Global Frontier Investments LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Global Frontier Investments LLC reported 16 stock positions worth $341.3 million. Its top holding was JPMorgan Chase (JPM) at 22.2% of the portfolio, followed by American Express (AXP, 13.2%) and Progressive (PGR, 11.0%). Compared with Q4 2023, it added to 1. The biggest buy was Goldman Sachs (GS, shares +67%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001821219
- Portfolio Value
- $341.3M (Q1 2024)
- SEC Filing
- 0001821219-24-000003 ↗ filed May 15, 2024
Holdings Value
Holdings 16 stocks · $341.3M
| JPM JPMorgan Chase & Co. | 22.24% | 379,000 | $75.9M | No change |
| AXP American Express Co. | 13.15% | 197,215 | $44.9M | No change |
| PGR Progressive Corp. | 11.03% | 182,000 | $37.6M | No change |
| MA Mastercard Inc. Class A | 9.59% | 68,000 | $32.7M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 8.17% | 44 | $27.9M | No change |
| KKR KKR & Co. Inc. | 7.10% | 241,000 | $24.2M | No change |
| WAL Western Alliance Bancorp | 5.36% | 285,000 | $18.3M | No change |
| AON Aon PLC Class A | 4.79% | 49,000 | $16.4M | No change |
| USB US Bancorp | 4.58% | 350,000 | $15.6M | No change |
| ACGL Arch Capital Group Ltd. | 4.06% | 150,000 | $13.9M | No change |
| GS Goldman Sachs Group Inc. | 3.06% | 25,000 | $10.4M | Add +66.7% |
| GPN Global Payments Inc. | 2.66% | 68,000 | $9.1M | No change |
| ACN Accenture PLC Class A | 1.52% | 15,000 | $5.2M | No change |
| BABA Alibaba Group Holding-SP ADR | 1.06% | 50,000 | $3.6M | No change |
| WFC Wells Fargo & Co. | 0.83% | 48,661 | $2.8M | No change |
| NTRS Northern Trust Corp. | 0.78% | 30,000 | $2.7M | No change |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
| GS Goldman Sachs Group Inc. | Add +66.7% | 3.06% | +1.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $581.0M | JPM, AXP, GS, PGR, ACN |
| Q1 2026Amended | 21 | $732.0M | INFQ, JPM, AXP, ACN, PGR |
| Q4 2025 | 15 | $506.7M | JPM, AXP, ACN, PGR, MA |
| Q3 2025 | 15 | $519.1M | JPM, AXP, PGR, MA, KKR |
| Q2 2025 | 15 | $419.4M | JPM, AXP, PGR, MA, BRK.A |
| Q4 2024 | 15 | $388.7M | JPM, AXP, PGR, MA, BRK.A |
| Q2 2024 | 16 | $335.1M | JPM, AXP, PGR, MA, BRK.A |
| Q1 2024 | 16 | $341.3M | JPM, AXP, PGR, MA, BRK.A |