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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 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CANADIAN PACIFIC KANSAS CITY 34,261.0 $2.5M 0.98% -1K -4.0% $73.63
22 CARR CARRIER GLOBAL CORPORATION Industrials 44,294.0 $2.3M 0.91% -898.0 -2.0% $52.84 +17.7%
23 XMMO INVESCO EXCHANGE TRADED FD T 9,587.0 $1.3M 0.52% -2K -17.7% $138.46 +18.0%
24 BSCR INVESCO EXCH TRD SLF IDX FD 17,473.0 $345K 0.13% -355K -95.3% $19.74 -0.7%
25 BSJR INVESCO EXCH TRD SLF IDX FD 14,176.0 $321K 0.12% -106K -88.2% $22.61 -1.1%
26 BSJT INVESCO EXCH TRD SLF IDX FD 10,683.0 $230K 0.09% -208K -95.1% $21.51 -1.7%
Page 2 of 2  ·  26 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%