GPM GROWTH INVESTORS INC
Q2 2025 Form 13-F
FARMINGTON HILLS, MICHIGAN
CIK 0001799367
· CRD 107645
· SEC-registered investment adviser
$251.8M Reported Value Total
GPM GROWTH INVESTORS, INC. reports 492 total accounts under management (AUM). There are 484 discretionary accounts valued at $249,129,045, and 8 non-discretionary accounts valued at $8,952,486.
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
$251.8M
Quarter over quarter
+12.1%
Holdings
42
Top-10 concentration
52.3%
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
Filing Navigation
13F Metrics
Loading 13F Metrics
Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 01, 2025 |
| Form | 13F-HR |
| Reported value | $251.8M |
| Positions | 42 |
| Change in reported value | +10.4% |
| New positions | 0 |
| Exited positions | 2 |
| Position turnover | 4.6% |
| Top-10 concentration | 52.3% |
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 · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | MSFT MICROSOFT CORP | $22.8M | 9.07% |
| 2 | GOOGL ALPHABET INC | $15.1M | 6.0% |
| 3 | SCHG SCHWAB STRATEGIC TR | $13.6M | 5.39% |
| 4 | BSCS INVESCO EXCH TRD SLF IDX FD | $13.4M | 5.32% |
| 5 | ORCL ORACLE CORP | $11.9M | 4.74% |
| 6 | AMZN AMAZON COM INC | $11.9M | 4.73% |
| 7 | COST COSTCO WHSL CORP NEW | $11.3M | 4.49% |
| 8 | V VISA INC | $11.1M | 4.43% |
| 9 | AAPL APPLE INC | $10.4M | 4.11% |
| 10 | BSCT INVESCO EXCH TRD SLF IDX FD | $10.1M | 4.03% |
| 11 | SYK STRYKER CORPORATION | $9.0M | 3.57% |
| 12 | BSCR INVESCO EXCH TRD SLF IDX FD | $8.6M | 3.41% |
| 13 | CARR CARRIER GLOBAL CORPORATION | $8.2M | 3.25% |
| 14 | ADI ANALOG DEVICES INC | $8.1M | 3.22% |
| 15 | HEIA HEICO CORP NEW | $7.2M | 2.86% |
| 16 | SCHX SCHWAB STRATEGIC TR | $7.0M | 2.77% |
| 17 | MCD MCDONALDS CORP | $5.9M | 2.35% |
| 18 | META META PLATFORMS INC | $5.8M | 2.29% |
| 19 | MCHP MICROCHIP TECHNOLOGY INC. | $5.1M | 2.04% |
| 20 | TXRH TEXAS ROADHOUSE INC | $4.9M | 1.96% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.