GF
Global Frontier Investments LLC 13F Filings & Institutional Holdings (Q2 2026)
Global Frontier Investments LLCCIK: 0001821219
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$581.0M
Reporting period: 2026-06-30 · Number of holdings: 30
Global Frontier Investments LLC disclosed 30 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $581.0M and a quarterly turnover rate of 45.6%.
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Personality snowflake
- Concentration
- 34.68
- Portfolio Stability
- 45.59
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 60
- Sizing Uniformity
- 87.13
Global Frontier Investments LLC's disclosed holdings carry a Herfindahl concentration index of 0.087 — mathematically equivalent to about 12 equally-sized positions, well below its 30 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.29), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.7 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim INFQ
-90.8% -$220.1M
Add GS
+269.2% $37.5M
Add JPM
0.0% $10.4M
Add AXP
0.0% $8.3M
Add PGR
0.0% $3.7M
Add USB
0.0% $4.7M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 17.69% | +5.07% | — | |
| 2 | AXP | American Express Co | Stock-Financials | 13.58% | +3.94% | — | |
| 3 | GS | Goldman Sachs Group Inc | Stock-Financials | 8.36% | +6.86% | +269.23% | |
| 4 | PGR | Progressive CORP | Stock-Financials | 6.84% | +1.91% | — | |
| 5 | ACN | Accenture plc | Stock-Tech | 6.75% | +0.93% | +46.51% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 6.01% | +1.37% | — | |
| 7 | USB | US Bancorp | Stock-Financials | 5.80% | +1.84% | — | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.67% | +1.35% | — | |
| 9 | INFQ | Infleqtion Inc | Stock-Other | 5.39% | -28.95% | -90.83% | |
| 10 | MKL | Markel Group Inc | Stock-Financials | 4.81% | +1.07% | — | |
| 11 | KKR | Kkr & Co Inc | Stock-Financials | 4.28% | +0.86% | — | |
| 12 | WAL | Western Alliance Bancorp | Stock-Financials | 4.03% | +1.27% | — | |
| 13 | AON | Aon plc | Stock-Financials | 2.80% | +0.64% | — | |
| 14 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 2.51% | +0.54% | — | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | +0.31% | — | |
| 16 | NTRS | Northern Trust CORP | Stock-Financials | 0.90% | +0.33% | — | |
| 17 | GPN | Global Payments Inc | Stock-Industrials | 0.85% | +0.22% | — | |
| 18 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.83% | -0.03% | — | |
| 19 | AX | Axos Financial Inc | Stock-Financials | 0.62% | +0.19% | — | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | +0.17% | — | |
| 21 | WBS | Webster Financial CORP | Stock-Financials | 0.43% | +0.12% | — | |
| 22 | WFC | Wells Fargo & Co | Stock-Financials | — | — | — | |
| 23 | CADEEUR | Cadence Bancorp | Stock-Other | — | — | — | |
| 24 | KLR1USD | Kaleyra Inc | Stock-Other | — | — | — | |
| 25 | ATAI | AtaiBeckley Inc. | Stock-Other | — | — | — | |
| 26 | ✓ | Amryt Pharma LTD - Spnr Adr | Stock-Other | — | — | — | |
| 27 | C | Citigroup Inc | Stock-Financials | — | — | — | |
| 28 | SCHW | Schwab (charles) CORP | Stock-Financials | — | — | — | |
| 29 | OZK | Bank Ozk | Stock-Financials | — | — | — | |
| 30 | SBNY | Signature Bank | Stock-Financials | — | — | — |
Portfolio Performance
Performance for Q3 2026
-4.4%
Performance Last 4 Quarters
-10.9%
- Stdev
- +19.5%
- Beta
- +1.02
- Alpha
- -2.4%
- Max Drawdown
- -23.3%
- Annualized Perf
- +17.4%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +1.77
- Stutzer
- +0.27
- Treynor
- +0.18
- Sterling
- +0.78
- Calmar
- +0.74
- Information Ratio
- -0.15
- Tracking Error
- +14.4%
- Stdev Down
- +10.1%
- Winning Months %
- +55.6%
- Losing Months %
- +44.4%
- Best 12 Months
- +62%
- Worst 12 Months
- -16.1%
- Efficiency Ratio
- +0.36
- Sharpe
- +0.92
- Stdev Sectors
- +37.9%
- Skewness
- +0.19
- Kurtosis
- -0.82
- Upside Potential
- +3.73
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 30 | $581.0M | 46 | ||
| 2026 Q1 | 30 | $732.0M | 59 | ||
| 2025 Q4 | 23 | $506.7M | 17 | ||
| 2025 Q3 | 23 | $519.1M | 94 | ||
| 2025 Q2 | 23 | $419.4M | 0 | ||
| 2024 Q4 | 23 | $388.7M | 0 | ||
| 2024 Q2 | 23 | $335.1M | 0 | ||
| 2024 Q1 | 23 | $341.3M | 0 | ||
| 2023 Q4 | 23 | $291.0M | 0 | ||
| 2023 Q3 | 23 | $230.7M | 0 | ||
| 2023 Q2 | 23 | $228.5M | 0 | ||
| 2023 Q1 | 23 | $222.6M | 0 | ||
| 2022 Q4 | 23 | $227.5M | 0 | ||
| 2022 Q3 | 23 | $197.2M | 0 | ||
| 2022 Q2 | 23 | $214.7M | 0 | ||
| 2022 Q1 | 23 | $258.6M | 0 | ||
| 2021 Q4 | 22 | $264.8M | 0 | ||
| 2021 Q3 | 19 | $137.1M | 0 | ||
| 2021 Q2 | 18 | $132.4M | 19 | ||
| 2021 Q1 | 18 | $116.1M | 21 | ||
| 2020 Q4 | 18 | $103.0M | 41 | ||
| 2020 Q3 | 17 | $67.8M | 9 | ||
| 2020 Q2 | 16 | $65.5M | 0 |
Holding changes this quarter
Global Frontier Investments LLC's most significant position changes for 2026-06-30: Trim: Infleqtion Inc (INFQ) — shares -90.83%; Add: Goldman Sachs Group Inc (GS) — shares +269.23%; Add: Accenture plc (ACN) — shares +46.51%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | +6.9% | +269.23% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +5.1% | — | Unchanged |
| 3 | AXP | American Express Co | +3.9% | — | Unchanged |
| 4 | PGR | Progressive CORP | +1.9% | — | Unchanged |
| 5 | USB | US Bancorp | +1.8% | — | Unchanged |
| 6 | MA | Mastercard Inc - A | +1.4% | — | Unchanged |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +1.4% | — | Unchanged |
| 8 | WAL | Western Alliance Bancorp | +1.3% | — | Unchanged |
| 9 | MKL | Markel Group Inc | +1.1% | — | Unchanged |
| 10 | ACN | Accenture plc | +0.9% | +46.51% | Add |
| 11 | KKR | Kkr & Co Inc | +0.9% | — | Unchanged |
| 12 | AON | Aon plc | +0.6% | — | Unchanged |
| 13 | ACGL | Arch Capital Group Ltd. | +0.5% | — | Unchanged |
| 14 | NTRS | Northern Trust CORP | +0.3% | — | Unchanged |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | — | Unchanged |
| 16 | GPN | Global Payments Inc | +0.2% | — | Unchanged |
| 17 | AX | Axos Financial Inc | +0.2% | — | Unchanged |
| 18 | V | Visa Inc-class A Shares | +0.2% | — | Unchanged |
| 19 | WBS | Webster Financial CORP | +0.1% | — | Unchanged |
| 20 | OZK | Bank Ozk | — | — | Unchanged |
| 21 | CADEEUR | Cadence Bancorp | — | — | Unchanged |
| 22 | SCHW | Schwab (charles) CORP | — | — | Unchanged |
| 23 | WFC | Wells Fargo & Co | — | — | Unchanged |
| 24 | ✓ | Amryt Pharma LTD - Spnr Adr | — | — | Unchanged |
| 25 | ATAI | AtaiBeckley Inc. | — | — | Unchanged |
| 26 | C | Citigroup Inc | — | — | Unchanged |
| 27 | SBNY | Signature Bank | — | — | Unchanged |
| 28 | KLR1USD | Kaleyra Inc | — | — | Unchanged |
| 29 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 30 | INFQ | Infleqtion Inc | -29% | -90.83% | Trim |
Filing History
FAQ
What is Global Frontier Investments LLC and what type of investor is it?
Global Frontier Investments LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $581.0M, spread across 30 disclosed positions.
What are Global Frontier Investments LLC's largest equity positions?
Based on the latest 13F filing, Global Frontier Investments LLC's top holdings by market value are:
1. Jpmorgan Chase & Co (JPM) — $102.8M (17.7%)
2. American Express Co (AXP) — $78.9M (13.6%)
3. Goldman Sachs Group Inc (GS) — $48.5M (8.4%)
4. Progressive CORP (PGR) — $39.8M (6.8%)
5. Accenture plc (ACN) — $39.2M (6.8%)
What changes did Global Frontier Investments LLC make in its most recent portfolio filing?
In the latest reported quarter, Global Frontier Investments LLC made 3 notable position adjustments: 0 new positions were initiated, 2 existing holdings were added to, 1 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Infleqtion Inc (INFQ) — shares -90.83%; Add: Goldman Sachs Group Inc (GS) — shares +269.23%; Add: Accenture plc (ACN) — shares +46.51%
What sectors does Global Frontier Investments LLC focus on?
Global Frontier Investments LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 90.4%
• Information Technology: 7.7%
• Industrials: 1.0%
• Consumer Discretionary: 0.9%
Investment Profile
Global Frontier Investments LLC returned an annualized 17.4% over the trailing 36 months — underperforming the S&P 500 by 2.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.02 (roughly in line with the market) and a 53% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 90.4% of the portfolio concentrated in Financials.
Its turnover score has risen from 0 to 46 over the past 4 quarters — a shift toward more active trading.
It has added to its NTRS position over the past two quarters (+$1.1M, now $5.2M), while trimming ACN over the same stretch (-$18.5M, still holding $39.2M).
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