Latest Global Frontier Investments LLC Stock Portfolio
Global Frontier Investments LLC Performance:
2025 Q3: 3.45%YTD: 3.45%
Performance for 2025 Q3 is 3.45%, and YTD is 3.45%.
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 $519.1 Millions as of 30 Sep, 2025.
The top stock holdings of Global Frontier Investments LLC are JPM, AXP, PGR. The fund has invested 26.1% of it's portfolio in JPMORGAN CHASE and 15.8% 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. The fund showed a lot of confidence in some stocks as they added substantially to ACCENTURE PLC CL A (ACN), KKR (KKR) and AMERICAN EXPRESS CO (AXP).
The top stock holdings of Global Frontier Investments LLC are JPM, AXP, PGR. The fund has invested 26.1% of it's portfolio in JPMORGAN CHASE and 15.8% 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. The fund showed a lot of confidence in some stocks as they added substantially to ACCENTURE PLC CL A (ACN), KKR (KKR) and AMERICAN EXPRESS CO (AXP).
Global Frontier Investments LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Global Frontier Investments LLC made a return of 3.45% in the last quarter. In trailing 12 months, it's portfolio return was NA%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| accenture plc cl a | 666 |
| kkr | 197 |
| american express co | 25.35 |
| jpmorgan chase | 13.19 |
Additions to existing portfolio by Global Frontier Investments LLC
Reductions
Sold off
| Ticker | $ Sold |
|---|---|
| atai lifesciences nv | 0.00 |
| citigroup inc | 0.00 |
| schwab (charles) corp | 0.00 |
| wells fargo | 0.00 |
| kaleyra inc | 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 85.3% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 85.3 |
| Others | 8.1 |
| Technology | 5.5 |
| Industrials | 1.1 |
Market Cap. Distribution
Global Frontier Investments LLC has about 87.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 48.1 |
| MEGA-CAP | 39 |
| UNALLOCATED | 8.1 |
| MID-CAP | 4.8 |
Stocks belong to which Index?
About 80.3% of the stocks held by Global Frontier Investments LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 80.3 |
| Others | 19.7 |
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 90.4% of the portfolio is in top 10 stocks. PGR proved to be the most loss making stock for the portfolio. JPM was the most profitable stock for Global Frontier Investments LLC last quarter.
Last Reported on: 18 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACGL | arch capital group ltd | 2.62 | 150,000 | 13,610,000 | unchanged | 0.00 | ||
| ACN | accenture plc cl a | 5.46 | 115,000 | 28,359,000 | added | 666 | ||
| AON | aon plc class a | 3.37 | 49,000 | 17,472,000 | unchanged | 0.00 | ||
| ATAI | atai lifesciences nv | 0.00 | 0.00 | 0.00 | sold off | |||
| AXP | american express co | 15.82 | 247,215 | 82,115,000 | added | 25.35 | ||
| BABA | alibaba group holding-sp adr | 1.72 | 50,000 | 8,937,000 | unchanged | 0.00 | ||
| C | citigroup inc | 0.00 | 0.00 | 0.00 | sold off | |||
| GPN | global payments inc | 1.09 | 68,000 | 5,649,000 | unchanged | 0.00 | ||
| GS | goldman sachs group inc | 3.84 | 25,000 | 19,909,000 | unchanged | 0.00 | ||
| JPM | jpmorgan chase | 26.07 | 429,000 | 135,319,000 | added | 13.19 | ||
| KKR | kkr | 6.78 | 271,000 | 35,216,000 | added | 197 | ||
| MA | mastercard inc a | 7.45 | 68,000 | 38,679,000 | unchanged | 0.00 | ||
| NTRS | northern trust corp | 0.78 | 30,000 | 4,038,000 | unchanged | 0.00 | ||
| PGR | progressive corp | 8.66 | 182,000 | 44,945,000 | unchanged | 0.00 | ||
| SCHW | schwab (charles) corp | 0.00 | 0.00 | 0.00 | sold off | |||
| USB | us bancorp | 5.20 | 558,000 | 26,968,000 | unchanged | 0.00 | ||
| WAL | western alliance bancorp | 4.76 | 285,000 | 24,715,000 | unchanged | 0.00 | ||
| WFC | wells fargo | 0.00 | 0.00 | 0.00 | sold off | |||
| berkshire hathaway inc cl a | 6.39 | 44.00 | 33,185,000 | unchanged | 0.00 | |||
| kaleyra inc | 0.00 | 0.00 | 0.00 | sold off | ||||