- Share
- 4.7%
- Value
- $11m
- Shares
- 335,299
-15%
- Invesco Exch TRD SLF IDX FDBSCT
- Share
- 4.5%
- Value
- $11m
- Shares
- 583,177
-19%
- Invesco Exch TRD SLF IDX FDBSCU
- Share
- 3.7%
- Value
- $9m
- Shares
- 528,408
+16%
- Schwab Strategic TRSCHX
- Share
- 3.3%
- Value
- $8m
- Shares
- 267,308
-9%
- Invesco Exch TRD SLF IDX FDBSJU
- Share
- 2.7%
- Value
- $7m
- Shares
- 251,932
+16%
- Invesco Exch TRD SLF IDX FDBSJS
- Share
- 2.2%
- Value
- $5m
- Shares
- 239,447
-6%
- Invesco Exchange Traded FD TXMMO
- Share
- 1.9%
- Value
- $5m
- Shares
- 26,832
+177%
- Invesco Exch Traded FD TR IISPMO
- Share
- 1.5%
- Value
- $4m
- Shares
- 22,121
New
- Vanguard World FDVGT
- Share
- 1.4%
- Value
- $3m
- Shares
- 28,756
Held
- Global X FDSPAVE
- Share
- 1.3%
- Value
- $3m
- Shares
- 52,312
New
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- 0.3%
- Value
- $736,032
- Shares
- 36,142
-95%
- Invesco Exch TRD SLF IDX FDBSJR
- Share
- <0.1%
- Value
- $203,546
- Shares
- 9,109
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AlphabetGOOGL | 9.7% | $23m | 64,721 | -18% |
| Invesco Exch TRD SLF IDX FDBSCV | 6.8% | $16m | 991,889 | New |
| MicrosoftMSFT | 6.2% | $15m | 39,706 | -11% |
| Amazon.comAMZN | 5.0% | $12m | 50,427 | -9% |
| AppleAAPL | 5.0% | $12m | 41,387 | -13% |
| Schwab Strategic TRSCHG | 4.7% | $11m | 335,299 | -15% |
| Analog DevicesADI | 4.7% | $11m | 28,382 | -13% |
| Invesco Exch TRD SLF IDX FDBSCT | 4.5% | $11m | 583,177 | -19% |
| VisaV | 3.8% | $9m | 26,747 | -12% |
| Invesco Exch TRD SLF IDX FDBSCU | 3.7% | $9m | 528,408 | +16% |
| Costco WholesaleCOST | 3.6% | $9m | 9,169 | -15% |
| Schwab Strategic TRSCHX | 3.3% | $8m | 267,308 | -9% |
| Invesco Exch TRD SLF IDX FDBSJU | 2.7% | $7m | 251,932 | +16% |
| HeicoHEI-A | 2.6% | $6m | 23,761 | -14% |
| StrykerSYK | 2.5% | $6m | 19,037 | -15% |
| OracleORCL | 2.3% | $5m | 37,488 | -15% |
| Microchip TechnologyMCHP | 2.3% | $5m | 60,121 | -13% |
| Invesco Exch TRD SLF IDX FDBSJS | 2.2% | $5m | 239,447 | -6% |
| Meta PlatformsMETA | 2.0% | $5m | 8,417 | -11% |
| Invesco Exchange Traded FD TXMMO | 1.9% | $5m | 26,832 | +177% |
| McDonald'sMCD | 1.8% | $4m | 16,162 | -19% |
| CSXCSX | 1.7% | $4m | 87,484 | -18% |
| Waste ManagementWM | 1.5% | $4m | 16,050 | -10% |
| Invesco Exch Traded FD TR IISPMO | 1.5% | $4m | 22,121 | New |
| Vanguard World FDVGT | 1.4% | $3m | 28,756 | Held |
| AirbnbABNB | 1.3% | $3m | 22,147 | -12% |
| Global X FDSPAVE | 1.3% | $3m | 52,312 | New |
| Charles SchwabSCHW | 1.2% | $3m | 31,304 | -7% |
| Carrier GlobalCARR | 1.1% | $3m | 37,214 | -12% |
| Texas RoadhouseTXRH | 1.1% | $3m | 13,911 | -45% |
| Global PaymentsGPN | 1.0% | $2m | 32,850 | -36% |
| TeslaTSLA | 0.9% | $2m | 5,370 | Held |
| Spotify TechnologySPOT | 0.8% | $2m | 4,161 | -6% |
| NetflixNFLX | 0.7% | $2m | 24,786 | -9% |
| Celsius HoldingsCELH | 0.7% | $2m | 57,006 | -11% |
| SalesforceCRM | 0.7% | $2m | 10,115 | -13% |
| AdobeADBE | 0.6% | $1m | 6,891 | -14% |
| AlphabetGOOG | 0.3% | $793,226 | 2,245 | -16% |
| Invesco Exch TRD SLF IDX FDBSCS | 0.3% | $736,032 | 36,142 | -95% |
| MastercardMA | 0.2% | $483,811 | 942 | +3% |
| NvidiaNVDA | 0.2% | $377,779 | 1,888 | Held |
| Invesco Exch TRD SLF IDX FDBSJR | <0.1% | $203,546 | 9,109 | Held |
| Plug PowerPLUG | <0.1% | $54,200 | 20,000 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 4.9% since 30 June 2025.
Where the money is
Technology21.9%
Media & telecom13.5%
Retail & consumer10.2%
Industrials6.9%
Financial services6.2%
Everyday goods4.3%
Health care2.5%
Other34.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.