GPM Growth Investors, Inc.

Q2 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$239,479
Net value change ($000)
+1,619 (0.7%)
New positions
3
Sold out positions
1
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BSCV 16,252 NEW
SPMO 3,573 NEW
XMMO 3,159 224.7%
PAVE 3,082 NEW
BSCU 1,150 15.0%
MCHP 1,010 22.6%
BSJU 925 16.6%
VGT 920 36.6%
ADI 857 8.2%
AMZN 500 4.3%
Top Reduces (Value $000, Stocks/ETFs)
BSCS -12,823 -94.6%
BSCT -2,522 -18.9%
COST -2,139 -20.0%
MCD -1,829 -29.5%
MSFT -1,684 -10.2%
TXRH -1,507 -35.9%
SYK -1,336 -18.2%
GPN -1,068 -30.9%
ORCL -967 -15.0%
NFLX -852 -32.5%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type