Global Frontier Investments LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Global Frontier Investments LLC reported 15 stock positions worth $419.4 million. Its top holding was JPMorgan Chase (JPM) at 26.2% of the portfolio, followed by American Express (AXP, 15.0%) and Progressive (PGR, 11.6%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001821219
- Portfolio Value
- $419.4M (Q2 2025)
- SEC Filing
- 0001821219-25-000002 ↗ filed Aug 13, 2025
Holdings Value
Holdings 15 stocks · $419.4M
| JPM JPMorgan Chase & Co. | 26.20% | 379,000 | $109.9M | — |
| AXP American Express Co. | 15.00% | 197,215 | $62.9M | — |
| PGR Progressive Corp. | 11.58% | 182,000 | $48.6M | — |
| MA Mastercard Inc. Class A | 9.11% | 68,000 | $38.2M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 7.65% | 44 | $32.1M | — |
| USB US Bancorp | 6.02% | 558,000 | $25.2M | — |
| WAL Western Alliance Bancorp | 5.30% | 285,000 | $22.2M | — |
| GS Goldman Sachs Group Inc. | 4.22% | 25,000 | $17.7M | — |
| AON Aon PLC Class A | 4.17% | 49,000 | $17.5M | — |
| ACGL Arch Capital Group Ltd. | 3.26% | 150,000 | $13.7M | — |
| KKR KKR & Co. Inc. | 2.89% | 91,000 | $12.1M | — |
| BABA Alibaba Group Holding-SP ADR | 1.35% | 50,000 | $5.7M | — |
| GPN Global Payments Inc. | 1.30% | 68,000 | $5.4M | — |
| ACN Accenture PLC Class A | 1.07% | 15,000 | $4.5M | — |
| NTRS Northern Trust Corp. | 0.91% | 30,000 | $3.8M | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
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 |