Portfolio (Quarterly) Guide ↗

GPM Growth Investors, Inc.

· CIK 0001799367

13F Portfolio $257M AUM 42 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 12 Added 26 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WD	WALKER & DUNLOP INC	Financial Services	17,158	$1.4M	0.55%	SOLD
2	NKE	NIKE INC	Consumer Cyclical	16,872	$1.2M	0.45%	SOLD
3	SCHD	SCHWAB STRATEGIC TR	—	13,991	$382K	0.15%	SOLD

Sector Allocation

Technology 37.4%

Communication Services 19.8%

Consumer Cyclical 15.1%

Financial Services 8.2%

Industrials 8.1%

Consumer Defensive 7.0%

Healthcare 4.5%