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GPM Growth Investors, Inc.

CIK:0001799367
Investment Adviser
$280M AUM
42 holdings
Bloomfield Hills, MI, United States
Founded:1990
7 employees
Latest filing:Sep 30, 2025

GPM Growth Investors, Inc. is a research-driven investment adviser based in Bloomfield Hills, Michigan, founded over 30 years ago. The firm specializes in long-term wealth management for individuals and families, emphasizing generational wealth and aligned interests between clients and their in-house team. As an SEC-registered investment adviser, they serve over 200 families with a disciplined, research-intensive approach and do not sell products or earn commissions. Their employee count is not disclosed but is likely small, reflecting a boutique structure.

Investment Strategy

GPM Growth Investors, Inc. focuses on long-term ownership of high-quality businesses with durable competitive advantages, consistent free cash flow, strong pricing power, recurring revenue, and meaningful long-term growth. The firm employs a research-intensive process that seeks out companies with robust management, significant insider ownership, and strong governance. Portfolios are highly selective and concentrated (typically around 30 positions), and investment decisions are made with an owner mentality, emphasizing risk mitigation and long-term compounding. For income-oriented clients, they offer a balanced strategy with high-quality stocks and bonds to diversify portfolios and buffer risk. Portfolio management is tailored to individual risk tolerance and income needs, driven by value discipline and deep fundamental research.

Latest 13F Filing Activity

GPM Growth Investors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 42 equity positions with a total 13F market value of $260M. The fund increased holdings in Alphabet Inc., Invesco Exch TRD SLF Idx FD, Apple Inc. among other positions. GPM Growth Investors, Inc. reduced exposure to Carrier Global Corporation, Invesco Exch TRD SLF Idx FD, Costco WHSL Corp. New among others.

Top Buys
G
GOOGLALPHABET INC
+$5.6M
B
BSCTINVESCO EXCH TRD SLF IDX FD
+$3.0M
A
AAPLAPPLE INC
+$2.6M
S
SCHGSCHWAB STRATEGIC TR
+$1.1M
M
MSFTMICROSOFT CORP
+$1.1M
Top Sells
C
CARRCARRIER GLOBAL CORPORATION
-$5.5M
B
BSCRINVESCO EXCH TRD SLF IDX FD
-$1.2M
C
COSTCOSTCO WHSL CORP NEW
-$825.5K
T
TXRHTEXAS ROADHOUSE INC
-$582.0K
M
MCHPMICROCHIP TECHNOLOGY INC.
-$474.5K

Top Holdings

M
MSFTMICROSOFT CORP
+9.2%$23.9M
G
GOOGLALPHABET INC
+8.0%$20.7M
S
SCHGSCHWAB STRATEGIC TR
+5.7%$14.7M
B
BSCSINVESCO EXCH TRD SLF IDX FD
+5.3%$13.7M
B
BSCTINVESCO EXCH TRD SLF IDX FD
+5.1%$13.2M

Equity Positions (42)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP9.20%$23.9M46,173$455.77$517.95+$1.1M
ALPHABET INC7.98%$20.7M85,345$182.74$243.10+$5.6M
SCHWAB STRATEGIC TR5.66%$14.7M461,297$25.45$31.91+$1.1M
INVESCO EXCH TRD SLF IDX FD5.28%$13.7M666,918$20.05$20.57+$320.5K
INVESCO EXCH TRD SLF IDX FD5.07%$13.2M700,361$18.57$18.81+$3.0M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+16.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+10.7%
SEMICONDUCTORS & RELATED DEVICES
+5.0%
ELECTRONIC COMPUTERS
+5.0%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+4.6%