GPM Growth Investors, Inc.

Q3 2025 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
42
Total value ($000)
$259,932
Net value change ($000)
+8,097 (3.2%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/1/2025 Next filing: 1/30/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,645 37.4%
BSCT 3,031 29.9%
AAPL 2,625 25.3%
SCHG 1,137 8.4%
MSFT 1,084 4.7%
ORCL 818 6.9%
SCHX 557 8.0%
CELH 530 23.9%
TDY 508 15.8%
CSX 371 10.4%
Top Reduces (Value $000, Stocks/ETFs)
CARR -5,476 -67.0%
BSCR -1,244 -14.5%
COST -825 -7.3%
TXRH -582 -11.8%
MCHP -474 -9.2%
SYK -456 -5.1%
CRM -401 -12.2%
V -310 -2.8%
SPOT -246 -11.2%
ADBE -209 -8.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type