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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
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSJT INVESCO EXCH TRD SLF IDX FD 10,683.0 $230K 0.09% -208K -95.1% $21.51 -2.3%
42 NFLX NETFLIX INC Communication Services 2,439.0 $229K 0.09% +2K +988.8% $93.76 -4.4%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%