GPM Growth Investors, Inc.

CIK 0001799367 · Q1 2026

13F Equity AUM

$237.9M

-7.3% QoQ

Positions

-1 QoQ

AUM Rank

#6,750

Top 54%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,105 · Top 62%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 33.0%Top 10: 55.4%Top 20: 81.5%

GOOGL9.6%

MSFT7.0%

BSCS5.7%

BSCT5.6%

AAPL5.1%

SCHG4.8%

AMZN4.8%

COST4.5%

ADI4.4%

V3.9%

Others (31)44.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services34.4%

Technology22.9%

Communication Services14.3%

Consumer Cyclical11.4%

Industrials6.0%

Consumer Defensive5.5%

Healthcare3.1%

Consumer Discretionary2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 41Median: 1.84%Avg: 2.44%

0–0.5%

6(0.9%)

0.5–1%

7(6.0%)

1–3%

15(28.2%)

3–5%

8(31.9%)

5%+

5(33.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 41Unique: 0vs 20 funds

0.6%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

0.8%

BANK OF AMERICA CORP /DE/

0.9%

JPMORGAN CHASE & CO

0.7%

FMR LLC

1.2%

BlackRock, Inc.

0.9%

VANGUARD CAPITAL MANAGEMENT LLC

0.9%

STATE STREET CORP

0.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.1%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New3Increased20Decreased18Exited4

New Positions

TSLA0.8%

+5K

NVDA0.1%

+2K

PLUN0.0%

+20K

Increased

NFLX1.1%

+25K(+1018%)

BSCU3.2%

+16K(+4%)

SCHX3.2%

+14K(+5%)

BSJU2.4%

+11K(+5%)

SCHG4.8%

+5K(+1%)

BSJS2.3%

+2K(+1%)

BSCT5.6%

+2K(+0%)

BSCS5.7%

+2K(+0%)

SCHW1.3%

+915(+3%)

HEI/A2.5%

+811(+3%)

Decreased

BSJR0.1%

-5,067(-36%)

GPN1.4%

-2,143(-4%)

CARR1.0%

-2,130(-5%)

GOOGL9.6%

-1,807(-2%)

CSX1.8%

-864(-1%)

MCHP1.9%

-533(-1%)

ADI4.4%

-335(-1%)

ORCL2.7%

-273(-1%)

CRM0.9%

-266(-2%)

CELH1.0%

-256(-0%)

Exited

TDY

-6,843

-34,261

BSCR

-17,473

BSJT

-10,683

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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