Global Frontier Investments LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Global Frontier Investments LLC reported 21 stock positions worth $581.0 million. Its top holding was JPMorgan Chase (JPM) at 17.7% of the portfolio, followed by American Express (AXP, 13.6%) and Goldman Sachs (GS, 8.4%). Compared with Q1 2026, it added to 2 and reduced 1. The biggest buy was Goldman Sachs (GS, shares +269%) and the biggest sale Infleqtion (INFQ, shares −91%).

Most Recent 13F
Q2 2026
Location
CHARLESTON, SC
CIK
0001821219
Portfolio Value
$581.0M (Q2 2026)
SEC Filing
0001821219-26-000006 ↗ filed Aug 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $341.3M Q1 2024 Q2 2024: $335.1M Q2 2024 Q4 2024: $388.7M Q4 2024 Q2 2025: $419.4M Q2 2025 Q3 2025: $519.1M Q3 2025 Q4 2025: $506.7M Q4 2025 Q1 2026: $732.0M Q1 2026 Q2 2026: $581.0M $581.0M Q2 2026

Holdings 21 stocks · $581.0M
JPM JPMorgan Chase & Co. 17.69% 314,000 $102.8M No change
AXP American Express Co. 13.58% 233,215 $78.9M No change
GS Goldman Sachs Group Inc. 8.36% 48,000 $48.5M Add +269.2%
PGR Progressive Corp. 6.84% 182,000 $39.8M No change
ACN Accenture PLC Class A 6.75% 315,000 $39.2M Add +46.5%
MA Mastercard Inc. Class A 6.01% 68,000 $34.9M No change
USB US Bancorp 5.80% 558,000 $33.7M No change
BRK.A Berkshire Hathaway Inc. Class A 5.67% 44 $32.9M No change
INFQ Infleqtion Inc. 5.39% 2,348,913 $31.3M Reduce -90.8%
MKL Markel Group Inc. 4.81% 14,300 $27.9M No change
KKR KKR & Co. Inc. 4.28% 271,000 $24.9M No change
WAL Western Alliance Bancorp 4.03% 285,000 $23.4M No change
AON Aon PLC Class A 2.80% 49,000 $16.3M No change
ACGL Arch Capital Group Ltd. 2.51% 150,000 $14.6M No change
BRK.B Berkshire Hathaway Inc. Class B 1.29% 15,000 $7.5M No change
NTRS Northern Trust Corp. 0.90% 30,000 $5.2M No change
GPN Global Payments Inc. 0.85% 68,000 $4.9M No change
BABA Alibaba Group Holding-SP ADR 0.83% 50,000 $4.8M No change
AX Axos Financial Inc. 0.62% 37,000 $3.6M No change
V Visa Inc. Class A 0.57% 9,706 $3.3M No change
WBS Webster Financial Corp. 0.43% 33,000 $2.5M No change

Portfolio Sells Q1 2026 → Q2 2026
INFQ Infleqtion Inc. Reduce -90.8% 5.39% −28.95

Portfolio Buys Q1 2026 → Q2 2026
GS Goldman Sachs Group Inc. Add +269.2% 8.36% +6.85
ACN Accenture PLC Class A Add +46.5% 6.75% +0.92

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 21$581.0MJPM, AXP, GS, PGR, ACN
Q1 2026Amended 21$732.0MINFQ, JPM, AXP, ACN, PGR
Q4 2025 15$506.7MJPM, AXP, ACN, PGR, MA
Q3 2025 15$519.1MJPM, AXP, PGR, MA, KKR
Q2 2025 15$419.4MJPM, AXP, PGR, MA, BRK.A
Q4 2024 15$388.7MJPM, AXP, PGR, MA, BRK.A
Q2 2024 16$335.1MJPM, AXP, PGR, MA, BRK.A
Q1 2024 16$341.3MJPM, AXP, PGR, MA, BRK.A