Q2 2025 · 13F-HR
Global Frontier Investments LLCholdings as filed
Filed 2025-08-13 · accession 0001821219-25-000002
$419,444
Reported value
23
Positions
2025-06-30
Period end
The Brief · Global Frontier Investments LLC · Q2 2025
AI · grounded in 13F
Global Frontier Investments LLC reported no changes to its 13F holdings for 2025-06-30 relative to 2024-12-31.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46625H100 | JPM | JPMORGAN CHASE | $109,876 | 26.2% | 379,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $62,908 | 15.0% | 197,215 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $48,569 | 11.6% | 182,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC A | $38,212 | 9.11% | 68,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $32,067 | 7.65% | 44 | Common | SOLE |
| 902973304 | USB | US BANCORP | $25,249 | 6.02% | 558,000 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $22,224 | 5.30% | 285,000 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $17,693 | 4.22% | 25,000 | Common | SOLE |
| G0403H108 | AON | AON PLC CLASS A | $17,481 | 4.17% | 49,000 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $13,658 | 3.26% | 150,000 | Common | SOLE |
| 48251W104 | KKR | KKR | $12,106 | 2.89% | 91,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HOLDING-SP ADR | $5,671 | 1.35% | 50,000 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PAYMENTS INC | $5,443 | 1.30% | 68,000 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC CL A | $4,483 | 1.07% | 15,000 | Common | SOLE |
| 665859104 | NTRS | NORTHERN TRUST CORP | $3,804 | 0.91% | 30,000 | Common | SOLE |
| 12739A100 | — | CADENCE BANCORP | $0 | — | 0 | Common | SOLE |
| 808513105 | SCHW | SCHWAB (CHARLES) CORP | $0 | — | 0 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO | $0 | — | 0 | Common | SOLE |
| 06417N103 | OZK | BANK OZK | $0 | — | 0 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $0 | — | 0 | Common | SOLE |
| 483379103 | — | KALEYRA INC | $0 | — | 0 | Common | SOLE |
| N0731H103 | ATAI | ATAI LIFESCIENCES NV | $0 | — | 0 | Common | SOLE |
| 03217L106 | — | AMRYT PHARMA LTD - SPNR ADR | $0 | — | 0 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.