Institutional
Global Frontier Investments LLC
CIK 0001821219
$732,008
Reported AUM
30
Positions
Q1 2026
Period
2026-05-15
Filed
Editorial summary
Summary for Global Frontier Investments LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | INFQ | INFLEQTION INC | $9.98 | 13.02% | -24.91% | 1.73% | $251K | 34.34% | — | HELD |
| 2 | JPM | JPMORGAN CHASE | $350.85 | 1.78% | 21.40% | 144.23% | $92K | 12.62% | — | HELD |
| 3 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | 15.92% | 116.12% | $71K | 9.64% | — | HELD |
| 4 | ACN | ACCENTURE PLC CL A | $163.29 | -5.71% | -34.80% | -47.34% | $43K | 5.82% | — | HELD |
| 5 | PGR | PROGRESSIVE CORP | $213.28 | -3.05% | -5.79% | 147.45% | $36K | 4.93% | — | HELD |
| 6 | MA | MASTERCARD INC A | $577.35 | 2.49% | 3.76% | 71.76% | $34K | 4.64% | — | HELD |
| 7 | BRK/A | BERKSHIRE HATHAWAY INC CL A | — | — | — | — | $32K | 4.32% | — | HELD |
| 8 | USB | US BANCORP | $62.90 | 0.13% | 48.60% | 36.08% | $29K | 3.96% | — | HELD |
| 9 | MKL | MARKEL GROUP INC | $1886.16 | -6.39% | -2.26% | 48.49% | $27K | 3.74% | — | HELD |
| 10 | KKR | KKR | $100.98 | 1.71% | -29.97% | 60.55% | $25K | 3.42% | — | HELD |
| 11 | WAL | WESTERN ALLIANCE BANCORP | $81.25 | 0.68% | 8.59% | -7.65% | $20K | 2.76% | — | HELD |
| 12 | AON | AON PLC CLASS A | $366.57 | -2.81% | 6.99% | 35.98% | $16K | 2.16% | — | HELD |
| 13 | ACGL | ARCH CAPITAL GROUP LTD | $101.14 | -3.26% | 15.48% | 160.02% | $14K | 1.97% | — | HELD |
| 14 | GS | GOLDMAN SACHS GROUP INC | $1024.86 | 4.50% | 41.00% | 166.43% | $11K | 1.50% | — | HELD |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC CL B | — | — | — | — | $7K | 0.98% | — | HELD |
| 16 | BABA | ALIBABA GROUP HOLDING-SP ADR | $116.32 | 1.12% | -0.84% | -26.80% | $6K | 0.86% | — | HELD |
| 17 | GPN | GLOBAL PAYMENTS INC | $86.84 | -1.62% | 10.61% | -45.00% | $5K | 0.63% | — | HELD |
| 18 | NTRS | NORTHERN TRUST CORP | $182.51 | 2.74% | 46.38% | 78.20% | $4K | 0.57% | — | HELD |
| 19 | AX | AXOS FINANCIAL INC | $98.48 | 0.31% | 16.59% | 102.99% | $3K | 0.43% | — | HELD |
| 20 | V | VISA INC CLASS A SHARES | $366.27 | -0.67% | 8.37% | 65.12% | $3K | 0.40% | — | HELD |
| 21 | WBS | WEBSTER FINANCIAL CORP | $77.30 | 1.91% | 38.87% | 74.52% | $2K | 0.31% | — | HELD |
| 22 | — | AMRYT PHARMA LTD - SPNR ADR | — | — | — | — | — | — | — | HELD |
| 23 | ATAI | ATAI LIFESCIENCES NV | $7.18 | 0.00% | 72.18% | -56.17% | — | — | — | HELD |
| 24 | C | CITIGROUP INC | $132.32 | 4.08% | 41.58% | 108.64% | — | — | — | HELD |
| 25 | WMT2 | WELLS FARGO | — | — | — | — | — | — | — | HELD |
| 26 | SBNY | SIGNATURE BANK/NEW YORK NY | $0.40 | 0.00% | -31.03% | -80.00% | — | — | — | HELD |
| 27 | OZK | BANK OZK | $50.99 | -1.09% | 12.06% | 45.34% | — | — | — | HELD |
| 28 | SCHW | SCHWAB (CHARLES) CORP | $104.33 | -0.13% | 9.66% | 51.38% | — | — | — | HELD |
| 29 | — | CADENCE BANCORP | — | — | — | — | — | — | — | HELD |
| 30 | — | KALEYRA INC | — | — | — | — | — | — | — | HELD |
Source: SEC EDGAR · accession 0001821219-26-000004. 13F discloses long positions only — shorts, foreign equities, and options are excluded.