Latest Global Frontier Investments LLC Stock Portfolio
Global Frontier Investments LLC Performance:
2025 Q4: 2.47%YTD: 6.01%2024: 30.4%
Performance for 2025 Q4 is 2.47%, and YTD is 6.01%, and 2024 is 30.4%.
About Global Frontier Investments LLC and 13F Hedge Fund Stock Holdings
On 2026-02-18, the fund reported it's updated stock portfolio. In the 13F Holdings report, Global Frontier Investments LLC reported an equity portfolio of $506.7 Millions as of 31 Dec, 2025.
The top stock holdings of Global Frontier Investments LLC are JPM, AXP, ACN. The fund has invested 20% of it's portfolio in JPMORGAN CHASE and 17% of portfolio in AMERICAN EXPRESS CO .
The fund managers got completely rid off ATAI LIFESCIENCES NV (ATAI), WELLS FARGO (WFC) and SCHWAB (CHARLES) CORP (SCHW) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), JPMORGAN CHASE (JPM) and AMERICAN EXPRESS CO (AXP). The fund showed a lot of confidence in some stocks as they added substantially to ACCENTURE PLC CL A (ACN).
The top stock holdings of Global Frontier Investments LLC are JPM, AXP, ACN. The fund has invested 20% of it's portfolio in JPMORGAN CHASE and 17% of portfolio in AMERICAN EXPRESS CO .
The fund managers got completely rid off ATAI LIFESCIENCES NV (ATAI), WELLS FARGO (WFC) and SCHWAB (CHARLES) CORP (SCHW) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), JPMORGAN CHASE (JPM) and AMERICAN EXPRESS CO (AXP). The fund showed a lot of confidence in some stocks as they added substantially to ACCENTURE PLC CL A (ACN).
Global Frontier Investments LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Global Frontier Investments LLC made a return of 2.47% in the last quarter. In trailing 12 months, it's portfolio return was 6.01%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| accenture plc cl a | 86.96 |
Additions to existing portfolio by Global Frontier Investments LLC
Reductions
| Ticker | % Reduced |
|---|---|
| goldman sachs group inc | -48.00 |
| jpmorgan chase | -26.81 |
| american express co | -5.66 |
Global Frontier Investments LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| atai lifesciences nv | 0.00 |
| citigroup inc | 0.00 |
| kaleyra inc | 0.00 |
| schwab (charles) corp | 0.00 |
| wells fargo | 0.00 |
| cadence bancorp | 0.00 |
| bank ozk | 0.00 |
| amryt pharma ltd - spnr adr | 0.00 |
Global Frontier Investments LLC got rid off the above stocks
Sector Distribution
Global Frontier Investments LLC has about 79.6% of it's holdings in Financial Services sector.
- Financial Services
- Technology
- Others
| Sector | % |
|---|---|
| Financial Services | 79.6 |
| Technology | 11.4 |
| Others | 8 |
Market Cap. Distribution
Global Frontier Investments LLC has about 92% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 46.9 |
| LARGE-CAP | 45.1 |
| UNALLOCATED | 8 |
Stocks belong to which Index?
About 80.5% of the stocks held by Global Frontier Investments LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
| Index | % |
|---|---|
| S&P 500 | 80.5 |
| Others | 19.5 |
Global Frontier Investments LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Global Frontier Investments LLC
Global Frontier Investments LLC has 15 stocks in it's portfolio. About 91.6% of the portfolio is in top 10 stocks. PGR proved to be the most loss making stock for the portfolio. AXP was the most profitable stock for Global Frontier Investments LLC last quarter.
Last Reported on: 18 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACGL | arch capital group ltd | 2.84 | 150,000 | 14,388,000 | unchanged | 0.00 | ||
| ACN | accenture plc cl a | 11.38 | 215,000 | 57,685,000 | added | 86.96 | ||
| AON | aon plc class a | 3.41 | 49,000 | 17,291,000 | unchanged | 0.00 | ||
| ATAI | atai lifesciences nv | 0.00 | 0.00 | 0.00 | sold off | |||
| AXP | american express co | 17.03 | 233,215 | 86,278,000 | reduced | -5.66 | ||
| BABA | alibaba group holding-sp adr | 1.45 | 50,000 | 7,329,000 | unchanged | 0.00 | ||
| C | citigroup inc | 0.00 | 0.00 | 0.00 | sold off | |||
| GPN | global payments inc | 1.04 | 68,000 | 5,263,000 | unchanged | 0.00 | ||
| GS | goldman sachs group inc | 2.26 | 13,000 | 11,427,000 | reduced | -48.00 | ||
| JPM | jpmorgan chase | 19.97 | 314,000 | 101,177,000 | reduced | -26.81 | ||
| KKR | kkr | 6.82 | 271,000 | 34,547,000 | unchanged | 0.00 | ||
| KLR | kaleyra inc | 0.00 | 0.00 | 0.00 | sold off | |||
| MA | mastercard inc a | 7.66 | 68,000 | 38,820,000 | unchanged | 0.00 | ||
| NTRS | northern trust corp | 0.81 | 30,000 | 4,098,000 | unchanged | 0.00 | ||
| PGR | progressive corp | 8.18 | 182,000 | 41,445,000 | unchanged | 0.00 | ||
| SCHW | schwab (charles) corp | 0.00 | 0.00 | 0.00 | sold off | |||
| USB | us bancorp | 5.88 | 558,000 | 29,775,000 | unchanged | 0.00 | ||
| WAL | western alliance bancorp | 4.73 | 285,000 | 23,960,000 | unchanged | 0.00 | ||
| WFC | wells fargo | 0.00 | 0.00 | 0.00 | sold off | |||
| berkshire hathaway inc cl a | 6.56 | 44.00 | 33,221,000 | unchanged | 0.00 | |||