Skip to content
Disclosery

GPM Growth Investors, Inc.

Follow

13F filer, CIK 1799367, BLOOMFIELD HILLS, MI

GPM Growth Investors, Inc. reported $251,834,764 across 42 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-01. Its ten largest share positions make up 52.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001799367-25-000004

Period
2025-06-30
Reported value
$252M
Holdings
42
Top 10 weight
52.31%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WMadded+5,588$1.28M
BSCSadded+34,769$712K
BSCTadded+27,032$505K
BSJSadded+22,483$496K
CRMadded+1,472$401K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
UNHexited-7,766-$4.07M
NDSNexited-12,558-$2.53M
COSTreduced-281-$278K
HEI-Areduced-1,072-$277K
MSFTreduced-351-$175K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001799367-25-000004, largest first. % of portfolio is the value over $251,834,764, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,885 shares; 2024Q4: 45,497 shares; 2025Q1: 46,251 shares; 2025Q2: 45,900 shares 45,900$22.8M9.07%-351Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,612 shares; 2024Q4: 85,044 shares; 2025Q1: 85,795 shares; 2025Q2: 85,697 shares 85,697$15.1M6%-98Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,751 shares; 2024Q4: 461,909 shares; 2025Q1: 462,510 shares; 2025Q2: 465,025 shares 465,025$13.6M5.39%+2,515Timeline
BSCSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,429 shares; 2024Q4: 600,170 shares; 2025Q1: 619,109 shares; 2025Q2: 653,878 shares 653,878$13.4M5.32%+34,769Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,436 shares; 2024Q4: 54,090 shares; 2025Q1: 54,561 shares; 2025Q2: 54,581 shares 54,581$11.9M4.74%+20Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,792 shares; 2024Q4: 52,494 shares; 2025Q1: 53,532 shares; 2025Q2: 54,336 shares 54,336$11.9M4.73%+804Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,153 shares; 2024Q4: 11,807 shares; 2025Q1: 11,706 shares; 2025Q2: 11,425 shares 11,425$11.3M4.49%-281Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,115 shares; 2024Q4: 31,024 shares; 2025Q1: 31,164 shares; 2025Q2: 31,403 shares 31,403$11.1M4.43%+239Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,464 shares; 2024Q4: 51,025 shares; 2025Q1: 51,034 shares; 2025Q2: 50,493 shares 50,493$10.4M4.11%-541Timeline
BSCTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 394,493 shares; 2024Q4: 487,342 shares; 2025Q1: 515,398 shares; 2025Q2: 542,430 shares 542,430$10.1M4.03%+27,032Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,889 shares; 2024Q4: 22,705 shares; 2025Q1: 22,808 shares; 2025Q2: 22,695 shares 22,695$8.98M3.57%-113Timeline
BSCRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,651 shares; 2024Q4: 407,400 shares; 2025Q1: 420,315 shares; 2025Q2: 437,196 shares 437,196$8.59M3.41%+16,881Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,002 shares; 2024Q4: 107,559 shares; 2025Q1: 108,375 shares; 2025Q2: 111,680 shares 111,680$8.17M3.25%+3,305Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,759 shares; 2024Q4: 34,232 shares; 2025Q1: 34,105 shares; 2025Q2: 34,080 shares 34,080$8.11M3.22%-25Timeline
HEI-AHEICO CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,384 shares; 2024Q4: 28,989 shares; 2025Q1: 28,905 shares; 2025Q2: 27,833 shares 27,833$7.2M2.86%-1,072Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,865 shares; 2024Q4: 182,730 shares; 2025Q1: 280,633 shares; 2025Q2: 285,706 shares 285,706$6.98M2.77%+5,073Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,454 shares; 2024Q4: 20,167 shares; 2025Q1: 20,140 shares; 2025Q2: 20,258 shares 20,258$5.92M2.35%+118Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 7,275 shares; 2025Q1: 7,726 shares; 2025Q2: 7,819 shares 7,819$5.77M2.29%+93Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,751 shares; 2024Q4: 75,096 shares; 2025Q1: 74,591 shares; 2025Q2: 73,131 shares 73,131$5.15M2.04%-1,460Timeline
TXRHTEXAS ROADHOUSE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,806 shares; 2024Q4: 26,475 shares; 2025Q1: 26,717 shares; 2025Q2: 26,353 shares 26,353$4.94M1.96%-364Timeline
BSJTINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 205,888 shares; 2025Q1: 213,788 shares; 2025Q2: 220,224 shares 220,224$4.74M1.88%+6,436Timeline
BSJSINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,164 shares; 2024Q4: 180,931 shares; 2025Q1: 188,292 shares; 2025Q2: 210,775 shares 210,775$4.65M1.85%+22,483Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,523 shares; 2024Q4: 11,045 shares; 2025Q1: 11,052 shares; 2025Q2: 16,640 shares 16,640$3.81M1.51%+5,588Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,031 shares; 2024Q4: 108,211 shares; 2025Q1: 110,295 shares; 2025Q2: 109,324 shares 109,324$3.57M1.42%-971Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,662 shares; 2024Q4: 10,444 shares; 2025Q1: 10,544 shares; 2025Q2: 12,016 shares 12,016$3.28M1.3%+1,472Timeline
TDYTELEDYNE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,545 shares; 2024Q4: 6,518 shares; 2025Q1: 6,476 shares; 2025Q2: 6,275 shares 6,275$3.21M1.28%-201Timeline
ABNBAIRBNB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,181 shares; 2025Q2: 23,851 shares 23,851$3.16M1.25%+670Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,843 shares; 2024Q4: 33,962 shares; 2025Q1: 33,880 shares; 2025Q2: 33,069 shares 33,069$3.02M1.2%-811Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,859 shares; 2024Q4: 41,300 shares; 2025Q1: 37,125 shares; 2025Q2: 35,875 shares 35,875$2.84M1.13%-1,250Timeline
BSJRINVESCO EXCH TRD SLF IDX FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 188,954 shares; 2024Q4: 110,068 shares; 2025Q1: 113,461 shares; 2025Q2: 122,451 shares 122,451$2.78M1.1%+8,990Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,096 shares; 2024Q4: 4,071 shares; 2025Q1: 4,043 shares; 2025Q2: 4,052 shares 4,052$2.69M1.07%+9Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,486 shares; 2025Q1: 6,476 shares; 2025Q2: 6,207 shares 6,207$2.4M0.95%-269Timeline
CELHCELSIUS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,914 shares; 2025Q2: 47,852 shares 47,852$2.22M0.88%-62Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,767 shares; 2024Q4: 2,840 shares; 2025Q1: 2,872 shares; 2025Q2: 2,863 shares 2,863$2.2M0.87%-9Timeline
XMMOINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,635 shares; 2025Q2: 11,693 shares 11,693$1.5M0.6%+58Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,022 shares; 2024Q4: 18,534 shares; 2025Q1: 17,413 shares; 2025Q2: 17,147 shares 17,147$1.22M0.48%-266Timeline
WDWALKER & DUNLOP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,793 shares; 2024Q4: 45,969 shares; 2025Q1: 16,615 shares; 2025Q2: 16,070 shares 16,070$1.13M0.45%-545Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,347 shares; 2025Q1: 2,486 shares; 2025Q2: 2,505 shares 2,505$444K0.18%+19Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560 shares; 2024Q4: 569 shares; 2025Q1: 591 shares; 2025Q2: 679 shares 679$382K0.15%+88Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 280 shares; 2025Q2: 279 shares 279$374K0.15%-1Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,320 shares; 2024Q4: 100,761 shares; 2025Q1: 15,388 shares; 2025Q2: 13,990 shares 13,990$371K0.15%-1,398Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,246 shares; 2024Q4: 2,342 shares; 2025Q1: 2,509 shares; 2025Q2: 2,477 shares 2,477$307K0.12%-32Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
UNHUNITEDHEALTH GROUP INC7,766$4.07Mshares
NDSNNORDSON CORP12,558$2.53Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001799367-25-000004 base2025-08-01acceptance time not in the bulk data set