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GPM Growth Investors, Inc. — 13F Holdings & Portfolio

CIK 1799367 · latest 13F-HR filed 2026-08-07

Backtest portfolio

GPM Growth Investors, Inc. manages $239.5M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GOOGL (9.66%), BSCV (6.79%), MSFT (6.18%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 1; 11 existing positions rose in reported value and 18 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$239.5M

Long-equity book

Holdings
43

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+3 / −1 / ↑11 / ↓18

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
GOOGL9.7% · -18%BSCV6.8% · newMSFT6.2% · -11%AMZN5.0% · -9%AAPL5.0% · -13%SCHG4.7% · -15%ADI4.7% · -13%BSCT4.5% · -18%V3.8% · -12%BSCU3.7% · +16%COST3.6% · -15%SCHX3.3% · -9%BSJU2.7% · +16%HEI.A2.6% · -14%SYK2.5% · -15%ORCL2.3% · -15%MCHP2.3% · -13%BSJS2.2% · -6%META2.0% · -10%XMMO1.9% · +177%MCD1.8% · -19%CSX1.7% · -18%WM1.5% · -10%SPMO1.5% · newVGT1.4% · +697%ABNB1.3% · -12%PAVE1.3% · newSCHW1.2% · -7%CARR1.1% · -12%TXRH1.1% · -45%GPN1.0% · -36%TSLA0.9% · -0%SPOT0.8% · -6%NFLX0.7% · -9%CELH0.7% · -11%CRM0.7% · -13%ADBE0.6% · -14%GOOG0.3% · -16%BSCS0.3% · -95%MA0.2% · +2%NVDA0.2% · 0%BSJR0.1% · 0%PLUG0.0% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 54.1%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 16, 2026.

Assets Under Management
$281.3M
Discretionary
$270.8M
Employees
5
Accounts
531
Address
39533 WOODWARD AVE
SUITE 145
BLOOMFIELD HILLS, MI 48304
Phone
(248) 865-0518
Website
Name Title / Status Ownership Type
GRIFFIN, JOSEPH, T. ControlMANAGING PARTNER, PORTFOLIO MANAGER, CLIENT ADVISOR
since Oct 2021
10–25%Individual
GRIFFIN, TIMOTHY ControlPRESIDENT, CCO, PORTFOLIO MANAGER
since Mar 2021
75% or moreIndividual
DELLA TORRE, BRITTNEY, LOUISEMANAGING PARTNER, CLIENT ADVISOR
since Jan 2022
5–10%Individual
Ownership & leadership changes · 6 filings with changes since Nov 14, 2011

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 23, 2024 filing
  • AddedDELLA TORRE, BRITTNEY, LOUISE · MANAGING PARTNER, CLIENT ADVISOR · 5–10%
Mar 17, 2023 filing
  • AddedGRIFFIN, JOSEPH, T. · MANAGING PARTNER, PORTFOLIO MANAGER, CLIENT ADVISOR · 10–25% · control person
Mar 14, 2022 filing
  • No longer listedDINARDO, MICHELLE, M · FORMER EMPLOYEE · 5–10% · listed since Nov 2021
Nov 29, 2021 filing
  • ChangedDINARDO, MICHELLE, M · title CHIEF COMPLIANCE OFFICER, CLIENT ADVISOR, VICE PRESIDENT → FORMER EMPLOYEE; no longer a control person
  • ChangedGRIFFIN, TIMOTHY · title PRESIDENT, PORTFOLIO MANAGER → PRESIDENT, CCO, PORTFOLIO MANAGER
Mar 31, 2021 filing
  • ChangedDINARDO, MICHELLE, M · title CLIENT ADVISOR, VICE PRESIDENT → CHIEF COMPLIANCE OFFICER, CLIENT ADVISOR, VICE PRESIDENT; ownership 10–25% → 5–10%
  • ChangedGRIFFIN, TIMOTHY · title CHIEF COMPLIANCE OFFICER, PRESIDENT → PRESIDENT, PORTFOLIO MANAGER
Feb 20, 2019 filing
  • AddedDINARDO, MICHELLE, M · CLIENT ADVISOR, VICE PRESIDENT · 10–25% · control person
Nov 14, 2011 filing (earliest on record)
  • ListedGRIFFIN, TIMOTHY · CHIEF COMPLIANCE OFFICER, PRESIDENT · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

GPM Growth Investors, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ALPHABET INC GOOGL 02079K305 $23.1M 9.66% 64,721 SH
2 INVESCO EXCH TRD SLF IDX FD BSCV 46138J429 $16.3M 6.79% 991,889 SH
3 MICROSOFT CORP MSFT 594918104 $14.8M 6.18% 39,706 SH
4 AMAZON COM INC AMZN 023135106 $12.0M 5.02% 50,427 SH
5 APPLE INC AAPL 037833100 $12.0M 5.00% 41,387 SH
6 SCHWAB STRATEGIC TR SCHG 808524300 $11.3M 4.74% 335,299 SH
7 ANALOG DEVICES INC ADI 032654105 $11.3M 4.71% 28,382 SH
8 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $10.8M 4.52% 583,177 SH
9 VISA INC V 92826C839 $9.2M 3.83% 26,747 SH
10 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $8.8M 3.67% 528,408 SH
11 COSTCO WHOLESALE CORPORATION COST 22160K105 $8.6M 3.58% 9,169 SH
12 SCHWAB STRATEGIC TR SCHX 808524201 $7.9M 3.29% 267,308 SH
13 INVESCO EXCH TRD SLF IDX FD BSJU 46139W841 $6.5M 2.72% 251,932 SH
14 HEICO CORP NEW HEI.A 422806208 $6.1M 2.56% 23,761 SH
15 STRYKER CORPORATION SYK 863667101 $6.0M 2.50% 19,037 SH
16 ORACLE CORP ORCL 68389X105 $5.5M 2.29% 37,488 SH
17 MICROCHIP TECHNOLOGY INC. MCHP 595017104 $5.5M 2.29% 60,121 SH
18 INVESCO EXCH TRD SLF IDX FD BSJS 46138J452 $5.2M 2.17% 239,447 SH
19 META PLATFORMS INC META 30303M102 $4.7M 1.98% 8,417 SH
20 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $4.6M 1.91% 26,832 SH
21 MCDONALDS CORP MCD 580135101 $4.4M 1.82% 16,162 SH
22 CSX CORP CSX 126408103 $4.2M 1.74% 87,484 SH
23 WASTE MGMT INC DEL WM 94106L109 $3.6M 1.49% 16,050 SH
24 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $3.6M 1.49% 22,121 SH
25 VANGUARD WORLD FD VGT 92204A702 $3.4M 1.44% 28,756 SH
26 AIRBNB INC ABNB 009066101 $3.2M 1.32% 22,147 SH
27 GLOBAL X FDS PAVE 37954Y673 $3.1M 1.29% 52,312 SH
28 SCHWAB CHARLES CORP SCHW 808513105 $2.9M 1.21% 31,304 SH
29 CARRIER GLOBAL CORPORATION CARR 14448C104 $2.7M 1.14% 37,214 SH
30 TEXAS ROADHOUSE INC TXRH 882681109 $2.7M 1.12% 13,911 SH
31 GLOBAL PMTS INC GPN 37940X102 $2.4M 1.00% 32,850 SH
32 TESLA INC TSLA 88160R101 $2.3M 0.94% 5,370 SH
33 SPOTIFY TECHNOLOGY S A SPOT L8681T102 $1.9M 0.80% 4,161 SH
34 NETFLIX INC. NFLX 64110L106 $1.8M 0.74% 24,786 SH
35 CELSIUS HLDGS INC CELH 15118V207 $1.7M 0.70% 57,006 SH
36 SALESFORCE INC CRM 79466L302 $1.6M 0.66% 10,115 SH
37 ADOBE INC ADBE 00724F101 $1.4M 0.59% 6,891 SH
38 ALPHABET INC GOOG 02079K107 $793.2K 0.33% 2,245 SH
39 INVESCO EXCH TRD SLF IDX FD BSCS 46138J643 $736.0K 0.31% 36,142 SH
40 MASTERCARD INCORPORATED MA 57636Q104 $483.8K 0.20% 942 SH
41 NVIDIA CORPORATION NVDA 67066G104 $377.8K 0.16% 1,888 SH
42 INVESCO EXCH TRD SLF IDX FD BSJR 46138J585 $203.5K 0.08% 9,109 SH
43 PLUG PWR INC PLUG 72919P202 $54.2K 0.02% 20,000 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $239.5M 43 0001799367-26-000003
2026-03-31 2026-04-24 $237.9M 42 0001799367-26-000002
2025-12-31 2026-01-30 $256.6M 42 0001799367-26-000001
Filer Information
Address
39533 WOODWARD AVE. SUITE 145
BLOOMFIELD HILLS, MI 48304
Phone
(248) 865-0518
Filing Manager
GPM Growth Investors, Inc.
BLOOMFIELD HILLS, MI
Signatory
Charles Roehrer
Compliance Administrator