GPM GROWTH INVESTORS INC
Q2 2026 Form 13-F
FARMINGTON HILLS, MICHIGAN
CIK 0001799367
· CRD 107645
· SEC-registered investment adviser
$239.5M Reported Value Total
GPM GROWTH INVESTORS, INC. reports 531 total accounts under management (AUM). There are 523 discretionary accounts valued at $270,796,441, and 8 non-discretionary accounts valued at $10,517,044.
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
$239.5M
Quarter over quarter
+8.2%
Holdings
43
Top-10 concentration
54.1%
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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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 07, 2026 |
| Form | 13F-HR |
| Reported value | $239.5M |
| Positions | 43 |
| Change in reported value | +0.7% |
| New positions | 3 |
| Exited positions | 1 |
| Position turnover | 9.1% |
| Top-10 concentration | 54.1% |
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 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | GOOGL ALPHABET INC | $23.1M | 9.66% |
| 2 | BSCV INVESCO EXCH TRD SLF IDX FD | $16.3M | 6.79% |
| 3 | MSFT MICROSOFT CORP | $14.8M | 6.18% |
| 4 | AMZN AMAZON COM INC | $12.0M | 5.02% |
| 5 | AAPL APPLE INC | $12.0M | 5.0% |
| 6 | SCHG SCHWAB STRATEGIC TR | $11.3M | 4.74% |
| 7 | ADI ANALOG DEVICES INC | $11.3M | 4.71% |
| 8 | BSCT INVESCO EXCH TRD SLF IDX FD | $10.8M | 4.52% |
| 9 | V VISA INC | $9.2M | 3.83% |
| 10 | BSCU INVESCO EXCH TRD SLF IDX FD | $8.8M | 3.67% |
| 11 | COST COSTCO WHOLESALE CORPORATION | $8.6M | 3.58% |
| 12 | SCHX SCHWAB STRATEGIC TR | $7.9M | 3.29% |
| 13 | BSJU INVESCO EXCH TRD SLF IDX FD | $6.5M | 2.72% |
| 14 | HEIA HEICO CORP NEW | $6.1M | 2.56% |
| 15 | SYK STRYKER CORPORATION | $6.0M | 2.5% |
| 16 | ORCL ORACLE CORP | $5.5M | 2.29% |
| 17 | MCHP MICROCHIP TECHNOLOGY INC. | $5.5M | 2.29% |
| 18 | BSJS INVESCO EXCH TRD SLF IDX FD | $5.2M | 2.17% |
| 19 | META META PLATFORMS INC | $4.7M | 1.98% |
| 20 | XMMO INVESCO EXCHANGE TRADED FD T | $4.6M | 1.91% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.