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GPM Growth Investors, Inc.
RIA/Wealth
GPM Growth Investors, Inc. is a RIA/Wealth based in Bloomfield Hills, MI led by Timothy Griffin, managing $259.9M across 42 long positions as of Q3 2025 with 56% concentrated in top 10 holdings.
PresidentTimothy Griffin
- Portfolio Value
- $259.9M
- Positions
- 42
- Top Holding
- MSFT at 9.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GPM Growth Investors, Inc.'s portfolio (55.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $23.9M | 9.20% | +$141.4K Bought | 0.00% 46.2K shares | |
Internet Content & Information Communication Services | $20.7M | 7.98% | -$85.6K Sold | 0.00% 85.3K shares | |
ETF ETF | $14.7M | 5.66% | -$119.0K Sold | — 461.3K shares | |
ETF ETF | $13.7M | 5.28% | +$268.2K Bought | — 666.9K shares | |
ETF ETF | $13.2M | 5.07% | +$3.0M Bought | — 700.4K shares | |
Consumer Electronics Technology | $13.0M | 5.00% | +$128.3K Bought | 0.00% 51.0K shares | |
Software - Infrastructure Technology | $12.8M | 4.91% | -$2.6M Sold | 0.00% 45.3K shares | |
Specialty Retail Consumer Cyclical | $12.0M | 4.63% | +$92.7K Bought | 0.00% 54.8K shares | |
Financial - Credit Services Financial Services | $10.8M | 4.17% | +$119.5K Bought | 0.00% 31.8K shares | |
Discount Stores Consumer Defensive | $10.5M | 4.03% | -$90.7K Sold | 0.00% 11.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GPM Growth Investors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+29.12% | |
+20.06% | |
+17.59% | |
+10.9% | |
+8.02% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-59.53% | |
-19.71% | |
-16.93% | |
-14.74% | |
-4.37% |
Analytics
Portfolio insights and performance metrics for GPM Growth Investors, Inc.
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