Latest Global Frontier Investments LLC Stock Portfolio
About Global Frontier Investments LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Global Frontier Investments LLC reported an equity portfolio of $419.4 Millions as of 30 Jun, 2025.
The top stock holdings of Global Frontier Investments LLC are JPM, AXP, PGR. The fund has invested 26.2% of it's portfolio in JPMORGAN CHASE and 15% 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. Global Frontier Investments LLC opened new stock positions in JPMORGAN CHASE (JPM), AMERICAN EXPRESS CO (AXP) and PROGRESSIVE CORP (PGR).
The top stock holdings of Global Frontier Investments LLC are JPM, AXP, PGR. The fund has invested 26.2% of it's portfolio in JPMORGAN CHASE and 15% 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. Global Frontier Investments LLC opened new stock positions in JPMORGAN CHASE (JPM), AMERICAN EXPRESS CO (AXP) and PROGRESSIVE CORP (PGR).
Global Frontier Investments LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| jpmorgan chase | 109,876,000 |
| american express co | 62,908,000 |
| progressive corp | 48,569,000 |
| mastercard inc a | 38,212,000 |
| berkshire hathaway inc cl a | 32,067,000 |
| us bancorp | 25,249,000 |
| western alliance bancorp | 22,224,000 |
| goldman sachs group inc | 17,693,000 |
New stocks bought by Global Frontier Investments LLC
Additions
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| atai lifesciences nv | |
| wells fargo | |
| schwab (charles) corp | |
| kaleyra inc | |
| citigroup inc | |
| cadence bancorp | |
| bank ozk | |
| amryt pharma ltd - spnr adr |
Global Frontier Investments LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Financial Services | 88.6 |
| Others | 9 |
| Industrials | 1.3 |
| Technology | 1.1 |
Market Cap. Distribution
| Category | % |
|---|---|
| LARGE-CAP | 49.3 |
| MEGA-CAP | 36.4 |
| UNALLOCATED | 9 |
| MID-CAP | 5.3 |
Stocks belong to which Index?
| Index | % |
|---|---|
| S&P 500 | 82.8 |
| Others | 17.2 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
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
Last Reported on: 13 Aug, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| JPM | jpmorgan chase | 26.20 | 379,000 | 109,876,000 | new | |||
Historical Trend of JPMORGAN CHASE Position Held By Global Frontier Investments LLCWhat % of Portfolio is JPM?:Number of JPM shares held:Change in No. of Shares Held: | ||||||||
| AXP | american express co | 15.00 | 197,215 | 62,908,000 | new | |||
| PGR | progressive corp | 11.58 | 182,000 | 48,569,000 | new | |||
| MA | mastercard inc a | 9.11 | 68,000 | 38,212,000 | new | |||
| berkshire hathaway inc cl a | 7.64 | 44.00 | 32,067,000 | new | ||||
| USB | us bancorp | 6.02 | 558,000 | 25,249,000 | new | |||
| WAL | western alliance bancorp | 5.30 | 285,000 | 22,224,000 | new | |||
| GS | goldman sachs group inc | 4.22 | 25,000 | 17,693,000 | new | |||
| AON | aon plc class a | 4.17 | 49,000 | 17,481,000 | new | |||
| ACGL | arch capital group ltd | 3.26 | 150,000 | 13,658,000 | new | |||
| KKR | kkr | 2.89 | 91,000 | 12,106,000 | new | |||
| BABA | alibaba group holding-sp adr | 1.35 | 50,000 | 5,671,000 | new | |||
| GPN | global payments inc | 1.30 | 68,000 | 5,443,000 | new | |||
| ACN | accenture plc cl a | 1.07 | 15,000 | 4,483,000 | new | |||
| NTRS | northern trust corp | 0.91 | 30,000 | 3,804,000 | new | |||
| ATAI | atai lifesciences nv | 0.00 | 0.00 | 0.00 | sold off | |||
| WFC | wells fargo | 0.00 | 0.00 | 0.00 | sold off | |||
| SCHW | schwab (charles) corp | 0.00 | 0.00 | 0.00 | sold off | |||
| kaleyra inc | 0.00 | 0.00 | 0.00 | sold off | ||||
| C | citigroup inc | 0.00 | 0.00 | 0.00 | sold off | |||
