GPM Growth Investors, Inc.

Q3 2026 13F-HR Holdings

Location
Bloomfield Hills, MI
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
43
Total value ($000)
$236,696
Net value change ($000)
-2,783 (-1.2%)
New positions
1
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 5,324 35.9%
AAPL 1,582 13.2%
META 1,133 23.9%
CRM 704 44.4%
AMZN 431 3.6%
SCHX 391 5.0%
V 331 3.6%
SCHG 326 2.9%
SPMO 260 7.3%
PLTR 254 NEW
Top Reduces (Value $000, Stocks/ETFs)
GPN -2,384 -100.0%
CSX -1,483 -35.7%
GOOGL -1,148 -5.0%
SYK -904 -15.1%
MCHP -867 -15.8%
HEI -775 -12.6%
MCD -738 -16.9%
CARR -711 -26.0%
BSCV -641 -3.9%
TXRH -546 -20.3%
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