Global Frontier Investments LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Global Frontier Investments LLC reported 16 stock positions worth $335.1 million. Its top holding was JPMorgan Chase (JPM) at 22.9% of the portfolio, followed by American Express (AXP, 13.6%) and Progressive (PGR, 11.3%). Its holdings were unchanged from Q1 2024.
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001821219
- Portfolio Value
- $335.1M (Q2 2024)
- SEC Filing
- 0001821219-24-000004 ↗ filed Aug 14, 2024
Holdings Value
Holdings 16 stocks · $335.1M
| JPM JPMorgan Chase & Co. | 22.88% | 379,000 | $76.7M | No change |
| AXP American Express Co. | 13.63% | 197,215 | $45.7M | No change |
| PGR Progressive Corp. | 11.28% | 182,000 | $37.8M | No change |
| MA Mastercard Inc. Class A | 8.95% | 68,000 | $30.0M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 8.04% | 44 | $26.9M | No change |
| KKR KKR & Co. Inc. | 7.57% | 241,000 | $25.4M | No change |
| WAL Western Alliance Bancorp | 5.31% | 285,000 | $17.8M | No change |
| ACGL Arch Capital Group Ltd. | 4.52% | 150,000 | $15.1M | No change |
| AON Aon PLC Class A | 4.29% | 49,000 | $14.4M | No change |
| USB US Bancorp | 4.15% | 350,000 | $13.9M | No change |
| GS Goldman Sachs Group Inc. | 3.37% | 25,000 | $11.3M | No change |
| GPN Global Payments Inc. | 1.96% | 68,000 | $6.6M | No change |
| ACN Accenture PLC Class A | 1.36% | 15,000 | $4.6M | No change |
| BABA Alibaba Group Holding-SP ADR | 1.07% | 50,000 | $3.6M | No change |
| WFC Wells Fargo & Co. | 0.87% | 48,661 | $2.9M | No change |
| NTRS Northern Trust Corp. | 0.75% | 30,000 | $2.5M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
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 |