Global Frontier Investments LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Global Frontier Investments LLC reported 15 stock positions worth $388.7 million. Its top holding was JPMorgan Chase (JPM) at 23.4% of the portfolio, followed by American Express (AXP, 15.1%) and Progressive (PGR, 11.2%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001821219
- Portfolio Value
- $388.7M (Q4 2024)
- SEC Filing
- 0001821219-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 15 stocks · $388.7M
| JPM JPMorgan Chase & Co. | 23.37% | 379,000 | $90.8M | — |
| AXP American Express Co. | 15.06% | 197,215 | $58.5M | — |
| PGR Progressive Corp. | 11.22% | 182,000 | $43.6M | — |
| MA Mastercard Inc. Class A | 9.21% | 68,000 | $35.8M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 7.71% | 44 | $30.0M | — |
| USB US Bancorp | 6.87% | 558,000 | $26.7M | — |
| WAL Western Alliance Bancorp | 6.13% | 285,000 | $23.8M | — |
| AON Aon PLC Class A | 4.53% | 49,000 | $17.6M | — |
| GS Goldman Sachs Group Inc. | 3.68% | 25,000 | $14.3M | — |
| ACGL Arch Capital Group Ltd. | 3.56% | 150,000 | $13.9M | — |
| KKR KKR & Co. Inc. | 3.46% | 91,000 | $13.5M | — |
| GPN Global Payments Inc. | 1.96% | 68,000 | $7.6M | — |
| ACN Accenture PLC Class A | 1.36% | 15,000 | $5.3M | — |
| BABA Alibaba Group Holding-SP ADR | 1.09% | 50,000 | $4.2M | — |
| NTRS Northern Trust Corp. | 0.79% | 30,000 | $3.1M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |