Q1 2026 · 13F-HR
Global Frontier Investments LLCholdings as filed
Filed 2026-05-15 · accession 0001821219-26-000003
$437,724
Reported value
23
Positions
2026-03-31
Period end
The Brief · Global Frontier Investments LLC · Q1 2026
AI · grounded in 13F
Global Frontier Investments LLC reported no changes to its 13F holdings for 2026-03-31 relative to 2025-12-31.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 46625H100 | JPM | JPMORGAN CHASE | $92,366 | 21.1% | 314,000 | Common | SOLE |
| 025816109 | AXP | AMERICAN EXPRESS CO | $70,543 | 16.1% | 233,215 | Common | SOLE |
| G1151C101 | ACN | ACCENTURE PLC CL A | $42,632 | 9.74% | 215,000 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $36,080 | 8.24% | 182,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INC A | $33,977 | 7.76% | 68,000 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC CL A | $31,598 | 7.22% | 44 | Common | SOLE |
| 902973304 | USB | US BANCORP | $29,021 | 6.63% | 558,000 | Common | SOLE |
| 48251W104 | KKR | KKR | $25,068 | 5.73% | 271,000 | Common | SOLE |
| 957638109 | WAL | WESTERN ALLIANCE BANCORP | $20,192 | 4.61% | 285,000 | Common | SOLE |
| G0403H108 | AON | AON PLC CLASS A | $15,816 | 3.61% | 49,000 | Common | SOLE |
| G0450A105 | ACGL | ARCH CAPITAL GROUP LTD | $14,398 | 3.29% | 150,000 | Common | SOLE |
| 38141G104 | GS | GOLDMAN SACHS GROUP INC | $10,997 | 2.51% | 13,000 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HOLDING-SP ADR | $6,273 | 1.43% | 50,000 | Common | SOLE |
| 37940X102 | GPN | GLOBAL PAYMENTS INC | $4,576 | 1.05% | 68,000 | Common | SOLE |
| 665859104 | NTRS | NORTHERN TRUST CORP | $4,187 | 0.96% | 30,000 | Common | SOLE |
| 12739A100 | CADEEUR | 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 | KLR1USD | 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.