GPM GROWTH INVESTORS INC
Q4 2021 Form 13-F
FARMINGTON HILLS, MICHIGAN
CIK 0001799367
· CRD 107645
· SEC-registered investment adviser
$200.8M Reported Value Total
GPM GROWTH INVESTORS, INC. reports 492 total accounts under management (AUM). There are 492 discretionary accounts valued at $229,550,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-16
Reported value
$200.8M
Quarter over quarter
+10.3%
Holdings
37
Top-10 concentration
51.7%
Key People
Form ADV owners & control persons
Timothy Griffin
PRESIDENT, CCO, PORTFOLIO MANAGER
Joseph T. Griffin
MANAGING PARTNER, PORTFOLIO MANAGER, CLIENT ADVISOR
Brittney Louise Della Torre
MANAGING PARTNER, CLIENT ADVISOR
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | January 18, 2022 |
| Form | 13F-HR |
| Reported value | $200.8M |
| Positions | 37 |
| Change in reported value | +5.9% |
| New positions | 2 |
| Exited positions | 4 |
| Position turnover | 14.6% |
| Top-10 concentration | 51.7% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 30, 2026
|
43 | $236.7M |
|
Q2 2026 13F
Filed Aug 7, 2026
|
43 | $239.5M |
|
Q1 2026 13F
Filed Apr 24, 2026
|
41 | $237.9M |
|
Q4 2025 13F
Filed Jan 30, 2026
|
42 | $256.6M |
|
Q3 2025 13F
Filed Oct 20, 2025
|
42 | $259.9M |
|
Q2 2025 13F
Filed Aug 1, 2025
|
42 | $251.8M |
|
Q1 2025 13F
Filed May 2, 2025
|
44 | $228.1M |
|
Q4 2024 13F
Filed Feb 6, 2025
|
43 | $236.7M |
|
Q3 2024 13F
Filed Nov 8, 2024
|
45 | $240.4M |
|
Q2 2024 13F
Filed Aug 2, 2024
|
43 | $235.2M |
|
Q4 2023 13F
Filed Feb 5, 2024
|
38 | $212.3M |
|
Q3 2023 13F
Filed Oct 31, 2023
|
37 | $191.4M |
|
Q2 2023 13F
Filed Jul 28, 2023
|
40 | $190.7M |
|
Q1 2023 13F
Filed Apr 11, 2023
|
38 | $172.7M |
|
Q4 2022 13F
Filed Jan 10, 2023
|
37 | $164.7M |
|
Q3 2022 13F
Filed Oct 12, 2022
|
37 | $150.0M |
|
Q2 2022 13F
Filed Jul 12, 2022
|
35 | $153.5M |
|
Q1 2022 13F
Filed Apr 11, 2022
|
32 | $181.7M |
|
Q4 2021 13F
Filed Jan 18, 2022
|
37 | $200.8M |
8 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $15.5M | 7.7% |
| 2 | AAPL APPLE INC | $14.5M | 7.24% |
| 3 | BSCO INVESCO EXCH TRD SLF IDX FD | $13.8M | 6.89% |
| 4 | GOOGL ALPHABET INC | $12.6M | 6.25% |
| 5 | SCHG SCHWAB STRATEGIC TR | $9.2M | 4.56% |
| 6 | SCHW SCHWAB CHARLES CORP | $9.1M | 4.55% |
| 7 | WD WALKER & DUNLOP INC | $7.8M | 3.91% |
| 8 | COST COSTCO WHSL CORP NEW | $7.7M | 3.82% |
| 9 | UNH UNITEDHEALTH GROUP INC | $7.3M | 3.66% |
| 10 | SYK STRYKER CORPORATION | $6.3M | 3.12% |
| 11 | CARR CARRIER GLOBAL CORPORATION | $6.0M | 2.97% |
| 12 | V VISA INC | $5.8M | 2.9% |
| 13 | MCD MCDONALDS CORP | $5.4M | 2.69% |
| 14 | APD AIR PRODS & CHEMS INC | $5.4M | 2.68% |
| 15 | AZO AUTOZONE INC | $5.1M | 2.53% |
| 16 | NKE NIKE INC | $5.0M | 2.47% |
| 17 | MCHP MICROCHIP TECHNOLOGY INC. | $4.9M | 2.44% |
| 18 | FALN ISHARES TR | $4.6M | 2.27% |
| 19 | ADI ANALOG DEVICES INC | $4.5M | 2.26% |
| 20 | VCIT VANGUARD SCOTTSDALE FDS | $4.4M | 2.19% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.